Position in NDAQ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$760,455
-$170,024 QoQ
Shares Held
9,648
-12.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#555
of 1,081 holders
Holding Since
Mar 2026
2 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $13,026,244 across 7 Financial Data & Stock Exchanges names. NDAQ ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
40,726 | $8,993,522 | |
| 2 | MSCI |
MSCI Inc.
|
1,989 | $1,113,919 | |
| 3 | SPGI |
S&P Global Inc.
|
2,499 | $962,762 | |
| 4 | NDAQ |
Nasdaq, Inc.
This page
|
9,648 | $760,455 | |
| 5 | MCO |
Moodys Corp /De/
|
1,245 | $563,885 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
3,580 | $440,733 | |
| 7 | MORN |
Morningstar, Inc.
|
1,224 | $190,968 |
All Filings in NDAQ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $760,455 | 9,648 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $930,479 | 10,961 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||