Position in CME
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$711,670,385
+$35,805,622 QoQ
Shares Held
3,222,707
+40.8% QoQ
Ownership
0.896%
of shares outstanding
% of Portfolio
3.63%
of 13F equity value
Holder Rank
#21
of 1,680 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Capital Wealth Planning, LLC holds $711,670,385 across 1 Financial Data & Stock Exchanges name. CME ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
This page
|
3,222,707 | $711,670,385 |
All Filings in CME
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,670,385 | 3,222,707 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $675,864,763 | 2,288,352 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $739,813,589 | 2,709,146 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $684,257,796 | 2,532,506 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $611,501,556 | 2,218,640 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $584,563,331 | 2,203,488 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $565,671,175 | 2,435,823 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $317,587,060 | 1,439,325 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $273,907,641 | 1,393,223 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $321,382,974 | 1,492,791 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $253,563,452 | 1,204,005 | Shares | Sole | 2024-02-08 | |
| 2022-12-31 | $223,484 | 1,329 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,321,465 | 13,106 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,182,716 | 10,663 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $769,001 | 3,233 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $829,995 | 3,633 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $517,098 | 2,674 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $617,622 | 2,904 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $597,372 | 2,925 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $455,671 | 2,503 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $656,189 | 3,922 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $755,485 | 4,648 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,773,649 | 16,041 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||