Position in CME
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$587,186
-$264,308 QoQ
Shares Held
2,659
-7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,041
of 1,680 holders
Holding Since
Mar 2022
15 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, 2026PDS Planning, Inc holds $3,114,543 across 7 Financial Data & Stock Exchanges names. CME ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,970 | $759,132 | |
| 2 | CME |
Cme Group Inc.
This page
|
2,659 | $587,186 | |
| 3 | MCO |
Moodys Corp /De/
|
1,161 | $525,840 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
2,908 | $358,003 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
1,391 | $337,553 | |
| 6 | MSCI |
MSCI Inc.
|
510 | $285,620 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
3,314 | $261,209 |
All Filings in CME
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,186 | 2,659 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $851,494 | 2,883 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $751,516 | 2,752 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $809,219 | 2,995 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $837,333 | 3,038 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $743,342 | 2,802 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $585,219 | 2,520 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $515,879 | 2,338 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $466,728 | 2,374 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $504,209 | 2,342 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $473,428 | 2,248 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $423,665 | 2,116 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $377,435 | 2,037 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $370,399 | 1,934 | Shares | Sole | 2023-05-02 | |
| 2022-03-31 | $210,506 | 885 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||