Position in COIN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$743,960
+$47,441 QoQ
Shares Held
5,089
+27.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#502
of 1,109 holders
Holding Since
Jun 2021
10 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $53,697,882 across 8 Financial Data & Stock Exchanges names. COIN ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
99,892 | $38,488,104 | |
| 2 | CME |
Cme Group Inc.
|
30,603 | $6,758,060 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
32,613 | $4,014,986 | |
| 4 | MSCI |
MSCI Inc.
|
3,882 | $2,174,075 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
3,117 | $756,402 | |
| 6 | COIN |
Coinbase Global, Inc.
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|
5,089 | $743,960 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
5,573 | $439,263 | |
| 8 | FDS |
Factset Research Systems Inc
|
1,404 | $323,032 |
All Filings in COIN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $743,960 | 5,089 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $696,519 | 3,989 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,333,773 | 5,898 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $889,193 | 2,537 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $790,191 | 4,588 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,123,309 | 4,524 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $978,687 | 5,493 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,220,487 | 5,492 | Shares | Sole | 2024-08-19 | |
| 2021-09-30 | $262,056 | 1,152 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $210,745 | 832 | Shares | Sole | 2021-08-24 | |
| No filing history on record for this holder in this stock. | ||||||