Position in CME
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,394,377
-$20,206,450 QoQ
Shares Held
15,371
-80.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#599
of 1,680 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $132,265,001 across 9 Financial Data & Stock Exchanges names. CME ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
268,920 | $39,313,414 | |
| 2 | SPGI |
S&P Global Inc.
|
59,406 | $22,888,825 | |
| 3 | MCO |
Moodys Corp /De/
|
37,900 | $17,165,668 | |
| 4 | FDS |
Factset Research Systems Inc
|
74,386 | $17,114,730 | |
| 5 | MSCI |
MSCI Inc.
|
22,717 | $12,722,428 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
129,736 | $10,225,791 | |
| 7 | MORN |
Morningstar, Inc.
|
53,907 | $8,410,570 | |
| 8 | CME |
Cme Group Inc.
This page
|
15,371 | $3,394,377 |
All Filings in CME
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,394,377 | 15,371 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $23,600,827 | 79,908 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $16,864,601 | 61,757 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $24,089,329 | 89,157 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,989,210 | 101,550 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $25,792,289 | 97,223 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $19,764,862 | 85,109 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $5,207,118 | 23,599 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,404,221 | 12,229 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,528,581 | 11,745 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $2,367,565 | 11,242 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $1,881,467 | 9,397 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $1,682,062 | 9,078 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $1,840,698 | 9,611 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $799,937 | 4,757 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $1,194,387 | 6,743 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $778,064 | 3,801 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $1,182,164 | 4,970 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $902,417 | 3,950 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $695,007 | 3,594 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $540,419 | 2,541 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $377,212 | 1,847 | Shares | Other | 2021-05-04 | |
| 2020-09-30 | $227,876 | 1,362 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $274,692 | 1,690 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $555,386 | 3,212 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||