Position in FDS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$375,720
+$95,276 QoQ
Shares Held
1,633
+160.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#434
of 762 holders
Holding Since
Sep 2022
3 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $15,525,051 across 8 Financial Data & Stock Exchanges names. FDS ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
9,995 | $4,526,935 | |
| 2 | SPGI |
S&P Global Inc.
|
8,978 | $3,459,266 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
10,277 | $2,493,919 | |
| 4 | CME |
Cme Group Inc.
|
8,187 | $1,807,935 | |
| 5 | MSCI |
MSCI Inc.
|
3,185 | $1,783,727 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
6,994 | $861,031 | |
| 7 | FDS |
Factset Research Systems Inc
This page
|
1,633 | $375,720 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
2,747 | $216,518 |
All Filings in FDS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,720 | 1,633 | Shares | Sole | 2026-08-11 | |
| 2025-06-30 | $280,444 | 627 | Shares | Sole | 2025-07-28 | |
| 2022-09-30 | $1,634,449 | 4,085 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||