Position in TRU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,759,925
+$2,474,774 QoQ
Shares Held
68,795
+158.2% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Mariner, LLC holds $473,775,028 across 10 Financial Data & Stock Exchanges names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
3,159,120 | $249,001,837 | |
| 2 | CME |
Cme Group Inc.
|
343,462 | $75,846,713 | |
| 3 | SPGI |
S&P Global Inc.
|
128,032 | $49,330,586 | |
| 4 | MCO |
Moodys Corp /De/
|
68,324 | $30,945,305 | |
| 5 | FDS |
Factset Research Systems Inc
|
90,711 | $20,870,786 | |
| 6 | MSCI |
MSCI Inc.
|
29,074 | $16,282,602 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
97,297 | $11,978,232 | |
| 8 | MORN |
Morningstar, Inc.
|
49,671 | $7,749,669 |
All Filings in TRU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,759,925 | 68,795 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,285,151 | 26,649 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,079,753 | 24,824 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,507,560 | 28,495 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,347,537 | 28,287 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,376,063 | 25,629 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,247,165 | 31,014 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,707,777 | 49,997 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $936,931 | 11,741 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $831,528 | 12,102 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $598,872 | 8,342 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $621,861 | 7,939 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $396,639 | 6,383 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $319,389 | 5,628 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $235,937 | 3,966 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||