Position in ICE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,431,960
-$2,498,740 QoQ
Shares Held
36,000
-18.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#502
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, 2026Atria Investments, Inc holds $34,203,924 across 10 Financial Data & Stock Exchanges names. ICE ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
40,390 | $8,919,323 | |
| 2 | SPGI |
S&P Global Inc.
|
19,874 | $7,657,302 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
This page
|
36,000 | $4,431,960 | |
| 4 | MSCI |
MSCI Inc.
|
6,426 | $3,598,817 | |
| 5 | MCO |
Moodys Corp /De/
|
7,706 | $3,490,201 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
36,511 | $2,877,797 | |
| 7 | FDS |
Factset Research Systems Inc
|
7,417 | $1,706,503 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3,271 | $793,773 |
All Filings in ICE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,431,960 | 36,000 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,930,700 | 44,066 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,956,079 | 36,775 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,294,075 | 37,358 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,871,413 | 42,903 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,829,085 | 45,386 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,527,091 | 50,514 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $8,620,424 | 53,663 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $7,492,674 | 54,735 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,162,989 | 52,121 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $6,760,041 | 52,636 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,811,806 | 52,825 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,696,178 | 50,373 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,288,650 | 50,711 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,285,641 | 51,522 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,502,682 | 49,836 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,472,730 | 47,562 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,409,141 | 48,510 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,857,871 | 28,207 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,990,946 | 26,049 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,914,322 | 24,552 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,803,391 | 25,102 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,953,268 | 25,616 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,503,751 | 25,025 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,258,489 | 24,656 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $2,024,967 | 25,077 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||