Position in FDS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,897,752
+$6,408,126 QoQ
Shares Held
60,404
+75.0% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#88
of 762 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Creative Planning holds $170,316,620 across 11 Financial Data & Stock Exchanges names. FDS ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
118,401 | $45,619,634 | |
| 2 | MCO |
Moodys Corp /De/
|
51,572 | $23,357,989 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
184,209 | $22,677,969 | |
| 4 | CME |
Cme Group Inc.
|
94,635 | $20,898,246 | |
| 5 | FDS |
Factset Research Systems Inc
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|
60,404 | $13,897,752 | |
| 6 | MSCI |
MSCI Inc.
|
22,182 | $12,422,806 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
136,276 | $10,741,273 | |
| 8 | COIN |
Coinbase Global, Inc.
|
57,319 | $8,379,464 |
All Filings in FDS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,897,752 | 60,404 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,489,626 | 34,516 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,566,698 | 29,521 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,996,835 | 6,970 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,680,430 | 3,757 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,658,072 | 3,647 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,811,615 | 3,772 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,655,919 | 3,601 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,575,513 | 3,859 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,028,850 | 4,465 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,974,986 | 4,140 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,736,358 | 3,971 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,367,819 | 3,414 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,051,007 | 2,532 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $922,381 | 2,299 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $869,439 | 2,173 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $708,377 | 1,842 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $580,024 | 1,336 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $603,624 | 1,242 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $481,236 | 1,219 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $360,780 | 1,075 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $581,074 | 1,883 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $592,847 | 1,783 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $584,030 | 1,744 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $567,267 | 1,727 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $478,608 | 1,836 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||