Position in CME
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$9,842,393
-$5,644,284 QoQ
Shares Held
44,570
-15.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#391
of 1,680 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $73,584,401 across 9 Financial Data & Stock Exchanges names. CME ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
84,915 | $32,717,638 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
166,604 | $13,131,727 | |
| 3 | MSCI |
MSCI Inc.
|
18,737 | $10,493,469 | |
| 4 | CME |
Cme Group Inc.
This page
|
44,570 | $9,842,393 | |
| 5 | MCO |
Moodys Corp /De/
|
5,506 | $2,493,777 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
19,151 | $2,357,679 | |
| 7 | COIN |
Coinbase Global, Inc.
|
6,053 | $884,888 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3,567 | $865,603 |
All Filings in CME
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,842,393 | 44,570 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $15,486,677 | 52,435 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $16,070,484 | 58,849 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $16,519,686 | 61,141 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $16,892,749 | 61,290 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $16,628,642 | 62,681 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $17,993,180 | 77,480 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $20,081,135 | 91,009 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $18,595,607 | 94,586 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $23,024,404 | 106,946 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $23,838,656 | 113,194 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $42,026,378 | 209,901 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $41,439,367 | 223,646 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $44,380,546 | 231,728 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $37,767,558 | 224,593 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $40,073,359 | 226,237 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $47,378,224 | 231,452 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $54,615,034 | 229,610 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $53,705,691 | 235,077 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $45,005,907 | 232,733 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $49,232,017 | 231,484 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $46,559,334 | 227,975 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $40,679,800 | 223,454 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $36,775,741 | 219,806 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $34,287,325 | 210,947 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $35,619,978 | 206,003 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||