Capital Analysts, LLC

Position in ICE — Intercontinental Exchange, Inc.

CIK 1624758 FORT WASHINGTON, PA

Back to ICE Full portfolio

Position in ICE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$6,057,134

-$1,760,153 QoQ

Shares Held

49,201

-1.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#436

of 1,650 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Common Shares in ICE Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

Capital Analysts, LLC holds $20,700,050 across 5 Financial Data & Stock Exchanges names. ICE ranks #2 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	35,008	$13,488,450
2	ICE	Intercontinental Exchange, Inc. This page	49,201	$6,057,134
3	NDAQ	Nasdaq, Inc.	9,073	$715,133
4	MCO	Moodys Corp /De/	970	$439,332
5	COIN	Coinbase Global, Inc.	4	$1

All Filings in ICE

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,057,134	49,201	-1.0%	Shares	Defined	2026-08-05
2026-03-31	$7,817,287	49,703	-5.0%	Shares	Defined	2026-05-14
2025-12-31	$8,474,394	52,324	-1.5%	Shares	Defined	2026-05-15
2025-09-30	$8,946,624	53,102	-3.3%	Shares	Defined	2025-11-14
2025-06-30	$10,077,639	54,928	-1.9%	Shares	Defined	2025-08-13
2025-03-31	$9,660,690	56,004	+2.7%	Shares	Defined	2025-05-14
2024-12-31	$8,123,130	54,514	-0.3%	Shares	Defined	2025-02-14
2024-09-30	$8,787,811	54,705	+1.4%	Shares	Defined	2024-11-13
2024-06-30	$7,386,858	53,962	+2.5%	Shares	Defined	2024-08-14
2024-03-31	$7,234,040	52,638	-1.4%	Shares	Defined	2024-05-14
2023-12-31	$6,858,033	53,399	+3.1%	Shares	Defined	2024-01-30
2023-09-30	$5,696,395	51,776	+0.8%	Shares	Defined	2023-11-13
2023-06-30	$5,805,528	51,345	-1.7%	Shares	Defined	2023-08-11
2023-03-31	$5,446,858	52,228	+1.2%	Shares	Defined	2023-05-05
2022-12-31	$5,293,541	51,599	+2.8%	Shares	Defined	2023-02-08
2022-09-30	$4,535,479	50,199	+3.2%	Shares	Defined	2022-11-14
2022-06-30	$4,575,798	48,658	+0.6%	Shares	Defined	2022-08-12
2022-03-31	$6,392,626	48,385	+0.4%	Shares	Defined	2022-05-12
2021-12-31	$6,594,502	48,216	-2.8%	Shares	Defined	2022-02-10
2021-09-30	$5,693,005	49,582	+2.2%	Shares	Defined	2021-11-04
2021-06-30	$5,758,967	48,517	+2.9%	Shares	Defined	2021-11-15
2021-03-31	$5,264,148	47,136	+3.8%	Shares	Defined	2021-05-17
2020-12-31	$5,237,048	45,425	+1.4%	Shares	Sole	2021-02-16
2020-09-30	$4,479,838	44,776	-0.8%	Shares	Sole	2020-11-12
2020-06-30	$4,135,373	45,146	-5.7%	Shares	Sole	2020-08-07
2020-03-31	$3,864,856	47,862	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.