Who holds COINticker 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 ↗

856

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$20.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

455

addsholders whose share count rose or who opened the position (new + add), by shares

179

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 $2K–$30K

filed 2026-06-16 → 2026-09-14 · 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	Sale	$1K–$15K
2026-09-04	Gilbert Ray Cisneros, Jr. Congress	Purchase	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-02	Gilbert Ray Cisneros, Jr. Congress	Sale	$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

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

11 members of Congress disclosed COIN — the congressional view ↗