Position in COIN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$478,477
-$118,338 QoQ
Shares Held
3,273
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#576
of 1,109 holders
Holding Since
Dec 2023
10 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, 2026Merit Financial Group, LLC holds $28,286,980 across 10 Financial Data & Stock Exchanges names. COIN ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
25,909 | $9,444,420 | |
| 2 | MCO |
Moodys Corp /De/
|
11,014 | $4,988,455 | |
| 3 | CME |
Cme Group Inc.
|
13,654 | $3,015,207 | |
| 4 | FDS |
Factset Research Systems Inc
|
11,166 | $2,569,070 | |
| 5 | MSCI |
MSCI Inc.
|
4,579 | $2,564,420 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
14,916 | $1,836,303 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
5,595 | $1,357,736 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
16,706 | $1,316,762 |
All Filings in COIN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,477 | 3,273 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $596,815 | 3,418 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $621,657 | 2,749 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $801,873 | 2,376 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $545,362 | 1,556 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $335,676 | 1,949 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $322,293 | 1,298 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $351,567 | 1,582 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $356,851 | 1,346 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $367,666 | 2,114 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||