Position in CME
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,212,118
-$241,285 QoQ
Shares Held
5,489
+11.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#854
of 1,679 holders
Holding Since
Mar 2020
24 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, 2026AE Wealth Management LLC holds $54,953,933 across 10 Financial Data & Stock Exchanges names. CME ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
|
74,546 | $17,151,517 | |
| 2 | MCO |
Moodys Corp /De/
|
35,034 | $15,867,562 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
44,178 | $5,438,728 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
60,617 | $4,777,821 | |
| 5 | SPGI |
S&P Global Inc.
|
11,762 | $4,531,969 | |
| 6 | TRU |
TransUnion
|
41,261 | $2,976,548 | |
| 7 | COIN |
Coinbase Global, Inc.
|
12,547 | $1,834,231 | |
| 8 | CME |
Cme Group Inc.
This page
|
5,489 | $1,212,118 |
All Filings in CME
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,212,118 | 5,489 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,453,403 | 4,921 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $797,653 | 2,921 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $390,415 | 1,445 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $378,143 | 1,372 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $290,488 | 1,095 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $214,809 | 925 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $200,137 | 1,018 | Shares | Other | 2024-08-12 | |
| 2023-12-31 | $1,553,174 | 7,375 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $509,159 | 2,543 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $375,582 | 2,027 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $360,440 | 1,882 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $301,006 | 1,790 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $310,686 | 1,754 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $477,360 | 2,332 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $542,320 | 2,280 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $549,446 | 2,405 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $426,402 | 2,205 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,455,603 | 11,546 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $435,009 | 2,130 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $356,453 | 1,958 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $837,051 | 5,003 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $573,928 | 3,531 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,525,930 | 8,825 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||