Public record / Tickers / COIN

COIN — Coinbase Global, Inc.

Both disclosure regimes on one name: who in Congress filed about COIN, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
46
all PTR rows naming COIN
Members · 12m
3
7 buys · 6 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Marie Newman · $50.0K–$100K

Sale · traded 2021-11-05 → filed 2021-12-09. Ranked over every COIN row by the provable lower bound, never a point estimate.

3 members · 7 buys / 6 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

18 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 18 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING COIN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning COIN
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 08-18 +23d$1K–$15K
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 07-17 LATE·49d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 06-16 +16d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 04-14 +24d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 46 ↗

Members active in COIN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing COIN in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-3111−$69.0K to $85.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Tim Moore R–NC-141−$15.0K to −$1.0K2

3 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressSale$1K–$15K
2026-09-04Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Ftrim−50,789 sh
2026-05-15Soros Fund Management 13Fexit−33,984 sh
2026-05-14Caxton Associates 13Fnew+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of COIN for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.9B1
2VANGUARD CAPITAL MANAGEMENT LLC$2.5B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.7B1
4STATE STREET CORP$1.6B1
5MORGAN STANLEY$663M1
6Paradigm Operations LP$627M1
7Clear Street Group Inc.$446M1
8UBS Group AG$439M1
9Invesco Ltd.$344M1
10NORTHERN TRUST CORP$341M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$303M1
12Capital World Investors$296M1
13a16z Perennial Management, L.P.$257M1
14Ruffer LLP$251M1
15BANK OF AMERICA CORP /DE/$244M1
16VANGUARD FIDUCIARY TRUST CO$218M1
17FMR LLC$215M1
18Legal & General Group Plc$214M1
19BANK OF MONTREAL /CAN/$198M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$198M1
21BAILLIE GIFFORD & CO$196M1
22Amundi$189M1
23JANE STREET GROUP, LLC$155M1
24CITIGROUP INC$153M1
25TORONTO DOMINION BANK$151M1
26Holocene Advisors, LP$140M1
27Ribbit Management Company, LLC$129M1
28DIMENSIONAL FUND ADVISORS LP$126M1
29CITADEL ADVISORS LLC$117M1
30NATIONAL BANK OF CANADA /FI/$108M1
31Southpoint Capital Advisors LP$105M1
32Nuveen, LLC$99.8M1
33HSBC HOLDINGS PLC$91.8M1
34Mitsubishi UFJ Asset Management Co., Ltd.$90.5M1
35NATIXIS$88.1M1
36Artisan Partners Limited Partnership$87.7M1
37Cria, Inc.$85.8M1
38Vanguard Global Advisers, LLC$85.2M1
39WELLS FARGO & COMPANY/MN$83.0M1
40Harvest Portfolios Group Inc.$82.6M1
41DEUTSCHE BANK AG\$77.0M1
42Patient Capital Management, LLC$75.2M1
43SUSQUEHANNA INTERNATIONAL GROUP, LLP$70.6M1
44CTC LLC$69.7M1
45VANGUARD ASSET MANAGEMENT, Ltd$66.5M1
46BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$66.3M1
47CANADA PENSION PLAN INVESTMENT BOARD$65.5M1
48LPL Financial LLC$57.7M1
49RAYMOND JAMES FINANCIAL INC$57.1M1
50ALLIANCEBERNSTEIN L.P.$55.7M1
51Korea Investment CORP$53.0M1
52NOMURA HOLDINGS INC$53.0M1
53CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$51.7M1
54FRANKLIN RESOURCES INC$51.6M1
55National Pension Service$51.6M1
56Kemnay Advisory Services Inc.$51.5M1
57ROYAL BANK OF CANADA$51.0M1
58Robeco Institutional Asset Management B.V.$50.1M1
59BLAIR WILLIAM & CO/IL$49.7M1
60MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$48.0M1
61IEQ CAPITAL, LLC$47.7M1
62Tidal Investments LLC$46.7M1
63Slate Path Capital LP$46.0M1
64Rockefeller Capital Management L.P.$45.9M1
65PRINCIPAL FINANCIAL GROUP INC$43.7M1
66Compound Planning, Inc.$43.1M1
67Brevan Howard Capital Management LP$42.0M1
68Parcion Private Wealth LLC$35.0M1
69ADAGE CAPITAL PARTNERS GP, L.L.C.$34.9M1
70CREDIT AGRICOLE S A$34.8M1
71DANSKE BANK A/S$34.8M1
72STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$33.8M1
73Quantinno Capital Management LP$33.0M1
74Vontobel Holding Ltd.$32.8M1
75AVIVA PLC$30.8M1
76Hudson Bay Capital Management LP$30.6M1
77Janus Henderson Group Ltd.$28.8M1
78Quadrature Capital Ltd$28.0M1
79PEAK6 LLC$27.5M1
80MILLENNIUM MANAGEMENT LLC$26.8M1
81Evergreen Quality Fund GP, Ltd.$26.5M1
82Universal- Beteiligungs- und Servicegesellschaft mbH$26.2M1
83Ensign Peak Advisors, Inc$24.9M1
84Mirae Asset Global Investments Co., Ltd.$24.8M1
85FIRST TRUST ADVISORS LP$24.5M1
86SCHRODER INVESTMENT MANAGEMENT GROUP$23.9M1
87Contrarius Group Holdings Ltd$23.8M1
88TD ASSET MANAGEMENT INC$22.9M1
89Sloy Dahl & Holst, LLC$22.5M1
90HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$22.4M1
91APG Asset Management N.V.$21.3M1
92Zurcher Kantonalbank (Zurich Cantonalbank)$20.6M1
93EULAV Asset Management$20.4M1
94MANUFACTURERS LIFE INSURANCE COMPANY, THE$20.4M1
95STATE OF WISCONSIN INVESTMENT BOARD$20.3M1
96PFA Pension, Forsikringsaktieselskab$20.1M1
97NEW YORK STATE COMMON RETIREMENT FUND$20.0M1
98Chevy Chase Trust Holdings, LLC$19.2M1
99Paragon Capital Management Ltd$19.2M1
100PRUDENTIAL FINANCIAL INC$19.1M1
101Vanguard Investments Australia, Ltd.$19.0M1
102VOYA INVESTMENT MANAGEMENT LLC$18.7M1
103ROYAL LONDON ASSET MANAGEMENT LTD$18.5M1
104MIZUHO MARKETS AMERICAS LLC$18.5M1
105FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$18.3M1
106WIM INVESTMENT MANAGEMENT Ltd$18.2M1
107EXCHANGE TRADED CONCEPTS, LLC$17.9M1
108Optiver Holding B.V.$17.9M1
109NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$17.8M1
110Aequim Alternative Investments LP$17.4M1
111Banco Santander, S.A.$16.7M1
112Cetera Investment Advisers$16.6M1
113OSAIC HOLDINGS, INC.$16.6M1
114ENVESTNET ASSET MANAGEMENT INC$16.2M1
115Pictet Asset Management Holding SA$15.9M1
116Step Capital Management Pte. Ltd.$15.9M1
117Asset Management One Co., Ltd.$15.8M1
118Mizuho Markets Cayman LP$15.5M1
119Creative Planning$15.3M1
120Purpose Unlimited Inc.$15.3M1
121NZS Capital, LLC$15.1M1
122LMR Partners LLP$15.1M1
123KLP KAPITALFORVALTNING AS$14.7M1
124Focus Partners Wealth$14.6M1
125AQR CAPITAL MANAGEMENT LLC$14.2M1
126Vident Advisory, LLC$14.1M1
127WOLVERINE ASSET MANAGEMENT LLC$14.0M1
128Meridiem Capital Partners LP$13.9M1
129Privium Fund Management B.V.$13.8M1
130NOMURA ASSET MANAGEMENT CO LTD$13.3M1
131STIFEL FINANCIAL CORP$13.2M1
132State of New Jersey Common Pension Fund D$13.0M1
133Three Bridge Wealth Advisors, LLC$13.0M1
134D. E. Shaw & Co., Inc.$12.9M1
135HighTower Advisors, LLC$12.9M1
136Marex Group Ltd$12.6M1
137Generali Asset Management SPA SGR$11.6M1
138TEACHER RETIREMENT SYSTEM OF TEXAS$11.6M1
139Jain Global LLC$11.6M1
140Lansforsakringar Fondforvaltning AB (publ)$11.4M1
141Resona Asset Management Co.,Ltd.$11.4M1
142Eurizon Capital SGR S.p.A.$11.4M1
143TRUIST FINANCIAL CORP$11.2M1
144IQ EQ FUND MANAGEMENT (IRELAND) Ltd$11.2M1
145Wealthfront Advisers LLC$11.1M1
146ICONIQ Capital, LLC$11.0M1
147DnB Asset Management AS$10.9M1
148Carnegie Investment Counsel$10.9M1
149Prana Capital Management, LP$10.8M1
150COMMONWEALTH EQUITY SERVICES, LLC$10.7M1
151Czech National Bank$10.6M1
152Rafferty Asset Management, LLC$10.6M1
153Walleye Trading LLC$10.6M1
154Tredje AP-fonden$10.6M1
155Arizona State Retirement System$10.4M1
156Refined Wealth Management$10.3M1
157STATE OF MICHIGAN RETIREMENT SYSTEM$10.2M1
158Caption Management, LLC$9.9M1
159SJBENEN ADVISORY, LLC$9.9M1
160CAPSTONE INVESTMENT ADVISORS, LLC$9.9M1
161IMC-Chicago, LLC$9.6M1
162SEI INVESTMENTS CO$9.5M1
163CIBC Asset Management Inc$9.2M1
164FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$9.2M1
165COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$9.1M1
166Summit Trail Advisors, LLC$8.7M1
167Aberdeen Group plc$8.6M1
168DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$8.4M1
169Retirement Systems of Alabama$8.3M1
170GATEWAY INVESTMENT ADVISERS LLC$8.2M1
171BNP Paribas Asset Management Holding S.A.$8.0M1
172STOREBRAND ASSET MANAGEMENT AS$8.0M1
173Centiva Capital, LP$7.9M1
174ProShare Advisors LLC$7.9M1
175CIBC Bancorp USA Inc.$7.9M1
176BANK OF NOVA SCOTIA$7.8M1
177TWO SIGMA INVESTMENTS, LP$7.8M1
178BIT Capital GmbH$7.7M1
179CIBC WORLD MARKET INC.$7.7M1
180Cresset Asset Management, LLC$7.7M1
181Woodline Partners LP$7.6M1
182CONSOLIDATED CAPITAL MANAGEMENT, LLC$7.5M1
183IFM Investors Pty Ltd$7.4M1
184SEB Asset Management AB$7.4M1
185Hunting Hill Global Capital, LLC$7.3M1
186Vestmark Advisory Solutions, Inc.$7.3M1
187FIRST CITIZENS BANK & TRUST CO$7.1M1
188NLB Skladi, upravljanje premozenja, d.o.o.$7.0M1
189Baker Avenue Asset Management, LP$7.0M1
190XPONANCE LLC$6.9M1
191Swedbank AB$6.8M1
192Envestnet Portfolio Solutions, Inc.$6.8M1
193Varma Mutual Pension Insurance Co$6.7M1
194Calamos Advisors LLC$6.7M1
195Daiwa Securities Group Inc.$6.6M1
196Mariner, LLC$6.5M1
197OP Asset Management Ltd$6.5M1
198Utah Retirement Systems$6.3M1
199Swiss Life Asset Management Ltd$6.3M1
200Baird Financial Group, Inc.$6.1M1
201AMERICAN CENTURY COMPANIES INC$6.1M1
202USS Investment Management Ltd$6.1M1
203Jasper Ridge Partners, L.P.$6.0M1
204SIGNATUREFD, LLC$6.0M1
205FIFTH THIRD BANCORP$5.9M1
206Kestra Advisory Services, LLC$5.9M1
207Assenagon Asset Management S.A.$5.8M1
208HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$5.6M1
209NEOS Investment Management LLC$5.5M1
210NEW YORK LIFE INVESTMENT MANAGEMENT LLC$5.5M1
211Centric Wealth Management$5.5M1
212FOUNDATIONS INVESTMENT ADVISORS, LLC$5.4M1
213Sumitomo Mitsui DS Asset Management Company, Ltd$5.4M1
214Y-Intercept (Hong Kong) Ltd$5.4M1
215Horizon Wealth Management, LLC$5.3M1
216Rakuten Investment Management, Inc.$5.3M1
217BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$5.2M1
218CANTOR FITZGERALD, L. P.$5.2M1
219OPPENHEIMER & CO INC$5.1M1
220Vanguard Personalized Indexing Management, LLC$5.0M1
221D.A. DAVIDSON & CO.$4.9M1
222Pathstone Holdings, LLC$4.9M1
223NISSAY ASSET MANAGEMENT CORP /JAPAN$4.9M1
224Aptus Capital Advisors, LLC$4.8M1
225Headlands Technologies LLC$4.8M1
226MACKENZIE FINANCIAL CORP$4.6M1
227DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$4.5M1
228OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.5M1
229FLPUTNAM INVESTMENT MANAGEMENT CO$4.5M1
230WELLINGTON MANAGEMENT GROUP LLP$4.4M1
231TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$4.4M1
232Freestone Capital Holdings, LLC$4.4M1
233Whetstone Capital Advisors, LLC$4.4M1
234OSSIAM$4.4M1
235KESTRA PRIVATE WEALTH SERVICES, LLC$4.3M1
236O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.3M1
237Elequin Capital, LP$4.2M1
238QRG CAPITAL MANAGEMENT, INC.$4.2M1
239Aristotle Atlantic Partners, LLC$4.2M1
240MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.1M1
241Private Advisor Group, LLC$4.0M1
242Beacon Pointe Advisors, LLC$3.9M1
243Summit Financial, LLC$3.9M1
244Claar Advisors LLC$3.9M1
245Cerity Partners LLC$3.9M1
246MERCER GLOBAL ADVISORS INC /ADV$3.7M1
247NORDEA INVESTMENT MANAGEMENT AB$3.6M1
248NewEdge Advisors, LLC$3.6M1
249UniSuper Management Pty Ltd$3.5M1
250Corient Private Wealth LLC$3.5M1
251Titan Wealth (CI) Ltd$3.5M1
252Empowered Funds, LLC$3.4M1
253CWM, LLC$3.4M1
254OPPENHEIMER ASSET MANAGEMENT INC.$3.3M1
255Limestone Investment Advisors LP$3.3M1
256Caprock Group, LLC$3.2M1
257LexAurum Advisors, LLC$3.1M1
258CASTLEARK MANAGEMENT LLC$3.1M1
259Equitable Holdings, Inc.$3.0M1
260Parallax Volatility Advisers, L.P.$3.0M1
261SAGE RHINO CAPITAL LLC$3.0M1
262Vienna Asset Management LLC$2.9M1
263Farringdon Capital, Ltd.$2.9M1
264LBP AM SA$2.9M1
265MML INVESTORS SERVICES, LLC$2.9M1
266MACQUARIE GROUP LTD$2.9M1
267INSIGNEO ADVISORY SERVICES, LLC$2.8M1
268Grace & Mercy Foundation, Inc.$2.7M1
269Investment Management Corp of Ontario$2.7M1
270HANCOCK WHITNEY CORP$2.7M1
271Allspring Global Investments Holdings, LLC$2.7M1
272Man Group plc$2.7M1
273CTC Alternative Strategies, Ltd.$2.7M1
274WCG Wealth Advisors LLC$2.7M1
275JOHNSON INVESTMENT COUNSEL INC$2.6M1
276Twin Tree Management, LP$2.6M1
277GROUP ONE TRADING LLC$2.6M1
278Rakuten Securities, Inc.$2.6M1
279GenTrust, LLC$2.6M1
280Vivaldi Capital Management LP$2.5M1
281Norris Financial Group, LLC$2.5M1
282ASR Vermogensbeheer N.V.$2.5M1
283Candriam S.C.A.$2.5M1
284NFSG Corp$2.5M1
285BOCHK Asset Management Ltd$2.4M1
286United Capital Management of KS, Inc.$2.4M1
287Baader Bank Aktiengesellschaft$2.4M1
288Walleye Capital LLC$2.4M1
289Sepio Capital, LP$2.4M1
290Newlands Management Operations LLC$2.4M1
291Sovran Advisors, LLC$2.4M1
292AE Wealth Management LLC$2.4M1
293Sanctuary Advisors, LLC$2.4M1
294MIZUHO SECURITIES USA LLC$2.4M1
295WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.3M1
296GREENUP STREET WEALTH MANAGEMENT LLC$2.3M1
297Norinchukin Bank, The$2.3M1
298Federation des caisses Desjardins du Quebec$2.3M1
299Collar Capital Management, LLC$2.3M1
300ParaFi Capital LP$2.3M1
301Inspire Investing, LLC$2.3M1
302Infusive Asset Management Inc.$2.2M1
303INTECH INVESTMENT MANAGEMENT LLC$2.2M1
304Mutual Advisors, LLC$2.2M1
305BLKBRD Asset Management, LP$2.2M1
306M&T BANK CORP$2.1M1
307Windle Wealth, LLC$2.1M1
308GREAT VALLEY ADVISOR GROUP, INC.$2.1M1
309Joel Isaacson & Co., LLC$2.1M1
310New Age Alpha Advisors, LLC$2.1M1
311U.S. Capital Wealth Advisors, LLC$2.0M1
312Royal Fund Management, LLC$2.0M1
313&PARTNERS$2.0M1
314Oak Thistle LLC$2.0M1
315Maryland State Retirement & Pension System$2.0M1
316Osmosis Investment Management UK Ltd$2.0M1
317Fielder Capital Group LLC$2.0M1
318FIDUCIARY FINANCIAL GROUP, LLC$2.0M1
319COMMERCE BANK$2.0M1
320Composition Wealth, LLC$1.9M1
321Weiss Asset Management LP$1.9M1
322US BANCORP \DE\$1.9M1
323PRUDENTIAL PLC$1.9M1
324Evelyn Partners Investment Management LLP$1.9M1
325Polar Capital Holdings Plc$1.9M1
326GC Wealth Management RIA, LLC$1.9M1
327Steward Partners Investment Advisory, LLC$1.8M1
328CAPITOLIS LIQUID GLOBAL MARKETS LLC$1.8M1
329Intesa Sanpaolo S.p.A.$1.8M1
330FAGAN ASSOCIATES, INC.$1.8M1
331Trilogy Capital Inc.$1.8M1
332Gotham Asset Management, LLC$1.7M1
333Stablepoint Partners, LLC$1.7M1
334EFG International AG$1.7M1
335Concurrent Investment Advisors, LLC$1.6M1
336Diversified Trust Co$1.6M1
337Union Bancaire Privee, UBP SA$1.6M1
338Squarepoint Ops LLC$1.6M1
339Stratos Wealth Partners, LTD.$1.6M1
340MUFG Securities EMEA plc$1.6M1
341Venture Visionary Partners LLC$1.6M1
342TOKIO MARINE ASSET MANAGEMENT CO LTD$1.6M1
343Sequoia Financial Advisors, LLC$1.6M1
344Pinegrove Venture Partners, LLC$1.5M1
345Bank Julius Baer & Co. Ltd, Zurich$1.5M1
346Blackhawk Capital Partners, LLC$1.5M1
347Pingora Partners LLC$1.5M1
348SIMON QUICK ADVISORS, LLC$1.5M1
349Optas, LLC$1.5M1
350OMERS ADMINISTRATION Corp$1.5M1
351Donor Advised Charitable Giving, Inc.$1.5M1
352INDEPENDENT FINANCIAL GROUP, LLC$1.5M1
353PARTNERS CAPITAL INVESTMENT GROUP, LLP$1.5M1
354Richard W. Paul & Associates, LLC$1.4M1
355Dai-ichi Life Insurance Company, Ltd$1.4M1
356ARBOR CAPITAL MANAGEMENT INC /ADV$1.4M1
357Rede Wealth, LLC$1.4M1
358ABN AMRO INVESTMENT SOLUTIONS$1.4M1
359BENJAMIN EDWARDS INC$1.4M1
360Lido Advisors, LLC$1.4M1
361Realta Investment Advisors$1.4M1
362SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$1.4M1
363SteelPeak Wealth, LLC$1.4M1
364Audent Global Asset Management, LLC$1.4M1
365Cobblestone Asset Management LLC$1.3M1
366Sphera Management Technology Funds Ltd$1.3M1
367Illinois Municipal Retirement Fund$1.3M1
368Allianz Asset Management GmbH$1.3M1
369Burford Brothers, Inc.$1.3M1
370NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.2M1
371HUB Investment Partners, LLC$1.2M1
372Prospera Financial Services Inc$1.2M1
373Spartan Wealth Advisory Services LLC$1.2M1
374KMG FIDUCIARY PARTNERS, LLC$1.2M1
375Crossmark Global Holdings, Inc.$1.2M1
376Vise Technologies, Inc.$1.2M1
377Orion Porfolio Solutions, LLC$1.2M1
378Perigon Wealth Management, LLC$1.2M1
379Intellectus Partners, LLC$1.2M1
380UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.2M1
381Laird Norton Wetherby Trust Company, LLC$1.2M1
382Metis Global Partners, LLC$1.1M1
383Scientech Research LLC$1.1M1
384Jefferies Financial Group Inc.$1.1M1
385CAP Partners, LLC$1.1M1
386North Dakota State Investment Board$1.1M1
387NWAM LLC$1.1M1
388Patten Group, Inc.$1.1M1
389CHOREO, LLC$1.1M1
390Chokshi & Queen Wealth Advisors, Inc$1.1M1
391Independent Advisor Alliance$1.1M1
392Simplicity Wealth,LLC$1.1M1
393SECURIAN ASSET MANAGEMENT, INC$1.1M1
394J. Goldman & Co LP$1.0M1
395One Wealth Advisors, LLC$1.0M1
396ELEVATION POINT WEALTH PARTNERS, LLC$1.0M1
397StoneX Group Inc.$1.0M1
398COLDSTREAM CAPITAL MANAGEMENT INC$1.0M1
399Grant Private Wealth Management Inc$1.0M1
400Eaton Financial Holdings Company, LLC$1.0M1
401Aletheian Wealth Advisors LLC$994K1
402National Philanthropic Trust$975K1
403Odyssean, LLC$966K1
404Cladis Investment Advisory, LLC$957K1
405GERBER, LLC$956K1
406Titan Investment Solutions Ltd$936K1
407J. Derek Lewis & Associates Inc.$924K1
408WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$918K1
409AXXCESS WEALTH MANAGEMENT, LLC$900K1
410HB Wealth Management, LLC$899K1
411Savvy Advisors, Inc.$886K1
412E. Ohman J:or Asset Management AB$886K1
413BOOTHBAY FUND MANAGEMENT, LLC$869K1
414FULTON BANK, N.A.$863K1
415Frank, Rimerman Advisors LLC$862K1
416Covenant Asset Management, LLC$860K1
417Huntleigh Advisors, Inc.$859K1
418AIA Group Ltd$852K1
419CAISSE DES DEPOTS ET CONSIGNATIONS$851K1
420CFM WEALTH PARTNERS LLC$847K1
421Cane Capital Partners, LLC$842K1
422Cache Advisors, LLC$829K1
423Ballentine Partners, LLC$824K1
424Triad Wealth Partners, LLC$823K1
425ASSETMARK, INC$820K1
426Callan Family Office, LLC$813K1
427Meeder Advisory Services, Inc.$802K1
428Pallas Capital Advisors LLC$792K1
429Tikvah Management LLC$768K1
430PFG Investments, LLC$765K1
431Wedmont Private Capital$755K1
432Pekin Hardy Strauss, Inc.$752K1
433JT Stratford LLC$745K1
434Siemens Fonds Invest GmbH$727K1
435Convergence Financial, LLC$718K1
436AlTi Global, Inc.$718K1
437GTS SECURITIES LLC$715K1
438CV Advisors LLC$715K1
439Bluebird Wealth Management LLC$710K1
440CAXTON ASSOCIATES LLP$698K1
441EP Wealth Advisors, LLC$696K1
442TEMA ETFS LLC$694K1
443Bridgewater Advisors Inc.$691K1
444WESTWOOD HOLDINGS GROUP INC$687K1
445Regal Investment Advisors LLC$682K1
446PORTLAND INVESTMENT COUNSEL INC.$682K1
447WORLD EQUITY GROUP, INC.$674K1
448AlphaCore Capital LLC$663K1
449J.W. COLE ADVISORS, INC.$661K1
450Activest Wealth Management$660K1
451Allworth Financial LP$657K1
452Verdence Capital Advisors LLC$655K1
453United Advisor Group, LLC$653K1
454Oasis Advisors, LLC$650K1
455Pinnacle Financial Partners, Inc.$647K1
456Massar Capital Management, LP$643K1
457Alphadyne Asset Management LP$640K1
458BROWN ADVISORY INC$637K1
459GUGGENHEIM CAPITAL LLC$634K1
460GLENMEDE TRUST CO NA$634K1
461FOURPATH CAPITAL MANAGEMENT, LLC$634K1
462Calamos Wealth Management LLC$627K1
463Evelyn Partners Investment Management (Europe) Ltd$623K1
464PLANNING DIRECTIONS INC$616K1
465Kingsview Wealth Management, LLC$605K1
466Aspen Grove Capital, LLC$600K1
467Merit Financial Group, LLC$597K1
468MERIDIAN MANAGEMENT CO$592K1
469Kera Capital Partners, Inc.$592K1
470Sunpointe, LLC$591K1
471Volterra Technologies LP$589K1
472MONETA GROUP INVESTMENT ADVISORS LLC$588K1
473Snowden Capital Advisors LLC$588K1
474VestGen Advisors, LLC$585K1
475REGIONS FINANCIAL CORP$584K1
476BALYASNY ASSET MANAGEMENT L.P.$581K1
477UMB Bank, n.a.$580K1
478Wealthcare Advisory Partners LLC$578K1
479Banque Cantonale Vaudoise$576K1
480MAI Capital Management$572K1
481McAdam, LLC$568K1
482Caitong International Asset Management Co., Ltd$566K1
483KEYBANK NATIONAL ASSOCIATION/OH$562K1
484Ascentis Independent Advisors$562K1
485Cambria Investment Management, L.P.$561K1
486Sidoxia Capital Management, LLC$558K1
487Avanza Fonder AB$556K1
488World Investment Advisors$546K1
489DARA CAPITAL US, INC.$545K1
490Smartleaf Asset Management LLC$543K1
491Eddie Patel Inc$543K1
492Galaxy Digital Capital Management GP LLC$541K1
493Brookstone Capital Management$537K1
494HENNESSY ADVISORS INC$524K1
495MEITAV INVESTMENT HOUSE LTD$524K1
496Wilmar Advisors LLC$524K1
497Plan Group Financial, LLC$523K1
498Exit Wealth Advisors, LLC.$514K1
499BEESE FULMER INVESTMENT MANAGEMENT, INC.$514K1
500Delta Global Management LP$502K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)7 buy / 6 sell
Congress net ($ bound)−$83.0K to $99.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on COIN

RETAINED WINDOW · ACTIVE HITS
Signal hits naming COIN
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for COIN · financials and macro

Financials — as filed PLANNED

COIN's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: COIN on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing