Position in CBOE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,676,607
-$227,923 QoQ
Shares Held
6,909
+2.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#411
of 977 holders
Holding Since
Jun 2021
14 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, 2026Clearstead Advisors, LLC holds $17,538,561 across 11 Financial Data & Stock Exchanges names. CBOE ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
10,562 | $4,069,341 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
32,388 | $3,987,286 | |
| 3 | CME |
Cme Group Inc.
|
16,037 | $3,541,450 | |
| 4 | MCO |
Moodys Corp /De/
|
6,576 | $2,978,401 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
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|
6,909 | $1,676,607 | |
| 6 | MSCI |
MSCI Inc.
|
676 | $378,587 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,573 | $361,915 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
4,374 | $344,758 |
All Filings in CBOE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,676,607 | 6,909 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,904,530 | 6,776 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,785,363 | 7,113 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,697,865 | 6,923 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,602,385 | 6,871 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,788,596 | 7,904 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,558,705 | 7,977 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,635,067 | 7,981 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,154,367 | 6,788 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,235,951 | 6,727 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,200,994 | 6,726 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,050,512 | 6,725 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $924,528 | 6,699 | Shares | Sole | 2023-08-07 | |
| 2021-06-30 | $1,547 | 13 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||