EverSource Wealth Advisors, LLC
Position in ICE — Intercontinental Exchange, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in ICE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$580,951
-$366,025 QoQ
Shares Held
4,719
-21.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#213
of 444 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $4,832,353 across 14 Financial Data & Stock Exchanges names. ICE ranks #5 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,039 | $785,618 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
9,584 | $755,406 | |
| 3 | MCO |
Moodys Corp /De/
|
1,325 | $600,113 | |
| 4 | MSCI |
MSCI Inc.
|
1,046 | $585,798 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
This page
|
4,719 | $580,951 | |
| 6 | FDS |
Factset Research Systems Inc
|
1,767 | $406,546 | |
| 7 | CME |
Cme Group Inc.
|
1,639 | $361,936 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,826 | $266,939 |
All Filings in ICE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $580,951 | 4,719 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $946,976 | 6,021 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $812,061 | 5,014 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $822,516 | 4,882 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $993,854 | 5,417 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $816,441 | 4,733 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $570,852 | 3,831 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $667,777 | 4,157 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $344,685 | 2,518 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $358,550 | 2,609 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $358,187 | 2,789 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $294,521 | 2,677 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $301,129 | 2,663 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $332,788 | 3,191 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $347,162 | 3,384 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $320,560 | 3,548 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $423,179 | 4,500 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $503,111 | 3,808 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $341,239 | 2,495 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||