Position in NDAQ
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$13,131,727
-$4,619,026 QoQ
Shares Held
166,604
-20.3% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#179
of 1,081 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $73,584,401 across 9 Financial Data & Stock Exchanges names. NDAQ ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
84,915 | $32,717,638 | |
| 2 | NDAQ |
Nasdaq, Inc.
This page
|
166,604 | $13,131,727 | |
| 3 | MSCI |
MSCI Inc.
|
18,737 | $10,493,469 | |
| 4 | CME |
Cme Group Inc.
|
44,570 | $9,842,393 | |
| 5 | MCO |
Moodys Corp /De/
|
5,506 | $2,493,777 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
19,151 | $2,357,679 | |
| 7 | COIN |
Coinbase Global, Inc.
|
6,053 | $884,888 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3,567 | $865,603 |
All Filings in NDAQ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,131,727 | 166,604 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $17,750,753 | 209,103 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $24,642,560 | 253,707 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $23,974,460 | 271,051 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $24,598,547 | 275,090 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $21,450,249 | 282,761 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $20,195,304 | 261,225 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $19,694,155 | 269,746 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $17,326,979 | 287,537 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $19,231,365 | 304,776 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $18,730,963 | 322,170 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $25,511,450 | 525,035 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $28,723,769 | 576,204 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $32,353,268 | 591,792 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $36,022,020 | 587,156 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $33,558,697 | 592,073 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $30,295,531 | 198,607 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $35,478,550 | 199,094 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $42,159,697 | 200,751 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $40,854,613 | 211,660 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $37,999,170 | 216,150 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $31,963,997 | 216,764 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $29,766,436 | 224,246 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $27,835,513 | 226,840 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $27,855,482 | 233,159 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $19,577,265 | 206,185 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||