Position in MSCI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$315,302
+$11,840 QoQ
Shares Held
563
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#756
of 1,074 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $1,970,505 across 11 Financial Data & Stock Exchanges names. MSCI ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
997 | $451,561 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
3,392 | $417,589 | |
| 3 | MSCI |
MSCI Inc.
This page
|
563 | $315,302 | |
| 4 | CME |
Cme Group Inc.
|
1,301 | $287,299 | |
| 5 | SPGI |
S&P Global Inc.
|
760 | $277,029 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
1,825 | $143,846 | |
| 7 | COIN |
Coinbase Global, Inc.
|
281 | $41,079 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
110 | $26,693 |
All Filings in MSCI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,302 | 563 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $303,462 | 563 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $323,009 | 563 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $319,451 | 563 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $299,328 | 519 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $317,245 | 561 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $336,605 | 561 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $324,692 | 557 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $261,108 | 542 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $292,554 | 522 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $287,915 | 509 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $244,739 | 477 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $214,934 | 458 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $245,703 | 439 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $203,279 | 437 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $185,587 | 440 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $152,907 | 371 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $144,829 | 288 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $80,875 | 132 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||