Position in TRU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$22,507
-$25,926 QoQ
Shares Held
312
-55.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#418
of 518 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $7,483,059 across 13 Financial Data & Stock Exchanges names. TRU ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
4,491 | $2,034,063 | |
| 2 | COIN |
Coinbase Global, Inc.
|
7,412 | $1,083,560 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
13,583 | $1,070,612 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
7,068 | $870,141 | |
| 5 | SPGI |
S&P Global Inc.
|
2,161 | $787,549 | |
| 6 | CME |
Cme Group Inc.
|
2,897 | $639,744 | |
| 7 | MSCI |
MSCI Inc.
|
891 | $498,995 | |
| 8 | FDS |
Factset Research Systems Inc
|
1,021 | $234,911 |
All Filings in TRU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,507 | 312 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $48,433 | 700 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $23,667 | 276 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,850 | 225 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $16,280 | 185 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $32,034 | 386 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $34,117 | 368 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $37,063 | 354 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $14,016 | 189 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $12,688 | 159 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $20,956 | 305 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $21,537 | 300 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $23,577 | 301 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $18,642 | 300 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $373 | 5,376 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $342,543 | 5,758 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $461,862 | 5,774 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $341,642 | 3,306 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $163,047 | 1,375 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $153,415 | 1,366 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $150,000 | 1,366 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $122,850 | 1,365 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $133,748 | 1,348 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $104,573 | 1,243 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $5,396 | 62 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,507 | 53 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||