Position in COIN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$512,834
-$148,414 QoQ
Shares Held
3,508
-7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#556
of 1,109 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $2,988,880 across 7 Financial Data & Stock Exchanges names. COIN ranks #3 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,161 | $787,549 | |
| 2 | MCO |
Moodys Corp /De/
|
1,380 | $625,029 | |
| 3 | COIN |
Coinbase Global, Inc.
This page
|
3,508 | $512,834 | |
| 4 | CME |
Cme Group Inc.
|
1,401 | $309,382 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
2,339 | $287,954 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
3,014 | $237,563 | |
| 7 | MORN |
Morningstar, Inc.
|
1,465 | $228,569 |
All Filings in COIN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,834 | 3,508 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $661,248 | 3,787 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $895,740 | 3,961 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,444,794 | 4,281 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,481,521 | 4,227 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $847,888 | 4,923 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $817,155 | 3,291 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $640,164 | 3,593 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $847,807 | 3,815 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,096,271 | 4,135 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $808,728 | 4,650 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $368,492 | 4,908 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $399,892 | 5,589 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $393,797 | 5,828 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $233,184 | 6,589 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $525,851 | 8,154 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $404,089 | 8,594 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,169,917 | 6,162 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $1,246,707 | 4,940 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,012,968 | 4,453 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,215,333 | 4,798 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||