Position in NDAQ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$797,343
-$218,705 QoQ
Shares Held
10,116
-15.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#547
of 1,076 holders
Holding Since
Jun 2025
5 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, 2026Integrated Wealth Concepts LLC holds $14,108,696 across 14 Financial Data & Stock Exchanges names. NDAQ ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
12,528 | $4,826,845 | |
| 2 | MCO |
Moodys Corp /De/
|
3,925 | $1,777,711 | |
| 3 | CME |
Cme Group Inc.
|
7,430 | $1,640,766 | |
| 4 | FDS |
Factset Research Systems Inc
|
6,100 | $1,403,488 | |
| 5 | COIN |
Coinbase Global, Inc.
|
6,518 | $952,866 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
6,859 | $844,411 | |
| 7 | NDAQ |
Nasdaq, Inc.
This page
|
10,116 | $797,343 | |
| 8 | MORN |
Morningstar, Inc.
|
4,076 | $635,937 |
All Filings in NDAQ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $797,343 | 10,116 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,016,048 | 11,969 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,052,209 | 10,833 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $493,197 | 5,576 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $421,168 | 4,710 | Shares | Other | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||