CME Group Inc.
BG ˙ BUL ˙ US12572Q1058
SecurityBG:MX4A / CME Group Inc.
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership8,712 shares
Latest Disclosed Value $ 2,573,047
Institute for Wealth Management, LLC. reports 0.34% decrease in ownership of MX4A / CME Group Inc.

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 8,712 shares of CME Group Inc. (BG:MX4A) valued at $2,573,047 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 8,742 shares of CME Group Inc.. This represents a change in shares of -0.34% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F CME GROUP COM 12572Q105 8,712 -30 -0.34 2,573 7.79 0.2742
2026-01-27 2025-12-31 13F CME GROUP COM 12572Q105 8,742 10 0.11 2,387 1.19 0.2529
2025-10-17 2025-09-30 13F CME GROUP COM 12572Q105 8,732 -345 -3.80 2,359 -5.68 0.2457
2025-07-18 2025-06-30 13F CME GROUP COM 12572Q105 9,077 -198 -2.13 2,502 1.67 0.2790
2025-04-21 2025-03-31 13F CME GROUP COM 12572Q105 9,275 22 0.24 2,461 14.53 0.3157
2025-01-23 2024-12-31 13F CME GROUP COM 12572Q105 9,253 -19 -0.20 2,149 5.04 0.2692
2024-11-12 2024-09-30 13F CME GROUP COM 12572Q105 9,272 -65 -0.70 2,046 11.44 0.2582
2024-07-25 2024-06-30 13F CME GROUP COM 12572Q105 9,337 -6 -0.06 1,836 -8.75 0.2460
2024-04-30 2024-03-31 13F CME GROUP COM 12572Q105 9,343 -14 -0.15 2,012 2.08 0.2593
2024-01-31 2023-12-31 13F CME GROUP COM 12572Q105 9,357 -37 -0.39 1,971 4.79 0.3197
2023-10-13 2023-09-30 13F CME GROUP COM 12572Q105 9,394 -58 -0.61 1,881 7.37 0.3392
2023-07-25 2023-06-30 13F CME GROUP COM 12572Q105 9,452 -11 -0.12 1,751 -3.37 0.2954
2023-04-20 2023-03-31 13F CME GROUP COM 12572Q105 9,463 -263 -2.70 1,812 10.83 0.3461
2023-02-02 2022-12-31 13F CME GROUP COM 12572Q105 9,726 69 0.71 1,636 -4.44 0.3438
2022-10-18 2022-09-30 13F CME GROUP COM 12572Q105 9,657 35 0.36 1,711 -13.15 0.3839
2022-07-25 2022-06-30 13F CME GROUP COM 12572Q105 9,622 203 2.16 1,970 -12.05 0.3868
2022-04-29 2022-03-31 13F CME GROUP COM 12572Q105 9,419 -21 -0.22 2,240 3.85 0.3624
2022-01-21 2021-12-31 13F CME GROUP COM 12572Q105 9,440 312 3.42 2,157 22.21 0.3514
2021-11-15 2021-09-30 13F CME GROUP COM 12572Q105 9,128 867 10.50 1,765 0.46 0.3098
2021-07-21 2021-06-30 13F CME GROUP COM 12572Q105 8,261 -131 -1.56 1,757 2.51 0.3085
2021-05-04 2021-03-31 13F CME GROUP COM 12572Q105 8,392 26 0.31 1,714 12.54 0.3259
2021-02-01 2020-12-31 13F CME GROUP COM 12572Q105 8,366 -36 -0.43 1,523 8.32 0.3028
2020-11-03 2020-09-30 13F CME GROUP COM 12572Q105 8,402 -70 -0.83 1,406 2.11 0.3210
2020-07-30 2020-06-30 13F CME GROUP COM 12572Q105 8,472 22 0.26 1,377 -5.75 0.3371
2020-04-29 2020-03-31 13F CME GROUP COM 12572Q105 8,450 -182 -2.11 1,461 -15.70 0.4505
2020-02-27 2019-12-31 13F/A-1 CME GROUP COM 12572Q105 8,632 -145 -1.65 1,733 -6.58 0.3913
2020-01-27 2019-12-31 13F CME GROUP COM 12572Q105 1,733 -7,044 1,733 402,437.3819
2019-10-28 2019-09-30 13F CME GROUP COM 12572Q105 8,777 0 0.00 1,855 8.86 0.4676
2019-08-02 2019-06-30 13F CME GROUP COM 12572Q105 8,777 57 0.65 1,704 18.75 0.3772
2019-05-15 2019-03-31 13F CME GROUP COM CL A 12572Q105 8,720 -462 -5.03 1,435 -16.91 0.3120
2019-02-08 2018-12-31 13F CME GROUP COM CL A 12572Q105 9,182 9,182 1,727 0.7089
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.