Position in MSCI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,045,593
-$108,427 QoQ
Shares Held
1,867
-12.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#528
of 1,074 holders
Holding Since
Mar 2022
18 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, 2026CreativeOne Wealth, LLC holds $6,907,548 across 7 Financial Data & Stock Exchanges names. MSCI ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
10,804 | $2,621,805 | |
| 2 | CME |
Cme Group Inc.
|
8,229 | $1,817,209 | |
| 3 | MSCI |
MSCI Inc.
This page
|
1,867 | $1,045,593 | |
| 4 | SPGI |
S&P Global Inc.
|
1,545 | $595,413 | |
| 5 | MCO |
Moodys Corp /De/
|
791 | $358,258 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
2,988 | $235,513 | |
| 7 | COIN |
Coinbase Global, Inc.
|
1,599 | $233,757 |
All Filings in MSCI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,045,593 | 1,867 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,154,020 | 2,141 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,222,618 | 2,131 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,266,458 | 2,232 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,147,202 | 3,723 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,194,705 | 3,881 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,371,838 | 3,953 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,377,188 | 4,078 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,773,321 | 3,681 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,162,215 | 3,858 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,854,765 | 3,279 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,606,965 | 3,132 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $1,326 | 3,170 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,972,347 | 3,524 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,772,762 | 3,811 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $1,401,185 | 3,322 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,290,029 | 3,130 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,421,641 | 2,827 | Shares | Other | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||