Position in COIN
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,339,977
-$2,544,222 QoQ
Shares Held
9,166
-58.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#413
of 1,109 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Derivatives in COIN
reported options exposure · as of Jun 30, 2026CallValue
$175,428
CallShares
1,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $19,774,267 across 8 Financial Data & Stock Exchanges names. COIN ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
24,670 | $9,505,448 | |
| 2 | CME |
Cme Group Inc.
|
13,046 | $2,880,948 | |
| 3 | MCO |
Moodys Corp /De/
|
5,761 | $2,609,272 | |
| 4 | MSCI |
MSCI Inc.
|
2,748 | $1,538,989 | |
| 5 | COIN |
Coinbase Global, Inc.
This page
|
9,166 | $1,339,977 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
10,359 | $1,275,296 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
4,636 | $365,409 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,067 | $258,928 |
All Filings in COIN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,428 | 1,200 | Call | Sole | 2026-08-18 | |
| 2026-06-30 | $1,339,977 | 9,166 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $3,884,199 | 22,245 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $384,142 | 2,200 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $2,310,020 | 10,215 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,412,681 | 13,075 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,540,754 | 4,396 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $671,008 | 3,896 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,539,211 | 6,199 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,257,167 | 7,056 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,614,500 | 7,265 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,950,222 | 7,356 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,480,754 | 8,514 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $500,333 | 6,664 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $447,402 | 6,253 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $443,732 | 6,567 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $218,710 | 6,180 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $238,161 | 3,693 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $1,985,555 | 10,458 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $781,337 | 3,096 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,039,813 | 8,967 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $681,377 | 2,690 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||