Position in CBOE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$337,553
-$48,918 QoQ
Shares Held
1,391
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#676
of 977 holders
Holding Since
Mar 2025
6 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, 2026PDS Planning, Inc holds $3,114,543 across 7 Financial Data & Stock Exchanges names. CBOE ranks #5 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,970 | $759,132 | |
| 2 | CME |
Cme Group Inc.
|
2,659 | $587,186 | |
| 3 | MCO |
Moodys Corp /De/
|
1,161 | $525,840 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
2,908 | $358,003 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
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|
1,391 | $337,553 | |
| 6 | MSCI |
MSCI Inc.
|
510 | $285,620 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
3,314 | $261,209 |
All Filings in CBOE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,553 | 1,391 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $386,471 | 1,375 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $346,380 | 1,380 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $354,386 | 1,445 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $344,217 | 1,476 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $338,529 | 1,496 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||