Position in NDAQ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$235,513
-$41,482 QoQ
Shares Held
2,988
-8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#795
of 1,076 holders
Holding Since
Dec 2021
12 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, 2026CreativeOne Wealth, LLC holds $6,907,548 across 7 Financial Data & Stock Exchanges names. NDAQ ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
10,804 | $2,621,805 | |
| 2 | CME |
Cme Group Inc.
|
8,229 | $1,817,209 | |
| 3 | MSCI |
MSCI Inc.
|
1,867 | $1,045,593 | |
| 4 | SPGI |
S&P Global Inc.
|
1,545 | $595,413 | |
| 5 | MCO |
Moodys Corp /De/
|
791 | $358,258 | |
| 6 | NDAQ |
Nasdaq, Inc.
This page
|
2,988 | $235,513 | |
| 7 | COIN |
Coinbase Global, Inc.
|
1,599 | $233,757 |
All Filings in NDAQ
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,513 | 2,988 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $276,995 | 3,263 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $495,945 | 5,106 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $930,581 | 10,521 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $707,937 | 7,917 | Shares | Other | 2025-08-12 | |
| 2023-06-30 | $255 | 2,444 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $351,964 | 6,438 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $257,976 | 4,205 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $376,751 | 6,647 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $314,995 | 2,065 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $346,599 | 1,945 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $239,620 | 1,141 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||