Position in MSCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,286,777
+$597,930 QoQ
Shares Held
9,440
+8.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#324
of 1,074 holders
Holding Since
Dec 2020
23 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, 2026Cetera Investment Advisers holds $147,751,214 across 11 Financial Data & Stock Exchanges names. MSCI ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
73,546 | $28,337,149 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
193,766 | $23,854,532 | |
| 3 | CME |
Cme Group Inc.
|
95,270 | $21,038,474 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
84,125 | $20,414,613 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
219,193 | $17,276,792 | |
| 6 | MCO |
Moodys Corp /De/
|
30,959 | $14,021,950 | |
| 7 | COIN |
Coinbase Global, Inc.
|
95,138 | $13,908,224 | |
| 8 | MSCI |
MSCI Inc.
This page
|
9,440 | $5,286,777 |
All Filings in MSCI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,286,777 | 9,440 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,688,847 | 8,699 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,218,074 | 9,095 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,742,412 | 8,358 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,010,649 | 6,954 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,588,467 | 8,114 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,376,906 | 10,628 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,203,541 | 10,642 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,496,654 | 9,334 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $5,090,567 | 9,083 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $1,883,048 | 3,329 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,046,676 | 3,989 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,852,756 | 3,948 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,671,960 | 4,774 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,201,184 | 4,732 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,157,391 | 2,744 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,134,236 | 2,752 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,457,849 | 2,899 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,070,892 | 3,380 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,045,847 | 3,363 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,714,385 | 3,216 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $903,967 | 2,156 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,542,761 | 3,455 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||