Position in CME
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$158,335
-$44,836 QoQ
Shares Held
717
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,401
of 1,680 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $3,796,744 across 9 Financial Data & Stock Exchanges names. CME ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
24,111 | $2,968,305 | |
| 2 | FDS |
Factset Research Systems Inc
|
906 | $208,452 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
2,134 | $168,201 | |
| 4 | CME |
Cme Group Inc.
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|
717 | $158,335 | |
| 5 | COIN |
Coinbase Global, Inc.
|
787 | $115,051 | |
| 6 | SPGI |
S&P Global Inc.
|
283 | $109,145 | |
| 7 | MCO |
Moodys Corp /De/
|
65 | $29,439 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
111 | $26,936 |
All Filings in CME
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,335 | 717 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $203,171 | 744 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $201,831 | 747 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $298,220 | 1,082 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $285,717 | 1,077 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $243,144 | 1,047 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||