Position in FDS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,042,420
+$877,401 QoQ
Shares Held
8,877
+65.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#226
of 762 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $30,069,812 across 10 Financial Data & Stock Exchanges names. FDS ranks #7 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
25,021 | $9,640,658 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
56,964 | $4,489,902 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
36,073 | $4,440,947 | |
| 4 | CME |
Cme Group Inc.
|
13,383 | $2,955,367 | |
| 5 | MCO |
Moodys Corp /De/
|
5,450 | $2,468,414 | |
| 6 | MSCI |
MSCI Inc.
|
4,162 | $2,330,886 | |
| 7 | FDS |
Factset Research Systems Inc
This page
|
8,877 | $2,042,420 | |
| 8 | COIN |
Coinbase Global, Inc.
|
5,990 | $875,678 |
All Filings in FDS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,042,420 | 8,877 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,165,019 | 5,369 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $479,974 | 1,654 | Shares | Sole | 2026-02-12 | |
| 2024-12-31 | $347,722 | 724 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $355,464 | 773 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $324,574 | 795 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $386,231 | 850 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $397,382 | 833 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $387,849 | 887 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $360,184 | 899 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||