Position in CME
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,743,567
-$2,271,936 QoQ
Shares Held
26,009
-4.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#501
of 1,680 holders
Holding Since
Mar 2022
17 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, 2026Sequoia Financial Advisors, LLC holds $26,519,971 across 11 Financial Data & Stock Exchanges names. CME ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
85,621 | $6,748,647 | |
| 2 | CME |
Cme Group Inc.
This page
|
26,009 | $5,743,567 | |
| 3 | SPGI |
S&P Global Inc.
|
9,369 | $3,415,281 | |
| 4 | MCO |
Moodys Corp /De/
|
6,044 | $2,737,448 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
19,109 | $2,352,508 | |
| 6 | MSCI |
MSCI Inc.
|
2,835 | $1,587,713 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
5,800 | $1,407,486 | |
| 8 | COIN |
Coinbase Global, Inc.
|
6,593 | $963,830 |
All Filings in CME
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,743,567 | 26,009 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $8,015,503 | 27,139 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,151,692 | 26,189 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,136,635 | 11,609 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,085,841 | 11,196 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,803,850 | 10,569 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,321,371 | 9,996 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $2,019,168 | 9,151 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $745,507 | 3,792 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $833,387 | 3,871 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,250,542 | 5,938 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $674,140 | 3,367 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $563,466 | 3,041 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $523,232 | 2,732 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $363,898 | 2,164 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $279,415 | 1,365 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $281,626 | 1,184 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||