Position in CME
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$575,924
-$245,739 QoQ
Shares Held
2,608
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,049
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, 2026Dynamic Advisor Solutions LLC holds $4,928,402 across 5 Financial Data & Stock Exchanges names. CME ranks #3 (11.7% of the industry book) .
All Filings in CME
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,924 | 2,608 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $821,663 | 2,782 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $672,596 | 2,463 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $666,828 | 2,468 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $655,424 | 2,378 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $671,979 | 2,533 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $570,589 | 2,457 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $585,384 | 2,653 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $526,101 | 2,676 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $721,006 | 3,349 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $729,307 | 3,463 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $964,860 | 4,819 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $896,988 | 4,841 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $869,500 | 4,540 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $676,844 | 4,025 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $544,497 | 3,074 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $631,090 | 3,083 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $668,386 | 2,810 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $482,507 | 2,112 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $370,902 | 1,918 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $370,488 | 1,742 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $350,867 | 1,718 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $313,308 | 1,721 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $204,118 | 1,220 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $209,514 | 1,289 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $451,122 | 2,609 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||