Coinbase Global Inc. Class ACOIN

13F holders, Q1 2024 (March 31)
922holders
8famous investors
$263.60avg. 13F price*

At the end of Q1 2024, 922 institutions reported holding Coinbase Global Inc. Class A (COIN) in their 13F filings. The largest holders were Vanguard Group Inc. ($4.5B), FMR LLC ($2.7B) and BlackRock Inc. ($2.4B). 8 famous investors held it, including Cathie Wood (8.1% of ARK Investment Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio).

Company
Coinbase Global Inc. Class A
Sector
Finance
CUSIP
19260Q107
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions196$471.4M
Exits98$952.1M

Ownership 922 holders

Vanguard Group Inc. 0.09% Add +18.4% 16,906,269 $4.5B
FMR LLC 0.18% Add +169.1% 10,227,383 $2.7B
BlackRock Inc. 0.06% Add +7.9% 9,202,827 $2.4B
Paradigm Operations LP 100.00% No change 4,515,596 $1.2B
ARK Investment Management 8.12% Reduce -48.6% 4,421,013 $1.2B
State Street Corp. 0.04% Reduce -0.5% 3,795,585 $1.0B
Sumitomo Mitsui Trust Group, Inc. 0.62% Reduce -37.9% 3,428,620 $909.0M
Morgan Stanley 0.07% Add +19.3% 3,337,269 $884.8M
Amova Asset Management Americas, Inc. 7.94% Reduce -41.5% 3,017,780 $799.5M
Geode Capital Management, LLC 0.07% Add +4.1% 2,822,257 $747.1M
Norges Bank 0.08% Add +69.5% 1,978,293 $524.5M
a16z Perennial Management, L.P. 46.90% Add +123.0% 1,893,137 $501.9M
Jane Street Group, LLC 0.57% Reduce -55.9% 1,658,990 $439.8M
Cowen and Company, LLC 16.16% Add +315.1% 1,541,904 $408.8M
Clear Street Derivatives LLC 8.52% — 1,277,016 $338.6M
Sozo Ventures GP II, L.P. 97.91% No change 1,085,040 $287.7M
Natixis 1.52% Add +1148.0% 1,030,399 $273.2M
T. Rowe Price Associates Inc. 0.03% Reduce -27.4% 974,543 $258.4M
Northern Trust Corp. 0.04% Add +3.6% 924,594 $245.1M
Charles Schwab Investment Management Inc. 0.05% Add +29.7% 851,966 $225.9M
Multicoin Capital Management, LLC 72.14% Add +26.8% 818,856 $217.1M
Legal & General Group Plc 0.06% Add +62.8% 794,968 $210.8M
Banco Bilbao Vizcaya Argentaria, S.A. 2.03% Reduce -0.6% 668,224 $177.1M
Ieq Capital, LLC 2.41% Add +42.3% 633,530 $168.0M
Voloridge Investment Management, LLC 0.58% Reduce -11.9% 601,647 $159.5M
Deutsche Bank AG 0.07% Add +217.9% 587,420 $155.7M
Bank of New York Mellon Corp 0.03% Reduce -8.2% 571,578 $151.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +12.1% 566,953 $150.3M
Canada Pension Plan Investment Board 0.15% Add +1186.6% 527,512 $139.9M
Invesco Ltd. 0.03% Reduce -16.9% 474,417 $125.8M
JPMorgan Chase & Co. 0.01% Reduce -3.5% 468,459 $124.2M
Nuveen Asset Management, LLC 0.04% Add +3.5% 449,999 $119.3M
Lord, Abbett & Co. LLC 0.37% Add +1727.8% 427,275 $113.3M
SG Americas Securities, LLC 0.58% Add +658.1% 423,652 $112.3M
Susquehanna International Group, LLP 0.17% Reduce -16.0% 422,577 $112.0M
SVB Financial Group 60.78% Reduce -21.7% 415,805 $110.2M
APEIRON CAPITAL Ltd 54.80% New 409,000 $108.4M
Dimensional Fund Advisors LP 0.03% Reduce -8.2% 392,521 $104.1M
Citadel Advisors 0.10% Reduce -61.2% 392,417 $104.0M
Bank of America Corp. 0.01% Reduce -42.4% 390,629 $103.6M
Man Group plc 0.28% Reduce -15.1% 382,637 $101.4M
Ribbit Management Company, LLC 7.23% No change 376,450 $99.8M
Renaissance Technologies 0.15% Add +40.2% 371,829 $98.6M
Two Sigma Advisers, LP 0.22% Reduce -74.9% 363,800 $96.5M
National Bank of Canada 0.16% Add +501.2% 471,802 $94.8M
Goldman Sachs Group Inc. 0.02% Reduce -67.5% 357,372 $94.7M
Barclays PLC 0.04% Reduce -25.1% 340,136 $90.2M
IDG Technology Venture Investment IV, LLC 99.61% Reduce -37.1% 332,866 $88.2M
DGS Capital Management, LLC 24.69% No change 327,985 $87.0M
Compound Planning, Inc. 7.94% Reduce -20.0% 324,404 $86.0M
Allen Investment Management, LLC 1.06% Add +0.3% 317,985 $84.3M
California Public Employees Retirement System 0.06% Reduce -0.5% 303,620 $80.5M
Cullinan Associates Inc. 4.49% Reduce -0.3% 302,200 $80.1M
Parcion Private Wealth LLC 6.92% Reduce -5.9% 296,663 $78.7M
Millennium Management 0.07% Reduce -5.7% 291,327 $77.2M
BIT Capital GmbH 6.58% Add +7.3% 281,022 $74.5M
Capital Fund Management S.A. 0.90% Add +464.5% 279,083 $74.0M
California State Teachers Retirement System 0.09% Add +2.3% 276,507 $73.3M
Royal Bank of Canada 0.02% Add +35.0% 274,100 $72.7M
Kemnay Advisory Services Inc. 13.93% No change 273,431 $72.5M
Connor, Clark & Lunn Investment Management Ltd. 0.30% Reduce -23.6% 264,679 $70.2M
National Pension Service 0.08% Reduce -10.2% 253,763 $67.3M
Group One Trading LLC 2.20% Add +277.1% 233,612 $61.9M
Paragon Capital Management Ltd 10.98% Add +58.6% 231,660 $61.4M
Contrarius Investment Management Ltd 3.50% Reduce -27.8% 228,088 $60.5M
Squarepoint Ops LLC 0.24% Add +147.4% 219,753 $58.3M
Patient Capital Management, LLC 2.81% Reduce -6.1% 217,836 $57.8M
Osaic Holdings, Inc. 0.12% Add +50.3% 208,011 $55.1M
Rhumbline Advisers 0.05% Add +1.5% 203,410 $53.9M
Hel Ved Capital Management Ltd 12.81% Add +1.6% 194,721 $51.6M
Voya Investment Management LLC 0.06% Add +750.5% 191,461 $50.8M
TD Asset Management Inc 0.04% Add +100.1% 172,542 $45.7M
CloudAlpha Capital Management Limited/Hong Kong 5.46% Reduce -37.5% 152,000 $40.3M
SpiderRock Advisors, LLC 1.29% — 166,312 $39.9M
Tidal Investments LLC 0.67% Reduce -53.9% 147,299 $39.1M
IvyRock Asset Management (HK) Ltd 17.61% New 142,799 $37.9M
Credit Suisse AG/ 0.04% Add +2.4% 142,492 $37.8M
Amundi 0.02% Reduce -62.0% 172,049 $37.5M
Mass General Brigham, Inc 65.08% Add +8.8% 140,229 $37.2M
Panagora Asset Management Inc. 0.19% New 138,667 $36.8M
Nomura Holdings Inc. 0.27% Add +68.7% 125,737 $33.3M
Three Bridge Wealth Advisors, LLC 12.99% Reduce -17.1% 124,346 $33.0M
New York State Common Retirement Fund 0.04% Reduce -8.7% 121,049 $32.1M
UBS Group AG 0.01% Reduce -39.9% 117,136 $31.1M
Zweig-DiMenna Associates LLC 2.63% No change 111,833 $29.6M
Bank of Montreal 0.01% Add +131.4% 111,028 $29.5M
Citigroup Inc. 0.03% Add +58.9% 109,932 $29.1M
First Trust Advisors LP 0.03% Add +27.9% 103,019 $27.3M
CTC LLC 0.44% Add +101.3% 101,498 $26.9M
LPL Financial LLC 0.01% Add +5.4% 101,382 $26.9M
State of New Jersey Common Pension Fund D 0.08% Add +1.3% 100,231 $26.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +26.3% 97,274 $25.8M
Two Sigma Investments, LP 0.06% Add +93.5% 96,364 $25.5M
Parallax Volatility Advisers, L.P. 0.84% Reduce -38.7% 95,915 $25.4M
State of Wisconsin Investment Board 0.06% Add +4.8% 92,466 $24.5M
Commonwealth Equity Services, LLC 0.04% Add +88.5% 91,171 $24.2M
Ensign Peak Advisors, Inc 0.04% Add +22.3% 90,217 $23.9M
Worldquant Millennium Advisors LLC 0.29% Reduce -16.8% 90,086 $23.9M
Wolverine Trading, LLC 0.24% Add +411.5% 89,663 $23.8M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -2.0% 88,420 $23.4M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +3.8% 358,168 $23.3M
Rockefeller Capital Management L.P. 0.07% Reduce -24.4% 86,994 $23.1M
Vontobel Holding Ltd. 0.18% Reduce -16.6% 85,067 $22.6M
Storebrand Asset Management As 0.08% Add +102.0% 84,592 $22.4M
Van Eck Associates Corp. 0.03% Reduce -47.5% 82,656 $21.9M
Penserra Capital Management LLC 0.27% Add +10065.6% 82,341 $21.8M
Alliancebernstein L.P. 0.01% Add +0.4% 81,546 $21.6M
Whittier Trust Co. 0.31% Reduce -40.7% 80,922 $21.5M
HSBC Holdings PLC 0.02% Add +78.3% 80,212 $21.3M
Treasurer of the State of North Carolina 0.09% Add +2.2% 78,840 $20.9M
GraniteShares Advisors LLC 10.93% New 78,000 $20.7M
Vestmark Advisory Solutions, Inc. 0.89% Reduce -51.7% 77,824 $20.6M
DNB Asset Management AS 0.11% Add +235.9% 77,485 $20.5M
Exchange Traded Concepts, LLC 0.52% Reduce -26.2% 76,012 $20.2M
Cresset Asset Management, LLC 0.10% Add +9.1% 73,983 $19.6M
Morling Financial Advisors, LLC 11.15% Reduce -9.4% 73,561 $19.5M
Tudor Investment Corporation 0.24% Reduce -8.0% 73,220 $19.4M
Senator Investment Group LP 0.88% Add +27.8% 72,668 $19.3M
Renaissance Capital LLC 9.98% Reduce -33.0% 72,540 $19.2M
Walleye Trading LLC 0.31% New 72,151 $19.1M
Summit Trail Advisors, LLC 0.50% Reduce -8.1% 70,918 $18.8M
Ameriprise Financial Inc. 0.01% Add +10.2% 70,812 $18.8M
KBC Group NV 0.06% Add +222.8% 70,417 $18.7M
Mn Services Vermogensbeheer B.V. 0.14% Reduce -10.8% 70,200 $18.6M
Mariner, LLC 0.04% Reduce -14.2% 69,339 $18.4M
Strategic Vision Investment Ltd 13.23% New 69,131 $18.3M
ICONIQ Capital, LLC 0.32% Reduce -1.9% 68,373 $18.1M
Wealthfront Advisers LLC 0.06% Add +9.7% 68,038 $18.0M
Royal London Asset Management Ltd. 0.04% New 67,159 $17.8M
Public Employees Retirement System of Ohio 0.07% Reduce -6.4% 66,468 $17.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -14.5% 65,241 $17.3M
Pictet Asset Management Holding SA 0.02% Reduce -1.3% 63,332 $16.8M
Danske Bank A/S 0.05% — 63,125 $16.7M
Federated Hermes, Inc. 0.04% Add +56.9% 62,397 $16.5M
Asset Management One Co., Ltd. 0.06% Reduce -4.4% 62,252 $16.5M
GTS Securities LLC 0.44% Add +32.2% 61,582 $16.3M
Aberdeen Group plc 0.03% Add +2876.3% 60,122 $15.9M
Logan Capital Management Inc. 0.67% Reduce -0.8% 58,755 $15.6M
Varma Mutual Pension Insurance Co 0.13% Add +463.4% 56,900 $15.1M
Wells Fargo & Company 0.00% Add +22.4% 56,050 $14.9M
Resona Asset Management Co.,Ltd. 0.09% — 55,820 $14.8M
Mission Creek Capital Partners, Inc. 3.63% Reduce -85.1% 52,648 $14.0M
Pathstone Holdings, LLC 0.07% Add +135.4% 52,210 $13.8M
Refined Wealth Management 9.68% Reduce -3.2% 51,848 $13.7M
Mizuho Markets Americas LLC 0.37% Add +8.6% 51,686 $13.7M
EULAV Asset Management 0.37% New 51,000 $13.5M
Raymond James Financial Services Advisors, Inc. 0.02% Add +18.4% 50,925 $13.5M
Sloy Dahl & Holst, LLC 3.12% Add +1.9% 49,794 $13.2M
Victory Capital Management Inc. 0.01% Add +10.1% 49,134 $13.0M
State Board of Administration of Florida Retirement System 0.03% Add +2.2% 188,246 $12.7M
Arizona State Retirement System 0.09% Add +1.5% 47,685 $12.6M
IMC-Chicago, LLC 0.43% New 46,505 $12.3M
Robeco Institutional Asset Management B.V. 0.03% Reduce -31.6% 45,372 $12.0M
Adams Street Partners LLC 4.75% Reduce -81.0% 45,133 $12.0M
Nomura Asset Management Co. Ltd. 0.04% Add +1.9% 44,987 $11.9M
Berkshire Capital Holdings Inc. 4.48% Add +16.2% 42,310 $11.2M
Carnegie Investment Counsel 0.35% Reduce -42.8% 41,838 $11.1M
Creative Planning 0.01% Add +1.2% 41,827 $11.1M
Intech Investment Management LLC 0.15% Add +454.4% 40,556 $10.8M
Jasper Ridge Partners, L.P. 0.33% Add +26.4% 39,713 $10.5M
Ossiam 0.18% Add +1597.6% 39,604 $10.5M
Cubist Systematic Strategies, LLC 0.12% New 39,214 $10.4M
Envestnet Asset Management Inc. 0.00% Reduce -22.1% 39,080 $10.4M
American Century Companies Inc. 0.01% Add +8.0% 38,348 $10.2M
Yale University 24.96% New 37,612 $10.0M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -7.4% 37,236 $9.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% Add +12.3% 36,400 $9.7M
Vident Advisory, LLC 0.20% Reduce -3.5% 35,654 $9.5M
Forsta Ap-Fonden 0.08% Add +12.7% 35,400 $9.4M
Skandinaviska Enskilda Banken AB (publ) 0.05% Add +2.8% 34,823 $9.2M
IFM Investors Pty Ltd 0.10% Add +1.1% 34,600 $9.2M
Aequim Alternative Investments LP 3.21% No change 32,400 $8.6M
HAP Trading, LLC 2.59% New 31,588 $8.4M
Rakuten Securities, Inc. 3.64% Add +97.1% 31,326 $8.3M
Stifel Financial Corp. 0.01% Reduce -33.7% 31,289 $8.3M
Cambridge Investment Research Advisors, Inc. 0.03% Add +26.1% 31,238 $8.3M
Lindbrook Capital, LLC 0.74% Reduce -35.2% 29,912 $7.9M
SVB Wealth LLC 0.18% Add +5.0% 29,801 $7.9M
Utah Retirement Systems 0.09% Reduce -2.0% 29,751 $7.9M
Conrad N. Hilton Foundation 8.17% Reduce -53.8% 29,683 $7.9M
FORA Capital, LLC 0.64% Reduce -44.7% 29,145 $7.7M
USS Investment Management Ltd 0.06% New 28,789 $7.6M
Nisa Investment Advisors, LLC 0.05% Reduce -27.2% 28,700 $7.6M
Jefferies Financial Group Inc. 0.17% Add +2374.7% 28,484 $7.6M
Korea Investment CORP 0.02% Reduce -10.9% 28,133 $7.5M
Verition Fund Management LLC 0.08% Reduce -58.4% 27,794 $7.4M
Tredje AP-fonden 0.08% Add +3.5% 27,701 $7.3M
Point72 (DIFC) Ltd 0.56% — 27,106 $7.2M
Azora Capital LP 0.52% New 26,824 $7.1M
Blair William & Co. 0.02% Reduce -7.4% 26,813 $7.1M
DekaBank Deutsche Girozentrale 0.01% Add +5.2% 27,094 $7.1M
Massachusetts Institute of Technology 1.26% Reduce -76.1% 26,581 $7.0M
Cetera Investment Advisers 0.02% Add +303.5% 25,935 $6.9M
Hudson Bay Capital Management LP 0.07% Reduce -35.5% 25,788 $6.8M
Aviva PLC 0.02% New 25,485 $6.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +409.5% 24,812 $6.6M
Royal Fund Management, LLC 0.74% New 24,203 $6.4M
FengHe Fund Management Pte. Ltd. 0.80% New 23,900 $6.3M
Virtu Financial LLC 0.48% New 23,877 $6.3M
Trexquant Investment LP 0.13% New 23,780 $6.3M
Public Sector Pension Investment Board 0.05% Add +2.7% 23,451 $6.2M
Russell Investments Group, Ltd. 0.01% Add +28.9% 23,151 $6.1M
Trustees of the University of Pennsylvania 13.50% New 22,171 $5.9M
GAM Holding AG 0.42% Reduce -59.4% 21,707 $5.8M
Sage Rhino Capital LLC 1.31% Reduce -22.2% 21,012 $5.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +5.2% 20,712 $5.5M
Toronto Dominion Bank 0.01% Reduce -78.9% 20,587 $5.5M
Keebeck Wealth Management 0.80% Add +71.5% 20,500 $5.4M
Touchstone Capital, Inc. 6.71% Reduce -64.0% 20,177 $5.3M
Nissay Asset Management Corp. /Japan 0.04% Add +3.2% 19,870 $5.3M
Neuberger Berman Group LLC 0.00% Add +13.3% 19,564 $5.2M
HighTower Advisors, LLC 0.01% Reduce -25.2% 19,476 $5.2M
Swedbank AB 0.01% Add +86.8% 19,036 $5.0M
Tower Research Capital LLC (TRC) 0.12% Reduce -21.6% 18,818 $5.0M
Raymond James & Associates 0.00% Reduce -22.7% 18,685 $5.0M
Public Employees Retirement Association of Colorado 0.02% Add +5.4% 18,599 $4.9M
Gilder Gagnon Howe & Co. LLC 0.06% Reduce -0.4% 18,182 $4.8M
Schroder Investment Management Group 0.01% Add +555.9% 17,380 $4.6M
Geneva Partners, LLC 2.03% New 17,332 $4.6M
Wildcat Capital Management, LLC 1.65% No change 17,169 $4.6M
Janus Henderson Group PLC 0.00% Add +66.4% 17,127 $4.5M
Clarity Capital Partners LLC 2.88% Reduce -6.7% 16,494 $4.4M
First Trust Investment Solutions L.P. 0.76% Reduce -52.7% 16,150 $4.3M
Optas, LLC 1.17% No change 16,142 $4.3M
Ninepoint Partners LP 0.54% No change 16,110 $4.3M
Elo Mutual Pension Insurance Co 0.10% Add +6.2% 15,851 $4.2M
D. E. Shaw & Co. 0.01% New 15,400 $4.1M
Private Advisor Group, LLC 0.03% Reduce -4.6% 15,297 $4.1M
Janney Montgomery Scott LLC 0.01% Add +11.8% 15,261 $4.0M
AQR Capital Management 0.01% Add +149.2% 15,077 $4.0M
Grey Street Capital, LLC 0.54% Add +0.5% 14,949 $4.0M
Edgestream Partners, L.P. 0.20% Add +93.5% 14,793 $3.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +0.4% 14,786 $3.9M
Xponance LLC 0.04% Add +129.1% 14,783 $3.9M
Aletheian Wealth Advisors LLC 2.13% Reduce -25.2% 14,780 $3.9M
Prudential Financial Inc. 0.01% Reduce -12.4% 14,589 $3.9M
Principal Financial Group Inc. 0.00% Add +36.1% 14,541 $3.9M
Moore Capital Management, LP 0.08% New 14,300 $3.8M
Walter & Keenan Wealth Management LLC /in/ 1.22% Reduce -12.7% 14,074 $3.7M
Diversified Investment Strategies, LLC 2.47% Reduce -34.1% 13,825 $3.7M
Newlands Management Operations LLC 0.03% No change 13,757 $3.6M
Johnson Investment Counsel Inc. 0.04% New 13,145 $3.5M
Stablepoint Partners, LLC 0.70% Add +36.6% 13,097 $3.5M
Cerity Partners LLC 0.01% Add +7.7% 13,022 $3.5M
Ethic Inc. 0.09% Add +21.2% 12,940 $3.4M
Duality Advisers, LP 0.34% Reduce -31.0% 12,879 $3.4M
Macquarie Group Ltd. 0.00% Add +62.5% 13,033 $3.4M
Wellington Management Group LLP 0.00% Reduce -1.6% 12,646 $3.4M
Fifth Third Bancorp 0.01% Add +2.3% 12,443 $3.3M
Nordea Investment Management AB 0.00% Add +6.2% 12,391 $3.3M
Aristeia Capital, L.L.C. 0.22% New 12,253 $3.2M
Daiwa Securities Group Inc. 0.02% Add +6.4% 12,205 $3.2M
Lincoln National Corp. 0.05% Add +15.6% 12,088 $3.2M
Engineers Gate Manager LP 0.08% Reduce -87.3% 11,870 $3.1M
Vanguard Personalized Indexing Management, LLC 0.07% Add +4.9% 11,716 $3.1M
SRN Advisors, LLC 2.38% Reduce -46.3% 11,515 $3.1M
Johns Hopkins University 0.12% New 11,284 $3.0M
Ariose Capital Management Ltd 1.56% New 11,200 $3.0M
WCG Wealth Advisors LLC 0.25% New 11,199 $3.0M
Longitude (Cayman) Ltd. 4.25% No change 11,000 $2.9M
Kestra Advisory Services, LLC 0.02% Add +13.7% 10,769 $2.9M
Grace & Mercy Foundation, Inc. 0.72% No change 10,719 $2.8M
Richard W. Paul & Associates, LLC 1.13% Reduce -19.2% 10,689 $2.8M
Park Avenue Institutional Advisers LLC 6.16% New 10,531 $2.8M
Vestcor Inc 0.10% Reduce -31.2% 10,505 $2.8M
Baillie Gifford & Co. 0.00% Reduce -2.8% 10,482 $2.8M
Debussy Capital Management LP 0.81% Reduce -27.8% 13,828 $2.8M
United Capital Management of KS, Inc. 0.64% Add +16.8% 10,460 $2.8M
Manufacturers Life Insurance Company, The 0.00% Add +13.1% 10,453 $2.8M
Maryland State Retirement & Pension System 0.06% Add +2.0% 13,440 $2.8M
LexAurum Advisors, LLC 0.70% Reduce -0.3% 10,334 $2.7M
Allianz Asset Management GmbH 0.00% Reduce -0.3% 10,270 $2.7M
Belvedere Trading LLC 0.19% Add +280.2% 10,246 $2.7M
Sona Asset Management (us) LLC 2.95% New 10,200 $2.7M
Atria Wealth Solutions, Inc. 0.03% Add +36.5% 10,065 $2.7M
Sepio Capital, LP 0.23% Add +7.4% 10,064 $2.7M
Commerce Bank 0.02% Reduce -3.2% 9,989 $2.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -6.7% 9,962 $2.6M
Sei Investments Co. 0.00% Add +41.7% 9,916 $2.6M
Amalgamated Bank 0.02% Reduce -36.2% 9,802 $2.6M
Point72 Italy, S.r.l. 1.07% Reduce -62.1% 9,800 $2.6M
Stevens Capital Management LP 0.50% Add +2.0% 9,722 $2.6M
Candriam S.C.A. 0.02% Add +9.9% 9,568 $2.5M
Mercer Global Advisors Inc. 0.01% Reduce -18.9% 9,553 $2.5M
O'shaughnessy Asset Management, LLC 0.03% Add +53.4% 9,499 $2.5M
Snowden Capital Advisors LLC 0.08% Reduce -43.2% 9,403 $2.5M
Regal Partners Ltd 0.24% New 9,100 $2.4M
Corient Private Wealth LP 0.00% Reduce -1.1% 8,717 $2.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -6.4% 8,712 $2.3M
Perigon Wealth Management, LLC 0.07% Reduce -14.3% 8,484 $2.2M
China Universal Asset Management Co., Ltd. 0.28% New 8,438 $2.2M
Brown Advisory Inc. 0.00% Reduce -1.1% 8,401 $2.2M
Brighton Jones LLC 0.08% Reduce -29.6% 8,205 $2.2M
US Bancorp \de 0.00% Reduce -16.7% 8,137 $2.2M
Franklin Resources Inc. 0.00% Add +8.8% 8,100 $2.1M
Thrivent Financial for Lutherans 0.00% Reduce -7.1% 8,088 $2.1M
Rede Wealth, LLC 0.87% Add +1.2% 7,858 $2.1M
Gladstone Capital Management LLP 0.20% New 7,800 $2.1M
CMT Capital Markets Trading GmbH 0.93% Reduce -75.4% 7,699 $2.0M
Joel Isaacson & Co., LLC 0.11% Reduce -16.9% 7,691 $2.0M
Corton Capital Inc. 0.75% Reduce -14.0% 7,656 $2.0M
Marathon Trading Investment Management LLC 0.80% Reduce -32.9% 7,481 $2.0M
Beacon Pointe Advisors, LLC 0.02% Reduce -13.6% 7,356 $2.0M
Arrowstreet Capital, Limited Partnership 0.00% New 7,271 $1.9M
Bank of Nova Scotia 0.00% Add +34.6% 7,227 $1.9M
Independent Financial Group, LLC 0.09% Reduce -55.7% 7,198 $1.9M
Cibc World Markets Corp. 0.01% Add +49.1% 7,103 $1.9M
Allspring Global Investments Holdings, LLC 0.00% Add +9.1% 7,095 $1.9M
Harvest Portfolios Group Inc. 0.07% Reduce -22.1% 7,005 $1.9M
Leonteq Securities AG 0.25% Reduce -36.8% 6,949 $1.8M
IHT Wealth Management, LLC 0.07% Add +1.9% 6,918 $1.8M
Oppenheimer & Co. Inc. 0.03% Reduce -0.5% 6,913 $1.8M
Nwam LLC 0.15% Reduce -11.8% 6,862 $1.8M
Nilsine Partners, LLC 0.24% Add +1.2% 6,738 $1.8M
Realta Investment Advisors 0.37% Reduce -32.7% 6,728 $1.8M
Cedar Brook Financial Partners, LLC 0.34% Add +15.1% 6,467 $1.7M
Schonfeld Strategic Advisors LLC 0.01% Reduce -68.7% 6,402 $1.7M
AlTi Global, Inc. 0.05% Reduce -2.7% 6,363 $1.7M
Advisory Services Network, LLC 0.04% Add +11.3% 6,338 $1.7M
Arbor Capital Management Inc. 1.58% New 7,667 $1.7M
MetLife Investment Management, LLC 0.01% Add +21.1% 6,264 $1.7M
Wealthspire Advisors, LLC 0.02% Reduce -2.3% 6,260 $1.7M
Burford Brothers, Inc. 1.07% Reduce -4.1% 6,150 $1.6M
Versor Investments LP 0.33% New 6,132 $1.6M
Rathbones Group PLC 0.01% Add +15.3% 6,088 $1.6M
Verdence Capital Advisors LLC 0.15% Reduce -0.1% 6,032 $1.6M
UNC Management Company, Inc. 1.31% Reduce -95.0% 6,018 $1.6M
Vinva Investment Management Ltd 0.09% New 6,001 $1.6M
Hennessy Advisors Inc. 0.07% New 6,000 $1.6M
Cwm, LLC 0.01% Add +20.6% 5,972 $1.6M
Windle Wealth, LLC 1.01% Add +13.3% 5,966 $1.6M
D.A. Davidson & Co. 0.01% Add +11.9% 5,931 $1.6M
CIBC Private Wealth Group LLC 0.00% Add +15.9% 6,208 $1.6M
SteelPeak Wealth, LLC 0.08% Reduce -22.4% 5,785 $1.5M
APG Asset Management N.V. 0.00% Reduce -66.8% 6,207 $1.5M
Great Valley Advisor Group, Inc. 0.05% Reduce -26.8% 5,632 $1.5M
Centiva Capital, LP 0.09% Add +118.3% 5,626 $1.5M
Gerber, LLC 1.24% Reduce -6.7% 5,567 $1.5M
Zacks Investment Management 0.02% New 5,544 $1.5M
MML Investors Services, LLC 0.01% Reduce -23.2% 5,490 $1.5M
Covenant Asset Management, LLC 0.35% No change 5,430 $1.4M
Gotham Asset Management 0.02% Add +138.7% 5,427 $1.4M
Baader Bank Aktiengesellschaft 0.12% Add +45.9% 5,400 $1.4M
Fulton Bank, N.A. 0.06% Add +6.4% 5,400 $1.4M
CAP Partners, LLC 1.26% Add +5.3% 5,382 $1.4M
Truist Financial Corp. 0.00% Reduce -67.8% 5,342 $1.4M
Western Financial Corp 0.84% New 5,144 $1.4M
Cantor Fitzgerald, L. P. 0.33% Reduce -19.3% 5,120 $1.4M
Beacon Investment Advisors LLC 0.77% Add +115.6% 5,111 $1.4M
CIBC Asset Management Inc 0.00% Add +0.6% 5,028 $1.3M
Resolute Advisors LLC 0.24% Reduce -37.1% 5,000 $1.3M
Birch Hill Investment Advisors LLC 0.06% New 5,000 $1.3M
Empowered Funds, LLC 0.02% Add +40.8% 4,989 $1.3M
Hunting Hill Global Capital, LLC 0.76% New 4,904 $1.3M
Cibc World Market Inc. 0.00% Add +15.9% 4,880 $1.3M
Dark Forest Capital Management LP 0.22% New 4,847 $1.3M
M&T Bank Corp 0.00% Reduce -5.3% 4,846 $1.3M
United Capital Financial Advisors, LLC 0.01% Add +23.5% 4,788 $1.3M
Lake Street Advisors Group, LLC 0.06% New 4,753 $1.3M
Cim Investment Management Inc. 0.38% No change 4,752 $1.3M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -71.1% 4,704 $1.2M
Alberta Investment Management Corp 0.01% No change 4,700 $1.2M
Illinois Municipal Retirement Fund 0.02% New 4,682 $1.2M
Gateway Advisory, LLC 0.21% New 4,578 $1.2M
Boothbay Fund Management, LLC 0.04% Add +2.0% 4,574 $1.2M
NewEdge Advisors, LLC 0.01% Reduce -4.6% 4,531 $1.2M
Emory University 0.74% Add +4.8% 4,502 $1.2M
Teacher Retirement System of Texas 0.01% Reduce -43.8% 4,410 $1.2M
Orion Porfolio Solutions, LLC 0.01% Add +80.0% 4,366 $1.2M
Orion Portfolio Solutions, LLC 0.01% Add +80.0% 4,366 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +82.0% 4,308 $1.1M
Foundations Investment Advisors, LLC 0.03% Add +10.2% 4,307 $1.1M
Sassicaia Capital Advisers LLC 4.84% New 4,300 $1.1M
CV Advisors LLC 0.69% No change 4,299 $1.1M
Focus Financial Network, Inc. 0.06% — 5,196 $1.1M
Hancock Whitney Corp. 0.04% New 4,259 $1.1M
Kestra Private Wealth Services, LLC 0.03% Reduce -13.7% 4,257 $1.1M
QRG Capital Management, Inc. 0.01% Reduce -46.1% 4,210 $1.1M
Blueshift Asset Management, LLC 0.58% Reduce -82.5% 4,193 $1.1M
PNC Financial Services Group, Inc. 0.00% Reduce -26.0% 4,172 $1.1M
Compass Ion Advisors, LLC 0.16% Reduce -1.4% 4,163 $1.1M
Graham Capital Management, L.P. 0.06% New 4,144 $1.1M
J.W. Cole Advisors, Inc. 0.06% Reduce -11.1% 4,135 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -42.1% 4,118 $1.1M
Insigneo Advisory Services, LLC 0.13% Reduce -2.2% 4,054 $1.1M
Partners Capital Investment Group, LLP 0.03% Add +137.7% 4,046 $1.1M
Monetta Financial Services Inc. 0.96% No change 4,000 $1.1M
Obsidian Cio, LLC 0.26% Add +0.5% 3,978 $1.1M
1776 Wealth LLC 0.50% Add +63.1% 3,977 $1.1M
O'Neil Global Advisors, Inc. 1.30% Add +24.4% 3,968 $1.1M
Axxcess Wealth Management, LLC 0.03% Reduce -45.2% 3,935 $1.0M
Regal Investment Advisors LLC 0.07% Add +0.1% 3,921 $1.0M
Captrust Financial Advisors 0.00% Reduce -67.1% 3,912 $1.0M
Fiduciary Alliance LLC 0.18% New 4,110 $1.0M
Atlas Capital Advisors Inc. 0.16% Add +22.1% 3,900 $1.0M
Rafferty Asset Management, LLC 0.00% Reduce -10.5% 3,896 $1.0M
Seven Eight Capital, LP 0.11% New 3,844 $1.0M
First Trust Direct Indexing L.P. 0.08% Add +26.1% 3,817 $1.0M
Degroof Petercam Asset Management 0.01% No change 3,800 $1.0M
HighVista Strategies LLC 0.36% New 3,761 $997K
Intellectus Partners, LLC 0.26% Reduce -31.5% 3,730 $989K
Baird Financial Group, Inc. 0.00% Reduce -8.9% 3,725 $988K
Chesapeake Capital Corp. 0.73% Reduce -25.8% 3,691 $979K
Wedbush Securities Inc. 0.04% Reduce -22.8% 3,683 $976K
Caprock Group, LLC 0.06% Add +4.0% 3,664 $971K
BluePointe Capital Management, LLC 0.66% Add +0.0% 3,622 $960K
Freestone Capital Holdings, LLC 0.04% Reduce -11.3% 3,603 $955K
Federation des caisses Desjardins du Quebec 0.01% Add +3.2% 3,578 $949K
Harbour Capital Advisors, LLC 0.23% Reduce -0.8% 3,833 $942K
Westshore Wealth, LLC 0.39% No change 3,506 $930K
JTC Employer Solutions Trustee Ltd 0.06% Add +10.6% 3,573 $918K
Aspen Grove Capital, LLC 0.26% Add +1.5% 3,420 $907K
Sherbrooke Park Advisers LLC 0.17% New 3,388 $898K
Bleakley Financial Group, LLC 0.03% Reduce -0.8% 3,370 $893K
Simplicity Wealth,LLC 0.02% New 3,365 $892K
Stratos Wealth Partners, LTD. 0.01% Reduce -13.6% 3,327 $882K
Moneta Group Investment Advisors LLC 0.01% Add +4.8% 3,317 $879K
Spire Wealth Management 0.02% Reduce -26.5% 3,316 $879K
Sequoia Financial Advisors, LLC 0.01% Add +4.5% 3,314 $879K
Staley Capital Advisers Inc. 0.04% No change 3,300 $875K
Oracle Alpha Inc. 1.53% Reduce -17.1% 3,226 $855K
Quantinno Capital Management LP 0.02% Add +13.3% 3,219 $853K
Interchange Capital Partners, LLC 0.57% Reduce -46.1% 3,372 $850K
PDT Partners, LLC 0.08% New 3,125 $829K
Scientech Research LLC 0.44% New 3,114 $826K
Alpha DNA Investment Management LLC 0.45% Reduce -32.2% 3,109 $824K
Evercore Wealth Management, LLC 0.01% Add +21.3% 3,099 $822K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.61% Reduce -8.9% 3,086 $818K
AdvisorNet Financial, Inc 0.08% Add +1.1% 3,083 $817K
Coldstream Capital Management Inc. 0.02% Add +24.1% 3,078 $816K
Independent Advisor Alliance 0.03% Reduce -31.5% 3,065 $813K
Paloma Partners Management Co 0.16% Reduce -31.7% 2,912 $772K
STRS Ohio 0.00% Reduce -34.0% 2,906 $770K
Mutual Advisors, LLC 0.02% Add +108.4% 2,884 $765K
Keystone Financial Group 0.11% Reduce -33.2% 2,841 $753K
Equitable Holdings, Inc. 0.01% Reduce -9.6% 2,841 $753K
Harbour Investments, Inc. 0.03% Add +24.6% 2,839 $753K
Benjamin F. Edwards & Company, Inc. 0.01% Add +130.8% 2,836 $752K
Investment Management Corp of Ontario 0.02% Reduce -29.8% 2,831 $751K
Convergence Investment Partners, LLC 0.28% Add +24.3% 2,789 $739K
Twin Peaks Wealth Advisors, LLC 0.41% Reduce -3.6% 2,784 $738K
Bokf, NA 0.01% Add +9906.9% 2,902 $732K
Yeomans Consulting Group, Inc. 0.32% New 2,756 $731K
Transcend Capital Advisors, LLC 0.06% Add +12.0% 2,753 $730K
Jump Financial, LLC 0.02% Add +117.3% 2,746 $728K
JT Stratford LLC 0.14% New 2,663 $706K
Prudential PLC 0.01% Reduce -68.0% 2,658 $705K
SeaCrest Wealth Management, LLC 0.09% New 2,635 $699K
Ballentine Partners, LLC 0.01% Reduce -0.4% 2,596 $688K
Signaturefd, LLC 0.01% Add +51.6% 2,587 $686K
Main Street Financial Solutions, LLC 0.07% New 2,567 $681K
E Fund Management Co., Ltd. 0.04% New 2,567 $681K
Swiss Life Asset Management Ltd 0.01% Reduce -63.9% 2,556 $678K
Pallas Capital Advisors LLC 0.03% Add +1.6% 2,543 $674K
Compagnie Lombard Odier SCmA 0.01% Add +166.3% 2,530 $671K
Parallel Advisors, LLC 0.02% Reduce -15.5% 2,506 $664K
Bayesian Capital Management, LP 0.06% New 2,500 $663K
UniSuper Management Pty Ltd 0.01% Add +108.3% 2,500 $663K
Lazari Capital Management, Inc. 0.36% Reduce -67.8% 2,481 $658K
Dimension Capital Management LLC 0.13% Add +1.6% 2,473 $656K
Prairie Wealth Advisors, Inc. 0.31% — 2,470 $655K
Waldron Private Wealth LLC 0.03% Reduce -4.9% 2,468 $654K
NewEdge Wealth, LLC 0.01% Add +70.3% 2,831 $648K
Lido Advisors, LLC 0.01% Add +33.8% 2,411 $639K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +31.0% 2,410 $639K
Accuvest Global Advisors 0.28% Reduce -56.4% 2,401 $637K
Itau Unibanco Holding S.A. 0.03% Add +128.2% 2,360 $626K
Gladstone Institutional Advisory LLC 0.03% Reduce -2.8% 2,333 $619K
Allworth Financial LP 0.00% Reduce -7.0% 2,331 $618K
Prospera Financial Services Inc 0.02% Reduce -11.8% 2,316 $614K
XTX Topco Ltd 0.08% Reduce -52.8% 2,308 $612K
Rwa Wealth Partners, LLC 0.01% Add +1.6% 2,296 $609K
MSH Capital Advisors LLC 0.21% No change 2,280 $604K
MBB Public Markets I LLC 0.04% New 2,280 $604K
Stonehage Fleming Financial Services Holdings Ltd 0.04% New 8,902 $600K
Simon Quick Advisors, LLC 0.04% Reduce -30.6% 2,263 $600K
Schechter Investment Advisors, LLC 0.04% No change 2,253 $597K
Strategic Advocates LLC 0.23% New 2,237 $593K
JFG Wealth Management, LLC 0.16% Add +69.7% 2,206 $585K
Nicholas Wealth, LLC. 0.45% New 2,205 $585K
Vienna Asset Management LLC 0.53% New 2,138 $583K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -3.8% 2,196 $582K
Convergence Financial, LLC 0.24% New 2,178 $577K
Metis Global Partners, LLC 0.02% Reduce -4.2% 2,172 $576K
Inscription Capital, LLC 0.09% New 2,159 $572K
Brookstone Capital Management 0.01% Reduce -8.2% 2,153 $571K
Polymer Capital Management (HK) LTD 0.14% New 2,150 $570K
Diversified Trust Co. 0.02% Add +1.5% 2,107 $559K
Pinebridge Investments, L.P. 0.00% Reduce -88.5% 2,106 $558K
WNY Asset Management, LLC 0.09% Reduce -19.4% 2,102 $557K
Financial Freedom, LLC 0.33% Reduce -65.2% 2,080 $551K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -2.5% 2,077 $551K
SC US (ttgp), LTD. 0.00% No change 2,074 $550K
Belmont Capital, LLC 0.15% No change 2,072 $549K
Seaview Investment Managers LLC 0.16% Reduce -21.4% 2,025 $537K
C M Bidwell & Associates Ltd. 0.36% Add +88.2% 2,019 $535K
Robertson Stephens Wealth Management, LLC 0.03% New 2,010 $533K
Cutler Group LLC / CA 0.26% Reduce -86.9% 1,982 $525K
CoreCap Advisors, LLC 0.03% Add +8.9% 1,950 $517K
Benjamin Edwards Inc. 0.10% Add +520.4% 1,948 $516K
Yousif Capital Management, LLC 0.01% Reduce -24.1% 1,946 $516K
Lazard Asset Management LLC 0.00% Add +529.9% 1,915 $507K
Forum Financial Management, LP 0.01% Reduce -6.2% 1,901 $504K
Assenagon Asset Management S.A. 0.00% New 1,890 $501K
Flagship Harbor Advisors, LLC 0.03% Add +52.3% 1,879 $498K
PMC FIG Opportunities LLC 0.74% New 1,863 $494K
Laidlaw Wealth Management LLC 0.28% Reduce -7.0% 1,860 $493K
Vanguard Capital Wealth Advisors 0.35% Add +48.9% 1,858 $493K
Focus Partners Wealth 0.00% New 1,856 $492K
Vishria Bird Financial Group, LLC 0.21% New 1,850 $490K
Ellevest, Inc. 0.03% Add +55.7% 1,843 $489K
Cigna Investments Inc. 0.09% No change 1,833 $486K
Valeo Financial Advisors, LLC 0.02% Reduce -7.1% 2,162 $485K
Lecap Asset Management Ltd. 0.10% Reduce -69.3% 1,823 $483K
Strategic Wealth Partners, Ltd. 0.05% Reduce -1.3% 1,815 $481K
Comerica Bank 0.00% Reduce -41.1% 1,807 $479K
IFP Advisors, Inc 0.02% Reduce -28.2% 1,806 $479K
MAI Capital Management 0.01% Add +2.0% 1,802 $478K
Keystone Wealth Services, LLC 0.15% Reduce -2.3% 1,792 $475K
Cinctive Capital Management LP 0.02% New 1,766 $468K
HighPoint Advisor Group LLC 0.03% Reduce -14.2% 2,334 $466K
Jacobi Capital Management LLC 0.04% Reduce -54.7% 1,755 $465K
Requisite Capital Management, LLC 0.10% Reduce -5.6% 1,700 $451K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -13.1% 1,692 $449K
Glenmede Trust Co. NA 0.00% New 1,686 $447K
IPG Investment Advisors LLC 0.10% Reduce -36.2% 1,682 $446K
Inspire Investing, LLC 0.05% Reduce -33.5% 1,676 $444K
Integrated Wealth Concepts LLC 0.01% Reduce -11.0% 1,671 $443K
Berger Financial Group, Inc 0.04% Reduce -31.1% 1,671 $443K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.05% Reduce -6.3% 1,670 $443K
Scotia Capital Inc. 0.00% Reduce -34.4% 1,669 $442K
W1M Investment Management Ltd 0.01% No change 1,659 $440K
Concurrent Investment Advisors, LLC 0.02% Reduce -37.5% 1,658 $440K
DeDora Capital, Inc. 0.14% Add +0.9% 1,653 $438K
Global Retirement Partners, LLC 0.02% Add +70.8% 1,646 $436K
Guggenheim Capital LLC 0.00% New 1,631 $432K
Prime Capital Investment Advisors, LLC 0.01% Add +28.4% 1,627 $431K
Brooklyn Investment Group 0.18% Add +1.0% 1,694 $427K
Source Financial Advisors LLC 0.13% No change 1,600 $424K
Sigma Planning Corp 0.01% Add +19.9% 1,578 $418K
Tamar Securities, LLC 0.07% New 1,578 $418K
LBP Am SA 0.02% New 1,573 $417K
Kingsview Wealth Management, LLC 0.01% Reduce -4.2% 1,563 $414K
National Philanthropic Trust 0.01% Reduce -18.5% 1,560 $414K
Prio Wealth Limited Partnership 0.01% No change 1,550 $411K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -37.1% 5,450 $409K
CRA Financial Services, LLC 0.09% Reduce -23.6% 1,539 $408K
Meeder Advisory Services, Inc. 0.04% Add +13.5% 1,532 $406K
Cornerstone Wealth Management, LLC 0.03% Add +17.1% 1,529 $405K
Greenleaf Trust 0.00% Reduce -3.7% 1,517 $402K
Rakuten Investment Management, Inc. 0.00% Add +1120.3% 1,501 $398K
Shay Capital LLC 0.12% New 1,500 $398K
LMR Partners LLP 0.01% No change 1,500 $398K
Westmount Partners, LLC 0.14% Add +7.2% 1,491 $395K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 1,487 $394K
Columbia Advisory Partners LLC 0.40% Reduce -1.7% 1,484 $393K
Oak Thistle LLC 0.35% Reduce -75.1% 1,479 $392K
Accurate Wealth Management, LLC 0.11% Add +9.2% 1,847 $390K
Jeppson Wealth Management, LLC 0.15% Reduce -6.4% 1,454 $385K
Elevation Point Wealth Partners, LLC 0.03% Reduce -28.9% 1,445 $383K
Sivia Capital Partners, LLC 0.26% Reduce -30.1% 1,441 $382K
Level Four Advisory Services, LLC 0.02% No change 2,194 $382K
Wedmont Private Capital 0.03% New 1,562 $379K
Magnolia Capital Advisors LLC 0.32% Add +10.8% 1,791 $378K
World Equity Group, Inc. 0.08% Add +5.1% 1,425 $378K
Circle Wealth Management, LLC 0.01% No change 1,420 $376K
Arkadios Wealth Advisors 0.03% Reduce -58.2% 1,418 $376K
American International Group, Inc. 0.00% Add +1.3% 1,411 $374K
Assetmark, Inc. 0.00% Add +8.9% 1,405 $372K
Crossmark Global Holdings, Inc. 0.01% New 1,391 $368K
Arkos Global Advisors 0.06% Add +18.9% 1,381 $366K
Visionary Wealth Advisors 0.02% New 1,378 $365K
Sheaff Brock Investment Advisors, LLC 0.03% No change 1,364 $362K
Capital Advisors Wealth Management, LLC 0.07% Reduce -6.4% 1,351 $358K
Perennial Investment Advisors, LLC 0.05% New 1,342 $356K
Crestone Asset Management LLC 0.07% No change 1,335 $354K
Townsquare Capital LLC 0.01% Add +10.5% 1,328 $352K
Midland Wealth Advisors, LLC 0.02% New 1,310 $347K
Empirical Capital Management, LLC 0.28% New 1,300 $345K
Nkcfo LLC 0.21% New 1,300 $345K
Daiichi Life Insurance Co., Ltd. 0.01% Reduce -21.1% 1,301 $345K
Wealthgate Family Office, LLC 0.89% No change 1,298 $344K
Phoenix Financial Ltd. 0.00% New 1,294 $342K
Mountain Capital Investment Advisors Inc. 0.09% Add +0.4% 1,393 $338K
Pettinga Financial Advisors LLC 0.09% New 1,272 $337K
Ancora Advisors LLC 0.01% Add +25.7% 1,267 $336K
NorthRock Partners, LLC 0.01% New 1,261 $334K
Wealthcare Advisory Partners LLC 0.01% Reduce -0.8% 1,249 $331K
Mackenzie Financial Corp. 0.00% New 1,245 $330K
Klingenstein Fields & Co. LP 0.01% New 1,224 $325K
Avid Wealth Partners LLC 0.26% No change 1,221 $324K
EPIQ Capital Group, LLC 0.13% Reduce -61.2% 1,217 $323K
Tradition Wealth Management, LLC 0.03% Add +7.5% 1,213 $322K
Oxinas Partners, LLC 0.21% Reduce -7.8% 1,212 $321K
Symmetry Partners, LLC 0.03% No change 1,202 $319K
Aquatic Capital Management LLC 0.01% Reduce -98.0% 1,200 $318K
Pitcairn Co. 0.02% Reduce -4.3% 1,186 $314K
Composition Wealth, LLC 0.01% Reduce -43.5% 1,171 $311K
Chickasaw Capital Management LLC 0.01% No change 1,158 $307K
Rockline Wealth Management, LLC 0.11% New 1,157 $307K
Crosspoint Financial, LLC 2.61% Reduce -11.5% 1,153 $306K
OneDigital Investment Advisors LLC 0.00% New 1,151 $305K
Harvey Capital Management Inc. 0.09% Reduce -17.9% 1,150 $305K
Watershed Private Wealth LLC 0.13% New 1,149 $305K
Cranbrook Wealth Management, LLC 0.08% No change 1,142 $303K
Merit Financial Group, LLC 0.01% Reduce -36.3% 1,346 $300K
RIA Advisory Group LLC 0.12% New 1,128 $299K
Proficio Capital Partners LLC 0.03% New 1,120 $298K
Smith Anglin Financial, LLC 0.03% New 1,119 $297K
Teza Capital Management LLC 0.04% New 1,115 $296K
Los Angeles Capital Management LLC 0.00% New 1,108 $294K
Capital Investment Advisors, LLC 0.01% Reduce -18.8% 1,104 $293K
Trillium Asset Management, LLC 0.01% New 1,100 $292K
Western Wealth Management, LLC 0.02% New 1,095 $290K
Acorn Financial Advisory Services Inc. 0.05% New 1,070 $284K
Counterpoint Mutual Funds LLC 0.07% New 1,063 $282K
Koshinski Asset Management, Inc. 0.03% Reduce -45.0% 1,053 $279K
Stephens Inc. 0.00% New 1,050 $278K
Omnia Family Wealth, LLC 0.13% New 1,044 $277K
Evergreen Capital Management LLC 0.01% New 1,036 $275K
Dana Investment Advisors, Inc. 0.01% Reduce -58.1% 1,032 $274K
Integrated Advisors Network LLC 0.01% Reduce -82.2% 1,031 $273K
Fi3 FINANCIAL ADVISORS, LLC 0.13% Add +0.8% 1,221 $273K
Kingswood Wealth Advisors, LLC 0.03% Reduce -36.8% 1,028 $273K
Plancorp, LLC 0.01% New 1,018 $270K
Next Capital Management LLC 0.11% New 1,015 $269K
FNY Investment Advisers, LLC 0.16% New 1,011 $268K
Berkshire Asset Management LLC 0.01% New 1,007 $267K
Armstrong, Fleming & Moore, Inc 0.18% New 1,000 $265K
Azzad Asset Management Inc. 0.03% New 1,000 $265K
SP Asset Management LLC 0.02% New 1,000 $265K
Intrinsic Edge Capital Management LLC 0.02% New 1,000 $265K
Welch Group, LLC 0.01% New 1,000 $265K
Avior Wealth Management, LLC 0.01% Add +405.6% 996 $264K
Old Mission Capital LLC 0.01% New 995 $264K
HB Wealth Management, LLC 0.00% New 992 $263K
Waverly Advisors, LLC 0.01% New 991 $263K
Headlands Technologies LLC 0.06% Reduce -71.4% 977 $259K
GFG Capital, LLC 0.07% New 973 $258K
Triumph Capital Management 0.11% New 1,022 $258K
Lauterbach Financial Advisors, LLC 0.17% New 963 $255K
RMR Wealth Builders 0.03% New 959 $254K
Machina Capital S.A.S. 0.13% New 950 $252K
Brandywine Oak Private Wealth LLC 0.03% New 949 $252K
Dynamic Advisor Solutions LLC 0.01% New 938 $249K
Bill Few Associates, Inc. 0.10% New 921 $244K
Farther Finance Advisors, LLC 0.01% Add +31.0% 954 $241K
Capital Advisors Inc. 0.01% New 899 $238K
HBK Sorce Advisory LLC 0.01% Reduce -29.6% 893 $237K
Three Seasons Wealth, LLC 0.17% New 963 $237K
EagleClaw Capital Managment, LLC 0.04% New 890 $236K
Walleye Capital LLC 0.00% New 890 $236K
Banco BTG Pactual S.A. 0.07% Reduce -69.3% 888 $235K
Marex Group Ltd 0.01% Reduce -37.0% 884 $234K
Edmond DE Rothschild Holding S.A. 0.00% Add +39.7% 880 $233K
Surience Private Wealth LLC 0.22% New 879 $233K
Chicago Partners Investment Group LLC 0.01% New 985 $233K
HUB Investment Partners, LLC 0.01% Reduce -49.7% 872 $231K
Park Avenue Securities LLC 0.00% New 873 $231K
Crestwood Advisors Group, LLC 0.01% New 866 $230K
Armistice Capital, LLC 0.01% New 851 $226K
First Heartland Consultants, Inc. 0.02% New 845 $224K
Founders Financial Securities LLC 0.02% New 842 $223K
Essex Financial Services, Inc. 0.02% New 837 $222K
Abn Amro Investment Solutions 0.00% New 837 $222K
Kuhn & Co Investment Counsel 0.21% New 835 $221K
PFG Investments, LLC 0.01% New 828 $220K
Clarius Group, LLC 0.02% New 825 $219K
HM Payson & Co. 0.00% Add +0.9% 823 $218K
LJI Wealth Management, LLC 0.06% New 822 $218K
GAMMA Investing LLC 0.04% Add +3.2% 816 $216K
Handelsbanken Fonder AB 0.00% Reduce -63.0% 803 $213K
Tsfg, LLC 0.05% Reduce -29.2% 799 $212K
AE Wealth Management LLC 0.00% Reduce -96.2% 798 $211K
Allen Operations LLC 0.04% New 790 $209K
AXA S.A. 0.00% New 786 $208K
Procyon Advisors, LLC 0.02% New 781 $207K
waypoint wealth counsel 0.16% New 779 $207K
Pine Valley Investments Ltd Liability Co 0.02% New 777 $206K
Capital CS Group, LLC 0.21% New 775 $205K
Oxford Wealth Group, LLC 0.19% — 773 $205K
Callan Capital, LLC 0.02% New 770 $204K
Whalerock Point Partners, LLC 0.06% New 765 $203K
Ameritas Advisory Services, LLC 0.01% New 796 $202K
Emfo, LLC 0.18% Add +9.3% 760 $201K
Dorsey & Whitney Trust CO LLC 0.01% New 759 $201K
Gerber Kawasaki Wealth & Investment Management 0.01% New 759 $201K
Buckingham Strategic Wealth, LLC 0.00% New 755 $200K
CI Investments Inc. 0.00% Reduce -13.8% 756 $200K
Guardian Life Insurance Co of America 100.00% — 752 $199K
ICA Group Wealth Management, LLC 0.04% Reduce -6.8% 750 $199K
Gryphon Financial Partners LLC 0.03% New 745 $198K
Banque Cantonale Vaudoise 0.01% Reduce -23.0% 724 $192K
Shell Asset Management Co. 0.01% New 853 $190K
EverSource Wealth Advisors, LLC 0.01% Reduce -0.3% 925 $189K
Retirement Group, LLC 0.07% Add +95.8% 705 $187K
Fernwood Investment Management, LLC 0.05% New 705 $187K
Huntington National Bank 0.00% Add +173.9% 682 $181K
Nemes Rush Group LLC 0.03% Add +5.3% 674 $179K
First Horizon Advisors, Inc. 0.01% Reduce -45.8% 670 $178K
CENTRAL TRUST Co 0.00% Add +41.3% 650 $172K
Harbor Investment Advisory, LLC 0.02% Add +161.9% 647 $172K
Ostrum Asset Management 0.01% No change 635 $168K
Caitlin John, LLC 0.12% No change 605 $160K
Clearstead Advisors, LLC 0.01% Add +35.5% 744 $148K
HHM Wealth Advisors, LLC 0.02% Add +925.9% 554 $147K
Oakworth Capital, Inc. 0.01% No change 552 $146K
Hollencrest Capital Management 0.01% Add +1351.3% 537 $142K
Fairman Group, LLC 0.13% No change 500 $133K
Alta Advisers Ltd 0.07% Add +25.0% 500 $133K
SRH Advisors, LLC 0.04% No change 500 $133K
NFSG Corp 0.06% New 497 $132K
Financial Perspectives, Inc 0.05% No change 493 $131K
Larson Financial Group LLC 0.01% Add +34.8% 473 $125K
Credit Agricole S A 0.00% Reduce -57.5% 572 $125K
Tyler-Stone Wealth Management 0.05% Add +66.1% 465 $123K
Indiana Trust & Investment Management Co 0.05% Reduce -24.4% 465 $123K
Centaurus Financial, Inc. 0.01% New 462 $122K
Hexagon Capital Partners LLC 0.03% No change 431 $114K
Mma Asset Management LLC 0.05% New 426 $113K
Harvest Fund Management Co., Ltd 0.01% Reduce -47.4% 422 $112K
Sound Income Strategies, LLC 0.01% No change 401 $106K
PSI Advisors, LLC 0.04% No change 381 $101K
Tucker Asset Management LLC 0.02% Add +35.3% 376 $100K
Glen Eagle Advisors, LLC 0.02% Reduce -21.2% 372 $99K
Macroview Investment Management LLC 0.11% Add +6.7% 365 $97K
HighMark Wealth Management LLC 0.06% Add +7.3% 365 $97K
Creative Financial Designs Inc. 0.01% Add +137.3% 356 $94K
Oliver Lagore Vanvalin Investment Group 0.03% No change 355 $94K
Motco 0.01% No change 350 $93K
Wiser Advisor Group LLC 0.14% Reduce -2.3% 346 $92K
Central Pacific Bank - Trust Division 0.01% — 360 $91K
Activest Wealth Management 0.04% New 342 $91K
Cape Investment Advisory, Inc. 0.04% Reduce -4.0% 337 $89K
Center for Financial Planning, Inc. 0.01% Reduce -12.9% 332 $88K
Frank, Rimerman Advisors LLC 0.02% No change 319 $85K
First Manhattan Co. Llc. 0.00% No change 315 $84K
Hoey Investments, Inc. 0.02% No change 312 $83K
Westside Investment Management, Inc. 0.02% Reduce -36.4% 306 $81K
Gould Capital, LLC 0.06% No change 301 $80K
Sunbelt Securities, Inc. 0.01% Add +203.0% 300 $80K
Parkside Financial Bank & Trust 0.01% Reduce -6.9% 297 $79K
Global Assets Advisory, LLC 0.05% New 309 $78K
Capital Advisors, Ltd. LLC 0.01% Reduce -1.7% 285 $76K
Bradley & Co. Private Wealth Management, LLC 0.06% No change 284 $75K
FinTrust Capital Advisors, LLC 0.01% No change 282 $75K
Valley National Advisers Inc. 0.01% Add +8.1% 282 $74K
Hantz Financial Services, Inc. 0.00% Reduce -40.6% 273 $72K
Quadrant Capital Group LLC 0.01% Add +5.2% 261 $69K
Stephens Consulting, LLC 0.02% No change 250 $66K
SOA Wealth Advisors, LLC. 0.01% No change 240 $64K
NCP Inc. 0.04% — 225 $60K
TD Waterhouse Canada Inc. 0.00% Add +8.2% 330 $59K
Principal Securities, Inc. 0.00% Reduce -69.7% 213 $56K
Impact Partnership Wealth, LLC 0.02% Reduce -51.8% 205 $54K
Global Trust Asset Management, LLC 0.02% No change 204 $54K
Cedar Mountain Advisors, LLC 0.01% No change 202 $54K
Addison Advisors LLC 0.02% Reduce -50.0% 200 $53K
Venturi Wealth Management, LLC 0.00% Reduce -5.3% 195 $52K
AlphaMark Advisors, LLC 0.02% No change 187 $50K
Salem Investment Counselors Inc. 0.00% Add +162.9% 184 $49K
GPS Wealth Strategies Group, LLC 0.01% Add +203.3% 182 $48K
Blue Trust, Inc. 0.00% Reduce -88.2% 180 $48K
ORG Partners LLC 0.09% New 183 $46K
Quarry LP 0.02% Reduce -6.0% 174 $46K
Chelsea Counsel Co. 0.03% New 170 $45K
Riverview Trust Co 0.03% New 161 $43K
Financial Management Professionals, Inc. 0.01% No change 159 $42K
Barrett & Company, Inc. 0.02% No change 150 $40K
NBT Bank, N.A. 0.00% No change 150 $40K
Silvant Capital Management LLC 0.00% No change 150 $40K
Signature Resources Capital Management, LLC 0.04% No change 223 $39K
Pittenger & Anderson Inc. 0.00% No change 145 $38K
Private Wealth Management Group, LLC 0.02% Add +5.2% 143 $38K
Sugarloaf Wealth Management, LLC 0.01% Add +15.7% 140 $37K
Global Wealth Strategies & Associates 0.01% No change 137 $36K
Avestar Capital, LLC 0.00% Reduce -18.8% 130 $34K
Private Trust Co. NA 0.00% Reduce -34.7% 128 $34K
Manchester Capital Management LLC 0.00% No change 127 $34K
Albion Financial Group 0.00% No change 126 $33K
Highline Wealth Partners LLC 0.01% Add +27.6% 125 $33K
Jones Financial Companies LLLP 0.00% New 118 $31K
Montag A & Associates Inc. 0.00% No change 116 $31K
Concord Wealth Partners 0.01% Add +322.2% 114 $30K
Arax Advisory Partners 0.00% No change 112 $30K
Geneos Wealth Management Inc. 0.00% Add +833.3% 112 $30K
Sanctuary Wealth Management, L.L.C. 0.02% No change 105 $28K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +5.0% 105 $28K
Jamison Private Wealth Management, Inc. 0.00% Add +65.6% 101 $27K
Mine & Arao Wealth Creation & Management, LLC. 0.01% No change 100 $27K
Princeton Global Asset Management LLC 0.01% New 100 $27K
Allianz SE 0.00% — 100 $27K
Peoples Financial Services Corp. 0.01% No change 100 $27K
Zions Bancorporation, N.A. 0.00% Reduce -9.3% 97 $26K
Halpern Financial, Inc. 0.01% No change 100 $25K
Covestor Ltd 0.02% Reduce -46.7% 96 $25K
AlphaQuest LLC 0.00% New 89 $24K
Bell Investment Advisors, Inc 0.00% Reduce -2.3% 86 $23K
Palisade Asset Management, LLC 0.00% New 83 $22K
EntryPoint Capital, LLC 0.02% New 82 $22K
SouthState Bank Corp 0.00% No change 81 $21K
Baldwin Wealth Partners LLC 0.00% No change 80 $21K
Quent Capital, LLC 0.00% Add +27.4% 79 $21K
Mather Group, Llc. 0.00% New 120 $21K
Arlington Trust Co LLC 0.01% No change 78 $21K
Raleigh Capital Management Inc. 0.01% No change 77 $20K
Versant Capital Management, Inc 0.01% Reduce -3.8% 76 $20K
VitalStone Financial, LLC 0.02% Reduce -11.8% 75 $20K
Towne Trust Company, N.A 0.01% New 75 $20K
CSS LLC 0.00% New 72 $19K
Wolff Wiese Magana LLC 0.02% No change 71 $19K
Quintet Private Bank (Europe) S.A. 0.00% New 63 $18K
GHP Investment Advisors, Inc. 0.00% Reduce -53.9% 65 $17K
Bogart Wealth, LLC 0.00% Add +5.0% 63 $17K
Wetzel Investment Advisors, Inc. 0.01% No change 75 $16K
Advantage Trust Co 0.01% No change 60 $16K
PFS Partners, LLC 0.01% New 58 $15K
CarsonAllaria Wealth Management, Ltd. 0.01% Reduce -63.0% 57 $15K
Carmichael Hill & Associates, Inc. 0.01% No change 55 $15K
North Star Investment Management Corp. 0.00% No change 55 $15K
Smartleaf Asset Management LLC 0.00% New 55 $14K
Pension & Wealth Management Advisors, Inc. 0.01% New 53 $14K
City State Bank 0.01% No change 52 $14K
Mechanics Financial Corp 0.01% No change 50 $13K
First Command Advisory Services, Inc. 0.00% No change 50 $13K
Dunhill Financial, LLC 0.01% No change 47 $12K
Rosenberg Matthew Hamilton 0.00% No change 49 $12K
Meeder Asset Management Inc. 0.00% New 45 $12K
St Germain D J Co. Inc. 0.00% No change 45 $12K
Tidemark, LLC 0.01% No change 43 $11K
MassMutual Private Wealth & Trust, FSB 0.00% Add +138.9% 43 $11K
Transcendent Capital Group LLC 0.01% No change 42 $11K
CNB Bank 0.01% No change 42 $11K
Bruce G. Allen Investments, LLC 0.01% Reduce -2.4% 41 $11K
Main Street Group, LTD 0.01% No change 43 $11K
Clean Yield Group 0.00% No change 40 $11K
Hartford Financial Management Inc. 0.00% No change 40 $11K
Sandy Spring Bank 0.00% Add +95.0% 39 $10K
Sachetta, LLC 0.00% No change 57 $10K
Glass Jacobson Investment Advisors llc 0.00% No change 35 $9K
Gradient Investments LLC 0.00% Reduce -86.3% 34 $9K
Lanark Financial, Inc. 0.00% No change 36 $9K
Abich Financial Wealth Management LLC 0.01% Add +1000.0% 33 $9K
Elevation Wealth Partners, LLC 0.00% Reduce -54.2% 33 $9K
Investors Research Corp 0.00% No change 33 $9K
IFS Advisors, LLC 0.01% No change 33 $9K
Elequin Capital, LP 0.01% New 32 $8K
Core Wealth Advisors, Inc. 0.00% No change 31 $8K
JFS Wealth Advisors, LLC 0.00% No change 31 $8K
Armstrong Advisory Group, Inc. 0.00% No change 46 $8K
TrinityBridge Ltd 0.00% No change 30 $8K
Gilliland Jeter Wealth Management LLC 0.00% New 30 $8K
Pathway Financial Advisers, LLC 0.00% Reduce -83.1% 28 $7K
Archer Investment Corp 0.00% Reduce -78.1% 28 $7K
Scarborough Advisors, LLC 0.00% No change 27 $7K
WR Wealth Planners, LLC 0.00% New 27 $7K
Raffa Wealth Management, LLC 0.00% No change 27 $7K
Ogorek Anthony Joseph /NY/ 0.00% New 27 $7K
Cornerstone Planning Group LLC 0.00% Add +14.8% 31 $7K
J.Safra Asset Management Corp 0.00% New 26 $7K
PayPay Securities Corp 0.33% Reduce -67.1% 25 $7K
LifeSteps Financial, Inc. 0.01% New 25 $7K
Orion Capital Management LLC 0.00% No change 25 $7K
Ransom Advisory, Ltd 0.00% — 25 $7K
Eukles Asset Management 0.00% No change 25 $7K
TFC Financial Management, Inc. 0.00% Add +4.3% 24 $6K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 21 $6K
Institutional & Family Asset Management, LLC 0.00% No change 21 $6K
Plante Moran Financial Advisors, LLC 0.00% Reduce -12.5% 21 $6K
Bellevue Asset Management, LLC 0.00% No change 20 $5K
Hilltop National Bank 0.00% — 20 $5K
Tortoise Investment Management, LLC 0.00% No change 20 $5K
Concourse Financial Group Securities, Inc. 0.00% No change 20 $5K
WASHINGTON TRUST Co 0.00% No change 20 $5K
Bartlett & Co. Wealth Management LLC 0.00% No change 20 $5K
Vima LLC 0.01% Reduce -94.8% 78 $5K
Prestige Wealth Management Group LLC 0.00% No change 19 $5K
Crewe Advisors LLC 0.00% New 19 $5K
Creekmur Asset Management LLC 0.00% Reduce -87.9% 19 $5K
Centerpoint Advisors, LLC 0.00% No change 17 $5K
Asset Dedication, LLC 0.00% No change 19 $5K
CVA Family Office, LLC 0.00% Add +13.3% 17 $5K
Riggs Asset Managment Co. Inc. 0.00% Add +6.7% 16 $4K
Roble, Belko & Company, Inc 0.00% No change 15 $4K
Rise Advisors, LLC 0.00% Reduce -70.0% 15 $4K
Frazier Financial Advisors, LLC 0.00% New 14 $4K
Independence Bank of Kentucky 0.00% New 13 $3K
Castleview Partners, LLC 0.00% No change 12 $3K
Duncker Streett & Co. Inc. 0.00% No change 12 $3K
Avion Wealth 0.00% Add +25.0% 10 $3K
Truvestments Capital LLC 0.00% No change 11 $3K
SJS Investment Consulting Inc. 0.00% Reduce -9.1% 10 $3K
Beaird Harris Wealth Management, LLC 0.00% Reduce -83.3% 10 $3K
CGC Financial Services, LLC 0.00% No change 10 $3K
Gen-Wealth Partners Inc 0.00% — 10 $3K
Northwest Investment Counselors, LLC 0.00% New 10 $3K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 10 $3K
Beacon Capital Management, LLC 0.00% Reduce -47.4% 10 $3K
Evergreen Private Wealth LLC 0.00% No change 8 $2K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 8 $2K
FRG Family Wealth Advisors LLC 0.00% New 10 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 6 $2K
WealthCollab, LLC 0.00% No change 7 $2K
Register Financial Advisors LLC 0.00% New 6 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $2K
Clear Point Advisors Inc. 0.00% No change 5 $1K
Abound Wealth Management 0.00% Add +150.0% 5 $1K
Rothschild Investment LLC 0.00% Reduce -99.6% 5 $1K
Godsey & Gibb, Inc. 0.00% No change 5 $1K
Tradewinds Capital Management, LLC 0.00% No change 4 $1K
Janiczek Wealth Management, LLC 0.00% Reduce -92.6% 4 $1K
Continuum Advisory, LLC 0.00% New 5 $1K
Horrell Capital Management, Inc. 0.00% No change 3 $1K
Bessemer Group Inc. 0.00% Reduce -99.6% 4 $1K
Brown, Lisle/Cummings, Inc. 0.00% No change 3 $795
Estabrook Capital Management 0.00% No change 3 $795
PEAK6 Investments LLC 0.00% Reduce -100.0% 2 $581
Marquette Asset Management, LLC 0.00% No change 2 $531
Clear Investment Research, LLC 0.00% Add +100.0% 2 $530
Salomon & Ludwin, LLC 0.00% No change 2 $530
MCF Advisors LLC 0.00% No change 1 $266
Colonial Trust Advisors 0.00% No change 1 $265

"% of holder's portfolio" is COIN's weight in each manager's 13F, not the share of Coinbase Global Inc. Class A the manager owns.