Position in NDAQ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$457,944
-$28,475 QoQ
Shares Held
5,810
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#653
of 1,081 holders
Holding Since
Mar 2021
20 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, 2026OneDigital Investment Advisors LLC holds $6,663,221 across 8 Financial Data & Stock Exchanges names. NDAQ ranks #7 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
4,708 | $1,813,935 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
8,245 | $1,015,041 | |
| 3 | FDS |
Factset Research Systems Inc
|
4,138 | $952,071 | |
| 4 | MCO |
Moodys Corp /De/
|
2,070 | $937,544 | |
| 5 | CME |
Cme Group Inc.
|
3,056 | $674,856 | |
| 6 | MSCI |
MSCI Inc.
|
921 | $515,796 | |
| 7 | NDAQ |
Nasdaq, Inc.
This page
|
5,810 | $457,944 | |
| 8 | COIN |
Coinbase Global, Inc.
|
2,025 | $296,034 |
All Filings in NDAQ
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,944 | 5,810 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $486,419 | 5,730 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $766,549 | 7,892 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $641,970 | 7,258 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $681,022 | 7,616 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $571,605 | 7,535 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $508,622 | 6,579 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $495,372 | 6,785 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $650,988 | 10,803 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $206,147 | 3,267 | Shares | Sole | 2024-05-10 | |
| 2023-06-30 | $430,704 | 8,640 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $482,517 | 8,826 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $527,671 | 8,601 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $499,407 | 8,811 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $425,891 | 2,792 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $392,396 | 2,202 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $424,640 | 2,022 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $340,294 | 1,763 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $320,659 | 1,824 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $222,811 | 1,511 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||