U.S. Capital Wealth Advisors Boosts CME Group Stock Position

Investment firm increases stake in financial services provider by 6.6% in Q4

Apr. 12, 2026 at 12:35pm

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U.S. Capital Wealth Advisors LLC raised its stake in CME Group Inc. (NASDAQ:CME) by 6.6% during the 4th quarter, according to a recent SEC filing. The firm now owns 43,690 shares of the financial services provider's stock, valued at $11.9 million as of the end of 2025.

Why it matters

CME Group operates some of the world's largest derivatives exchanges, including the Chicago Mercantile Exchange. The firm's stock performance and institutional ownership are closely watched as indicators of broader trends in the financial services and commodities trading sectors.

The details

According to the filing, U.S. Capital Wealth Advisors purchased an additional 2,708 shares of CME Group during the fourth quarter. The firm now holds a total of 43,690 shares, representing a 6.6% increase in its position. Several other major institutional investors, including Mawer Investment Management and Invesco Ltd., also boosted their stakes in CME Group over the same period.

  • U.S. Capital Wealth Advisors filed the 13F report disclosing the increased CME Group stake on April 12, 2026.
  • The firm raised its position in CME Group by 6.6% during the fourth quarter of 2025.

The players

U.S. Capital Wealth Advisors LLC

An investment management firm that oversees a portfolio of stocks, bonds, and other assets on behalf of institutional and high-net-worth clients.

CME Group Inc.

A global markets company that operates some of the world's largest and most liquid derivatives exchanges, including the Chicago Mercantile Exchange, the Chicago Board of Trade, and the New York Mercantile Exchange.

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The takeaway

The increased stake by U.S. Capital Wealth Advisors in CME Group reflects the firm's confidence in the financial services provider's long-term growth prospects, particularly as derivatives trading and risk management remain critical components of the global financial system.