Independent Advisor Alliance
Position in ICE — Intercontinental Exchange, Inc.
CIK 1696899
CHARLOTTE, NC
Position in ICE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,911,651
-$492,216 QoQ
Shares Held
15,528
+1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#681
of 1,650 holders
Holding Since
Jun 2020
24 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, 2026Independent Advisor Alliance holds $10,059,448 across 9 Financial Data & Stock Exchanges names. ICE ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
10,454 | $4,027,801 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
This page
|
15,528 | $1,911,651 | |
| 3 | MCO |
Moodys Corp /De/
|
2,706 | $1,225,600 | |
| 4 | CME |
Cme Group Inc.
|
3,360 | $741,988 | |
| 5 | COIN |
Coinbase Global, Inc.
|
4,615 | $674,666 | |
| 6 | FDS |
Factset Research Systems Inc
|
2,331 | $536,316 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
1,663 | $403,559 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
3,449 | $271,849 |
All Filings in ICE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,911,651 | 15,528 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,403,867 | 15,284 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,124,369 | 19,291 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,121,596 | 18,528 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,628,391 | 14,326 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,680,322 | 9,741 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,375,361 | 9,230 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,149,539 | 7,156 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,108,671 | 8,099 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,042,269 | 7,584 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $964,637 | 7,511 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $833,951 | 7,580 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $858,277 | 7,590 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $772,163 | 7,404 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $576,704 | 6,383 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $577,405 | 6,140 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $865,386 | 6,550 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $898,852 | 6,572 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $745,296 | 6,491 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $653,087 | 5,502 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $608,879 | 5,452 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $634,325 | 5,502 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $546,873 | 5,466 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $307,134 | 3,353 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||