Position in CME
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$639,744
-$216,771 QoQ
Shares Held
2,897
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#255
of 536 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $7,483,059 across 13 Financial Data & Stock Exchanges names. CME ranks #6 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
4,491 | $2,034,063 | |
| 2 | COIN |
Coinbase Global, Inc.
|
7,412 | $1,083,560 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
13,583 | $1,070,612 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
7,068 | $870,141 | |
| 5 | SPGI |
S&P Global Inc.
|
2,044 | $787,549 | |
| 6 | CME |
Cme Group Inc.
This page
|
2,897 | $639,744 | |
| 7 | MSCI |
MSCI Inc.
|
891 | $498,995 | |
| 8 | FDS |
Factset Research Systems Inc
|
1,021 | $234,911 |
All Filings in CME
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,744 | 2,897 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $856,515 | 2,900 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $498,644 | 1,826 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $521,466 | 1,930 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $441,267 | 1,601 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $416,505 | 1,570 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $502,081 | 2,162 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $192,406 | 872 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $249,682 | 1,270 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $338,435 | 1,572 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $304,106 | 1,444 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $362,798 | 1,812 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $446,919 | 2,412 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $326,924 | 1,707 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $839,622 | 4,993 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $916,470 | 5,174 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $971,710 | 4,747 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,129,121 | 4,747 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $459,889 | 2,013 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $422,535 | 2,185 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $484,697 | 2,279 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $432,559 | 2,118 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $354,633 | 1,948 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $278,905 | 1,667 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $342,471 | 2,107 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $417,058 | 2,412 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||