Position in MSCI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$498,995
+$294,172 QoQ
Shares Held
891
+134.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#140
of 304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $7,483,059 across 13 Financial Data & Stock Exchanges names. MSCI ranks #7 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
4,491 | $2,034,063 | |
| 2 | COIN |
Coinbase Global, Inc.
|
7,412 | $1,083,560 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
13,583 | $1,070,612 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
7,068 | $870,141 | |
| 5 | SPGI |
S&P Global Inc.
|
2,044 | $787,549 | |
| 6 | CME |
Cme Group Inc.
|
2,897 | $639,744 | |
| 7 | MSCI |
MSCI Inc.
This page
|
891 | $498,995 | |
| 8 | FDS |
Factset Research Systems Inc
|
1,021 | $234,911 |
All Filings in MSCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,995 | 891 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $204,823 | 380 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $157,202 | 274 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,448,030 | 2,552 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,606,220 | 2,785 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,242,403 | 2,197 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,242,620 | 2,071 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,157,698 | 1,986 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $190,291 | 395 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $118,815 | 212 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $115,392 | 204 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $161,620 | 315 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $215,404 | 459 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $289,919 | 518 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $381,904 | 821 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $322,247 | 764 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $254,296 | 617 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $310,276 | 617 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $326,563 | 533 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $231,777 | 381 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $184,445 | 346 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $201,673 | 481 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $235,321 | 527 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $183,741 | 515 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $171,583 | 514 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $125,119 | 433 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||