Position in COIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$233,757
-$96,081 QoQ
Shares Held
1,599
-15.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#740
of 1,109 holders
Holding Since
Jun 2021
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, 2026CreativeOne Wealth, LLC holds $6,907,548 across 7 Financial Data & Stock Exchanges names. COIN ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
10,804 | $2,621,805 | |
| 2 | CME |
Cme Group Inc.
|
8,229 | $1,817,209 | |
| 3 | MSCI |
MSCI Inc.
|
1,867 | $1,045,593 | |
| 4 | SPGI |
S&P Global Inc.
|
1,545 | $595,413 | |
| 5 | MCO |
Moodys Corp /De/
|
791 | $358,258 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
2,988 | $235,513 | |
| 7 | COIN |
Coinbase Global, Inc.
This page
|
1,599 | $233,757 |
All Filings in COIN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,757 | 1,599 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $329,838 | 1,889 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $472,405 | 2,089 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,026,307 | 3,041 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $826,805 | 2,359 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $373,566 | 2,169 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $522,174 | 2,103 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $372,750 | 1,477 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $414,241 | 1,821 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $503,560 | 1,988 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||