Position in CME
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$25,312,676
+$9,155,079 QoQ
Shares Held
85,704
+44.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $70,497,043 across 13 Financial Data & Stock Exchanges names. CME ranks #1 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
This page
|
85,704 | $25,312,676 | |
| 2 | SPGI |
S&P Global Inc.
|
44,940 | $18,083,990 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
111,561 | $17,546,314 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
24,413 | $2,072,419 | |
| 5 | COIN |
Coinbase Global, Inc.
|
10,590 | $1,849,119 | |
| 6 | MSCI |
MSCI Inc.
|
2,523 | $1,359,922 | |
| 7 | MCO |
Moodys Corp /De/
|
3,022 | $1,318,347 | |
| 8 | FDS |
Factset Research Systems Inc
|
5,970 | $1,295,430 |
All Filings in CME
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,312,676 | 85,704 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $16,157,597 | 59,168 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,479,725 | 57,292 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,176,711 | 76,833 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,536,751 | 73,643 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,648,121 | 67,382 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $14,574,815 | 66,054 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,347,567 | 67,892 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $14,191,486 | 65,918 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,058,116 | 43,011 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,385,213 | 41,880 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,816,643 | 42,186 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,229,231 | 42,968 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,942,653 | 41,286 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $10,456,869 | 59,035 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,913,130 | 58,198 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $13,211,220 | 55,542 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $11,900,024 | 52,088 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $9,890,033 | 51,143 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,762,437 | 45,902 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,564,295 | 46,831 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $9,501,189 | 52,190 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,374,200 | 50,052 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $7,521,213 | 46,273 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $7,420,605 | 42,916 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||