Position in CME
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,053,083
+$1,845,474 QoQ
Shares Held
67,896
+1.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Allworth Financial LP holds $27,322,498 across 13 Financial Data & Stock Exchanges names. CME ranks #1 (73.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
This page
|
67,896 | $20,053,083 | |
| 2 | SPGI |
S&P Global Inc.
|
4,966 | $2,112,238 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
10,942 | $1,720,957 | |
| 4 | MCO |
Moodys Corp /De/
|
1,978 | $862,902 | |
| 5 | MSCI |
MSCI Inc.
|
1,431 | $771,323 | |
| 6 | COIN |
Coinbase Global, Inc.
|
3,761 | $656,708 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
5,429 | $460,867 | |
| 8 | TRU |
TransUnion
|
3,129 | $216,495 |
All Filings in CME
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,053,083 | 67,896 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,207,609 | 66,675 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $15,251,414 | 56,447 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $15,391,723 | 55,844 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,068,917 | 26,646 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,181,962 | 26,620 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,726,529 | 25,953 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,372,881 | 27,329 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,703,247 | 26,491 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,414,949 | 11,467 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,286,712 | 11,421 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,969,262 | 10,628 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,062,095 | 10,767 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,745,668 | 10,381 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,638,452 | 9,250 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $568,247 | 2,776 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $613,678 | 2,580 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $532,540 | 2,331 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $404,164 | 2,090 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $233,522 | 1,098 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $224,244 | 1,098 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $395,594 | 2,173 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $363,564 | 2,173 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $353,199 | 2,173 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $386,108 | 2,233 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||