Position in TRU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,102,130
+$1,197,382 QoQ
Shares Held
30,382
+188.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $132,265,001 across 9 Financial Data & Stock Exchanges names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
268,920 | $39,313,414 | |
| 2 | SPGI |
S&P Global Inc.
|
59,406 | $22,888,825 | |
| 3 | MCO |
Moodys Corp /De/
|
37,900 | $17,165,668 | |
| 4 | FDS |
Factset Research Systems Inc
|
74,386 | $17,114,730 | |
| 5 | MSCI |
MSCI Inc.
|
22,717 | $12,722,428 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
129,736 | $10,225,791 | |
| 7 | MORN |
Morningstar, Inc.
|
53,907 | $8,410,570 | |
| 8 | CME |
Cme Group Inc.
|
15,371 | $3,394,377 |
All Filings in TRU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,102,130 | 30,382 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $904,748 | 10,551 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,965,562 | 23,461 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $231,704 | 2,633 | Shares | Other | 2025-08-14 | |
| 2024-12-31 | $3,168,827 | 34,180 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $717,090 | 6,849 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||