Focus Partners Wealth

Position in ICE — Intercontinental Exchange, Inc.

CIK 1542153 ST LOUIS, MO

Position in ICE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$456,250,406

+$98,165,268 QoQ

Shares Held

2,900,880

+31.2% QoQ

Ownership

0.513%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 59.006322771877166.ToString("F0")% Shared 0.16583208247400316.ToString("F0")% None 40.82784514564884.ToString("F0")%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $820,136,428 across 11 Financial Data & Stock Exchanges names. ICE ranks #1 (55.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc. This page	2,900,880	$456,250,406
2	SPGI	S&P Global Inc.	288,357	$116,035,721
3	CME	Cme Group Inc.	365,881	$108,062,953
4	MSCI	MSCI Inc.	80,312	$43,288,971
5	MCO	Moodys Corp /De/	73,899	$32,238,438
6	MORN	Morningstar, Inc.	134,871	$22,799,942
7	CBOE	Cboe Global Markets, Inc.	79,135	$22,242,474
8	COIN	Coinbase Global, Inc.	83,341	$14,552,172

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$456,250,406	2,900,880	+31.2%	Shares	Sole	2026-05-15
2025-12-31	$358,085,138	2,210,948	+569.8%	Shares	Sole	2026-02-13
2025-09-30	$55,617,438	330,113	+0.3%	Shares	Sole	2025-11-14
2025-06-30	$60,412,084	329,275	-1.2%	Shares	Sole	2025-08-14
2025-03-31	$57,503,565	333,354	-5.3%	Shares	Sole	2025-05-20
2024-12-31	$52,450,774	351,995	+8.0%	Shares	Sole	2025-05-29
2024-09-30	$52,346,471	325,862	+3.7%	Shares	Sole	2024-11-14
2024-06-30	$43,034,109	314,370	+4.9%	Shares	Sole	2024-08-15
2024-03-31	$41,201,788	299,802	+10.5%	Shares	Sole	2024-05-16
2023-12-31	$34,856,415	271,404	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.