Position in NDAQ
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,121,159
-$995,019 QoQ
Shares Held
60,327
-4.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2.8942264657615993.ToString("F0")%
Shared 0.ToString("F0")%
None 97.10577353423841.ToString("F0")%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026CWM, LLC holds $95,548,230 across 13 Financial Data & Stock Exchanges names. NDAQ ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
115,114 | $32,355,091 | |
| 2 | SPGI |
S&P Global Inc.
|
42,127 | $17,918,298 | |
| 3 | CME |
Cme Group Inc.
|
46,992 | $13,879,087 | |
| 4 | MSCI |
MSCI Inc.
|
12,583 | $6,782,362 | |
| 5 | NDAQ |
Nasdaq, Inc.
This page
|
60,327 | $5,121,159 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
30,130 | $4,738,846 | |
| 7 | MCO |
Moodys Corp /De/
|
10,568 | $4,610,290 | |
| 8 | COIN |
Coinbase Global, Inc.
|
19,195 | $3,351,638 |
All Filings in NDAQ
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,121,159 | 60,327 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,116,178 | 62,969 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,645,409 | 63,826 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,698,606 | 30,179 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,110,135 | 14,634 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $975,884 | 12,623 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $917,224 | 12,563 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $792,961 | 13,159 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $698,390 | 11,068 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $754,133 | 12,971 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $567,676 | 11,683 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $546,804 | 10,969 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $542,818 | 9,929 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $795,157 | 12,961 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $490,905 | 8,661 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $120,862 | 2,377 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $104,662 | 1,762 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $95,204 | 1,360 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $34,456 | 588 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $28,902 | 588 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $26,017 | 588 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $24,051 | 588 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $23,416 | 588 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $18,610 | 588 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||