Position in CME
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$108,062,953
+$7,893,933 QoQ
Shares Held
365,881
-0.3% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 48.00524575831261.ToString("F0")%
Shared 3.1236851452146115.ToString("F0")%
None 48.87106909647277.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, 2026Focus Partners Wealth holds $820,136,428 across 11 Financial Data & Stock Exchanges names. CME ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
2,900,880 | $456,250,406 | |
| 2 | SPGI |
S&P Global Inc.
|
288,357 | $116,035,721 | |
| 3 | CME |
Cme Group Inc.
This page
|
365,881 | $108,062,953 | |
| 4 | MSCI |
MSCI Inc.
|
80,312 | $43,288,971 | |
| 5 | MCO |
Moodys Corp /De/
|
73,899 | $32,238,438 | |
| 6 | MORN |
Morningstar, Inc.
|
134,871 | $22,799,942 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
79,135 | $22,242,474 | |
| 8 | COIN |
Coinbase Global, Inc.
|
83,341 | $14,552,172 |
All Filings in CME
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $108,062,953 | 365,881 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $100,169,020 | 366,812 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $63,048,296 | 233,348 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $56,934,272 | 206,568 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $46,568,210 | 175,537 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $38,511,629 | 165,834 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $32,397,377 | 146,827 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,574,142 | 63,958 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $7,735,154 | 35,929 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $6,982,021 | 33,153 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||