Position in FDS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$234,911
+$19,657 QoQ
Shares Held
1,021
+2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#145
of 248 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $7,483,059 across 13 Financial Data & Stock Exchanges names. FDS ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
4,491 | $2,034,063 | |
| 2 | COIN |
Coinbase Global, Inc.
|
7,412 | $1,083,560 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
13,583 | $1,070,612 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
7,068 | $870,141 | |
| 5 | SPGI |
S&P Global Inc.
|
2,044 | $787,549 | |
| 6 | CME |
Cme Group Inc.
|
2,897 | $639,744 | |
| 7 | MSCI |
MSCI Inc.
|
891 | $498,995 | |
| 8 | FDS |
Factset Research Systems Inc
This page
|
1,021 | $234,911 |
All Filings in FDS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,911 | 1,021 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $215,254 | 992 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $320,659 | 1,105 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $194,813 | 680 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $187,857 | 420 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $71,833 | 158 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $73,002 | 152 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $72,656 | 158 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $45,726 | 112 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $20,447 | 45 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $29,577 | 62 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $36,729 | 84 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $19,631 | 49 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,509 | 47 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $176,933 | 441 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $493,335 | 1,233 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $435,717 | 1,133 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $491,891 | 1,133 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $191,973 | 395 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $161,465 | 409 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $119,812 | 357 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $78,690 | 255 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $563,255 | 1,694 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $594,746 | 1,776 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $596,173 | 1,815 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $480,433 | 1,843 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||