Position in CME
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$778,867
-$244,520 QoQ
Shares Held
3,527
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#950
of 1,680 holders
Holding Since
Jun 2024
9 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, 2026Summit Financial, LLC holds $23,691,535 across 8 Financial Data & Stock Exchanges names. CME ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
39,065 | $9,479,903 | |
| 2 | SPGI |
S&P Global Inc.
|
17,004 | $6,551,591 | |
| 3 | COIN |
Coinbase Global, Inc.
|
23,394 | $3,419,968 | |
| 4 | MCO |
Moodys Corp /De/
|
3,088 | $1,398,616 | |
| 5 | MSCI |
MSCI Inc.
|
1,826 | $1,022,633 | |
| 6 | CME |
Cme Group Inc.
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|
3,527 | $778,867 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
6,236 | $767,713 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
3,454 | $272,244 |
All Filings in CME
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $778,867 | 3,527 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,023,387 | 3,465 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $809,682 | 2,965 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $814,352 | 3,014 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $871,786 | 3,163 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $789,237 | 2,975 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $644,902 | 2,777 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $403,127 | 1,827 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $383,566 | 1,951 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||