Position in NDAQ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,354
-$3,955 QoQ
Shares Held
106
-26.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#969
of 1,076 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $394,381 across 8 Financial Data & Stock Exchanges names. NDAQ ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
1,265 | $279,349 | |
| 2 | SPGI |
S&P Global Inc.
|
132 | $50,907 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
382 | $47,028 | |
| 4 | NDAQ |
Nasdaq, Inc.
This page
|
106 | $8,354 | |
| 5 | MCO |
Moodys Corp /De/
|
7 | $3,170 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
11 | $2,669 | |
| 7 | COIN |
Coinbase Global, Inc.
|
12 | $1,754 | |
| 8 | FDS |
Factset Research Systems Inc
|
5 | $1,150 |
All Filings in NDAQ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,354 | 106 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $12,309 | 145 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $10,004 | 103 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,110 | 103 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,210 | 103 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,661 | 101 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6 | 87 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,351 | 87 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,242 | 87 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5,489 | 87 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,058 | 87 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,227 | 87 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5 | 87 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,756 | 87 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $5,337 | 87 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $4,931 | 87 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,423 | 29 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,167 | 29 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $6,090 | 29 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,597 | 29 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,098 | 29 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $4,276 | 29 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,849 | 29 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,558 | 29 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,464 | 29 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,753 | 29 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||