Position in MSCI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$252,578
New position
Shares Held
451
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#796
of 1,074 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 38%
Shared 0%
None 62%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $4,791,226 across 6 Financial Data & Stock Exchanges names. MSCI ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
12,526 | $3,039,684 | |
| 2 | SPGI |
S&P Global Inc.
|
1,368 | $526,994 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
2,910 | $358,250 | |
| 4 | MCO |
Moodys Corp /De/
|
781 | $353,730 | |
| 5 | FDS |
Factset Research Systems Inc
|
1,130 | $259,990 | |
| 6 | MSCI |
MSCI Inc.
This page
|
451 | $252,578 |
All Filings in MSCI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,578 | 451 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||