Position in COIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,293,015
+$2,056,087 QoQ
Shares Held
29,366
+129.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#272
of 1,114 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $258,769,687 across 11 Financial Data & Stock Exchanges names. COIN ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
375,091 | $82,831,345 | |
| 2 | MCO |
Moodys Corp /De/
|
142,881 | $64,713,662 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
350,253 | $43,119,646 | |
| 4 | SPGI |
S&P Global Inc.
|
73,632 | $28,370,137 | |
| 5 | MSCI |
MSCI Inc.
|
40,771 | $22,833,390 | |
| 6 | FDS |
Factset Research Systems Inc
|
20,081 | $4,620,236 | |
| 7 | COIN |
Coinbase Global, Inc.
This page
|
29,366 | $4,293,015 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
54,359 | $4,284,576 |
All Filings in COIN
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,293,015 | 29,366 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,236,928 | 12,811 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,423,533 | 15,139 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,046,167 | 11,989 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,534,743 | 7,232 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $700,631 | 4,068 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,073,400 | 4,323 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $747,957 | 4,198 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,032,258 | 4,645 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,037,149 | 3,912 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,067,560 | 11,888 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $903,512 | 12,034 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $929,935 | 12,997 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $816,853 | 12,089 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $308,742 | 8,724 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $681,078 | 10,561 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $325,519 | 6,923 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $619,703 | 3,264 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $698,812 | 2,769 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $624,432 | 2,745 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $658,073 | 2,598 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||