Position in NDAQ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$658,935
-$93,020 QoQ
Shares Held
8,360
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#587
of 1,081 holders
Holding Since
Jun 2024
9 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, 2026Frank, Rimerman Advisors LLC holds $11,867,086 across 8 Financial Data & Stock Exchanges names. NDAQ ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
17,616 | $3,890,141 | |
| 2 | SPGI |
S&P Global Inc.
|
5,302 | $1,932,654 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
7,400 | $1,795,758 | |
| 4 | MCO |
Moodys Corp /De/
|
3,049 | $1,380,953 | |
| 5 | MSCI |
MSCI Inc.
|
1,938 | $1,085,357 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
7,235 | $890,700 | |
| 7 | NDAQ |
Nasdaq, Inc.
This page
|
8,360 | $658,935 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,591 | $232,588 |
All Filings in NDAQ
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,935 | 8,360 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $751,955 | 8,858 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $831,432 | 8,560 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $745,810 | 8,432 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $753,452 | 8,426 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $672,802 | 8,869 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $701,510 | 9,074 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $637,523 | 8,732 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $531,131 | 8,814 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||