Position in NDAQ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,395,350
-$142,347 QoQ
Shares Held
17,703
-2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#453
of 1,081 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $31,243,521 across 8 Financial Data & Stock Exchanges names. NDAQ ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
63,948 | $14,121,636 | |
| 2 | COIN |
Coinbase Global, Inc.
|
43,128 | $6,304,882 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
31,319 | $3,855,682 | |
| 4 | MCO |
Moodys Corp /De/
|
6,687 | $3,028,676 | |
| 5 | SPGI |
S&P Global Inc.
|
4,396 | $1,602,454 | |
| 6 | NDAQ |
Nasdaq, Inc.
This page
|
17,703 | $1,395,350 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
2,343 | $568,575 | |
| 8 | MSCI |
MSCI Inc.
|
654 | $366,266 |
All Filings in NDAQ
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,395,350 | 17,703 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,537,697 | 18,114 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,984,948 | 20,436 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,853,646 | 20,957 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,257,318 | 25,244 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,631,976 | 21,513 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,159,345 | 27,931 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,987,916 | 27,228 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $624,715 | 10,367 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $697,570 | 11,055 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $633,900 | 10,903 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $530,748 | 10,923 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||