Kingsview Wealth Management, LLC
Position in ICE — Intercontinental Exchange, Inc.
CIK 1791965
GRANTS PASS, OR
Position in ICE
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,314,568
-$478,424 QoQ
Shares Held
10,678
-6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#781
of 1,650 holders
Holding Since
Dec 2020
23 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, 2026Kingsview Wealth Management, LLC holds $14,788,395 across 7 Financial Data & Stock Exchanges names. ICE ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
|
21,530 | $4,953,622 | |
| 2 | SPGI |
S&P Global Inc.
|
12,708 | $4,896,486 | |
| 3 | CME |
Cme Group Inc.
|
11,117 | $2,454,967 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
This page
|
10,678 | $1,314,568 | |
| 5 | MCO |
Moodys Corp /De/
|
1,231 | $557,544 | |
| 6 | COIN |
Coinbase Global, Inc.
|
2,702 | $395,005 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
2,743 | $216,203 |
All Filings in ICE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,314,568 | 10,678 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,792,992 | 11,400 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,846,505 | 11,401 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,871,812 | 11,110 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,975,054 | 10,765 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,872,142 | 10,853 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,611,990 | 10,818 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,714,510 | 10,673 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,447,748 | 10,576 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,559,005 | 11,344 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,589,192 | 12,374 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,380,971 | 12,552 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,374,600 | 12,156 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,243,762 | 11,926 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,254,265 | 12,226 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,080,043 | 11,954 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,156,503 | 12,298 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,659,427 | 12,560 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $1,748,194 | 12,782 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,103,649 | 9,612 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $1,086,223 | 9,151 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $744,570 | 6,667 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $362,125 | 3,141 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||