OneDigital Investment Advisors LLC
Position in ICE — Intercontinental Exchange, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in ICE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,015,041
-$34,173 QoQ
Shares Held
8,245
+23.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#841
of 1,650 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in ICE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $6,663,221 across 8 Financial Data & Stock Exchanges names. ICE ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
4,708 | $1,813,935 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
This page
|
8,245 | $1,015,041 | |
| 3 | FDS |
Factset Research Systems Inc
|
4,138 | $952,071 | |
| 4 | MCO |
Moodys Corp /De/
|
2,070 | $937,544 | |
| 5 | CME |
Cme Group Inc.
|
3,056 | $674,856 | |
| 6 | MSCI |
MSCI Inc.
|
921 | $515,796 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
5,810 | $457,944 | |
| 8 | COIN |
Coinbase Global, Inc.
|
2,025 | $296,034 |
All Filings in ICE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,015,041 | 8,245 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,049,214 | 6,671 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $655,938 | 4,050 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $682,007 | 4,048 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $840,476 | 4,581 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $843,525 | 4,890 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,008,648 | 6,769 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $958,860 | 5,969 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $989,851 | 7,231 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $302,071 | 2,198 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $250,952 | 1,954 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $292,424 | 2,586 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $326,740 | 3,133 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $550,703 | 5,368 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $494,395 | 5,472 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $325,015 | 2,460 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $209,121 | 1,529 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||