Position in NDAQ
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,748,647
+$532,747 QoQ
Shares Held
85,621
+16.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#249
of 1,081 holders
Holding Since
Dec 2023
11 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, 2026Sequoia Financial Advisors, LLC holds $26,519,971 across 11 Financial Data & Stock Exchanges names. NDAQ ranks #1 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
This page
|
85,621 | $6,748,647 | |
| 2 | CME |
Cme Group Inc.
|
26,009 | $5,743,567 | |
| 3 | SPGI |
S&P Global Inc.
|
9,369 | $3,415,281 | |
| 4 | MCO |
Moodys Corp /De/
|
6,044 | $2,737,448 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
19,109 | $2,352,508 | |
| 6 | MSCI |
MSCI Inc.
|
2,835 | $1,587,713 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
5,800 | $1,407,486 | |
| 8 | COIN |
Coinbase Global, Inc.
|
6,593 | $963,830 |
All Filings in NDAQ
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,748,647 | 85,621 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $6,215,900 | 73,223 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,585,561 | 78,097 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,190,173 | 69,985 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,971,467 | 66,780 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,336,992 | 57,171 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,076,092 | 52,724 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $3,713,434 | 50,862 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,965,153 | 49,206 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,978,509 | 47,203 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,945,139 | 50,656 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||