Position in FDS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$305,086
+$83,323 QoQ
Shares Held
1,326
+29.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#472
of 762 holders
Holding Since
Mar 2022
18 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, 2026CERTUITY, LLC holds $2,810,305 across 9 Financial Data & Stock Exchanges names. FDS ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,415 | $930,589 | |
| 2 | CME |
Cme Group Inc.
|
1,509 | $333,232 | |
| 3 | FDS |
Factset Research Systems Inc
This page
|
1,326 | $305,086 | |
| 4 | COIN |
Coinbase Global, Inc.
|
1,786 | $261,095 | |
| 5 | TRU |
TransUnion
|
3,380 | $243,833 | |
| 6 | MCO |
Moodys Corp /De/
|
468 | $211,966 | |
| 7 | MSCI |
MSCI Inc.
|
363 | $203,294 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
1,490 | $183,433 |
All Filings in FDS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,086 | 1,326 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $221,763 | 1,022 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $265,233 | 914 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $268,727 | 938 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $311,754 | 697 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $318,702 | 701 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $421,685 | 878 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $430,419 | 936 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $464,202 | 1,137 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $573,440 | 1,262 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $654,512 | 1,372 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $452,564 | 1,035 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $382,620 | 955 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $236,186 | 569 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $219,863 | 548 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $219,260 | 548 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $210,359 | 547 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $237,045 | 546 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||