Position in COIN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,083,560
-$356,448 QoQ
Shares Held
7,412
-10.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#77
of 337 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $7,483,059 across 13 Financial Data & Stock Exchanges names. COIN ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
4,491 | $2,034,063 | |
| 2 | COIN |
Coinbase Global, Inc.
This page
|
7,412 | $1,083,560 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
13,583 | $1,070,612 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
7,068 | $870,141 | |
| 5 | SPGI |
S&P Global Inc.
|
2,044 | $787,549 | |
| 6 | CME |
Cme Group Inc.
|
2,897 | $639,744 | |
| 7 | MSCI |
MSCI Inc.
|
891 | $498,995 | |
| 8 | FDS |
Factset Research Systems Inc
|
1,021 | $234,911 |
All Filings in COIN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,083,560 | 7,412 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,440,008 | 8,247 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,949,326 | 8,620 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,694,182 | 7,983 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $0 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $994,283 | 5,773 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,757,964 | 7,080 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $317,142 | 1,780 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $391,347 | 1,761 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $478,806 | 1,806 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $437,582 | 2,516 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $263,305 | 3,507 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $588,570 | 8,226 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $721,039 | 10,671 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $314,440 | 8,885 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $716,548 | 11,111 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $458,256 | 9,746 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,850,375 | 9,746 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $467,893 | 1,854 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $570,064 | 2,506 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $543,581 | 2,146 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||