Position in CME
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,757,585
-$943,390 QoQ
Shares Held
7,959
-13.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#763
of 1,680 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $9,672,201 across 6 Financial Data & Stock Exchanges names. CME ranks #3 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
5,987 | $2,711,632 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
17,597 | $2,166,366 | |
| 3 | CME |
Cme Group Inc.
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|
7,959 | $1,757,585 | |
| 4 | MSCI |
MSCI Inc.
|
2,519 | $1,410,740 | |
| 5 | SPGI |
S&P Global Inc.
|
2,582 | $994,936 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,600 | $630,942 |
All Filings in CME
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,757,585 | 7,959 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,700,975 | 9,145 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,578,986 | 13,106 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,453,595 | 9,081 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,510,622 | 9,109 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,330,307 | 8,784 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,099,823 | 9,042 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,811,757 | 8,211 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,855,418 | 14,524 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,249,802 | 15,095 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,052,507 | 9,746 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,751,925 | 8,750 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,635,184 | 8,825 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,692,653 | 8,838 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,371,849 | 8,158 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,672,992 | 9,445 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,960,616 | 9,578 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $541,845 | 2,278 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $512,892 | 2,245 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $350,597 | 1,813 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $523,405 | 2,461 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $355,972 | 1,743 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||