Position in CME
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,758,060
+$2,269,331 QoQ
Shares Held
30,603
+101.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#455
of 1,680 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $53,697,882 across 8 Financial Data & Stock Exchanges names. CME ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
99,892 | $38,488,104 | |
| 2 | CME |
Cme Group Inc.
This page
|
30,603 | $6,758,060 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
32,613 | $4,014,986 | |
| 4 | MSCI |
MSCI Inc.
|
3,882 | $2,174,075 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
3,117 | $756,402 | |
| 6 | COIN |
Coinbase Global, Inc.
|
5,089 | $743,960 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
5,573 | $439,263 | |
| 8 | FDS |
Factset Research Systems Inc
|
1,404 | $323,032 |
All Filings in CME
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,758,060 | 30,603 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,488,729 | 15,198 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,898,763 | 14,277 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $755,198 | 2,740 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $513,070 | 1,934 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $380,857 | 1,640 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $270,516 | 1,226 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $219,798 | 1,118 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $242,847 | 1,128 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $257,563 | 1,223 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $274,501 | 1,371 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $140,449 | 758 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $598,338 | 2,923 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $407,929 | 1,715 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $317,330 | 1,389 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $264,737 | 1,369 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $300,091 | 1,411 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $281,020 | 1,376 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $209,539 | 1,151 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||