OneDigital Investment Advisors LLC
Position in FDS — Factset Research Systems Inc
CIK 1690370
OVERLAND PARK, KS
Position in FDS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$952,071
-$226,401 QoQ
Shares Held
4,138
-23.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#304
of 762 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $6,663,221 across 8 Financial Data & Stock Exchanges names. FDS ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
4,708 | $1,813,935 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
8,245 | $1,015,041 | |
| 3 | FDS |
Factset Research Systems Inc
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|
4,138 | $952,071 | |
| 4 | MCO |
Moodys Corp /De/
|
2,070 | $937,544 | |
| 5 | CME |
Cme Group Inc.
|
3,056 | $674,856 | |
| 6 | MSCI |
MSCI Inc.
|
921 | $515,796 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
5,810 | $457,944 | |
| 8 | COIN |
Coinbase Global, Inc.
|
2,025 | $296,034 |
All Filings in FDS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $952,071 | 4,138 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,178,472 | 5,431 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,556,288 | 5,363 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,480,007 | 5,166 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,188,541 | 4,893 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,700,353 | 3,740 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,699,230 | 3,538 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,694,087 | 3,684 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,487,735 | 3,644 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,555,376 | 3,423 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,704,499 | 3,573 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,572,386 | 3,596 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,431,923 | 3,574 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,457,380 | 3,511 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $947,256 | 2,361 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $943,059 | 2,357 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||