Envestnet Portfolio Solutions, Inc.

Position in CBOE — Cboe Global Markets, Inc.

CIK 1998033 BERWYN, PA

Position in CBOE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$568,575

-$17,455 QoQ

Shares Held

2,343

+12.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#582

of 977 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $31,243,521 across 8 Financial Data & Stock Exchanges names. CBOE ranks #7 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	63,948	$14,121,636
2	COIN	Coinbase Global, Inc.	43,128	$6,304,882
3	ICE	Intercontinental Exchange, Inc.	31,319	$3,855,682
4	MCO	Moodys Corp /De/	6,687	$3,028,676
5	SPGI	S&P Global Inc.	4,396	$1,602,454
6	NDAQ	Nasdaq, Inc.	17,703	$1,395,350
7	CBOE	Cboe Global Markets, Inc. This page	2,343	$568,575
8	MSCI	MSCI Inc.	654	$366,266

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$568,575	2,343	+12.4%	Shares	Sole	2026-07-20
2026-03-31	$586,030	2,085	-39.6%	Shares	Sole	2026-04-29
2025-12-31	$866,201	3,451	+11.3%	Shares	Sole	2026-02-06
2025-09-30	$760,275	3,100	-52.4%	Shares	Sole	2025-10-30
2025-06-30	$1,519,129	6,514	+67.5%	Shares	Sole	2025-07-25
2025-03-31	$880,268	3,890	-53.7%	Shares	Sole	2025-04-21
2024-12-31	$1,641,360	8,400	+10.0%	Shares	Sole	2025-02-10
2024-09-30	$1,564,387	7,636	+9.8%	Shares	Sole	2024-10-31
2024-06-30	$1,182,257	6,952	-7.3%	Shares	Sole	2024-07-16
2024-03-31	$1,377,791	7,499	-19.0%	Shares	Sole	2024-05-06
2023-12-31	$1,652,751	9,256	+131.5%	Shares	Sole	2024-02-07
2023-09-30	$624,527	3,998	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.