Position in CME
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$472,355
-$378,843 QoQ
Shares Held
2,139
-25.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,101
of 1,680 holders
Holding Since
Mar 2022
16 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, 2026Aaron Wealth Advisors LLC holds $5,419,053 across 9 Financial Data & Stock Exchanges names. CME ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
5,258 | $1,916,472 | |
| 2 | MCO |
Moodys Corp /De/
|
1,927 | $872,776 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
2,447 | $593,813 | |
| 4 | CME |
Cme Group Inc.
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|
2,139 | $472,355 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
2,895 | $356,403 | |
| 6 | MORN |
Morningstar, Inc.
|
2,102 | $327,954 | |
| 7 | COIN |
Coinbase Global, Inc.
|
2,143 | $313,285 | |
| 8 | MSCI |
MSCI Inc.
|
540 | $302,421 |
All Filings in CME
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,355 | 2,139 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $851,198 | 2,882 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $768,447 | 2,814 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $513,631 | 1,901 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $569,982 | 2,068 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $531,641 | 2,004 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $363,207 | 1,564 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $330,533 | 1,498 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $234,937 | 1,195 | Shares | Sole | 2024-07-22 | |
| 2023-09-30 | $954,849 | 4,769 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $845,107 | 4,561 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $873,522 | 4,561 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $718,211 | 4,271 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $810,546 | 4,576 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $201,834 | 986 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $738,000 | 175,540 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||