Position in TRU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$53,311
-$5,856 QoQ
Shares Held
739
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#405
of 518 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $14,747,808 across 11 Financial Data & Stock Exchanges names. TRU ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
19,066 | $4,626,746 | |
| 2 | COIN |
Coinbase Global, Inc.
|
21,199 | $3,099,081 | |
| 3 | CME |
Cme Group Inc.
|
10,558 | $2,331,523 | |
| 4 | SPGI |
S&P Global Inc.
|
3,843 | $1,480,797 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
8,534 | $1,050,620 | |
| 6 | MCO |
Moodys Corp /De/
|
2,198 | $995,518 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
7,661 | $603,840 | |
| 8 | MSCI |
MSCI Inc.
|
542 | $303,541 |
All Filings in TRU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,311 | 739 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $59,167 | 690 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $45,827 | 547 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $47,080 | 535 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $7,138 | 77 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,224 | 69 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,485 | 47 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,394 | 30 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,610 | 38 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $17,014 | 237 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $17,545 | 224 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $13,919 | 224 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $29,283 | 516 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $28,555 | 480 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $39,755 | 497 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $51,359 | 497 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $25,269 | 225 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $14,824 | 135 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $3,510 | 39 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,182 | 22 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,850 | 22 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,914 | 22 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,455 | 22 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||