Position in MSCI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$515,796
+$117,468 QoQ
Shares Held
921
+24.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#664
of 1,074 holders
Holding Since
Mar 2020
26 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, 2026OneDigital Investment Advisors LLC holds $6,663,221 across 8 Financial Data & Stock Exchanges names. MSCI ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
4,708 | $1,813,935 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
8,245 | $1,015,041 | |
| 3 | FDS |
Factset Research Systems Inc
|
4,138 | $952,071 | |
| 4 | MCO |
Moodys Corp /De/
|
2,070 | $937,544 | |
| 5 | CME |
Cme Group Inc.
|
3,056 | $674,856 | |
| 6 | MSCI |
MSCI Inc.
This page
|
921 | $515,796 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
5,810 | $457,944 | |
| 8 | COIN |
Coinbase Global, Inc.
|
2,025 | $296,034 |
All Filings in MSCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,796 | 921 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $398,328 | 739 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $552,501 | 963 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $553,792 | 976 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $590,005 | 1,023 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $590,382 | 1,044 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,318,221 | 2,197 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,370,468 | 2,351 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,458,739 | 3,028 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $557,647 | 995 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $802,657 | 1,419 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $450,997 | 879 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $418,606 | 892 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $493,086 | 881 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $312,129 | 671 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $275,007 | 652 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $271,194 | 658 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $387,217 | 770 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $424,594 | 693 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $434,354 | 714 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $367,825 | 690 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $285,529 | 681 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $331,325 | 742 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $245,464 | 688 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $235,676 | 706 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $212,674 | 736 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||