Position in CME
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,541,450
-$864,581 QoQ
Shares Held
16,037
+7.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#591
of 1,680 holders
Holding Since
Sep 2020
22 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, 2026Clearstead Advisors, LLC holds $17,538,561 across 11 Financial Data & Stock Exchanges names. CME ranks #3 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
10,562 | $4,069,341 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
32,388 | $3,987,286 | |
| 3 | CME |
Cme Group Inc.
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|
16,037 | $3,541,450 | |
| 4 | MCO |
Moodys Corp /De/
|
6,576 | $2,978,401 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
6,909 | $1,676,607 | |
| 6 | MSCI |
MSCI Inc.
|
676 | $378,587 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,573 | $361,915 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
4,374 | $344,758 |
All Filings in CME
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,541,450 | 16,037 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,406,031 | 14,918 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,131,973 | 15,131 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,931,264 | 14,550 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,043,621 | 14,671 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,632,350 | 13,692 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,111,185 | 13,397 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,020,477 | 13,689 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,650,168 | 13,480 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,596,827 | 12,062 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,431,377 | 11,545 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,247,469 | 11,225 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,047,269 | 11,049 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $292,068 | 1,525 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $82,398 | 490 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $94,764 | 535 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $104,601 | 511 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $116,313 | 489 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,370 | 6 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,414 | 28 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,891 | 23 | Shares | Sole | 2021-08-12 | |
| 2020-09-30 | $8,365 | 50 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||