Position in COIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,379,464
-$6,950,071 QoQ
Shares Held
57,319
-34.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#186
of 1,114 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Derivatives in COIN
reported options exposure · as of Sep 30, 2025CallValue
$9,164
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Creative Planning holds $170,316,620 across 11 Financial Data & Stock Exchanges names. COIN ranks #8 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
118,401 | $45,619,634 | |
| 2 | MCO |
Moodys Corp /De/
|
51,572 | $23,357,989 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
184,209 | $22,677,969 | |
| 4 | CME |
Cme Group Inc.
|
94,635 | $20,898,246 | |
| 5 | FDS |
Factset Research Systems Inc
|
60,404 | $13,897,752 | |
| 6 | MSCI |
MSCI Inc.
|
22,182 | $12,422,806 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
136,276 | $10,741,273 | |
| 8 | COIN |
Coinbase Global, Inc.
This page
|
57,319 | $8,379,464 |
All Filings in COIN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,379,464 | 57,319 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $15,329,535 | 87,793 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $19,854,639 | 87,798 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,951,379 | 62,080 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $9,164 | 200 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $70,098 | 200 | Call | Sole | 2025-08-08 | |
| 2025-06-30 | $17,486,296 | 49,891 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,126,639 | 52,991 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,295,222 | 53,545 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,747,172 | 71,545 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $11,158,168 | 50,210 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $11,089,174 | 41,827 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,190,026 | 41,341 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,102,455 | 41,322 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $3,204,009 | 44,780 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,847,670 | 42,144 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,539,004 | 43,487 | Shares | Sole | 2023-02-10 | |
| 2022-12-31 | $6,475 | 1,000 | Put | Sole | 2023-02-10 | |
| 2022-09-30 | $2,393,030 | 37,107 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,731,182 | 36,818 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,742,717 | 14,446 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,847,885 | 15,247 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,000 | 100 | Call | Sole | 2021-11-10 | |
| 2021-09-30 | $4,037,542 | 17,749 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $25,330 | 100 | Call | Sole | 2021-08-04 | |
| 2021-06-30 | $5,728,632 | 22,616 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||