Position in ICE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$870,141
-$408,702 QoQ
Shares Held
7,068
-13.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#246
of 596 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ICE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $7,483,059 across 13 Financial Data & Stock Exchanges names. ICE ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
4,491 | $2,034,063 | |
| 2 | COIN |
Coinbase Global, Inc.
|
7,412 | $1,083,560 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
13,583 | $1,070,612 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
This page
|
7,068 | $870,141 | |
| 5 | SPGI |
S&P Global Inc.
|
2,044 | $787,549 | |
| 6 | CME |
Cme Group Inc.
|
2,897 | $639,744 | |
| 7 | MSCI |
MSCI Inc.
|
891 | $498,995 | |
| 8 | FDS |
Factset Research Systems Inc
|
1,021 | $234,911 |
All Filings in ICE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $870,141 | 7,068 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,278,843 | 8,131 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,306,207 | 8,065 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,428,710 | 8,480 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,609,398 | 8,772 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,572,165 | 9,114 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,479,818 | 9,931 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,636,921 | 10,190 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,331,392 | 9,726 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $981,387 | 7,141 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $839,546 | 6,537 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $744,065 | 6,763 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $916,852 | 8,108 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $904,090 | 8,669 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,285,247 | 12,528 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,317,754 | 14,585 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,244,337 | 13,232 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,748,211 | 13,232 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $1,362,229 | 9,960 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,032,805 | 8,995 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,007,406 | 8,487 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $817,609 | 7,321 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $885,081 | 7,677 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $735,867 | 7,355 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $628,559 | 6,862 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $529,558 | 6,558 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||