Position in CME
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$605,074
-$218,361 QoQ
Shares Held
2,740
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,028
of 1,680 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $4,476,970 across 8 Financial Data & Stock Exchanges names. CME ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
9,085 | $1,118,454 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
8,745 | $689,280 | |
| 3 | SPGI |
S&P Global Inc.
|
1,617 | $623,107 | |
| 4 | CME |
Cme Group Inc.
This page
|
2,740 | $605,074 | |
| 5 | MCO |
Moodys Corp /De/
|
1,183 | $535,804 | |
| 6 | FDS |
Factset Research Systems Inc
|
1,699 | $390,905 | |
| 7 | MSCI |
MSCI Inc.
|
541 | $302,981 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
871 | $211,365 |
All Filings in CME
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,074 | 2,740 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $823,435 | 2,788 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $803,401 | 2,942 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $874,875 | 3,238 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $897,969 | 3,258 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,718,813 | 6,479 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,533,414 | 6,603 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,161,722 | 5,265 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $359,974 | 1,831 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $433,809 | 2,015 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $411,512 | 1,954 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $408,448 | 2,040 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $325,369 | 1,756 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $327,499 | 1,710 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $247,027 | 1,469 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $267,289 | 1,509 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $353,312 | 1,726 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $385,095 | 1,619 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $338,577 | 1,482 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $263,963 | 1,365 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $307,109 | 1,444 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $298,380 | 1,461 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $273,985 | 1,505 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $246,949 | 1,476 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||