Position in ICE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$657,530
-$443,587 QoQ
Shares Held
5,341
-23.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#938
of 1,650 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in ICE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Mutual Advisors, LLC holds $6,196,064 across 7 Financial Data & Stock Exchanges names. ICE ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
12,031 | $1,758,811 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
5,827 | $1,414,038 | |
| 3 | CME |
Cme Group Inc.
|
4,541 | $1,002,789 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
This page
|
5,341 | $657,530 | |
| 5 | MCO |
Moodys Corp /De/
|
1,161 | $525,840 | |
| 6 | SPGI |
S&P Global Inc.
|
1,098 | $423,143 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,799 | $413,913 |
All Filings in ICE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $657,530 | 5,341 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,101,117 | 7,001 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $752,304 | 4,645 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $823,698 | 4,889 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $839,742 | 4,577 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $928,567 | 5,383 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $557,297 | 3,740 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $559,509 | 3,483 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $443,523 | 3,240 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $469,598 | 3,417 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $340,853 | 2,654 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $266,028 | 2,418 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $279,759 | 2,474 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $254,259 | 2,438 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $229,699 | 2,239 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $307,641 | 3,405 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $244,880 | 2,604 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $332,678 | 2,518 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $334,949 | 2,449 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $272,812 | 2,376 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $250,338 | 2,109 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $233,299 | 2,089 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $431,876 | 3,746 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $546,673 | 5,464 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $451,862 | 4,933 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $288,600 | 3,574 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||