Position in CME
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,177,686
-$431,675 QoQ
Shares Held
5,333
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#864
of 1,687 holders
Holding Since
Mar 2020
19 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, 2026Arkadios Wealth Advisors holds $13,443,207 across 10 Financial Data & Stock Exchanges names. CME ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
60,219 | $7,413,560 | |
| 2 | SPGI |
S&P Global Inc.
|
5,934 | $2,286,356 | |
| 3 | CME |
Cme Group Inc.
This page
|
5,333 | $1,177,686 | |
| 4 | FDS |
Factset Research Systems Inc
|
2,750 | $632,719 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
5,717 | $450,613 | |
| 6 | COIN |
Coinbase Global, Inc.
|
3,024 | $442,078 | |
| 7 | MSCI |
MSCI Inc.
|
667 | $373,546 | |
| 8 | TRU |
TransUnion
|
3,302 | $238,205 |
All Filings in CME
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,177,686 | 5,333 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,609,361 | 5,449 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,311,330 | 4,802 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,022,398 | 3,784 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $870,682 | 3,159 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $585,759 | 2,208 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $325,818 | 1,403 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $307,365 | 1,393 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $279,958 | 1,424 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $268,251 | 1,246 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $283,467 | 1,346 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $261,487 | 1,306 | Shares | Sole | 2023-10-13 | |
| 2021-09-30 | $43,703 | 226 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $76,777 | 361 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $47,994 | 235 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $15,110 | 83 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $38,313 | 229 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $37,384 | 230 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $15,561 | 90 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||