Position in COIN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$100,724
+$17,261 QoQ
Shares Held
689
+44.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#805
of 1,109 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026MATHER GROUP, LLC. holds $4,582,327 across 9 Financial Data & Stock Exchanges names. COIN ranks #9 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
3,703 | $1,349,698 | |
| 2 | FDS |
Factset Research Systems Inc
|
2,562 | $589,464 | |
| 3 | CME |
Cme Group Inc.
|
2,567 | $566,870 | |
| 4 | MCO |
Moodys Corp /De/
|
1,214 | $549,844 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
5,884 | $463,776 | |
| 6 | MSCI |
MSCI Inc.
|
663 | $371,306 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
1,224 | $297,028 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
2,385 | $293,617 |
All Filings in COIN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,724 | 689 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $83,463 | 478 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $65,135 | 193 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $5,511 | 32 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,469 | 18 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $712 | 4 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $10,889 | 49 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $31,814 | 120 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||