Position in COIN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,304,882
-$446,937 QoQ
Shares Held
43,128
+11.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#224
of 1,108 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $31,243,521 across 8 Financial Data & Stock Exchanges names. COIN ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
63,948 | $14,121,636 | |
| 2 | COIN |
Coinbase Global, Inc.
This page
|
43,128 | $6,304,882 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
31,319 | $3,855,682 | |
| 4 | MCO |
Moodys Corp /De/
|
6,687 | $3,028,676 | |
| 5 | SPGI |
S&P Global Inc.
|
4,396 | $1,602,454 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
17,703 | $1,395,350 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
2,343 | $568,575 | |
| 8 | MSCI |
MSCI Inc.
|
654 | $366,266 |
All Filings in COIN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,304,882 | 43,128 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,751,819 | 38,668 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,149,651 | 27,194 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,057,202 | 29,800 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $250,250 | 1,453 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $609,824 | 2,456 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $396,250 | 2,224 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $333,122 | 1,499 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||