Position in CME
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$728,739
-$312,960 QoQ
Shares Held
3,300
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#972
of 1,680 holders
Holding Since
Sep 2022
13 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, 2026Clearstead Trust, LLC holds $921,383 across 9 Financial Data & Stock Exchanges names. CME ranks #1 (79.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
This page
|
3,300 | $728,739 | |
| 2 | SPGI |
S&P Global Inc.
|
229 | $88,375 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
300 | $36,933 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
113 | $27,421 | |
| 5 | MCO |
Moodys Corp /De/
|
27 | $12,228 | |
| 6 | MSCI |
MSCI Inc.
|
20 | $11,200 | |
| 7 | TRU |
TransUnion
|
146 | $10,532 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
70 | $5,517 |
All Filings in CME
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $728,739 | 3,300 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,041,699 | 3,527 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $963,153 | 3,527 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $887,844 | 3,286 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $905,687 | 3,286 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $828,500 | 3,123 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $712,017 | 3,066 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $676,512 | 3,066 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $602,775 | 3,066 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $519,710 | 2,414 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $508,388 | 2,414 | Shares | Sole | 2024-02-06 | |
| 2022-12-31 | $3,195 | 19 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,365 | 19 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||