Position in CME
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,919,323
-$3,522,591 QoQ
Shares Held
40,390
-4.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#407
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, 2026Atria Investments, Inc holds $34,203,924 across 10 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
|
40,390 | $8,919,323 | |
| 2 | SPGI |
S&P Global Inc.
|
19,874 | $7,657,302 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
36,000 | $4,431,960 | |
| 4 | MSCI |
MSCI Inc.
|
6,426 | $3,598,817 | |
| 5 | MCO |
Moodys Corp /De/
|
7,706 | $3,490,201 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
36,511 | $2,877,797 | |
| 7 | FDS |
Factset Research Systems Inc
|
7,417 | $1,706,503 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3,271 | $793,773 |
All Filings in CME
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,919,323 | 40,390 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $12,441,914 | 42,126 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,545,257 | 38,616 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,313,205 | 30,768 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,696,137 | 27,923 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,823,667 | 29,491 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,906,520 | 29,740 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,409,882 | 29,050 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $6,570,372 | 33,420 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,522,210 | 30,295 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $5,938,709 | 28,199 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,733,900 | 28,638 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,576,107 | 24,697 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,638,039 | 24,217 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,680,349 | 21,886 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,772,691 | 21,299 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,351,512 | 21,258 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,290,756 | 18,039 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,339,369 | 18,994 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,727,399 | 19,275 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $4,004,764 | 18,830 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,459,860 | 16,941 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,465,685 | 13,544 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,883,910 | 11,260 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,051,092 | 12,619 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $1,835,093 | 10,613 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||