Regal Investment Advisors LLC

Position in CME — Cme Group Inc.

CIK 1559789 KENTWOOD, MI

Position in CME

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,443,786

-$366,414 QoQ

Shares Held

6,538

+6.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#813

of 1,687 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 2% Shared 3% None 94%

Financial Services · as of Jun 30, 2026

Regal Investment Advisors LLC holds $6,438,266 across 5 Financial Data & Stock Exchanges names. CME ranks #2 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDS	Factset Research Systems Inc	12,125	$2,789,720
2	CME	Cme Group Inc. This page	6,538	$1,443,786
3	SPGI	S&P Global Inc.	2,694	$1,038,105
4	COIN	Coinbase Global, Inc.	4,622	$675,690
5	MCO	Moodys Corp /De/	1,084	$490,965

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,443,786	6,538	+6.7%	Shares	Sole	2026-08-14
2026-03-31	$1,810,200	6,129	+13.0%	Shares	Sole	2026-05-14
2025-12-31	$1,481,732	5,426	-41.9%	Shares	Sole	2026-02-17
2025-09-30	$2,524,385	9,343	-2.7%	Shares	Sole	2025-11-13
2025-06-30	$2,645,400	9,598	-28.0%	Shares	Sole	2025-08-11
2025-03-31	$3,536,315	13,330	-32.1%	Shares	Sole	2025-05-12
2024-12-31	$4,559,603	19,634	-1.4%	Shares	Sole	2025-02-13
2024-09-30	$4,395,789	19,922	+3.8%	Shares	Sole	2024-11-12
2024-06-30	$3,773,343	19,193	+1.4%	Shares	Sole	2024-08-15
2024-03-31	$4,073,286	18,920	+2.4%	Shares	Sole	2024-05-15
2023-12-31	$3,892,519	18,483	+23.8%	Shares	Sole	2024-02-14
2023-09-30	$2,989,284	14,930	+23.2%	Shares	Sole	2023-11-13
2023-06-30	$2,246,270	12,123	-3.4%	Shares	Sole	2023-08-11
2023-03-31	$2,404,725	12,556	+403.0%	Shares	Sole	2023-05-11
2022-12-31	$419,727	2,496	+27.6%	Shares	Sole	2023-03-01
2022-09-30	$346,466	1,956	-3.9%	Shares	Sole	2022-11-15
2022-06-30	$416,564	2,035	-0.4%	Shares	Sole	2022-08-09
2022-03-31	$485,947	2,043	-58.6%	Shares	Sole	2022-05-09
2021-12-31	$1,127,678	4,936	-15.9%	Shares	Sole	2022-02-10
2021-09-30	$1,135,333	5,871	-2.5%	Shares	Sole	2021-11-05
2021-06-30	$1,280,758	6,022	+89.0%	Shares	Sole	2021-08-09
2020-12-31	$580,011	3,186	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.