Position in CME
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$142,511,395
+$35,086,639 QoQ
Shares Held
482,517
+22.7% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 33.14660416109692.ToString("F0")%
Shared 0.ToString("F0")%
None 66.85339583890308.ToString("F0")%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $545,984,173 across 11 Financial Data & Stock Exchanges names. CME ranks #1 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
This page
|
482,517 | $142,511,395 | |
| 2 | SPGI |
S&P Global Inc.
|
307,394 | $123,696,267 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
390,023 | $61,342,817 | |
| 4 | COIN |
Coinbase Global, Inc.
|
330,381 | $57,687,826 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
186,069 | $52,298,413 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
496,645 | $42,160,194 | |
| 7 | MCO |
Moodys Corp /De/
|
61,152 | $26,677,560 | |
| 8 | MSCI |
MSCI Inc.
|
40,153 | $21,642,868 |
All Filings in CME
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,511,395 | 482,517 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $107,424,756 | 393,382 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $67,224,622 | 248,805 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $75,650,523 | 274,474 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $56,815,302 | 214,163 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $36,638,694 | 157,769 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $28,900,516 | 130,979 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $35,657,931 | 181,373 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $37,717,731 | 175,195 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $38,549,487 | 183,046 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $30,295,288 | 151,310 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $27,027,881 | 145,868 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $22,010,052 | 114,923 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $16,762,861 | 99,684 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $15,282,422 | 86,278 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,134,413 | 83,705 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $25,511,674 | 107,255 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,240,795 | 66,711 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,718,634 | 60,599 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $12,017,270 | 56,504 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,710,932 | 47,549 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,297,476 | 62,057 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $9,045,949 | 54,067 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $8,376,011 | 51,532 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,705,388 | 44,563 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||