Position in NDAQ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,188,211
+$14,522 QoQ
Shares Held
15,075
+9.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#477
of 1,076 holders
Holding Since
Dec 2021
16 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, 2026MISSION WEALTH MANAGEMENT, LP holds $9,954,629 across 7 Financial Data & Stock Exchanges names. NDAQ ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
21,846 | $2,689,461 | |
| 2 | SPGI |
S&P Global Inc.
|
6,600 | $2,405,800 | |
| 3 | NDAQ |
Nasdaq, Inc.
This page
|
15,075 | $1,188,211 | |
| 4 | FDS |
Factset Research Systems Inc
|
4,211 | $968,866 | |
| 5 | MSCI |
MSCI Inc.
|
1,666 | $933,026 | |
| 6 | MCO |
Moodys Corp /De/
|
1,959 | $887,270 | |
| 7 | CME |
Cme Group Inc.
|
3,994 | $881,995 |
All Filings in NDAQ
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,188,211 | 15,075 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,173,689 | 13,826 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,452,093 | 14,950 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,348,685 | 15,248 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,408,990 | 15,757 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,196,919 | 15,778 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,177,276 | 15,228 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,423,548 | 19,498 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,167,296 | 19,371 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,194,735 | 18,934 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,169,195 | 20,110 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $874,522 | 17,998 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $829,504 | 16,640 | Shares | Sole | 2023-08-04 | |
| 2022-12-31 | $218,712 | 3,565 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $200,930 | 3,545 | Shares | Sole | 2022-10-12 | |
| 2021-12-31 | $206,859 | 985 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||