Position in CME
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$357,082
-$119,022 QoQ
Shares Held
1,617
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,181
of 1,680 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Sowell Financial Services LLC holds $2,309,095 across 6 Financial Data & Stock Exchanges names. CME ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
1,681 | $761,358 | |
| 2 | CME |
Cme Group Inc.
This page
|
1,617 | $357,082 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
1,423 | $345,319 | |
| 4 | SPGI |
S&P Global Inc.
|
884 | $322,109 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
2,571 | $316,515 | |
| 6 | COIN |
Coinbase Global, Inc.
|
1,414 | $206,712 |
All Filings in CME
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,082 | 1,617 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $476,104 | 1,612 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $498,097 | 1,824 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $418,254 | 1,548 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $369,882 | 1,342 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $382,017 | 1,440 | Shares | Sole | 2025-04-17 | |
| 2021-03-31 | $568,576 | 2,784 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $504,460 | 2,771 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $469,973 | 2,809 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $482,093 | 2,966 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $804,723 | 4,654 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||