Independent Advisor Alliance
Position in FDS — Factset Research Systems Inc
CIK 1696899
CHARLOTTE, NC
Position in FDS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$536,316
+$22,268 QoQ
Shares Held
2,331
-1.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#379
of 762 holders
Holding Since
Dec 2024
7 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, 2026Independent Advisor Alliance holds $10,059,448 across 9 Financial Data & Stock Exchanges names. FDS ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
10,454 | $4,027,801 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
15,528 | $1,911,651 | |
| 3 | MCO |
Moodys Corp /De/
|
2,706 | $1,225,600 | |
| 4 | CME |
Cme Group Inc.
|
3,360 | $741,988 | |
| 5 | COIN |
Coinbase Global, Inc.
|
4,615 | $674,666 | |
| 6 | FDS |
Factset Research Systems Inc
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|
2,331 | $536,316 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
1,663 | $403,559 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
3,449 | $271,849 |
All Filings in FDS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,316 | 2,331 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $514,048 | 2,369 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $514,796 | 1,774 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $367,279 | 1,282 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $606,511 | 1,356 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $586,485 | 1,290 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $210,842 | 439 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||