Position in CME
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$20,952,571
-$29,509,748 QoQ
Shares Held
94,881
-44.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#255
of 1,680 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $155,919,540 across 11 Financial Data & Stock Exchanges names. CME ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
390,916 | $30,811,999 | |
| 2 | MCO |
Moodys Corp /De/
|
54,203 | $24,549,622 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
92,310 | $22,400,867 | |
| 4 | CME |
Cme Group Inc.
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|
94,881 | $20,952,571 | |
| 5 | SPGI |
S&P Global Inc.
|
56,121 | $20,457,397 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
141,227 | $17,386,455 | |
| 7 | FDS |
Factset Research Systems Inc
|
32,095 | $7,384,417 | |
| 8 | MSCI |
MSCI Inc.
|
10,788 | $6,041,711 |
All Filings in CME
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,952,571 | 94,881 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $50,462,319 | 170,856 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $61,166,096 | 223,986 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $27,844,430 | 103,055 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $28,754,056 | 104,325 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $27,867,122 | 105,044 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $14,967,687 | 64,452 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $13,628,667 | 61,766 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $9,477,103 | 48,205 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $8,560,360 | 39,762 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $8,383,986 | 39,810 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $6,775,244 | 33,839 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $4,687,835 | 24,477 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||