Position in CME
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$881,995
-$166,792 QoQ
Shares Held
3,994
+12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#924
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, 2026MISSION WEALTH MANAGEMENT, LP holds $9,954,629 across 7 Financial Data & Stock Exchanges names. CME ranks #7 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
21,846 | $2,689,461 | |
| 2 | SPGI |
S&P Global Inc.
|
6,600 | $2,405,800 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
15,075 | $1,188,211 | |
| 4 | FDS |
Factset Research Systems Inc
|
4,211 | $968,866 | |
| 5 | MSCI |
MSCI Inc.
|
1,666 | $933,026 | |
| 6 | MCO |
Moodys Corp /De/
|
1,959 | $887,270 | |
| 7 | CME |
Cme Group Inc.
This page
|
3,994 | $881,995 |
All Filings in CME
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $881,995 | 3,994 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,048,787 | 3,551 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $971,891 | 3,559 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,187,755 | 4,396 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,205,286 | 4,373 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,108,646 | 4,179 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $968,166 | 4,169 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,307,116 | 10,456 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,095,559 | 10,659 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,277,551 | 10,579 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,209,825 | 10,493 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,160,373 | 10,790 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,996,499 | 10,775 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,332,330 | 12,178 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $2,029,186 | 12,067 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,325,539 | 13,129 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,669,697 | 13,042 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,097,650 | 13,023 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,991,226 | 13,093 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,549,521 | 13,184 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $3,213,382 | 15,109 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,076,112 | 15,062 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,737,849 | 15,039 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,919,224 | 17,448 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,837,298 | 17,456 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $3,015,204 | 17,438 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||