Position in COIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,758,811
-$405,305 QoQ
Shares Held
12,031
-2.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#374
of 1,109 holders
Holding Since
Jun 2021
17 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, 2026Mutual Advisors, LLC holds $6,196,064 across 7 Financial Data & Stock Exchanges names. COIN ranks #1 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
This page
|
12,031 | $1,758,811 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
5,827 | $1,414,038 | |
| 3 | CME |
Cme Group Inc.
|
4,541 | $1,002,789 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
5,341 | $657,530 | |
| 5 | MCO |
Moodys Corp /De/
|
1,161 | $525,840 | |
| 6 | SPGI |
S&P Global Inc.
|
1,098 | $423,143 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,799 | $413,913 |
All Filings in COIN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,758,811 | 12,031 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,164,116 | 12,394 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,096,996 | 9,273 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,310,776 | 9,810 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $979,269 | 2,794 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $670,491 | 3,893 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $714,607 | 2,878 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $537,004 | 3,014 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $735,136 | 3,308 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $764,606 | 2,884 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $240,705 | 1,384 | Shares | Sole | 2024-01-12 | |
| 2022-09-30 | $397,193 | 6,159 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $276,101 | 5,872 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,354,840 | 7,136 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,706,778 | 6,763 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $435,169 | 1,913 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $500,014 | 1,974 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||