Position in MSCI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$824,378
+$2,388 QoQ
Shares Held
1,472
-3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#577
of 1,074 holders
Holding Since
Dec 2025
3 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, 2026Advisory Advocates, LLC holds $1,394,254 across 2 Financial Data & Stock Exchanges names. MSCI ranks #1 (59.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
This page
|
1,472 | $824,378 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
4,629 | $569,876 |
All Filings in MSCI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,378 | 1,472 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $821,990 | 1,525 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $869,774 | 1,516 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||