IAI Holdings List

As of Aug 12, 2025

No.	Symbol	Name	% Weight	Shares
1	GS	The Goldman Sachs Group, Inc.	15.03%	296,411
2	MS	Morgan Stanley	11.99%	1,193,330
3	SPGI	S&P Global Inc.	11.56%	303,229
4	SCHW	The Charles Schwab Corporation	6.57%	975,731
5	HOOD	Robinhood Markets, Inc.	6.07%	780,464
6	COIN	Coinbase Global, Inc.	5.13%	233,129
7	MCO	Moody's Corporation	4.25%	120,861
8	ICE	Intercontinental Exchange, Inc.	4.10%	329,245
9	CME	CME Group Inc.	4.08%	216,730
10	MSCI	MSCI Inc.	3.96%	105,409
11	NDAQ	Nasdaq, Inc.	3.87%	590,353
12	RJF	Raymond James Financial, Inc.	2.98%	259,323
13	LPLA	LPL Financial Holdings Inc.	2.91%	114,208
14	IBKR	Interactive Brokers Group, Inc.	2.87%	622,441
15	CBOE	Cboe Global Markets, Inc.	2.54%	149,546
16	TW	Tradeweb Markets Inc.	1.49%	166,299
17	FDS	FactSet Research Systems Inc.	1.37%	54,193
18	SF	Stifel Financial Corp.	1.15%	146,710
19	EVR	Evercore Inc.	1.08%	51,345
20	HLI	Houlihan Lokey, Inc.	1.01%	76,821
21	JEF	Jefferies Financial Group Inc.	0.97%	232,707
22	MKTX	MarketAxess Holdings Inc.	0.69%	53,562
23	MORN	Morningstar, Inc.	0.67%	38,015
24	LAZ	Lazard, Inc.	0.59%	161,167
25	PIPR	Piper Sandler Companies	0.54%	23,502

As of Aug 12, 2025