Position in CME
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,921,221
-$651,868 QoQ
Shares Held
8,700
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#735
of 1,687 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, 2026Institute for Wealth Management, LLC. holds $5,586,490 across 10 Financial Data & Stock Exchanges names. CME ranks #1 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
This page
|
8,700 | $1,921,221 | |
| 2 | MCO |
Moodys Corp /De/
|
2,146 | $971,966 | |
| 3 | MSCI |
MSCI Inc.
|
1,694 | $948,707 | |
| 4 | SPGI |
S&P Global Inc.
|
2,352 | $906,153 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
3,251 | $400,230 | |
| 6 | FDS |
Factset Research Systems Inc
|
770 | $177,161 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
480 | $116,481 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
920 | $72,514 |
All Filings in CME
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,921,221 | 8,700 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,573,089 | 8,712 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,387,265 | 8,742 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,359,299 | 8,732 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,501,802 | 9,077 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,460,564 | 9,275 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,148,824 | 9,253 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,045,866 | 9,272 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,835,654 | 9,337 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,011,454 | 9,343 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,970,584 | 9,357 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,880,866 | 9,394 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,751,361 | 9,452 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,812,353 | 9,463 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,635,524 | 9,726 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,710,544 | 9,657 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,969,623 | 9,622 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,240,403 | 9,419 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,156,662 | 9,440 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,765,172 | 9,128 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,756,949 | 8,261 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,713,898 | 8,392 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,523,030 | 8,366 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,405,738 | 8,402 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,377,038 | 8,472 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,461,089 | 8,450 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||