Position in CME
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$13,879,087
-$170,059 QoQ
Shares Held
46,992
-8.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 7.2418122619224965.ToString("F0")%
Shared 0.ToString("F0")%
None 92.7581877380775.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, 2026CWM, LLC holds $95,548,230 across 13 Financial Data & Stock Exchanges names. CME ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
115,114 | $32,355,091 | |
| 2 | SPGI |
S&P Global Inc.
|
42,127 | $17,918,298 | |
| 3 | CME |
Cme Group Inc.
This page
|
46,992 | $13,879,087 | |
| 4 | MSCI |
MSCI Inc.
|
12,583 | $6,782,362 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
60,327 | $5,121,159 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
30,130 | $4,738,846 | |
| 7 | MCO |
Moodys Corp /De/
|
10,568 | $4,610,290 | |
| 8 | COIN |
Coinbase Global, Inc.
|
19,195 | $3,351,638 |
All Filings in CME
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,879,087 | 46,992 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,049,146 | 51,447 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $14,042,584 | 51,973 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $16,164,010 | 58,646 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $14,970,049 | 56,429 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $10,571,806 | 45,523 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,514,456 | 34,056 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,441,980 | 22,594 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,654,139 | 21,618 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $4,483,463 | 21,289 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,799,574 | 18,977 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,409,891 | 18,403 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,344,896 | 17,465 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2,848,798 | 16,941 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,005,541 | 16,968 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,350,939 | 16,370 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $762,103 | 3,204 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $490,960 | 2,149 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $376,656 | 1,771 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $361,691 | 1,771 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $322,410 | 1,771 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $296,306 | 1,771 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $287,858 | 1,771 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $306,223 | 1,771 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||