Position in CME
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,898,246
-$12,518,243 QoQ
Shares Held
94,635
-16.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#256
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, 2026Creative Planning holds $170,316,620 across 11 Financial Data & Stock Exchanges names. CME ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
118,401 | $45,619,634 | |
| 2 | MCO |
Moodys Corp /De/
|
51,572 | $23,357,989 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
184,209 | $22,677,969 | |
| 4 | CME |
Cme Group Inc.
This page
|
94,635 | $20,898,246 | |
| 5 | FDS |
Factset Research Systems Inc
|
60,404 | $13,897,752 | |
| 6 | MSCI |
MSCI Inc.
|
22,182 | $12,422,806 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
136,276 | $10,741,273 | |
| 8 | COIN |
Coinbase Global, Inc.
|
57,319 | $8,379,464 |
All Filings in CME
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,898,246 | 94,635 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $33,416,489 | 113,142 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $23,287,988 | 85,279 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,505,231 | 79,593 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,425,044 | 77,734 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $19,703,088 | 74,270 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,210,153 | 61,190 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,309,415 | 51,255 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $9,220,727 | 46,901 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $10,401,089 | 48,312 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,113,082 | 43,272 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,538,882 | 37,653 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $6,445,867 | 34,788 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $6,350,419 | 33,158 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,939,868 | 29,376 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,097,801 | 28,780 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,812,047 | 28,393 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,900,117 | 24,805 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,481,440 | 23,993 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,456,635 | 23,046 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,011,378 | 23,563 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,722,206 | 23,122 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,974,879 | 21,834 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,433,201 | 20,520 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,200,900 | 19,693 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,510,245 | 20,301 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||