Position in COIN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$892,928
-$3,951,102 QoQ
Shares Held
6,108
-78.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#469
of 1,109 holders
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $22,172,578 across 6 Financial Data & Stock Exchanges names. COIN ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
107,242 | $13,202,562 | |
| 2 | SPGI |
S&P Global Inc.
|
11,668 | $4,495,742 | |
| 3 | CME |
Cme Group Inc.
|
7,264 | $1,604,109 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
6,106 | $1,481,743 | |
| 5 | COIN |
Coinbase Global, Inc.
This page
|
6,108 | $892,928 | |
| 6 | MCO |
Moodys Corp /De/
|
1,094 | $495,494 |
All Filings in COIN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $892,928 | 6,108 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,844,030 | 27,742 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,278,786 | 23,343 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $407,687 | 1,208 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $307,029 | 876 | Shares | Sole | 2025-08-11 | |
| 2021-12-31 | $200,381 | 794 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||