Position in CBOE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,669
-$422 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#922
of 977 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $394,381 across 8 Financial Data & Stock Exchanges names. CBOE ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
1,265 | $279,349 | |
| 2 | SPGI |
S&P Global Inc.
|
132 | $50,907 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
382 | $47,028 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
106 | $8,354 | |
| 5 | MCO |
Moodys Corp /De/
|
7 | $3,170 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
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|
11 | $2,669 | |
| 7 | COIN |
Coinbase Global, Inc.
|
12 | $1,754 | |
| 8 | FDS |
Factset Research Systems Inc
|
5 | $1,150 |
All Filings in CBOE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,669 | 11 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,091 | 11 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2 | 11 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2 | 11 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2 | 11 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1 | 8 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1 | 6 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||