Concurrent Investment Advisors, LLC

Position in CBOE — Cboe Global Markets, Inc.

CIK 2001015 Tampa, FL

Position in CBOE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$337,796

-$113,882 QoQ

Shares Held

1,392

-13.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#675

of 977 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $30,940,367 across 9 Financial Data & Stock Exchanges names. CBOE ranks #9 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	75,674	$16,711,089
2	SPGI	S&P Global Inc.	15,694	$5,720,904
3	ICE	Intercontinental Exchange, Inc.	26,439	$3,254,904
4	NDAQ	Nasdaq, Inc.	29,094	$2,293,188
5	MSCI	MSCI Inc.	1,619	$906,704
6	MCO	Moodys Corp /De/	1,481	$670,773
7	COIN	Coinbase Global, Inc.	3,689	$539,294
8	FDS	Factset Research Systems Inc	2,198	$505,715

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$337,796	1,392	-13.4%	Shares	Sole	2026-07-27
2026-03-31	$451,678	1,607	+23.6%	Shares	Sole	2026-04-21
2025-12-31	$326,300	1,300	-9.6%	Shares	Sole	2026-01-29
2025-09-30	$352,669	1,438	+3.3%	Shares	Sole	2025-10-27
2025-06-30	$324,628	1,392	+2.8%	Shares	Sole	2025-07-25
2025-03-31	$306,396	1,354	+5.0%	Shares	Sole	2025-04-29
2024-12-31	$252,066	1,290	-2.7%	Shares	Sole	2025-02-03
2024-09-30	$271,657	1,326	+0.5%	Shares	Sole	2024-10-30
2024-06-30	$224,309	1,319	—	Shares	Sole	2024-07-30
No filing history on record for this holder in this stock.