Global Retirement Partners, LLC
PensionPosition in ICE — Intercontinental Exchange, Inc.
CIK 1749744
San Rafael, CA
Position in ICE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,050,620
-$223,519 QoQ
Shares Held
8,534
+8.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#832
of 1,650 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in ICE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $14,747,808 across 11 Financial Data & Stock Exchanges names. ICE ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
19,066 | $4,626,746 | |
| 2 | COIN |
Coinbase Global, Inc.
|
21,199 | $3,099,081 | |
| 3 | CME |
Cme Group Inc.
|
10,558 | $2,331,523 | |
| 4 | SPGI |
S&P Global Inc.
|
3,843 | $1,480,797 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
This page
|
8,534 | $1,050,620 | |
| 6 | MCO |
Moodys Corp /De/
|
2,198 | $995,518 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
7,661 | $603,840 | |
| 8 | MSCI |
MSCI Inc.
|
542 | $303,541 |
All Filings in ICE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,050,620 | 8,534 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,274,139 | 7,867 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $681,333 | 4,044 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $667,647 | 3,639 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $527,048 | 3,537 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $514,048 | 3,200 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $454,885 | 3,323 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $294,787 | 2,145 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $266,492 | 2,075 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $207,277 | 1,884 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $211,233 | 1,868 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $194,500 | 1,865 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $164,041 | 1,599 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $142,391 | 1,576 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $141,342 | 1,503 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $194,216 | 1,470 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $95,874 | 835 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $86,057 | 725 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $80,409 | 720 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $82,201 | 713 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $74,237 | 742 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $83,814 | 915 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $59,997 | 743 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||