Position in CME
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,422,259
-$1,878,202 QoQ
Shares Held
24,554
-0.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#508
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,849,571 across 11 Financial Data & Stock Exchanges names. CME ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
This page
|
24,554 | $5,422,259 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
22,058 | $2,715,560 | |
| 3 | SPGI |
S&P Global Inc.
|
3,185 | $1,227,074 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
11,151 | $878,921 | |
| 5 | MCO |
Moodys Corp /De/
|
508 | $230,083 | |
| 6 | FDS |
Factset Research Systems Inc
|
610 | $140,348 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
360 | $87,361 | |
| 8 | COIN |
Coinbase Global, Inc.
|
477 | $69,732 |
All Filings in CME
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,422,259 | 24,554 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $7,300,461 | 24,718 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $5,796,942 | 21,228 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,464,943 | 9,123 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,152,091 | 4,180 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $532,171 | 2,006 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $483,735 | 2,083 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $457,628 | 2,074 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $416,792 | 2,120 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $571,810 | 2,656 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $528,606 | 2,510 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $536,990 | 2,682 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $791,003 | 4,269 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $804,384 | 4,200 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $676,171 | 4,021 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $766,618 | 4,328 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $870,179 | 4,251 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $1,041,351 | 4,378 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $978,037 | 4,281 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $832,114 | 4,303 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $980,454 | 4,610 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $926,387 | 4,536 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $1,014,382 | 5,572 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,047,527 | 6,261 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $1,339,817 | 8,243 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $1,033,137 | 5,975 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||