Sequoia Financial Advisors, LLC
Position in ICE — Intercontinental Exchange, Inc.
CIK 1599900
Akron, OH
Position in ICE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,352,508
-$1,473,799 QoQ
Shares Held
19,109
-21.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#636
of 1,650 holders
Holding Since
Mar 2020
25 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, 2026Sequoia Financial Advisors, LLC holds $26,519,971 across 11 Financial Data & Stock Exchanges names. ICE ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
85,621 | $6,748,647 | |
| 2 | CME |
Cme Group Inc.
|
26,009 | $5,743,567 | |
| 3 | SPGI |
S&P Global Inc.
|
9,369 | $3,415,281 | |
| 4 | MCO |
Moodys Corp /De/
|
6,044 | $2,737,448 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
This page
|
19,109 | $2,352,508 | |
| 6 | MSCI |
MSCI Inc.
|
2,835 | $1,587,713 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
5,800 | $1,407,486 | |
| 8 | COIN |
Coinbase Global, Inc.
|
6,593 | $963,830 |
All Filings in ICE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,352,508 | 19,109 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,826,307 | 24,328 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,223,268 | 26,076 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,656,521 | 21,703 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,241,275 | 23,117 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,098,980 | 12,168 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,533,163 | 10,289 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,653,467 | 10,293 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,220,374 | 8,915 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,059,310 | 7,708 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,477,330 | 11,503 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $600,599 | 5,459 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $605,769 | 5,357 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $565,043 | 5,418 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $526,799 | 5,135 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $358,328 | 3,966 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $324,155 | 3,447 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $449,604 | 3,403 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $315,528 | 2,307 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $415,687 | 3,502 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $392,666 | 3,516 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $398,903 | 3,460 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $337,368 | 3,372 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $307,501 | 3,357 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $292,395 | 3,621 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||