Position in TRU
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$48,189
+$35,459 QoQ
Shares Held
668
+263.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#410
of 518 holders
Holding Since
Dec 2025
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, 2026CX Institutional holds $11,190,053 across 10 Financial Data & Stock Exchanges names. TRU ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
19,153 | $7,379,551 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
4,455 | $1,081,094 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
7,764 | $611,958 | |
| 4 | MCO |
Moodys Corp /De/
|
1,145 | $518,593 | |
| 5 | CME |
Cme Group Inc.
|
2,258 | $498,634 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
3,897 | $479,759 | |
| 7 | MSCI |
MSCI Inc.
|
500 | $280,020 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,623 | $237,266 |
All Filings in TRU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,189 | 668 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $12,730 | 184 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $2 | 20 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||