Position in TRU
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$684,841
+$405,384 QoQ
Shares Held
9,898
+203.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 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, 2026Merit Financial Group, LLC holds $28,286,980 across 10 Financial Data & Stock Exchanges names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
25,909 | $9,444,420 | |
| 2 | MCO |
Moodys Corp /De/
|
11,014 | $4,988,455 | |
| 3 | CME |
Cme Group Inc.
|
13,654 | $3,015,207 | |
| 4 | FDS |
Factset Research Systems Inc
|
11,166 | $2,569,070 | |
| 5 | MSCI |
MSCI Inc.
|
4,579 | $2,564,420 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
14,916 | $1,836,303 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
5,595 | $1,357,736 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
16,706 | $1,316,762 |
All Filings in TRU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $684,841 | 9,898 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $279,457 | 3,259 | Shares | Other | 2026-01-26 | |
| 2024-12-31 | $291,943 | 3,149 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||