Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

COINBASE GLOBAL INC · COM CL A · quarter ended 2026-03-31 · 11 members disclosed COIN ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 856 holders are listed, largest first: 856
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $20.4B
holders whose share count rose or who opened the position (new + add), by shares: 455
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 179

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of COIN ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.9B	16,745,406	−333,071	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$2.5B	14,130,021	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.7B	9,488,390	—	NO PRIOR
4	STATE STREET CORP	$1.6B	9,360,220	−121,629	TRIM
5	MORGAN STANLEY	$663M	3,798,533	−553,239	TRIM
6	Paradigm Operations LP	$627M	3,589,428	−673,030	TRIM
7	Clear Street Group Inc.	$446M	2,554,198	+1,656	ADD
8	UBS Group AG	$439M	2,515,989	+1,257,121	ADD
9	Invesco Ltd.	$344M	1,971,982	−563,300	TRIM
10	NORTHERN TRUST CORP	$341M	1,950,690	+29,763	ADD
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$303M	1,733,609	+70,823	ADD
12	Capital World Investors	$296M	1,695,698	+159,164	ADD
13	a16z Perennial Management, L.P.	$257M	1,470,995	+9,838	ADD
14	Ruffer LLP	$251M	1,435,990	+700,800	ADD
15	BANK OF AMERICA CORP /DE/	$244M	1,394,875	−891,903	TRIM
16	VANGUARD FIDUCIARY TRUST CO	$218M	1,249,804	—	NO PRIOR
17	FMR LLC	$215M	1,233,658	−4,873	TRIM
18	Legal & General Group Plc	$214M	1,224,714	+14,632	ADD
19	BANK OF MONTREAL /CAN/	$198M	1,136,702	+318,330	ADD
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$198M	1,132,461	+31,588	ADD
21	BAILLIE GIFFORD & CO	$196M	1,124,057	+294,976	ADD
22	Amundi	$189M	1,080,789	+97,289	ADD
23	JANE STREET GROUP, LLC	$155M	888,096	+109,674	ADD
24	CITIGROUP INC	$153M	878,576	−219,654	TRIM
25	TORONTO DOMINION BANK	$151M	862,011	+631,629	ADD
26	Holocene Advisors, LP	$140M	804,000	+804,000	NEW
27	Ribbit Management Company, LLC	$129M	737,300	0	NO CHANGE
28	DIMENSIONAL FUND ADVISORS LP	$126M	721,059	−51,927	TRIM
29	CITADEL ADVISORS LLC	$117M	671,158	+198,036	ADD
30	NATIONAL BANK OF CANADA /FI/	$108M	619,371	+563,382	ADD
31	Southpoint Capital Advisors LP	$105M	600,000	+600,000	NEW
32	Nuveen, LLC	$99.8M	571,451	−1,838	TRIM
33	HSBC HOLDINGS PLC	$91.8M	527,077	−437,777	TRIM
34	Mitsubishi UFJ Asset Management Co., Ltd.	$90.5M	518,246	+27,935	ADD
35	NATIXIS	$88.1M	504,648	−407,155	TRIM
36	Artisan Partners Limited Partnership	$87.7M	502,082	+30,137	ADD
37	Cria, Inc.	$85.8M	491,661	0	NO CHANGE
38	Vanguard Global Advisers, LLC	$85.2M	488,099	—	NO PRIOR
39	WELLS FARGO & COMPANY/MN	$83.0M	475,261	−161,351	TRIM
40	Harvest Portfolios Group Inc.	$82.6M	472,770	+96,192	ADD
41	DEUTSCHE BANK AG\	$77.0M	440,711	+11,831	ADD
42	Patient Capital Management, LLC	$75.2M	430,405	+251,482	ADD
43	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$70.6M	404,523	−789,902	TRIM
44	CTC LLC	$69.7M	399,232	+196,463	ADD
45	VANGUARD ASSET MANAGEMENT, Ltd	$66.5M	380,756	—	NO PRIOR
46	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$66.3M	388,812	+80,050	ADD
47	CANADA PENSION PLAN INVESTMENT BOARD	$65.5M	375,293	+290	ADD
48	LPL Financial LLC	$57.7M	330,381	+48,836	ADD
49	RAYMOND JAMES FINANCIAL INC	$57.1M	333,898	−49,484	TRIM
50	ALLIANCEBERNSTEIN L.P.	$55.7M	246,252	+7,384	ADD
51	Korea Investment CORP	$53.0M	303,470	+90,216	ADD
52	NOMURA HOLDINGS INC	$53.0M	303,452	+29,351	ADD
53	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$51.7M	296,268	−89,963	TRIM
54	FRANKLIN RESOURCES INC	$51.6M	295,594	+84,404	ADD
55	National Pension Service	$51.6M	295,473	+295,473	NEW
56	Kemnay Advisory Services Inc.	$51.5M	295,187	−23	TRIM
57	ROYAL BANK OF CANADA	$51.0M	292,047	−101,445	TRIM
58	Robeco Institutional Asset Management B.V.	$50.1M	286,938	−24,076	TRIM
59	BLAIR WILLIAM & CO/IL	$49.7M	284,790	+52,903	ADD
60	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$48.0M	275,099	−36,933	TRIM
61	IEQ CAPITAL, LLC	$47.7M	273,417	−126,772	TRIM
62	Tidal Investments LLC	$46.7M	267,509	+43,721	ADD
63	Slate Path Capital LP	$46.0M	263,379	+11,399	ADD
64	Rockefeller Capital Management L.P.	$45.9M	263,023	+46,873	ADD
65	PRINCIPAL FINANCIAL GROUP INC	$43.7M	250,495	−4,111	TRIM
66	Compound Planning, Inc.	$43.1M	246,967	−22,449	TRIM
67	Brevan Howard Capital Management LP	$42.0M	253,685	+240,963	ADD
68	Parcion Private Wealth LLC	$35.0M	200,508	+87	ADD
69	ADAGE CAPITAL PARTNERS GP, L.L.C.	$34.9M	199,800	−6,200	TRIM
70	CREDIT AGRICOLE S A	$34.8M	199,516	+147,636	ADD
71	DANSKE BANK A/S	$34.8M	199,228	+67,839	ADD
72	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$33.8M	193,387	+801	ADD
73	Quantinno Capital Management LP	$33.0M	188,995	+27,732	ADD
74	Vontobel Holding Ltd.	$32.8M	187,715	+115,320	ADD
75	AVIVA PLC	$30.8M	176,652	+5,289	ADD
76	Hudson Bay Capital Management LP	$30.6M	175,000	+115,400	ADD
77	Janus Henderson Group Ltd.	$28.8M	164,751	−384,553	TRIM
78	Quadrature Capital Ltd	$28.0M	160,575	+160,575	NEW
79	PEAK6 LLC	$27.5M	157,322	−568,798	TRIM
80	MILLENNIUM MANAGEMENT LLC	$26.8M	153,692	−105,326	TRIM
81	Evergreen Quality Fund GP, Ltd.	$26.5M	151,850	−227,750	TRIM
82	Universal- Beteiligungs- und Servicegesellschaft mbH	$26.2M	149,522	+18,468	ADD
83	Ensign Peak Advisors, Inc	$24.9M	142,530	−32,484	TRIM
84	Mirae Asset Global Investments Co., Ltd.	$24.8M	141,892	+88,198	ADD
85	FIRST TRUST ADVISORS LP	$24.5M	140,161	−80,276	TRIM
86	SCHRODER INVESTMENT MANAGEMENT GROUP	$23.9M	148,801	+19,160	ADD
87	Contrarius Group Holdings Ltd	$23.8M	136,263	−187,064	TRIM
88	TD ASSET MANAGEMENT INC	$22.9M	131,420	+462	ADD
89	Sloy Dahl & Holst, LLC	$22.5M	128,591	+2,786	ADD
90	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$22.4M	128,392	−402,201	TRIM
91	APG Asset Management N.V.	$21.3M	140,596	+14,604	ADD
92	Zurcher Kantonalbank (Zurich Cantonalbank)	$20.6M	117,909	+117,909	NEW
93	EULAV Asset Management	$20.4M	117,000	0	NO CHANGE
94	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$20.4M	116,672	−23,328	TRIM
95	STATE OF WISCONSIN INVESTMENT BOARD	$20.3M	116,428	+10,077	ADD
96	PFA Pension, Forsikringsaktieselskab	$20.1M	115,390	+115,390	NEW
97	NEW YORK STATE COMMON RETIREMENT FUND	$20.0M	114,333	+5,800	ADD
98	Chevy Chase Trust Holdings, LLC	$19.2M	110,127	−5,551	TRIM
99	Paragon Capital Management Ltd	$19.2M	109,786	−9,500	TRIM
100	PRUDENTIAL FINANCIAL INC	$19.1M	109,641	−3,709	TRIM
101	Vanguard Investments Australia, Ltd.	$19.0M	108,566	—	NO PRIOR
102	VOYA INVESTMENT MANAGEMENT LLC	$18.7M	107,204	−77,255	TRIM
103	ROYAL LONDON ASSET MANAGEMENT LTD	$18.5M	106,232	+4,012	ADD
104	MIZUHO MARKETS AMERICAS LLC	$18.5M	106,000	0	NO CHANGE
105	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$18.3M	105,048	+64,373	ADD
106	WIM INVESTMENT MANAGEMENT Ltd	$18.2M	104,216	0	NO CHANGE
107	EXCHANGE TRADED CONCEPTS, LLC	$17.9M	102,631	−112,273	TRIM
108	Optiver Holding B.V.	$17.9M	102,277	+95,870	ADD
109	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$17.8M	101,988	+17,824	ADD
110	Aequim Alternative Investments LP	$17.4M	99,811	+14,720	ADD
111	Banco Santander, S.A.	$16.7M	95,545	+1,065	ADD
112	Cetera Investment Advisers	$16.6M	95,306	−14,739	TRIM
113	OSAIC HOLDINGS, INC.	$16.6M	94,995	+743	ADD
114	ENVESTNET ASSET MANAGEMENT INC	$16.2M	92,944	+19,038	ADD
115	Pictet Asset Management Holding SA	$15.9M	91,285	−3,595	TRIM
116	Step Capital Management Pte. Ltd.	$15.9M	90,800	+2,500	ADD
117	Asset Management One Co., Ltd.	$15.8M	90,763	+5,570	ADD
118	Mizuho Markets Cayman LP	$15.5M	89,000	−61,000	TRIM
119	Creative Planning	$15.3M	87,793	−5	TRIM
120	Purpose Unlimited Inc.	$15.3M	87,703	+39,804	ADD
121	NZS Capital, LLC	$15.1M	86,743	+1,692	ADD
122	LMR Partners LLP	$15.1M	86,585	−104,410	TRIM
123	KLP KAPITALFORVALTNING AS	$14.7M	83,960	+11,160	ADD
124	Focus Partners Wealth	$14.6M	83,341	+61,503	ADD
125	AQR CAPITAL MANAGEMENT LLC	$14.2M	85,064	+4,133	ADD
126	Vident Advisory, LLC	$14.1M	81,004	+47,550	ADD
127	WOLVERINE ASSET MANAGEMENT LLC	$14.0M	80,325	+48,374	ADD
128	Meridiem Capital Partners LP	$13.9M	79,450	+79,450	NEW
129	Privium Fund Management B.V.	$13.8M	79,000	0	NO CHANGE
130	NOMURA ASSET MANAGEMENT CO LTD	$13.3M	76,090	+5,231	ADD
131	STIFEL FINANCIAL CORP	$13.2M	75,580	+3,308	ADD
132	State of New Jersey Common Pension Fund D	$13.0M	74,594	+4,186	ADD
133	Three Bridge Wealth Advisors, LLC	$13.0M	74,173	+3	ADD
134	D. E. Shaw & Co., Inc.	$12.9M	73,976	−82,202	TRIM
135	HighTower Advisors, LLC	$12.9M	73,866	−31,895	TRIM
136	Marex Group Ltd	$12.6M	71,899	+19,936	ADD
137	Generali Asset Management SPA SGR	$11.6M	66,600	−3,175	TRIM
138	TEACHER RETIREMENT SYSTEM OF TEXAS	$11.6M	66,523	+3,314	ADD
139	Jain Global LLC	$11.6M	66,210	+28,460	ADD
140	Lansforsakringar Fondforvaltning AB (publ)	$11.4M	65,300	+2,510	ADD
141	Resona Asset Management Co.,Ltd.	$11.4M	66,260	+5,224	ADD
142	Eurizon Capital SGR S.p.A.	$11.4M	65,265	−4,840	TRIM
143	TRUIST FINANCIAL CORP	$11.2M	64,375	+1,567	ADD
144	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$11.2M	64,245	−10,967	TRIM
145	Wealthfront Advisers LLC	$11.1M	63,396	−2,609	TRIM
146	ICONIQ Capital, LLC	$11.0M	62,714	−53	TRIM
147	DnB Asset Management AS	$10.9M	62,420	+12,633	ADD
148	Carnegie Investment Counsel	$10.9M	62,365	+53,652	ADD
149	Prana Capital Management, LP	$10.8M	61,992	+50,874	ADD
150	COMMONWEALTH EQUITY SERVICES, LLC	$10.7M	61,018	+5,560	ADD
151	Czech National Bank	$10.6M	60,744	+602	ADD
152	Rafferty Asset Management, LLC	$10.6M	60,676	−13,558	TRIM
153	Walleye Trading LLC	$10.6M	60,651	−275,517	TRIM
154	Tredje AP-fonden	$10.6M	60,522	+3,658	ADD
155	Arizona State Retirement System	$10.4M	59,524	+2,460	ADD
156	Refined Wealth Management	$10.3M	59,151	+633	ADD
157	STATE OF MICHIGAN RETIREMENT SYSTEM	$10.2M	58,300	−1,400	TRIM
158	Caption Management, LLC	$9.9M	56,970	+200	ADD
159	SJBENEN ADVISORY, LLC	$9.9M	56,900	−3,000	TRIM
160	CAPSTONE INVESTMENT ADVISORS, LLC	$9.9M	56,458	+16,354	ADD
161	IMC-Chicago, LLC	$9.6M	54,891	+54,891	NEW
162	SEI INVESTMENTS CO	$9.5M	54,516	+5,479	ADD
163	CIBC Asset Management Inc	$9.2M	52,804	−26	TRIM
164	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$9.2M	52,560	+21,080	ADD
165	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$9.1M	51,956	−1,116	TRIM
166	Summit Trail Advisors, LLC	$8.7M	49,609	+3,939	ADD
167	Aberdeen Group plc	$8.6M	49,475	−1,025	TRIM
168	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$8.4M	47,925	−569	TRIM
169	Retirement Systems of Alabama	$8.3M	47,365	−1,174	TRIM
170	GATEWAY INVESTMENT ADVISERS LLC	$8.2M	46,881	+16,504	ADD
171	BNP Paribas Asset Management Holding S.A.	$8.0M	46,003	−8,508	TRIM
172	STOREBRAND ASSET MANAGEMENT AS	$8.0M	45,680	—	NO PRIOR
173	Centiva Capital, LP	$7.9M	45,383	+45,383	NEW
174	ProShare Advisors LLC	$7.9M	45,160	−3,981	TRIM
175	CIBC Bancorp USA Inc.	$7.9M	44,994	—	NO PRIOR
176	BANK OF NOVA SCOTIA	$7.8M	44,920	−165,340	TRIM
177	TWO SIGMA INVESTMENTS, LP	$7.8M	44,770	+44,770	NEW
178	BIT Capital GmbH	$7.7M	44,189	−9,123	TRIM
179	CIBC WORLD MARKET INC.	$7.7M	44,186	−17,983	TRIM
180	Cresset Asset Management, LLC	$7.7M	44,123	+7,013	ADD
181	Woodline Partners LP	$7.6M	43,460	+4,965	ADD
182	CONSOLIDATED CAPITAL MANAGEMENT, LLC	$7.5M	43,075	+42,058	ADD
183	IFM Investors Pty Ltd	$7.4M	42,269	+3,332	ADD
184	SEB Asset Management AB	$7.4M	42,228	—	NO PRIOR
185	Hunting Hill Global Capital, LLC	$7.3M	41,922	+19,710	ADD
186	Vestmark Advisory Solutions, Inc.	$7.3M	41,870	−2,240	TRIM
187	FIRST CITIZENS BANK & TRUST CO	$7.1M	40,467	+11,020	ADD
188	NLB Skladi, upravljanje premozenja, d.o.o.	$7.0M	40,307	+7,219	ADD
189	Baker Avenue Asset Management, LP	$7.0M	40,166	+150	ADD
190	XPONANCE LLC	$6.9M	39,674	+5,615	ADD
191	Swedbank AB	$6.8M	38,847	−5,984	TRIM
192	Envestnet Portfolio Solutions, Inc.	$6.8M	38,668	+11,474	ADD
193	Varma Mutual Pension Insurance Co	$6.7M	38,600	0	NO CHANGE
194	Calamos Advisors LLC	$6.7M	38,265	+3,414	ADD
195	Daiwa Securities Group Inc.	$6.6M	37,815	+2,689	ADD
196	Mariner, LLC	$6.5M	37,479	−56,949	TRIM
197	OP Asset Management Ltd	$6.5M	37,052	—	NO PRIOR
198	Utah Retirement Systems	$6.3M	36,216	+823	ADD
199	Swiss Life Asset Management Ltd	$6.3M	36,114	+3,043	ADD
200	Baird Financial Group, Inc.	$6.1M	35,200	+35,200	NEW
201	AMERICAN CENTURY COMPANIES INC	$6.1M	35,121	−96,559	TRIM
202	USS Investment Management Ltd	$6.1M	34,685	+659	ADD
203	Jasper Ridge Partners, L.P.	$6.0M	34,414	0	NO CHANGE
204	SIGNATUREFD, LLC	$6.0M	34,404	+31,312	ADD
205	FIFTH THIRD BANCORP	$5.9M	33,678	+24,681	ADD
206	Kestra Advisory Services, LLC	$5.9M	33,628	+11,960	ADD
207	Assenagon Asset Management S.A.	$5.8M	33,150	−84,840	TRIM
208	HIMENSION CAPITAL (SINGAPORE) PTE. LTD.	$5.6M	31,821	−433	TRIM
209	NEOS Investment Management LLC	$5.5M	31,732	+7,727	ADD
210	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$5.5M	31,436	−617	TRIM
211	Centric Wealth Management	$5.5M	27,000	+27,000	NEW
212	FOUNDATIONS INVESTMENT ADVISORS, LLC	$5.4M	31,062	+5,295	ADD
213	Sumitomo Mitsui DS Asset Management Company, Ltd	$5.4M	30,803	+3,457	ADD
214	Y-Intercept (Hong Kong) Ltd	$5.4M	30,681	+8,236	ADD
215	Horizon Wealth Management, LLC	$5.3M	30,534	0	NO CHANGE
216	Rakuten Investment Management, Inc.	$5.3M	32,812	+3,794	ADD
217	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$5.2M	29,942	−6,301	TRIM
218	CANTOR FITZGERALD, L. P.	$5.2M	29,664	+9,100	ADD
219	OPPENHEIMER & CO INC	$5.1M	29,353	+11,300	ADD
220	Vanguard Personalized Indexing Management, LLC	$5.0M	28,478	+1,843	ADD
221	D.A. DAVIDSON & CO.	$4.9M	28,230	+6,298	ADD
222	Pathstone Holdings, LLC	$4.9M	28,213	+1,900	ADD
223	NISSAY ASSET MANAGEMENT CORP /JAPAN	$4.9M	27,809	+1,978	ADD
224	Aptus Capital Advisors, LLC	$4.8M	27,742	+4,399	ADD
225	Headlands Technologies LLC	$4.8M	27,640	+27,640	NEW
226	MACKENZIE FINANCIAL CORP	$4.6M	26,110	+2,784	ADD
227	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	$4.5M	25,944	+25,944	NEW
228	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$4.5M	25,552	−576	TRIM
229	FLPUTNAM INVESTMENT MANAGEMENT CO	$4.5M	25,540	−13,914	TRIM
230	WELLINGTON MANAGEMENT GROUP LLP	$4.4M	25,467	−1,590	TRIM
231	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	$4.4M	25,465	+15,306	ADD
232	Freestone Capital Holdings, LLC	$4.4M	25,279	−748	TRIM
233	Whetstone Capital Advisors, LLC	$4.4M	25,260	+25,260	NEW
234	OSSIAM	$4.4M	24,946	+5,474	ADD
235	KESTRA PRIVATE WEALTH SERVICES, LLC	$4.3M	24,547	+24,547	NEW
236	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$4.3M	24,504	+3,478	ADD
237	Elequin Capital, LP	$4.2M	24,245	+4,859	ADD
238	QRG CAPITAL MANAGEMENT, INC.	$4.2M	24,102	+9,532	ADD
239	Aristotle Atlantic Partners, LLC	$4.2M	23,869	−347	TRIM
240	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.1M	23,724	−776	TRIM
241	Private Advisor Group, LLC	$4.0M	22,937	−4,826	TRIM
242	Beacon Pointe Advisors, LLC	$3.9M	22,245	+12,030	ADD
243	Summit Financial, LLC	$3.9M	22,154	−693	TRIM
244	Claar Advisors LLC	$3.9M	22,129	+5,714	ADD
245	Cerity Partners LLC	$3.9M	22,120	−4,736	TRIM
246	MERCER GLOBAL ADVISORS INC /ADV	$3.7M	21,433	−1,208	TRIM
247	NORDEA INVESTMENT MANAGEMENT AB	$3.6M	22,022	+2,225	ADD
248	NewEdge Advisors, LLC	$3.6M	20,404	+20,404	NEW
249	UniSuper Management Pty Ltd	$3.5M	20,313	+1,816	ADD
250	Corient Private Wealth LLC	$3.5M	21,071	−13,231	TRIM
251	Titan Wealth (CI) Ltd	$3.5M	19,815	+2,169	ADD
252	Empowered Funds, LLC	$3.4M	19,493	+2,488	ADD
253	CWM, LLC	$3.4M	19,195	+13,191	ADD
254	OPPENHEIMER ASSET MANAGEMENT INC.	$3.3M	19,119	+2,131	ADD
255	Limestone Investment Advisors LP	$3.3M	18,800	0	NO CHANGE
256	Caprock Group, LLC	$3.2M	18,509	−386	TRIM
257	LexAurum Advisors, LLC	$3.1M	17,820	—	NO PRIOR
258	CASTLEARK MANAGEMENT LLC	$3.1M	17,630	0	NO CHANGE
259	Equitable Holdings, Inc.	$3.0M	15,056	+6,203	ADD
260	Parallax Volatility Advisers, L.P.	$3.0M	15,494	+11,261	ADD
261	SAGE RHINO CAPITAL LLC	$3.0M	17,059	+74	ADD
262	Vienna Asset Management LLC	$2.9M	16,862	−5,321	TRIM
263	Farringdon Capital, Ltd.	$2.9M	16,687	+3,992	ADD
264	LBP AM SA	$2.9M	16,500	−5,300	TRIM
265	MML INVESTORS SERVICES, LLC	$2.9M	16,450	−3,805	TRIM
266	MACQUARIE GROUP LTD	$2.9M	16,367	−3,926	TRIM
267	INSIGNEO ADVISORY SERVICES, LLC	$2.8M	15,863	+2,223	ADD
268	Grace & Mercy Foundation, Inc.	$2.7M	15,719	+5,000	ADD
269	Investment Management Corp of Ontario	$2.7M	15,556	−2,715	TRIM
270	HANCOCK WHITNEY CORP	$2.7M	14,453	+1,646	ADD
271	Allspring Global Investments Holdings, LLC	$2.7M	15,654	−183,293	TRIM
272	Man Group plc	$2.7M	15,478	−6,061	TRIM
273	CTC Alternative Strategies, Ltd.	$2.7M	15,423	+12,461	ADD
274	WCG Wealth Advisors LLC	$2.7M	15,333	+2,055	ADD
275	JOHNSON INVESTMENT COUNSEL INC	$2.6M	15,138	0	NO CHANGE
276	Twin Tree Management, LP	$2.6M	15,105	−111,875	TRIM
277	GROUP ONE TRADING LLC	$2.6M	14,938	−69,833	TRIM
278	Rakuten Securities, Inc.	$2.6M	14,932	−705	TRIM
279	GenTrust, LLC	$2.6M	14,670	−8,926	TRIM
280	Vivaldi Capital Management LP	$2.5M	14,486	+361	ADD
281	Norris Financial Group, LLC	$2.5M	14,453	—	NO PRIOR
282	ASR Vermogensbeheer N.V.	$2.5M	14,389	+238	ADD
283	Candriam S.C.A.	$2.5M	14,381	−28,872	TRIM
284	NFSG Corp	$2.5M	14,292	+11,165	ADD
285	BOCHK Asset Management Ltd	$2.4M	14,000	+13,650	ADD
286	United Capital Management of KS, Inc.	$2.4M	13,977	−12,323	TRIM
287	Baader Bank Aktiengesellschaft	$2.4M	14,856	+5,631	ADD
288	Walleye Capital LLC	$2.4M	13,854	−17,714	TRIM
289	Sepio Capital, LP	$2.4M	13,850	+61	ADD
290	Newlands Management Operations LLC	$2.4M	13,757	0	NO CHANGE
291	Sovran Advisors, LLC	$2.4M	12,702	+1,679	ADD
292	AE Wealth Management LLC	$2.4M	13,655	+5,501	ADD
293	Sanctuary Advisors, LLC	$2.4M	13,496	−40	TRIM
294	MIZUHO SECURITIES USA LLC	$2.4M	13,484	−3,129	TRIM
295	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$2.3M	13,672	−1,083	TRIM
296	GREENUP STREET WEALTH MANAGEMENT LLC	$2.3M	13,421	+13,421	NEW
297	Norinchukin Bank, The	$2.3M	13,369	−214	TRIM
298	Federation des caisses Desjardins du Quebec	$2.3M	13,340	+3,297	ADD
299	Collar Capital Management, LLC	$2.3M	13,013	−9	TRIM
300	ParaFi Capital LP	$2.3M	13,000	−1	TRIM
301	Inspire Investing, LLC	$2.3M	12,919	+11,495	ADD
302	Infusive Asset Management Inc.	$2.2M	12,494	−2,441	TRIM
303	INTECH INVESTMENT MANAGEMENT LLC	$2.2M	12,452	−5,148	TRIM
304	Mutual Advisors, LLC	$2.2M	12,394	+3,121	ADD
305	BLKBRD Asset Management, LP	$2.2M	12,338	−2,580	TRIM
306	M&T BANK CORP	$2.1M	12,124	−38	TRIM
307	Windle Wealth, LLC	$2.1M	12,120	+2,551	ADD
308	GREAT VALLEY ADVISOR GROUP, INC.	$2.1M	12,113	+3,606	ADD
309	Joel Isaacson & Co., LLC	$2.1M	11,995	−643	TRIM
310	New Age Alpha Advisors, LLC	$2.1M	11,949	−370	TRIM
311	U.S. Capital Wealth Advisors, LLC	$2.0M	11,617	+7,563	ADD
312	Royal Fund Management, LLC	$2.0M	11,602	−398	TRIM
313	&PARTNERS	$2.0M	11,394	+4,864	ADD
314	Oak Thistle LLC	$2.0M	11,352	+8,374	ADD
315	Maryland State Retirement & Pension System	$2.0M	11,285	0	NO CHANGE
316	Osmosis Investment Management UK Ltd	$2.0M	11,251	+2,890	ADD
317	Fielder Capital Group LLC	$2.0M	11,237	+1,761	ADD
318	FIDUCIARY FINANCIAL GROUP, LLC	$2.0M	11,234	−11	TRIM
319	COMMERCE BANK	$2.0M	11,209	+531	ADD
320	Composition Wealth, LLC	$1.9M	11,147	+9,181	ADD
321	Weiss Asset Management LP	$1.9M	11,121	−125,832	TRIM
322	US BANCORP \DE\	$1.9M	11,041	−3,394	TRIM
323	PRUDENTIAL PLC	$1.9M	11,006	−2,500	TRIM
324	Evelyn Partners Investment Management LLP	$1.9M	10,997	+1,333	ADD
325	Polar Capital Holdings Plc	$1.9M	10,918	−489	TRIM
326	GC Wealth Management RIA, LLC	$1.9M	10,810	+744	ADD
327	Steward Partners Investment Advisory, LLC	$1.8M	10,590	−1,449	TRIM
328	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$1.8M	10,500	0	NO CHANGE
329	Intesa Sanpaolo S.p.A.	$1.8M	10,357	+8,857	ADD
330	FAGAN ASSOCIATES, INC.	$1.8M	10,300	+10,300	NEW
331	Trilogy Capital Inc.	$1.8M	10,152	+8,565	ADD
332	Gotham Asset Management, LLC	$1.7M	9,879	−50,789	TRIM
333	Stablepoint Partners, LLC	$1.7M	9,842	+3,621	ADD
334	EFG International AG	$1.7M	9,810	+8,853	ADD
335	Concurrent Investment Advisors, LLC	$1.6M	9,440	+4,095	ADD
336	Diversified Trust Co	$1.6M	9,380	+7,459	ADD
337	Union Bancaire Privee, UBP SA	$1.6M	12,684	−474	TRIM
338	Squarepoint Ops LLC	$1.6M	9,329	−5,251	TRIM
339	Stratos Wealth Partners, LTD.	$1.6M	9,257	−100	TRIM
340	MUFG Securities EMEA plc	$1.6M	9,144	−210	TRIM
341	Venture Visionary Partners LLC	$1.6M	9,012	+224	ADD
342	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.6M	8,990	+1,111	ADD
343	Sequoia Financial Advisors, LLC	$1.6M	8,935	+2,005	ADD
344	Pinegrove Venture Partners, LLC	$1.5M	8,832	0	NO CHANGE
345	Bank Julius Baer & Co. Ltd, Zurich	$1.5M	8,750	−1,591	TRIM
346	Blackhawk Capital Partners, LLC	$1.5M	8,737	+3,863	ADD
347	Pingora Partners LLC	$1.5M	8,650	+8,650	NEW
348	SIMON QUICK ADVISORS, LLC	$1.5M	8,527	+6,795	ADD
349	Optas, LLC	$1.5M	8,525	+199	ADD
350	OMERS ADMINISTRATION Corp	$1.5M	8,503	+2,277	ADD
351	Donor Advised Charitable Giving, Inc.	$1.5M	8,476	0	NO CHANGE
352	INDEPENDENT FINANCIAL GROUP, LLC	$1.5M	8,313	—	NO PRIOR
353	PARTNERS CAPITAL INVESTMENT GROUP, LLP	$1.5M	8,305	+6,567	ADD
354	Richard W. Paul & Associates, LLC	$1.4M	8,286	+746	ADD
355	Dai-ichi Life Insurance Company, Ltd	$1.4M	8,136	−325	TRIM
356	ARBOR CAPITAL MANAGEMENT INC /ADV	$1.4M	7,873	+1,525	ADD
357	Rede Wealth, LLC	$1.4M	8,119	+31	ADD
358	ABN AMRO INVESTMENT SOLUTIONS	$1.4M	8,017	+8,017	NEW
359	BENJAMIN EDWARDS INC	$1.4M	8,014	−1,745	TRIM
360	Lido Advisors, LLC	$1.4M	7,988	−277	TRIM
361	Realta Investment Advisors	$1.4M	7,878	+172	ADD
362	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$1.4M	7,874	−126,770	TRIM
363	SteelPeak Wealth, LLC	$1.4M	7,871	+3,945	ADD
364	Audent Global Asset Management, LLC	$1.4M	7,842	−4,177	TRIM
365	Cobblestone Asset Management LLC	$1.3M	7,519	−1,285	TRIM
366	Sphera Management Technology Funds Ltd	$1.3M	7,400	+2,400	ADD
367	Illinois Municipal Retirement Fund	$1.3M	7,246	−10,341	TRIM
368	Allianz Asset Management GmbH	$1.3M	7,229	−44,732	TRIM
369	Burford Brothers, Inc.	$1.3M	7,206	+344	ADD
370	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.2M	7,137	−154	TRIM
371	HUB Investment Partners, LLC	$1.2M	7,131	−66	TRIM
372	Prospera Financial Services Inc	$1.2M	7,069	+960	ADD
373	Spartan Wealth Advisory Services LLC	$1.2M	7,059	—	NO PRIOR
374	KMG FIDUCIARY PARTNERS, LLC	$1.2M	7,020	+199	ADD
375	Crossmark Global Holdings, Inc.	$1.2M	7,018	—	NO PRIOR
376	Vise Technologies, Inc.	$1.2M	5,388	0	NO CHANGE
377	Orion Porfolio Solutions, LLC	$1.2M	6,944	+498	ADD
378	Perigon Wealth Management, LLC	$1.2M	6,941	+251	ADD
379	Intellectus Partners, LLC	$1.2M	6,841	+46	ADD
380	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.2M	6,784	+6,784	NEW
381	Laird Norton Wetherby Trust Company, LLC	$1.2M	6,691	−1,667	TRIM
382	Metis Global Partners, LLC	$1.1M	6,519	−2,020	TRIM
383	Scientech Research LLC	$1.1M	6,516	+6,516	NEW
384	Jefferies Financial Group Inc.	$1.1M	6,490	−2,803	TRIM
385	CAP Partners, LLC	$1.1M	6,489	+320	ADD
386	North Dakota State Investment Board	$1.1M	6,441	−751	TRIM
387	NWAM LLC	$1.1M	6,421	−2,783	TRIM
388	Patten Group, Inc.	$1.1M	6,282	+3,353	ADD
389	CHOREO, LLC	$1.1M	6,227	−1,174	TRIM
390	Chokshi & Queen Wealth Advisors, Inc	$1.1M	6,115	+575	ADD
391	Independent Advisor Alliance	$1.1M	6,075	−915	TRIM
392	Simplicity Wealth,LLC	$1.1M	6,070	−873	TRIM
393	SECURIAN ASSET MANAGEMENT, INC	$1.1M	6,047	−100	TRIM
394	J. Goldman & Co LP	$1.0M	6,000	−2,850	TRIM
395	One Wealth Advisors, LLC	$1.0M	5,925	0	NO CHANGE
396	ELEVATION POINT WEALTH PARTNERS, LLC	$1.0M	5,906	+2,516	ADD
397	StoneX Group Inc.	$1.0M	5,894	+4,836	ADD
398	COLDSTREAM CAPITAL MANAGEMENT INC	$1.0M	5,866	+2,169	ADD
399	Grant Private Wealth Management Inc	$1.0M	5,864	−402	TRIM
400	Eaton Financial Holdings Company, LLC	$1.0M	5,758	+4,201	ADD
401	Aletheian Wealth Advisors LLC	$994K	5,694	—	NO PRIOR
402	National Philanthropic Trust	$975K	5,585	—	NO PRIOR
403	Odyssean, LLC	$966K	5,532	+5,532	NEW
404	Cladis Investment Advisory, LLC	$957K	5,480	+3,700	ADD
405	GERBER, LLC	$956K	5,476	0	NO CHANGE
406	Titan Investment Solutions Ltd	$936K	5,361	+628	ADD
407	J. Derek Lewis & Associates Inc.	$924K	5,290	+5,290	NEW
408	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	$918K	5,256	+63	ADD
409	AXXCESS WEALTH MANAGEMENT, LLC	$900K	5,153	−1,619	TRIM
410	HB Wealth Management, LLC	$899K	5,151	+314	ADD
411	Savvy Advisors, Inc.	$886K	5,074	+874	ADD
412	E. Ohman J:or Asset Management AB	$886K	5,072	0	NO CHANGE
413	BOOTHBAY FUND MANAGEMENT, LLC	$869K	4,976	+1,080	ADD
414	FULTON BANK, N.A.	$863K	4,942	+53	ADD
415	Frank, Rimerman Advisors LLC	$862K	4,939	+2,360	ADD
416	Covenant Asset Management, LLC	$860K	4,925	−240	TRIM
417	Huntleigh Advisors, Inc.	$859K	4,919	−1,226	TRIM
418	AIA Group Ltd	$852K	4,882	+1,132	ADD
419	CAISSE DES DEPOTS ET CONSIGNATIONS	$851K	4,873	−1,378	TRIM
420	CFM WEALTH PARTNERS LLC	$847K	4,849	−420	TRIM
421	Cane Capital Partners, LLC	$842K	4,820	+1,716	ADD
422	Cache Advisors, LLC	$829K	4,750	0	NO CHANGE
423	Ballentine Partners, LLC	$824K	4,719	+75	ADD
424	Triad Wealth Partners, LLC	$823K	4,716	+2,815	ADD
425	ASSETMARK, INC	$820K	4,694	−889	TRIM
426	Callan Family Office, LLC	$813K	4,657	−2,172	TRIM
427	Meeder Advisory Services, Inc.	$802K	4,595	−55	TRIM
428	Pallas Capital Advisors LLC	$792K	4,537	−79	TRIM
429	Tikvah Management LLC	$768K	4,400	−11,250	TRIM
430	PFG Investments, LLC	$765K	4,383	+2,709	ADD
431	Wedmont Private Capital	$755K	4,310	+236	ADD
432	Pekin Hardy Strauss, Inc.	$752K	4,305	+3,350	ADD
433	JT Stratford LLC	$745K	4,264	−4,274	TRIM
434	Siemens Fonds Invest GmbH	$727K	4,163	+312	ADD
435	Convergence Financial, LLC	$718K	4,100	+2,050	ADD
436	AlTi Global, Inc.	$718K	4,111	+37	ADD
437	GTS SECURITIES LLC	$715K	4,094	−50	TRIM
438	CV Advisors LLC	$715K	4,092	0	NO CHANGE
439	Bluebird Wealth Management LLC	$710K	4,067	+1,364	ADD
440	CAXTON ASSOCIATES LLP	$698K	4,000	+4,000	NEW
441	EP Wealth Advisors, LLC	$696K	3,989	−1,909	TRIM
442	TEMA ETFS LLC	$694K	3,975	+14	ADD
443	Bridgewater Advisors Inc.	$691K	3,440	+368	ADD
444	WESTWOOD HOLDINGS GROUP INC	$687K	3,933	−13	TRIM
445	Regal Investment Advisors LLC	$682K	3,907	+389	ADD
446	PORTLAND INVESTMENT COUNSEL INC.	$682K	3,905	+768	ADD
447	WORLD EQUITY GROUP, INC.	$674K	3,858	+2,028	ADD
448	AlphaCore Capital LLC	$663K	3,794	+1,795	ADD
449	J.W. COLE ADVISORS, INC.	$661K	3,787	−174	TRIM
450	Activest Wealth Management	$660K	3,781	+410	ADD
451	Allworth Financial LP	$657K	3,761	+627	ADD
452	Verdence Capital Advisors LLC	$655K	3,751	−5,101	TRIM
453	United Advisor Group, LLC	$653K	3,739	−14	TRIM
454	Oasis Advisors, LLC	$650K	3,720	—	NO PRIOR
455	Pinnacle Financial Partners, Inc.	$647K	3,707	+29	ADD
456	Massar Capital Management, LP	$643K	3,682	−70,345	TRIM
457	Alphadyne Asset Management LP	$640K	3,666	+786	ADD
458	BROWN ADVISORY INC	$637K	3,650	−742	TRIM
459	GUGGENHEIM CAPITAL LLC	$634K	3,633	+36	ADD
460	GLENMEDE TRUST CO NA	$634K	3,632	+1,354	ADD
461	FOURPATH CAPITAL MANAGEMENT, LLC	$634K	3,631	+3,631	NEW
462	Calamos Wealth Management LLC	$627K	3,589	+15	ADD
463	Evelyn Partners Investment Management (Europe) Ltd	$623K	3,566	−115	TRIM
464	PLANNING DIRECTIONS INC	$616K	3,528	+100	ADD
465	Kingsview Wealth Management, LLC	$605K	3,462	+70	ADD
466	Aspen Grove Capital, LLC	$600K	3,439	+71	ADD
467	Merit Financial Group, LLC	$597K	3,418	+669	ADD
468	MERIDIAN MANAGEMENT CO	$592K	3,392	+48	ADD
469	Kera Capital Partners, Inc.	$592K	3,392	−38,252	TRIM
470	Sunpointe, LLC	$591K	3,384	−339	TRIM
471	Volterra Technologies LP	$589K	3,376	−4,972	TRIM
472	MONETA GROUP INVESTMENT ADVISORS LLC	$588K	3,367	+179	ADD
473	Snowden Capital Advisors LLC	$588K	3,367	+400	ADD
474	VestGen Advisors, LLC	$585K	2,819	−694	TRIM
475	REGIONS FINANCIAL CORP	$584K	3,345	−773	TRIM
476	BALYASNY ASSET MANAGEMENT L.P.	$581K	3,329	−4,582	TRIM
477	UMB Bank, n.a.	$580K	3,320	+1,614	ADD
478	Wealthcare Advisory Partners LLC	$578K	3,312	+94	ADD
479	Banque Cantonale Vaudoise	$576K	3,299	+417	ADD
480	MAI Capital Management	$572K	3,277	+469	ADD
481	McAdam, LLC	$568K	3,255	+1,261	ADD
482	Caitong International Asset Management Co., Ltd	$566K	3,239	−51,004	TRIM
483	KEYBANK NATIONAL ASSOCIATION/OH	$562K	3,218	+624	ADD
484	Ascentis Independent Advisors	$562K	3,217	+211	ADD
485	Cambria Investment Management, L.P.	$561K	3,214	+3,214	NEW
486	Sidoxia Capital Management, LLC	$558K	3,197	—	NO PRIOR
487	Avanza Fonder AB	$556K	3,185	+44	ADD
488	World Investment Advisors	$546K	3,126	−2,583	TRIM
489	DARA CAPITAL US, INC.	$545K	3,124	+63	ADD
490	Smartleaf Asset Management LLC	$543K	3,376	+512	ADD
491	Eddie Patel Inc	$543K	3,107	+3,107	NEW
492	Galaxy Digital Capital Management GP LLC	$541K	3,097	+3,097	NEW
493	Brookstone Capital Management	$537K	3,076	+675	ADD
494	HENNESSY ADVISORS INC	$524K	3,000	−1,000	TRIM
495	MEITAV INVESTMENT HOUSE LTD	$524K	3,000	+3,000	NEW
496	Wilmar Advisors LLC	$524K	3,000	0	NO CHANGE
497	Plan Group Financial, LLC	$523K	2,997	+2,997	NEW
498	Exit Wealth Advisors, LLC.	$514K	2,943	+165	ADD
499	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$514K	2,941	+2,941	NEW
500	Delta Global Management LP	$502K	2,877	+2,877	NEW

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · COIN

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
Sellers: 1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Caxton Associates $698K held
Trimming: 2 Gotham Asset Management, Soros Fund Management $1.7M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · COINBASE GLOBAL INC

Merged timeline of congressional filings and notable-manager moves on COIN
Date	Who	Change	Size
2026-09-10	Gilbert Ray Cisneros, Jr. Congress	SELL	$1K–$15K
2026-09-04	Gilbert Ray Cisneros, Jr. Congress	BUY	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	TRIM	−50,789 sh
2026-05-15	Soros Fund Management 13F	EXIT	−33,984 sh
2026-05-14	Caxton Associates 13F	NEW	+4,000 sh

6 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

11 members of Congress disclosed COIN — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).