Position in CME
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$674,856
+$150,906 QoQ
Shares Held
3,056
+72.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#989
of 1,680 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $6,663,221 across 8 Financial Data & Stock Exchanges names. CME ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
4,708 | $1,813,935 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
8,245 | $1,015,041 | |
| 3 | FDS |
Factset Research Systems Inc
|
4,138 | $952,071 | |
| 4 | MCO |
Moodys Corp /De/
|
2,070 | $937,544 | |
| 5 | CME |
Cme Group Inc.
This page
|
3,056 | $674,856 | |
| 6 | MSCI |
MSCI Inc.
|
921 | $515,796 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
5,810 | $457,944 | |
| 8 | COIN |
Coinbase Global, Inc.
|
2,025 | $296,034 |
All Filings in CME
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,856 | 3,056 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $523,950 | 1,774 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $571,829 | 2,094 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $532,544 | 1,971 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $682,710 | 2,477 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $779,156 | 2,937 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $577,091 | 2,485 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $632,382 | 2,866 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $634,624 | 3,228 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $534,134 | 2,481 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $461,214 | 2,190 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $340,173 | 1,699 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $317,587 | 1,714 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $360,440 | 1,882 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $295,288 | 1,756 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $328,221 | 1,853 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $388,315 | 1,897 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $444,798 | 1,870 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $349,543 | 1,530 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $288,136 | 1,490 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $277,972 | 1,307 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||