Position in NDAQ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$755,406
-$90,938 QoQ
Shares Held
9,584
-3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#95
of 257 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $4,832,353 across 14 Financial Data & Stock Exchanges names. NDAQ ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,039 | $785,618 | |
| 2 | NDAQ |
Nasdaq, Inc.
This page
|
9,584 | $755,406 | |
| 3 | MCO |
Moodys Corp /De/
|
1,325 | $600,113 | |
| 4 | MSCI |
MSCI Inc.
|
1,046 | $585,798 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
4,719 | $580,951 | |
| 6 | FDS |
Factset Research Systems Inc
|
1,767 | $406,546 | |
| 7 | CME |
Cme Group Inc.
|
1,639 | $361,936 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,826 | $266,939 |
All Filings in NDAQ
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $755,406 | 9,584 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $846,344 | 9,970 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $914,180 | 9,412 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $834,789 | 9,438 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $694,431 | 7,766 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $392,421 | 5,173 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $286,509 | 3,706 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $156,531 | 2,144 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $103,585 | 1,719 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $22,335 | 354 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $16,394 | 282 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $11,272 | 232 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $37,336 | 749 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $31,106 | 569 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $23,067 | 376 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,712 | 189 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,202 | 63 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,850 | 48 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $6,510 | 93 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||