UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in ICE — Intercontinental Exchange, Inc.
CIK 1463217
IRVING, TX
Position in ICE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,357,679
-$988,767 QoQ
Shares Held
19,151
-10.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#635
of 1,650 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ICE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $73,584,401 across 9 Financial Data & Stock Exchanges names. ICE ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
84,915 | $32,717,638 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
166,604 | $13,131,727 | |
| 3 | MSCI |
MSCI Inc.
|
18,737 | $10,493,469 | |
| 4 | CME |
Cme Group Inc.
|
44,570 | $9,842,393 | |
| 5 | MCO |
Moodys Corp /De/
|
5,506 | $2,493,777 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
This page
|
19,151 | $2,357,679 | |
| 7 | COIN |
Coinbase Global, Inc.
|
6,053 | $884,888 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3,567 | $865,603 |
All Filings in ICE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,357,679 | 19,151 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $3,346,446 | 21,277 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,232,073 | 19,956 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,458,052 | 20,525 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,963,040 | 16,150 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,484,000 | 14,400 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,055,592 | 13,795 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,350,163 | 14,630 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,988,601 | 14,527 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,991,910 | 14,494 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,838,732 | 14,317 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $965,535 | 8,776 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,437,020 | 12,708 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,513,352 | 14,511 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,793,991 | 17,487 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,740,050 | 19,259 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,868,668 | 19,871 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,572,640 | 19,472 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,743,742 | 20,061 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,302,141 | 20,050 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,184,198 | 18,401 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,149,728 | 19,249 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,156,268 | 18,703 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,855,127 | 18,542 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,664,555 | 18,172 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,276,576 | 15,809 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||