Position in COIN
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$234,501
-$115,337 QoQ
Shares Held
1,343
-13.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $15,525,051 across 8 Financial Data & Stock Exchanges names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
9,995 | $4,526,935 | |
| 2 | SPGI |
S&P Global Inc.
|
8,978 | $3,459,266 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
10,277 | $2,493,919 | |
| 4 | CME |
Cme Group Inc.
|
8,187 | $1,807,935 | |
| 5 | MSCI |
MSCI Inc.
|
3,185 | $1,783,727 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
6,994 | $861,031 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,633 | $375,720 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
2,747 | $216,518 |
All Filings in COIN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $234,501 | 1,343 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $349,838 | 1,547 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $539,984 | 1,600 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $245,693 | 701 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $264,028 | 1,533 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $369,470 | 1,488 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||