Position in FDS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$632,719
-$28,231 QoQ
Shares Held
2,750
-9.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#357
of 762 holders
Holding Since
Mar 2020
23 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, 2026Arkadios Wealth Advisors holds $13,443,207 across 10 Financial Data & Stock Exchanges names. FDS ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
60,219 | $7,413,560 | |
| 2 | SPGI |
S&P Global Inc.
|
5,934 | $2,286,356 | |
| 3 | CME |
Cme Group Inc.
|
5,333 | $1,177,686 | |
| 4 | FDS |
Factset Research Systems Inc
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|
2,750 | $632,719 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
5,717 | $450,613 | |
| 6 | COIN |
Coinbase Global, Inc.
|
3,024 | $442,078 | |
| 7 | MSCI |
MSCI Inc.
|
667 | $373,546 | |
| 8 | TRU |
TransUnion
|
3,302 | $238,205 |
All Filings in FDS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,719 | 2,750 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $660,950 | 3,046 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $837,198 | 2,885 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $825,949 | 2,883 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,213,917 | 2,714 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,169,333 | 2,572 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,232,398 | 2,566 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,193,770 | 2,596 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $887,170 | 2,173 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $964,669 | 2,123 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,066,683 | 2,236 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $979,025 | 2,239 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $763,238 | 1,905 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $779,539 | 1,878 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $776,341 | 1,935 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $767,410 | 1,918 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $791,445 | 2,058 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $367,290 | 846 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $5,132 | 13 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $13,088 | 39 | Shares | Sole | 2021-07-28 | |
| 2020-09-30 | $4,353 | 13 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $4,270 | 13 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,388 | 13 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||