Coinbase Global Inc. Class ACOIN

13F holders, Q3 2024 (September 30)
872holders −43
94new positions
138sold out
7famous investors
$178.49avg. 13F price*

At the end of Q3 2024, 872 institutions reported holding Coinbase Global Inc. Class A (COIN) in their 13F filings, down 43 from Q2 2024. 94 opened new positions and 138 sold out. The largest holders were Vanguard Group Inc. ($3.3B), BlackRock, Inc. ($2.0B) and FMR LLC ($1.2B). 7 famous investors held it, including Cathie Wood (5.3% of ARK Investment Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions94$359.0M
Exits138$1.1B

All 13F filers, Q2 2024 → Q3 2024: 12,157,721 shares bought and 13,921,929 shares sold, net −1,764,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 872 holders

Vanguard Group Inc. 0.06% Add +3.6% 18,290,295 $3.3B
BlackRock, Inc. 0.04% — 11,327,117 $2.0B
FMR LLC 0.07% Reduce -38.9% 6,746,568 $1.2B
Paradigm Operations LP 100.00% No change 4,515,596 $804.5M
State Street Corp. 0.03% Add +3.8% 4,300,794 $766.3M
Geode Capital Management, LLC 0.05% Add +10.1% 3,425,619 $609.8M
ARK Investment Management 5.28% Reduce -8.9% 3,241,198 $577.5M
Sumitomo Mitsui Trust Group, Inc. 0.40% Add +2.3% 3,201,106 $570.3M
Jane Street Group, LLC 0.89% Add +1.8% 3,095,948 $551.6M
Amova Asset Management Americas, Inc. 5.63% Add +3.7% 2,789,219 $497.0M
Norges Bank 0.06% Add +21.3% 2,532,095 $451.1M
Morgan Stanley 0.03% Reduce -5.6% 2,356,738 $419.9M
Clear Street Derivatives LLC 7.06% Add +14.3% 2,300,720 $409.9M
Susquehanna International Group, LLP 0.63% Add +133.4% 2,048,237 $364.9M
Cowen and Company, LLC 7.94% Reduce -14.3% 1,275,333 $227.2M
JPMorgan Chase & Co. 0.02% Add +29.6% 1,189,210 $211.9M
Hudson Bay Capital Management LP 1.64% Add +3747.3% 1,146,000 $204.2M
Sozo Ventures GP II, L.P. 99.35% No change 1,085,040 $193.3M
Northern Trust Corp. 0.03% Add +6.0% 1,076,358 $191.8M
Nomura Holdings Inc. 1.46% Add +242.8% 1,069,634 $190.6M
Multicoin Capital Management, LLC 71.94% No change 1,067,797 $190.2M
Legal & General Group Plc 0.04% Reduce -0.9% 935,851 $166.7M
Charles Schwab Investment Management Inc. 0.03% Add +6.1% 919,078 $163.8M
T. Rowe Price Associates Inc. 0.02% Add +57.4% 895,828 $159.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -0.6% 756,340 $134.8M
Deutsche Bank AG 0.05% Reduce -30.5% 689,504 $122.8M
Banco Bilbao Vizcaya Argentaria, S.A. 1.22% Add +1.7% 695,861 $122.3M
Bank of New York Mellon Corp 0.02% Add +2.0% 654,150 $116.5M
National Bank of Canada 0.14% Reduce -2.1% 604,571 $107.7M
Eagle Asset Management Inc. 0.52% Add +46.5% 375,600 $101.7M
Qube Research & Technologies Ltd 0.18% Add +100.5% 547,623 $97.6M
Natixis 0.59% Add +58.6% 547,515 $97.6M
Nuveen Asset Management, LLC 0.03% Add +5.6% 547,282 $97.5M
Goldman Sachs Group Inc. 0.02% Add +19.3% 527,401 $94.0M
Barclays PLC 0.04% Add +63.7% 522,661 $93.1M
Bank of America Corp. 0.01% Add +7.3% 511,929 $91.2M
HRT Financial LP 0.42% New 473,103 $84.3M
Capital Fund Management S.A. 0.92% Reduce -32.0% 465,329 $82.9M
Pinegrove Venture Partners, LLC 66.52% — 413,368 $73.6M
Dimensional Fund Advisors LP 0.02% Add +13.6% 400,336 $71.4M
Ribbit Management Company, LLC 4.71% Add +4.7% 394,100 $70.2M
American Century Companies Inc. 0.04% Reduce -18.3% 387,279 $69.0M
Cullinan Associates Inc. 3.68% Add +0.8% 302,925 $65.2M
Voloridge Investment Management, LLC 0.23% Reduce -22.5% 361,314 $64.4M
Verition Fund Management LLC 0.49% Add +4622.1% 356,946 $63.6M
Invesco Ltd. 0.01% Reduce -15.7% 353,365 $63.0M
California Public Employees Retirement System 0.04% Reduce -0.8% 335,475 $59.8M
Ameriprise Financial Inc. 0.02% Add +386.6% 334,752 $59.6M
IDG Technology Venture Investment IV, LLC 100.00% No change 332,866 $59.3M
Westfield Capital Management Co. LP 0.26% Add +61.5% 328,270 $58.5M
DGS Capital Management, LLC 15.85% Add +0.0% 327,929 $58.4M
Compound Planning, Inc. 3.62% Add +2.3% 325,154 $57.9M
Azora Capital LP 3.11% Add +214.1% 322,868 $57.5M
Voya Investment Management LLC 0.07% Reduce -1.4% 307,507 $54.8M
California State Teachers Retirement System 0.06% Add +2.1% 306,922 $54.7M
Citigroup Inc. 0.05% Add +83.8% 301,294 $53.7M
Allen Investment Management, LLC 0.64% Reduce -16.0% 300,893 $53.6M
Marshall Wace, LLP 0.07% New 291,675 $52.0M
Squarepoint Ops LLC 0.17% Reduce -30.8% 287,504 $51.2M
Parcion Private Wealth LLC 4.13% Reduce -6.1% 278,514 $49.6M
National Pension Service 0.05% Add +15.6% 265,646 $47.3M
Rhumbline Advisers 0.04% Add +1.3% 259,790 $46.3M
Kemnay Advisory Services Inc. 8.27% Reduce -6.2% 256,399 $45.7M
Ieq Capital, LLC 0.56% Reduce -1.4% 254,126 $45.3M
UBS Group AG 0.01% Reduce -11.1% 242,720 $43.2M
Canada Pension Plan Investment Board 0.04% Add +683.7% 240,207 $42.8M
Paragon Capital Management Ltd 7.85% No change 223,393 $39.8M
Van Eck Associates Corp. 0.05% Add +110.4% 198,788 $39.5M
Holocene Advisors, LP 0.16% New 216,283 $38.5M
Neuberger Berman Group LLC 0.03% Add +32.3% 215,094 $38.3M
Amundi 0.01% Add +20.0% 225,727 $37.9M
Contrarius Investment Management Ltd 2.15% Reduce -3.5% 212,335 $37.8M
Tidal Investments LLC 0.41% Add +7.6% 210,113 $37.4M
Royal Bank of Canada 0.01% Reduce -12.3% 191,513 $34.1M
Federated Hermes, Inc. 0.07% Add +146.1% 191,342 $34.1M
Yong Rong (HK) Asset Management Ltd 9.71% New 186,500 $33.2M
State Board of Administration of Florida Retirement System 0.06% Reduce -3.8% 184,504 $32.9M
Wells Fargo & Company 0.01% Add +161.8% 178,560 $31.8M
Patient Capital Management, LLC 1.55% Reduce -1.3% 176,832 $31.5M
CloudAlpha Capital Management Limited/Hong Kong 4.15% New 167,010 $29.8M
TD Asset Management Inc 0.03% Add +38.3% 154,291 $29.5M
Twin Tree Management, LP 0.68% Add +19.3% 163,665 $29.2M
PEAK6 Investments LLC 1.40% Add +8578.9% 157,348 $28.0M
Frontier Capital Management Co. LLC 0.26% New 152,546 $27.2M
Banco Santander, S.A. 0.31% Add +12.7% 148,906 $26.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +26.7% 146,633 $26.1M
SpiderRock Advisors, LLC 0.55% Reduce -16.2% 144,653 $25.8M
Parallax Volatility Advisers, L.P. 0.73% Add +38.3% 136,339 $24.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Reduce -11.0% 133,826 $23.8M
Rockefeller Capital Management L.P. 0.06% Add +44.9% 130,562 $23.3M
Anatole Investment Management Ltd 6.52% New 128,989 $23.0M
LPL Financial LLC 0.01% Add +14.3% 128,765 $22.9M
ICONIQ Capital, LLC 0.48% Add +85.5% 126,616 $22.6M
Hel Ved Capital Management Ltd 10.58% Reduce -8.6% 126,072 $22.5M
Schroder Investment Management Group 0.02% Add +13.3% 116,973 $22.4M
Osaic Holdings, Inc. 0.05% Reduce -26.4% 124,894 $22.3M
Three Bridge Wealth Advisors, LLC 8.18% No change 124,398 $22.2M
First Trust Advisors LP 0.02% Add +15.2% 121,520 $21.7M
New York State Common Retirement Fund 0.03% Reduce -12.2% 120,333 $21.4M
Citadel Advisors 0.02% Reduce -38.5% 117,346 $20.9M
Quadrature Capital Ltd 0.44% Reduce -76.4% 107,798 $19.2M
State of Wisconsin Investment Board 0.05% Add +8.9% 107,251 $19.1M
Walleye Trading LLC 0.44% Add +34.5% 103,035 $18.4M
Ossiam 0.35% Add +16.3% 102,624 $18.3M
Mizuho Markets Americas LLC 0.39% Reduce -11.9% 88,637 $15.8M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -2.1% 87,365 $15.6M
Treasurer of the State of North Carolina 0.06% Add +0.4% 86,256 $15.4M
Millennium Management 0.01% Add +56.9% 86,188 $15.4M
Exchange Traded Concepts, LLC 0.35% Add +25.7% 82,668 $14.7M
Commonwealth Equity Services, LLC 0.02% Reduce -13.0% 82,511 $14.7M
Royal London Asset Management Ltd. 0.04% Add +5.6% 81,467 $14.5M
Whittier Trust Co. 0.19% Reduce -0.8% 79,508 $14.2M
Robeco Institutional Asset Management B.V. 0.03% Reduce -4.9% 77,647 $13.8M
Danske Bank A/S 0.05% Add +5.0% 77,625 $13.8M
Public Employees Retirement System of Ohio 0.06% Reduce -4.1% 76,482 $13.6M
Aquatic Capital Management LLC 0.36% Add +31.6% 76,300 $13.6M
Two Sigma Advisers, LP 0.03% Reduce -90.8% 74,900 $13.3M
HSBC Holdings PLC 0.01% Reduce -63.4% 74,581 $13.3M
Pictet Asset Management Holding SA 0.01% Add +7.8% 73,892 $13.2M
Mariner, LLC 0.02% Add +1.4% 73,421 $13.1M
EULAV Asset Management 0.32% Add +37.7% 73,000 $13.0M
Alliancebernstein L.P. 0.00% Reduce -0.9% 72,700 $13.0M
Cresset Asset Management, LLC 0.05% Add +6.4% 71,740 $12.8M
Creative Planning 0.01% Add +42.5% 71,545 $12.7M
Morling Financial Advisors, LLC 4.83% Reduce -0.6% 71,160 $12.7M
State of New Jersey Common Pension Fund D 0.05% Add +2.2% 70,689 $12.6M
IvyRock Asset Management (HK) Ltd 5.46% No change 69,999 $12.5M
Aequim Alternative Investments LP 5.24% No change 68,800 $12.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -4.3% 68,596 $12.2M
Asset Management One Co., Ltd. 0.04% Add +3.6% 68,193 $12.1M
Wealthfront Advisers LLC 0.04% Add +0.3% 67,689 $12.1M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -2.5% 66,500 $11.8M
Storebrand Asset Management As 0.04% Reduce -38.7% 66,440 $11.8M
Group One Trading LLC 0.46% Reduce -76.8% 65,779 $11.7M
Summit Trail Advisors, LLC 0.29% Reduce -7.0% 65,519 $11.7M
Victory Capital Management Inc. 0.01% Add +6.7% 64,837 $11.6M
BOCHK Asset Management Ltd 3.34% New 63,040 $11.2M
Penserra Capital Management LLC 0.24% Reduce -5.1% 61,996 $11.0M
Brevan Howard Capital Management LP 0.54% Add +423.5% 61,426 $10.9M
Senator Investment Group LP 0.51% Add +4.0% 60,000 $10.7M
Sloy Dahl & Holst, LLC 1.80% Add +16.2% 59,306 $10.6M
Rheos Capital Works Inc. 0.55% Add +247.1% 59,000 $10.5M
AQR Capital Management 0.01% Add +89.9% 58,361 $10.4M
Logan Capital Management Inc. 0.42% Reduce -1.3% 57,287 $10.2M
Resona Asset Management Co.,Ltd. 0.06% Add +0.1% 56,051 $10.1M
KBC Group NV 0.03% Add +9.4% 56,460 $10.1M
Bank of Montreal 0.00% Reduce -2.6% 51,738 $9.9M
Headlands Technologies LLC 1.13% Add +614.2% 55,080 $9.8M
Arizona State Retirement System 0.06% Add +1.1% 54,461 $9.7M
Principal Financial Group Inc. 0.01% Add +219.2% 53,648 $9.6M
Balyasny Asset Management L.P. 0.02% New 53,026 $9.4M
Franklin Resources Inc. 0.00% Add +443.2% 48,035 $9.4M
Nomura Asset Management Co. Ltd. 0.03% Add +6.2% 52,887 $9.4M
Korea Investment CORP 0.02% Add +2.9% 51,850 $9.2M
AQR Arbitrage LLC 0.38% Add +517.9% 51,845 $9.2M
BIT Capital GmbH 0.87% Reduce -27.1% 50,590 $9.0M
Refined Wealth Management 6.89% Reduce -1.4% 50,139 $8.9M
Envestnet Asset Management Inc. 0.00% Add +8.3% 48,567 $8.7M
Arrowstreet Capital, Limited Partnership 0.01% Add +24.9% 48,145 $8.6M
Swedbank AB 0.01% Add +1.6% 46,206 $8.2M
Liontrust Investment Partners LLP 0.12% No change 36,678 $8.2M
Vestmark Advisory Solutions, Inc. 0.29% Reduce -6.7% 44,006 $7.8M
Stifel Financial Corp. 0.01% Add +45.4% 43,512 $7.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% — 43,100 $7.7M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -4.3% 42,038 $7.5M
Man Group plc 0.02% Reduce -83.5% 40,433 $7.2M
Forsta Ap-Fonden 0.05% Add +15.2% 39,500 $7.0M
Jasper Ridge Partners, L.P. 0.20% Reduce -1.3% 39,374 $7.0M
Janney Montgomery Scott LLC 0.02% Add +20.1% 38,634 $6.9M
Carnegie Investment Counsel 0.20% Add +4.8% 38,595 $6.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +0.3% 38,476 $6.9M
Handelsbanken Fonder AB 0.03% Add +3.3% 38,131 $6.8M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -0.8% 37,525 $6.7M
IFM Investors Pty Ltd 0.06% Add +0.0% 37,265 $6.6M
USS Investment Management Ltd 0.05% Add +23.1% 36,228 $6.5M
Cetera Investment Advisers 0.01% Add +25.6% 35,540 $6.3M
Aberdeen Group plc 0.01% Add +625.0% 34,788 $6.2M
QRG Capital Management, Inc. 0.06% Add +237.4% 32,743 $5.8M
DNB Asset Management AS 0.03% Add +5.5% 32,307 $5.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -10.9% 31,695 $5.6M
Xponance LLC 0.05% Reduce -0.7% 31,464 $5.6M
Blair William & Co. 0.02% Add +15.9% 30,937 $5.5M
Vident Advisory, LLC 0.14% Reduce -18.6% 30,933 $5.5M
Utah Retirement Systems 0.06% Add +0.3% 30,851 $5.5M
Toronto Dominion Bank 0.01% Reduce -77.8% 30,567 $5.4M
Lindbrook Capital, LLC 0.47% Add +30.2% 30,012 $5.3M
Ensign Peak Advisors, Inc 0.01% Reduce -6.9% 29,864 $5.3M
Edgestream Partners, L.P. 0.23% Add +67.0% 29,750 $5.3M
Simplex Trading, LLC 0.17% Reduce -70.3% 29,066 $5.2M
Cynosure Group, LLC 0.69% New 26,413 $4.7M
Public Employees Retirement Association of Colorado 0.02% Add +0.6% 26,179 $4.7M
Wellington Management Group LLP 0.00% Add +168.2% 26,089 $4.6M
Leonteq Securities AG 0.54% Add +111.9% 25,901 $4.6M
Jump Financial, LLC 0.10% Reduce -42.7% 25,698 $4.6M
Public Sector Pension Investment Board 0.02% Add +2.0% 25,678 $4.6M
Sterling Capital Management LLC 0.06% — 25,472 $4.5M
Pathstone Holdings, LLC 0.02% Reduce -0.8% 25,098 $4.5M
DekaBank Deutsche Girozentrale 0.01% Reduce -27.4% 24,346 $4.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.2% 24,716 $4.4M
Tudor Investment Corporation 0.05% Add +498.2% 24,641 $4.4M
Cibc World Market Inc. 0.01% Add +33.2% 24,575 $4.4M
Mission Creek Capital Partners, Inc. 1.00% Add +0.1% 24,097 $4.3M
Keebeck Wealth Management 0.61% Add +12.1% 23,459 $4.2M
Comerica Bank 0.02% Add +69.8% 23,263 $4.1M
Nisa Investment Advisors, LLC 0.02% Reduce -8.7% 23,125 $4.1M
Nissay Asset Management Corp. /Japan 0.03% Add +5.3% 22,859 $4.1M
Aviva PLC 0.01% Add +4.3% 22,506 $4.0M
Raymond James & Associates 0.00% Add +25.9% 22,371 $4.0M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Reduce -43.7% 22,318 $4.0M
Virtu Financial LLC 0.21% New 21,701 $3.9M
Sage Rhino Capital LLC 0.83% Add +0.1% 21,035 $3.7M
Intech Investment Management LLC 0.04% Reduce -81.0% 20,402 $3.6M
Johnson Investment Counsel Inc. 0.04% Add +53.0% 20,109 $3.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -22.0% 20,092 $3.6M
Ethic Inc. 0.09% Add +45.3% 12,940 $3.4M
Vontobel Holding Ltd. 0.01% Reduce -34.9% 19,176 $3.4M
Russell Investments Group, Ltd. 0.00% Reduce -4.8% 18,952 $3.4M
Blueshift Asset Management, LLC 0.83% Add +916.8% 18,852 $3.4M
HighTower Advisors, LLC 0.00% Reduce -0.8% 18,744 $3.3M
First Trust Investment Solutions L.P. 0.37% Add +0.1% 18,332 $3.3M
Gilder Gagnon Howe & Co. LLC 0.04% Reduce -0.4% 18,212 $3.2M
Stevens Capital Management LP 0.45% Reduce -11.2% 17,830 $3.2M
Credit Agricole S A 0.02% Add +186.3% 17,442 $3.1M
Sanctuary Advisors, LLC 0.02% Reduce -17.9% 10,104 $3.1M
Concentric Capital Strategies, LP 0.19% Add +78.7% 17,244 $3.1M
Baader Bank Aktiengesellschaft 0.26% Add +45.0% 18,099 $3.1M
Zweig-DiMenna Associates LLC 0.31% No change 17,219 $3.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Reduce -0.2% 17,216 $3.1M
Wolverine Asset Management LLC 0.30% New 17,002 $3.0M
Elo Mutual Pension Insurance Co 0.06% Add +2.9% 16,768 $3.0M
Clarity Capital Partners LLC 1.75% Add +1.0% 16,681 $3.0M
Caprock Group, LLC 0.11% Add +43.0% 16,513 $2.9M
Private Advisor Group, LLC 0.02% Reduce -8.3% 15,821 $2.8M
Fred Alger Management, LLC 0.01% New 15,574 $2.8M
Janus Henderson Group PLC 0.00% Add +36.8% 15,524 $2.8M
Mercer Global Advisors Inc. 0.01% Add +36.2% 16,507 $2.7M
Optas, LLC 0.63% Reduce -5.0% 15,363 $2.7M
Rakuten Securities, Inc. 1.15% Add +47.6% 14,817 $2.6M
Vanguard Personalized Indexing Management, LLC 0.04% Add +1.3% 14,632 $2.6M
Prudential Financial Inc. 0.00% Reduce -4.5% 14,571 $2.6M
Daiwa Securities Group Inc. 0.01% Add +12.4% 14,464 $2.6M
Sei Investments Co. 0.00% Add +19.1% 14,450 $2.6M
Nordea Investment Management AB 0.00% Add +0.8% 14,098 $2.5M
Jefferies Financial Group Inc. 0.04% New 14,156 $2.5M
Cerity Partners LLC 0.01% Add +11.0% 14,106 $2.5M
Walter & Keenan Wealth Management LLC /in/ 0.76% Add +0.0% 14,075 $2.5M
LifePro Asset Management 1.53% New 13,995 $2.5M
Magnetar Financial LLC 0.06% Add +1.8% 13,860 $2.5M
Debussy Capital Management LP 0.71% Reduce -0.1% 13,796 $2.5M
Newlands Management Operations LLC 0.02% No change 13,757 $2.5M
Kestra Private Wealth Services, LLC 0.04% Add +19.7% 13,723 $2.4M
PNC Financial Services Group, Inc. 0.00% Reduce -0.9% 13,622 $2.4M
SG Americas Securities, LLC 0.01% Reduce -46.5% 13,553 $2.4M
WCG Wealth Advisors LLC 0.16% Add +23.3% 13,466 $2.4M
XTX Topco Ltd 0.17% Add +818.2% 13,167 $2.3M
D. E. Shaw & Co. 0.00% Reduce -9.7% 13,000 $2.3M
Fifth Third Bancorp 0.01% Add +0.8% 12,595 $2.2M
Allianz Asset Management GmbH 0.00% Reduce -12.5% 12,571 $2.2M
MML Investors Services, LLC 0.01% Add +47.3% 12,550 $2.2M
Amalgamated Bank 0.02% Reduce -3.1% 12,533 $2.2M
GTS Securities LLC 0.04% Reduce -81.1% 12,371 $2.2M
Touchstone Capital, Inc. 3.17% Reduce -38.8% 11,697 $2.1M
Benjamin Edwards Inc. 0.03% Add +481.7% 11,687 $2.1M
Zacks Investment Management 0.02% Reduce -34.3% 11,511 $2.1M
Macquarie Group Ltd. 0.00% Reduce -90.6% 11,432 $2.0M
Varma Mutual Pension Insurance Co 0.02% No change 11,300 $2.0M
Sepio Capital, LP 0.16% Add +6.0% 11,357 $2.0M
Steward Partners Investment Advisory, LLC 0.02% Add +29.9% 11,319 $2.0M
Maryland State Retirement & Pension System 0.04% Reduce -26.4% 11,313 $2.0M
Kestra Advisory Services, LLC 0.01% Reduce -4.8% 11,216 $2.0M
Royal Fund Management, LLC 0.14% New 11,203 $2.0M
Vienna Asset Management LLC 1.47% Add +210.0% 11,132 $2.0M
Ninepoint Partners LP 0.26% No change 11,110 $2.0M
Cibc World Markets Corp. 0.01% Add +10.5% 11,069 $2.0M
MetLife Investment Management, LLC 0.01% Reduce -1.9% 11,006 $2.0M
United Capital Management of KS, Inc. 0.43% Reduce -0.3% 10,996 $2.0M
Centiva Capital, LP 0.09% New 10,967 $2.0M
Bokf, NA 0.03% Reduce -6.6% 11,971 $2.0M
HAP Trading, LLC 0.99% Reduce -63.5% 10,917 $1.9M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -2.7% 9,199 $1.9M
Grace & Mercy Foundation, Inc. 0.43% No change 10,719 $1.9M
Fiduciary Financial Group, LLC 0.44% Reduce -0.0% 11,379 $1.9M
Candriam S.C.A. 0.01% Reduce -0.1% 10,501 $1.9M
Commerce Bank 0.01% Reduce -56.7% 10,486 $1.9M
Manufacturers Life Insurance Company, The 0.00% Add +1.8% 10,405 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +11.2% 10,371 $1.8M
LexAurum Advisors, LLC 0.41% Reduce -0.1% 10,329 $1.8M
Mackenzie Financial Corp. 0.00% Add +9.6% 10,085 $1.8M
Stablepoint Partners, LLC 0.33% Reduce -14.2% 10,080 $1.8M
SRN Advisors, LLC 1.58% Reduce -21.6% 10,013 $1.8M
Intrinsic Edge Capital Management LLC 0.22% Add +11.1% 10,000 $1.8M
Watts Gwilliam & Co., LLC 0.39% — 10,598 $1.8M
Richard W. Paul & Associates, LLC 0.64% Reduce -3.4% 9,951 $1.8M
Freestone Capital Holdings, LLC 0.06% Add +76.5% 9,842 $1.8M
Stratos Wealth Partners, LTD. 0.03% Add +21.1% 9,594 $1.7M
Fiduciary Alliance LLC 0.23% Add +15.0% 9,581 $1.7M
Patriot Investment Management Group, Inc. 0.12% New 9,500 $1.7M
Engineers Gate Manager LP 0.03% Reduce -78.0% 9,447 $1.7M
Blue Trust, Inc. 0.02% Add +122.3% 7,503 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Reduce -29.0% 8,401 $1.6M
Corient Private Wealth LP 0.00% Add +2.1% 9,256 $1.6M
Bank of Nova Scotia 0.00% Reduce -89.7% 9,066 $1.6M
IHT Wealth Management, LLC 0.04% Add +36.0% 9,030 $1.6M
Vestcor Inc 0.05% Reduce -4.4% 8,630 $1.5M
APG Asset Management N.V. 0.01% Reduce -58.2% 9,367 $1.5M
Advisory Services Network, LLC 0.03% No change 6,695 $1.5M
Estate Counselors, LLC 0.15% New 8,330 $1.5M
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.8% 8,236 $1.5M
Resolute Advisors LLC 0.30% Add +15.9% 8,230 $1.5M
Brown Advisory Inc. 0.00% Reduce -1.5% 8,100 $1.4M
Atria Wealth Solutions, Inc. 0.02% Reduce -11.8% 8,073 $1.4M
Arbor Capital Management Inc. 1.35% Add +16.9% 8,698 $1.4M
FORA Capital, LLC 0.17% Reduce -68.7% 8,014 $1.4M
Brighton Jones LLC 0.05% Reduce -2.2% 7,935 $1.4M
Rede Wealth, LLC 0.53% Reduce -0.1% 7,819 $1.4M
US Bancorp \de 0.00% Reduce -18.9% 7,786 $1.4M
Perigon Wealth Management, LLC 0.04% Reduce -0.8% 7,478 $1.3M
SteelPeak Wealth, LLC 0.06% Add +41.0% 7,422 $1.3M
Castle Rock Wealth Management, LLC 0.31% New 7,643 $1.3M
Clare Market Investments LLC 0.34% New 7,252 $1.3M
Aletheian Wealth Advisors LLC 0.75% Reduce -40.9% 7,208 $1.3M
Verdence Capital Advisors LLC 0.10% Add +7.8% 7,140 $1.3M
M&T Bank Corp 0.00% Add +18.3% 7,100 $1.3M
Burford Brothers, Inc. 0.66% Add +7.9% 7,081 $1.3M
Beacon Pointe Advisors, LLC 0.01% Reduce -2.9% 7,056 $1.3M
Main Management ETF Advisors, LLC 0.06% New 6,984 $1.2M
CIBC Asset Management Inc 0.00% Add +5.6% 6,962 $1.2M
Ground Swell Capital, LLC 1.76% New 6,914 $1.2M
Windle Wealth, LLC 0.67% Add +2.4% 6,872 $1.2M
Nwam LLC 0.07% Add +4.8% 6,868 $1.2M
Nilsine Partners, LLC 0.16% Add +0.7% 6,748 $1.2M
AlphaQuest LLC 0.11% Add +2155.2% 6,698 $1.2M
Joel Isaacson & Co., LLC 0.06% Reduce -10.8% 6,678 $1.2M
Quantbot Technologies LP 0.05% Reduce -81.7% 6,568 $1.2M
NewEdge Advisors, LLC 0.01% Add +32.9% 6,464 $1.2M
Rathbones Group PLC 0.01% Add +0.3% 6,383 $1.1M
KG Capital Management 0.37% New 6,371 $1.1M
Investment Management Corp of Ontario 0.03% Add +53.3% 6,331 $1.1M
FNY Investment Advisers, LLC 0.54% New 6,286 $1.1M
Signature Estate & Investment Advisors LLC 0.03% Add +1.3% 6,216 $1.1M
CAP Partners, LLC 0.82% Add +12.8% 6,191 $1.1M
CTC LLC 0.05% Reduce -56.1% 6,189 $1.1M
Orion Porfolio Solutions, LLC 0.01% Add +28.3% 6,105 $1.1M
Orion Portfolio Solutions, LLC 0.01% Add +28.3% 6,105 $1.1M
Greenland Capital Management LP 0.20% Add +392.7% 6,041 $1.1M
Cwm, LLC 0.00% Add +4.4% 6,039 $1.1M
Longitude (Cayman) Ltd. 1.53% Add +50.0% 6,000 $1.1M
Hennessy Advisors Inc. 0.03% Add +9.1% 6,000 $1.1M
OMERS ADMINISTRATION Corp 0.01% No change 5,976 $1.1M
AlTi Global, Inc. 0.03% Reduce -0.3% 5,955 $1.1M
D.A. Davidson & Co. 0.01% Add +1.6% 5,894 $1.1M
Clearbridge Investments, LLC 0.00% New 5,763 $1.0M
Federation des caisses Desjardins du Quebec 0.01% Add +5.8% 5,716 $1.0M
Tower Research Capital LLC (TRC) 0.03% Reduce -22.5% 5,679 $1.0M
Independent Advisor Alliance 0.04% Reduce -4.2% 5,675 $1.0M
Gerber, LLC 0.73% No change 5,604 $998K
GenTrust, LLC 0.05% New 5,599 $998K
Truist Financial Corp. 0.00% Reduce -7.5% 5,537 $987K
EP Wealth Advisors, LLC 0.01% Add +0.0% 5,493 $979K
Covenant Asset Management, LLC 0.21% No change 5,430 $967K
Fulton Bank, N.A. 0.04% Add +1.9% 5,425 $967K
Daiichi Life Insurance Co., Ltd. 0.02% No change 5,301 $944K
Empowered Funds, LLC 0.01% Add +0.8% 5,185 $924K
Savvy Advisors, Inc. 0.19% New 5,153 $918K
Beacon Investment Advisors LLC 0.43% No change 5,111 $911K
Axxcess Wealth Management, LLC 0.02% Add +51.4% 5,055 $901K
Bridgewater Associates 0.01% No change 5,049 $900K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.09% Add +65.9% 4,966 $885K
Harvest Portfolios Group Inc. 0.03% Reduce -1.0% 4,915 $876K
Hunting Hill Global Capital, LLC 1.23% No change 4,904 $874K
Polianta Ltd 0.41% New 4,900 $873K
STRS Ohio 0.00% Add +44.0% 4,791 $854K
HighPoint Advisor Group LLC 0.05% Add +87.8% 4,661 $852K
Townsquare Capital LLC 0.01% Add +97.1% 4,738 $844K
UniSuper Management Pty Ltd 0.01% Add +11.9% 4,700 $837K
Illinois Municipal Retirement Fund 0.01% No change 4,682 $834K
Transcend Capital Advisors, LLC 0.06% Add +24.3% 4,614 $822K
Choreo, LLC 0.01% Reduce -11.3% 4,977 $821K
Birch Hill Investment Advisors LLC 0.04% Reduce -8.0% 4,600 $820K
Intellectus Partners, LLC 0.21% Add +22.8% 4,580 $816K
Foundations Investment Advisors, LLC 0.02% Add +19.3% 4,569 $814K
Cim Investment Management Inc. 0.24% Reduce -3.3% 4,546 $810K
B. Metzler seel. Sohn & Co. Holding AG 0.01% — 4,538 $809K
B. Metzler seel. Sohn & Co. AG 0.01% Add +5.1% 4,538 $809K
Gateway Advisory, LLC 0.13% Reduce -3.9% 4,533 $808K
Windmill Hill Asset Management Ltd 0.43% Add +42.9% 4,515 $804K
Mangrove Partners Im, LLC 0.08% New 4,506 $803K
Realta Investment Advisors 0.37% Reduce -36.0% 4,086 $802K
Hancock Whitney Corp. 0.03% Add +4.7% 4,466 $796K
Plato Investment Management Ltd 0.06% Add +33.8% 4,446 $791K
Spire Wealth Management 0.03% Add +23.5% 4,324 $770K
Emory University 1.16% No change 4,312 $768K
United Capital Financial Advisors, LLC 0.01% Reduce -3.9% 4,297 $766K
Koss-Olinger Consulting, LLC 0.07% No change 4,264 $760K
Captrust Financial Advisors 0.00% Reduce -9.6% 4,198 $748K
CV Advisors LLC 0.38% No change 4,184 $745K
Compass Ion Advisors, LLC 0.09% Add +0.1% 4,165 $742K
Independent Financial Group, LLC 0.03% Reduce -54.7% 4,017 $716K
Oppenheimer & Co. Inc. 0.01% Reduce -48.8% 3,989 $711K
1776 Wealth LLC 0.32% No change 3,977 $709K
Swiss Life Asset Management Ltd 0.01% Reduce -35.1% 3,920 $698K
Insigneo Advisory Services, LLC 0.07% Add +37.1% 3,871 $690K
Schonfeld Strategic Advisors LLC 0.01% Reduce -62.5% 3,855 $687K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -36.8% 3,849 $669K
Great Valley Advisor Group, Inc. 0.02% Reduce -10.6% 3,752 $668K
J. Goldman & Co LP 0.03% New 3,750 $668K
Rakuten Investment Management, Inc. 0.00% Add +36.0% 3,475 $665K
Quantinno Capital Management LP 0.01% Add +5.6% 3,700 $659K
Vinva Investment Management Ltd 0.03% Reduce -26.8% 3,357 $642K
First Trust Direct Indexing L.P. 0.03% Reduce -10.9% 3,595 $641K
J.W. Cole Advisors, Inc. 0.03% Reduce -5.8% 3,593 $640K
Crestline Management, L.P. 0.04% New 3,588 $639K
Assenagon Asset Management S.A. 0.00% Add +36.2% 3,581 $638K
Mutual Advisors, LLC 0.02% Reduce -8.9% 3,014 $630K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +87.8% 3,524 $628K
Bleakley Financial Group, LLC 0.02% Reduce -7.0% 3,493 $622K
Moneta Group Investment Advisors LLC 0.01% Add +7.1% 3,429 $611K
Two Sigma Securities, LLC 0.05% Add +4.7% 3,424 $610K
Corebridge Financial, Inc. 0.00% Reduce -3.5% 3,419 $609K
AdvisorNet Financial, Inc 0.05% Add +10.1% 3,401 $606K
Westshore Wealth, LLC 0.25% Reduce -3.4% 3,386 $603K
Aspen Grove Capital, LLC 0.13% Reduce -0.8% 3,376 $602K
JT Stratford LLC 0.10% Add +24.5% 3,363 $599K
Sequoia Financial Advisors, LLC 0.01% Reduce -4.7% 3,327 $593K
Ballentine Partners, LLC 0.01% Add +6.0% 3,313 $590K
Staley Capital Advisers Inc. 0.03% No change 3,300 $588K
CMT Capital Markets Trading GmbH 0.27% New 3,259 $581K
Atlantic Private Wealth, LLC 0.44% New 3,229 $575K
Entropy Technologies, LP 0.06% New 3,185 $567K
Activest Wealth Management 0.17% Reduce -17.9% 3,111 $554K
NewEdge Wealth, LLC 0.01% Add +5.9% 3,085 $550K
Interchange Capital Partners, LLC 0.19% Reduce -6.8% 3,077 $548K
Wedbush Securities Inc. 0.02% Add +3.0% 3,069 $547K
Compagnie Lombard Odier SCmA 0.01% Add +128.2% 3,035 $541K
Marathon Trading Investment Management LLC 0.26% New 3,024 $539K
Pallas Capital Advisors LLC 0.02% Reduce -8.3% 2,574 $538K
Signaturefd, LLC 0.01% Add +22.7% 3,014 $537K
Evercore Wealth Management, LLC 0.01% Reduce -2.6% 3,013 $537K
BluePointe Capital Management, LLC 0.35% Add +0.3% 3,004 $535K
Avantax Advisory Services, Inc. 0.00% Add +36.4% 2,969 $529K
CoreCap Advisors, LLC 0.02% Add +5.0% 2,939 $524K
Coldstream Capital Management Inc. 0.01% Add +17.0% 2,772 $517K
PDT Partners, LLC 0.05% Reduce -85.2% 2,900 $517K
CSS LLC 0.09% New 2,884 $514K
Ascentis Independent Advisors 0.08% Add +2.5% 2,883 $514K
Vishria Bird Financial Group, LLC 0.19% Add +55.8% 2,882 $513K
Assetmark, Inc. 0.00% Add +76.6% 2,879 $513K
Parallel Advisors, LLC 0.01% Add +20.7% 2,867 $511K
Arkadios Wealth Advisors 0.03% Add +1.3% 2,851 $508K
Level Four Advisory Services, LLC 0.02% Reduce -40.8% 2,755 $494K
Keystone Financial Group 0.06% Add +0.1% 2,770 $494K
AXS Investments LLC 0.13% Reduce -21.6% 2,740 $488K
Harbour Investments, Inc. 0.01% Reduce -1.8% 2,715 $484K
Abn Amro Investment Solutions 0.01% No change 2,695 $480K
Global Retirement Partners, LLC 0.01% Add +135.1% 2,680 $477K
Prudential PLC 0.00% No change 2,658 $474K
Metis Global Partners, LLC 0.01% Reduce -30.8% 2,618 $466K
Meiji Yasuda Asset Management Co Ltd. 0.02% No change 2,570 $458K
Jacobs Levy Equity Management, Inc. 0.00% New 2,528 $450K
Vise Technologies, Inc. 0.06% New 2,517 $448K
Yousif Capital Management, LLC 0.00% Add +0.6% 2,515 $448K
DAVENPORT & Co LLC 0.00% Add +27.8% 2,510 $447K
Tru Independence Asset Management 2, LLC 0.38% — 2,508 $447K
Dimension Capital Management LLC 0.08% No change 2,495 $445K
Bridgefront Capital, LLC 0.17% Add +57.8% 2,482 $442K
Twin Peaks Wealth Advisors, LLC 0.20% Reduce -11.1% 2,476 $441K
Flaharty Asset Management, LLC 0.06% Add +64.4% 2,466 $439K
Meeder Advisory Services, Inc. 0.03% Add +14.2% 2,442 $435K
Main Street Financial Solutions, LLC 0.04% Add +0.3% 2,438 $434K
SVB Financial Group 100.00% — 2,437 $434K
Waldron Private Wealth LLC 0.02% Add +6.3% 2,402 $428K
Mountain Capital Investment Advisors Inc. 0.09% Reduce -1.6% 1,341 $428K
Cantor Fitzgerald, L. P. 0.04% Reduce -66.8% 2,401 $428K
CIBC Private Wealth Group LLC 0.00% Reduce -83.8% 2,381 $424K
MSH Capital Advisors LLC 0.13% Add +0.6% 2,369 $422K
Accuvest Global Advisors 0.36% New 2,355 $420K
Brookstone Capital Management 0.01% Add +1.4% 2,354 $419K
Equitable Holdings, Inc. 0.00% Add +22.8% 2,351 $419K
Accurate Wealth Management, LLC 0.08% Add +11.0% 2,124 $417K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +13.2% 2,328 $415K
Diversified Trust Co. 0.01% Add +1.4% 2,319 $413K
Rwa Wealth Partners, LLC 0.01% Add +0.5% 2,308 $411K
Smith Anglin Financial, LLC 0.04% Add +42.5% 2,296 $409K
Envestnet Portfolio Solutions, Inc. 0.00% Add +48.4% 2,224 $396K
Convergence Financial, LLC 0.08% Reduce -0.9% 2,221 $396K
IPG Investment Advisors LLC 0.09% Add +17.5% 2,216 $395K
Baird Financial Group, Inc. 0.00% Reduce -2.9% 2,179 $388K
Allworth Financial LP 0.00% Add +1.4% 2,175 $388K
Gladstone Institutional Advisory LLC 0.02% Reduce -21.6% 2,171 $387K
Prairie Wealth Advisors, Inc. 0.19% Reduce -7.5% 2,151 $383K
Planning Directions Inc. 0.23% New 2,135 $380K
Nicholas Wealth, LLC. 0.24% Reduce -3.3% 2,127 $379K
Focus Partners Wealth 0.00% Reduce -6.7% 2,125 $379K
Capula Management Ltd 0.00% Reduce -65.5% 2,100 $374K
Forum Financial Management, LP 0.01% Reduce -2.3% 2,079 $370K
Inscription Capital, LLC 0.05% Reduce -4.3% 2,067 $368K
National Philanthropic Trust 0.01% No change 2,065 $368K
Cigna Investments Inc. 0.06% Add +0.4% 2,052 $365K
Valeo Financial Advisors, LLC 0.01% Reduce -1.7% 2,021 $360K
Edmond DE Rothschild Holding S.A. 0.01% No change 2,020 $360K
Siemens Fonds Invest GmbH 0.03% New 2,020 $360K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -4.2% 2,010 $358K
DRW Securities, LLC 0.02% New 1,990 $355K
Prospera Financial Services Inc 0.01% Add +3.6% 1,979 $353K
Flagship Harbor Advisors, LLC 0.02% Add +2.2% 1,973 $352K
Integrated Advisors Network LLC 0.02% Add +104.4% 1,968 $351K
&partners 0.01% Add +76.0% 1,959 $350K
Simon Quick Advisors, LLC 0.02% Add +13.1% 1,956 $349K
Ellevest, Inc. 0.02% New 1,941 $346K
Itau Unibanco Holding S.A. 0.01% Reduce -30.8% 1,941 $346K
Park Avenue Securities LLC 0.00% Add +53.5% 1,913 $341K
Arete Wealth Advisors, LLC 0.03% Reduce -66.3% 1,901 $339K
PFG Investments, LLC 0.02% Add +65.2% 1,900 $339K
MAI Capital Management 0.00% Add +2.0% 1,857 $331K
Walleye Capital LLC 0.00% Reduce -60.9% 1,857 $331K
Rockline Wealth Management, LLC 0.09% Add +60.1% 1,852 $330K
Chesapeake Capital Corp. 0.30% Reduce -4.1% 1,721 $329K
E Fund Management Co., Ltd. 0.02% New 1,842 $328K
Colonial River Investments, LLC 0.16% New 1,834 $327K
Old Mission Capital LLC 0.01% Reduce -76.8% 1,798 $320K
Lazari Capital Management, Inc. 0.14% Reduce -33.3% 1,797 $320K
Keystone Wealth Services, LLC 0.09% No change 1,792 $319K
IFP Advisors, Inc 0.01% Add +1.1% 1,780 $317K
Brooklyn Investment Group 0.10% Add +3.9% 1,760 $314K
Impact Partnership Wealth, LLC 0.07% Add +13.0% 1,742 $310K
Jacobi Capital Management LLC 0.02% Add +1.8% 1,738 $310K
Snowden Capital Advisors LLC 0.01% Reduce -27.9% 1,737 $309K
Seaport Global Advisors, LLC 0.97% No change 1,732 $309K
Lido Advisors, LLC 0.00% Reduce -4.0% 1,730 $308K
Laidlaw Wealth Management LLC 0.15% Add +6.2% 1,718 $306K
Strategic Wealth Partners, Ltd. 0.03% Reduce -0.5% 1,709 $304K
Integrated Wealth Concepts LLC 0.00% No change 1,706 $304K
Requisite Capital Management, LLC 0.06% No change 1,700 $303K
Berger Financial Group, Inc 0.02% Reduce -0.9% 1,694 $302K
Whittier Trust Co. of Nevada Inc. 0.01% No change 1,692 $301K
Belvedere Trading LLC 0.02% New 1,688 $301K
Kingsview Wealth Management, LLC 0.01% Reduce -31.6% 1,672 $298K
Vantage Financial Partners, LLC 0.07% New 1,666 $297K
X-Square Capital, LLC 0.10% Reduce -32.3% 1,662 $296K
Wealthcare Advisory Partners LLC 0.01% Add +20.2% 1,659 $296K
Warren Street Wealth Advisors, LLC 0.12% Add +7.9% 1,646 $293K
Partners Capital Investment Group, LLP 0.00% No change 1,608 $286K
Source Financial Advisors LLC 0.08% Reduce -0.3% 1,600 $285K
Inspire Investing, LLC 0.03% Add +33.3% 1,587 $283K
Marex Group Ltd 0.01% Reduce -41.4% 1,581 $282K
LBP Am SA 0.00% Reduce -71.4% 1,573 $280K
World Equity Group, Inc. 0.10% Add +22.4% 1,560 $278K
Teza Capital Management LLC 0.03% Add +44.1% 1,558 $278K
Pinebridge Investments, L.P. 0.00% Reduce -15.3% 1,556 $277K
Prio Wealth Limited Partnership 0.01% No change 1,550 $276K
Crossmark Global Holdings, Inc. 0.01% Add +12.6% 1,548 $276K
Vima LLC 0.56% Add +0.4% 1,538 $274K
DeDora Capital, Inc. 0.08% Reduce -2.4% 1,535 $273K
Wealth Alliance, LLC 0.03% Add +45.8% 1,509 $269K
Cannon Global Investment Management, LLC 0.64% New 1,500 $267K
Frank, Rimerman Advisors LLC 0.02% Add +6.0% 1,497 $267K
Perennial Investment Advisors, LLC 0.03% Reduce -2.6% 1,496 $267K
AlphaQ Advisors LLC 0.74% New 1,487 $265K
Los Angeles Capital Management LLC 0.00% Add +8.0% 1,486 $265K
Westmount Partners, LLC 0.08% No change 1,465 $261K
RMR Wealth Builders 0.03% Add +7.2% 1,447 $258K
Jeppson Wealth Management, LLC 0.09% No change 1,444 $257K
CI Investments Inc. 0.00% Add +10.0% 1,441 $257K
Arkos Global Advisors 0.04% No change 1,430 $255K
Capital Advisors Wealth Management, LLC 0.05% Add +0.8% 1,425 $254K
Mosley Wealth Management 0.17% New 1,184 $253K
Circle Wealth Management, LLC 0.01% No change 1,420 $253K
Greenleaf Trust 0.00% Add +1.7% 1,420 $253K
EverSource Wealth Advisors, LLC 0.02% Reduce -9.7% 1,419 $253K
GFG Capital, LLC 0.10% No change 973 $252K
Lazard Asset Management LLC 0.00% Reduce -23.4% 1,423 $252K
CRA Financial Services, LLC 0.05% Reduce -1.4% 1,414 $252K
Phoenix Financial Ltd. 0.00% Add +57.0% 1,410 $252K
River Street Advisors LLC 0.14% Add +53.3% 1,395 $249K
Focus Financial Network, Inc. 0.01% Reduce -58.6% 1,389 $247K
Composition Wealth, LLC 0.01% Add +18.1% 1,381 $246K
Wedmont Private Capital 0.01% Reduce -17.7% 1,449 $245K
EPIQ Capital Group, LLC 0.07% Add +12.3% 1,367 $244K
Fi3 FINANCIAL ADVISORS, LLC 0.10% Reduce -0.3% 1,367 $244K
Proficio Capital Partners LLC 0.02% Reduce -13.3% 1,360 $242K
Corton Capital Inc. 0.12% New 1,353 $241K
Formidable Asset Management, LLC 0.04% Add +42.7% 1,346 $240K
Visionary Wealth Advisors 0.01% Reduce -4.0% 1,336 $238K
Sigma Planning Corp 0.01% Add +0.3% 1,336 $238K
Emerald Advisers, LLC 0.01% New 1,334 $238K
Columbia Advisory Partners LLC 0.22% Reduce -10.4% 1,329 $237K
Essex Financial Services, Inc. 0.02% Reduce -5.5% 1,107 $233K
Masso Torrence Wealth Management Inc. 0.13% New 1,309 $233K
Prime Capital Investment Advisors, LLC 0.00% Add +8.9% 1,307 $233K
Howard Capital Management, LLC 0.00% New 1,304 $232K
Fernwood Investment Management, LLC 0.08% New 1,299 $231K
Wealthspire Advisors, LLC 0.00% Add +21.7% 1,299 $231K
Wealthgate Family Office, LLC 0.64% No change 1,298 $231K
Elevation Point Wealth Partners, LLC 0.02% Reduce -3.9% 1,295 $231K
Edge Capital Group, LLC 0.01% New 1,295 $231K
Glenmede Trust Co. NA 0.00% Reduce -1.4% 1,275 $227K
Teacher Retirement System of Texas 0.00% Reduce -64.8% 1,272 $227K
Pettinga Financial Advisors LLC 0.05% No change 1,272 $227K
Callan Capital, LLC 0.02% Reduce -4.3% 1,268 $226K
Fullerton Fund Management Co Ltd. 0.01% New 1,268 $226K
HB Wealth Management, LLC 0.00% Reduce -5.3% 1,268 $226K
Axiom Advisory, LLC 0.00% Add +1.6% 1,088 $218K
Avid Wealth Partners LLC 0.15% No change 1,221 $218K
Concurrent Investment Advisors, LLC 0.01% Reduce -38.7% 1,201 $214K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -30.3% 1,175 $211K
Versor Investments LP 0.03% Reduce -66.3% 1,181 $210K
Crescent Grove Advisors, LLC 0.02% New 1,158 $206K
Watershed Private Wealth LLC 0.08% Add +0.4% 1,154 $206K
Crosspoint Financial, LLC 0.71% No change 1,153 $205K
Harvey Capital Management Inc. 0.05% No change 1,150 $205K
Capital Investment Advisors, LLC 0.00% Add +4.4% 1,150 $205K
Cranbrook Wealth Management, LLC 0.05% No change 1,142 $203K
OneDigital Investment Advisors LLC 0.00% Add +2.2% 1,141 $203K
Guggenheim Capital LLC 0.00% New 1,140 $203K
Thrivent Financial for Lutherans 0.00% Reduce -91.8% 1,134 $202K
Chickasaw Capital Management LLC 0.01% Reduce -2.9% 1,125 $200K
Financial Freedom, LLC 0.10% Reduce -48.1% 1,080 $192K
Belmont Capital, LLC 0.03% No change 1,072 $191K
C M Bidwell & Associates Ltd. 0.12% Reduce -51.4% 1,063 $189K
Ancora Advisors LLC 0.00% No change 1,008 $180K
Nemes Rush Group LLC 0.03% Add +5.3% 674 $179K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +1.9% 958 $171K
Farther Finance Advisors, LLC 0.01% Reduce -0.7% 924 $165K
Avior Wealth Management, LLC 0.01% Reduce -11.6% 895 $159K
Caitlin John, LLC 0.10% Reduce -14.5% 560 $159K
Shell Asset Management Co. 0.01% — 853 $152K
International Assets Investment Management, LLC 0.01% New 840 $150K
HM Payson & Co. 0.00% No change 826 $147K
GAMMA Investing LLC 0.01% Add +2.5% 825 $147K
Smartleaf Asset Management LLC 0.02% Add +257.1% 757 $145K
Tsfg, LLC 0.03% No change 765 $136K
Principal Securities, Inc. 0.00% Add +67.7% 763 $136K
Clearstead Advisors, LLC 0.00% Add +0.5% 748 $133K
Westpac Banking Corp. 0.01% No change 725 $129K
Sunbelt Securities, Inc. 0.01% Add +25.9% 696 $124K
Earned Wealth Advisors, LLC 0.04% New 651 $116K
Harbor Investment Advisory, LLC 0.01% Reduce -1.5% 638 $114K
Banque Cantonale Vaudoise 0.00% Reduce -7.3% 634 $113K
Integrated Investment Consultants, LLC 0.02% New 112,920 $113K
Ostrum Asset Management 0.01% Add +1.4% 597 $106K
Creative Financial Designs Inc. 0.01% Add +9.4% 595 $106K
Centaurus Financial, Inc. 0.01% Reduce -10.5% 588 $105K
Oakworth Capital, Inc. 0.01% No change 552 $98K
Larson Financial Group LLC 0.01% Add +0.2% 531 $95K
Wilmington Savings Fund Society, FSB 0.00% New 528 $94K
First Horizon Advisors, Inc. 0.00% Reduce -2.4% 521 $93K
Huntington National Bank 0.00% Reduce -37.0% 517 $92K
Fairman Group, LLC 0.08% No change 500 $89K
Alta Advisers Ltd 0.04% No change 500 $89K
SRH Advisors, LLC 0.03% No change 500 $89K
Financial Perspectives, Inc 0.03% No change 493 $88K
Indiana Trust & Investment Management Co 0.03% No change 465 $83K
Avion Wealth 0.02% Add +84.1% 464 $82K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -66.0% 445 $79K
NFSG Corp 0.03% Reduce -9.9% 436 $78K
TD Private Client Wealth LLC 0.00% New 434 $77K
Jaffetilchin Investment Partners, LLC 0.01% New 421 $75K
Oliver Lagore Vanvalin Investment Group 0.02% Reduce -37.4% 410 $73K
HighMark Wealth Management LLC 0.04% Add +12.3% 410 $73K
Hexagon Capital Partners LLC 0.01% Reduce -5.1% 409 $73K
Sound Income Strategies, LLC 0.00% No change 401 $71K
Hoey Investments, Inc. 0.01% No change 312 $69K
PSI Advisors, LLC 0.02% No change 381 $68K
Cape Investment Advisory, Inc. 0.03% No change 354 $63K
GeoWealth Management, LLC 0.00% New 352 $63K
Motco 0.01% No change 350 $62K
JTC Employer Solutions Trustee Ltd 0.00% No change 342 $61K
Tucker Asset Management LLC 0.01% Reduce -19.9% 337 $60K
Wiser Advisor Group LLC 0.09% Reduce -2.9% 336 $60K
J.Safra Asset Management Corp 0.01% Add +72.8% 311 $59K
Center for Financial Planning, Inc. 0.01% No change 332 $59K
Macroview Investment Management LLC 0.06% Reduce -9.8% 323 $58K
Gould Capital, LLC 0.04% No change 317 $56K
Capital Advisors, Ltd. LLC 0.01% Reduce -1.9% 316 $56K
V-Square Quantitative Management LLC 0.01% New 310 $55K
LFA - Lugano Financial Advisors SA 0.04% New 308 $55K
Westside Investment Management, Inc. 0.01% No change 306 $55K
Hollencrest Capital Management 0.00% Reduce -70.7% 304 $54K
Colonial Trust Advisors 0.00% Add +49.8% 301 $54K
Valley Wealth Managers, Inc. 0.00% No change 300 $53K
Hemington Wealth Management 0.01% New 292 $52K
FinTrust Capital Advisors, LLC 0.01% No change 282 $50K
Capital Wealth Planning, LLC 0.00% New 280 $50K
Quadrant Capital Group LLC 0.00% Add +2.3% 264 $47K
Brown Brothers Harriman & Co. 0.00% Add +408.0% 254 $45K
Stephens Consulting, LLC 0.01% No change 250 $45K
Hantz Financial Services, Inc. 0.00% Add +1.2% 248 $44K
Jones Financial Companies LLLP 0.00% Add +6.9% 217 $41K
Glen Eagle Advisors, LLC 0.01% Reduce -39.0% 227 $40K
SOA Wealth Advisors, LLC. 0.01% No change 226 $40K
Venturi Wealth Management, LLC 0.00% Add +3.7% 225 $40K
Parkside Financial Bank & Trust 0.01% Reduce -26.3% 221 $39K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +100.0% 220 $39K
GPS Wealth Strategies Group, LLC 0.01% Add +8.7% 212 $38K
Geneos Wealth Management Inc. 0.00% Reduce -47.3% 204 $36K
Valley National Advisers Inc. 0.01% Reduce -25.6% 206 $36K
Cedar Mountain Advisors, LLC 0.01% No change 202 $36K
NCP Inc. 0.02% Add +14.3% 200 $36K
Addison Advisors LLC 0.01% No change 200 $36K
TD Waterhouse Canada Inc. 0.00% Reduce -2.3% 215 $35K
Abich Financial Wealth Management LLC 0.08% Reduce -7.5% 198 $35K
Salem Investment Counselors Inc. 0.00% Add +1.1% 186 $33K
Ascentis Wealth Management, LLC 0.01% — 181 $32K
Chelsea Counsel Co. 0.01% No change 170 $30K
Riverview Trust Co 0.03% No change 161 $29K
Paloma Partners Management Co 0.00% Reduce -68.0% 161 $29K
Financial Management Professionals, Inc. 0.00% No change 159 $28K
Barrett & Company, Inc. 0.01% No change 150 $27K
Spirit of America Management Corp. 0.01% No change 150 $27K
NBT Bank, N.A. 0.00% No change 150 $27K
Silvant Capital Management LLC 0.00% No change 150 $27K
Pittenger & Anderson Inc. 0.00% No change 149 $27K
Arax Advisory Partners 0.00% Reduce -13.1% 146 $26K
Versant Capital Management, Inc 0.01% Add +8.3% 144 $26K
Private Wealth Management Group, LLC 0.01% No change 143 $25K
Sugarloaf Wealth Management, LLC 0.00% No change 140 $25K
AlphaMark Advisors, LLC 0.01% Reduce -15.7% 134 $24K
Manchester Capital Management LLC 0.00% No change 131 $23K
CarsonAllaria Wealth Management, Ltd. 0.01% Add +126.3% 129 $23K
Private Trust Co. NA 0.00% No change 128 $23K
Albion Financial Group 0.00% No change 126 $22K
Highline Wealth Partners LLC 0.01% No change 126 $22K
Quarry LP 0.01% Reduce -78.0% 117 $21K
Elequin Capital, LP 0.05% New 116 $21K
Legacy Investment Solutions, LLC 0.01% — 71 $20K
Legacy Wealth Managment, LLC 0.01% — 71 $20K
Quent Capital, LLC 0.00% Add +15.4% 105 $19K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 105 $19K
Sanctuary Wealth Management, L.L.C. 0.01% Reduce -0.9% 104 $19K
Jamison Private Wealth Management, Inc. 0.00% No change 101 $18K
Global Wealth Strategies & Associates 0.01% Reduce -38.0% 101 $18K
Peoples Financial Services Corp. 0.01% No change 100 $18K
Atlantic Edge Private Wealth Management, LLC 0.01% New 100 $18K
Princeton Global Asset Management LLC 0.00% No change 100 $18K
Fourpath Capital Management, LLC 0.00% New 97 $17K
Covestor Ltd 0.01% Add +3.2% 96 $17K
Halpern Financial, Inc. 0.00% No change 100 $16K
Nvwm, LLC 0.00% New 90 $16K
Asset Dedication, LLC 0.00% No change 89 $16K
SIMA Wealth Partners, LLC 0.01% No change 86 $15K
Bell Investment Advisors, Inc 0.00% Reduce -2.3% 84 $15K
Planning Capital Management Corp 0.01% Add +4000.0% 82 $15K
SouthState Bank Corp 0.00% No change 81 $14K
Arlington Trust Co LLC 0.00% No change 78 $14K
Raleigh Capital Management Inc. 0.01% Reduce -4.9% 77 $14K
Wolff Wiese Magana LLC 0.01% Add +5.6% 75 $13K
Strategic Investment Solutions, Inc. 0.00% No change 75 $13K
Abound Wealth Management 0.00% New 75 $13K
Signature Resources Capital Management, LLC 0.01% No change 73 $13K
Montag A & Associates Inc. 0.00% No change 71 $13K
Elevation Wealth Partners, LLC 0.01% Reduce -29.3% 70 $12K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% Reduce -23.3% 66 $12K
GHP Investment Advisors, Inc. 0.00% No change 65 $12K
Quintet Private Bank (Europe) S.A. 0.00% Add +21.6% 62 $11K
Carmichael Hill & Associates, Inc. 0.00% Add +9.1% 60 $11K
VitalStone Financial, LLC 0.01% No change 60 $11K
DT Investment Partners, LLC 0.00% New 59 $11K
Meeder Asset Management Inc. 0.00% Add +22.9% 59 $11K
Bogart Wealth, LLC 0.00% Add +11.3% 59 $11K
PFS Partners, LLC 0.01% No change 58 $10K
Painted Porch Advisors LLC 0.01% No change 57 $10K
Financial Network Wealth Advisors LLC 0.01% New 56 $10K
North Star Investment Management Corp. 0.00% No change 55 $10K
HHM Wealth Advisors, LLC 0.00% Reduce -90.3% 54 $10K
City State Bank 0.00% No change 52 $9K
Creekmur Asset Management LLC 0.00% Reduce -1.9% 52 $9K
ZynergyRetirementPlanningLLC 0.01% No change 50 $9K
Olistico Wealth, LLC 0.01% No change 50 $9K
Mechanics Financial Corp 0.00% No change 50 $9K
Sachetta, LLC 0.00% Add +16.7% 49 $9K
Rosenberg Matthew Hamilton 0.00% No change 49 $9K
Sandy Spring Bank 0.00% No change 48 $9K
Dunhill Financial, LLC 0.00% No change 47 $8K
Valued Wealth Advisors LLC 0.01% No change 46 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +350.0% 45 $8K
St Germain D J Co. Inc. 0.00% No change 45 $8K
Main Street Group, LTD 0.00% No change 43 $8K
Tidemark, LLC 0.00% No change 43 $8K
Financial Gravity Companies, Inc. 0.00% — 43 $8K
Transcendent Capital Group LLC 0.00% No change 42 $7K
CNB Bank 0.00% No change 42 $7K
Clean Yield Group 0.00% No change 40 $7K
Hartford Financial Management Inc. 0.00% No change 40 $7K
Oarsman Capital, Inc. 0.00% New 40 $7K
Baldwin Wealth Partners LLC 0.00% Reduce -51.8% 40 $7K
Summit Securities Group LLC 0.00% Reduce -94.4% 39 $7K
Bessemer Group Inc. 0.00% Add +850.0% 38 $7K
WR Wealth Planners, LLC 0.00% Reduce -2.6% 38 $7K
Glass Jacobson Investment Advisors llc 0.00% No change 35 $6K
Rise Advisors, LLC 0.00% Add +47.8% 34 $6K
JFS Wealth Advisors, LLC 0.00% Add +9.7% 34 $6K
Investors Research Corp 0.00% No change 33 $6K
IFS Advisors, LLC 0.00% No change 33 $6K
MV Capital Management, Inc. 0.00% Add +68.4% 32 $6K
Armstrong Advisory Group, Inc. 0.00% No change 31 $6K
Park Place Capital Corp 0.00% New 31 $6K
Atlas Capital Advisors Inc. 0.00% Reduce -99.0% 31 $6K
Gilliland Jeter Wealth Management LLC 0.00% No change 30 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -57.4% 29 $5K
TrinityBridge Ltd 0.00% No change 30 $5K
Archer Investment Corp 0.00% No change 28 $5K
Raffa Wealth Management, LLC 0.00% No change 27 $5K
Evermay Wealth Management LLC 0.00% New 27 $5K
TFC Financial Management, Inc. 0.00% Add +13.0% 26 $5K
Bruce G. Allen Investments, LLC 0.00% No change 26 $5K
Mfa Wealth Advisors, LLC 0.00% Reduce -83.3% 26 $5K
Ransom Advisory, Ltd 0.00% No change 25 $4K
Eukles Asset Management 0.00% No change 25 $4K
Trust Co. of Vermont 0.00% New 25 $4K
Sawyer & Company, Inc 0.00% No change 20 $4K
CVA Family Office, LLC 0.00% No change 21 $4K
Plante Moran Financial Advisors, LLC 0.00% No change 21 $4K
Concourse Financial Group Securities, Inc. 0.00% Reduce -41.7% 21 $4K
Bellevue Asset Management, LLC 0.00% No change 20 $4K
Hilltop National Bank 0.00% No change 20 $4K
Tortoise Investment Management, LLC 0.00% No change 20 $4K
Bartlett & Co. Wealth Management LLC 0.00% No change 20 $4K
Prestige Wealth Management Group LLC 0.00% No change 19 $3K
CBIZ Investment Advisory Services, LLC 0.00% No change 19 $3K
Centerpoint Advisors, LLC 0.00% No change 17 $3K
Roble, Belko & Company, Inc 0.00% No change 16 $3K
Cornerstone Planning Group LLC 0.00% Reduce -67.5% 13 $3K
Fortitude Family Office, LLC 0.00% Add +6.7% 16 $3K
Concord Wealth Partners 0.00% Reduce -40.7% 16 $3K
Riggs Asset Managment Co. Inc. 0.00% Reduce -11.8% 15 $3K
Independence Bank of Kentucky 0.00% No change 13 $2K
ClariVest Asset Management LLC 0.00% No change 10 $2K
Voisard Asset Management Group, Inc. 0.00% New 12 $2K
Contravisory Investment Management, Inc. 0.00% New 12 $2K
Duncker Streett & Co. Inc. 0.00% No change 12 $2K
Gen-Wealth Partners Inc 0.00% Reduce -66.7% 10 $2K
Lanark Financial, Inc. 0.00% No change 12 $2K
Truvestments Capital LLC 0.00% New 11 $2K
SJS Investment Consulting Inc. 0.00% Add +10.0% 11 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +57.1% 11 $2K
Berkshire Capital Holdings Inc. 0.00% No change 10 $2K
Northwest Investment Counselors, LLC 0.00% New 10 $2K
Pacific Capital Wealth Advisors, Inc. 0.00% Reduce -9.1% 10 $2K
Beacon Capital Management, LLC 0.00% No change 10 $2K
Trust Co 0.00% No change 10 $2K
WASHINGTON TRUST Co 0.00% No change 10 $2K
CENTRAL TRUST Co 0.00% Reduce -97.5% 10 $2K
Kimelman & Baird, LLC 0.00% No change 9 $2K
WFA of San Diego, LLC 0.00% No change 8 $1K
Evergreen Private Wealth LLC 0.00% No change 8 $1K
Continuum Advisory, LLC 0.00% Reduce -96.8% 5 $1K
WealthCollab, LLC 0.00% No change 7 $1K
William B. Walkup & Associates, Inc. 0.00% No change 7 $1K
Godsey & Gibb, Inc. 0.00% No change 6 $1K
PayPay Securities Corp 0.10% Reduce -72.7% 6 $1K
Rothschild Investment LLC 0.00% No change 6 $1K
Pacer Advisors, Inc. 0.00% New 6 $1K
Hazlett, Burt & Watson, Inc. 0.00% No change 6 $1K
Horrell Capital Management, Inc. 0.00% No change 3 $1K
Friedenthal Financial 0.00% New 5 $891
CGC Financial Services, LLC 0.00% Reduce -50.0% 5 $891
Hobbs Group Advisors, LLC 0.00% No change 5 $891
Mather Group, Llc. 0.00% Reduce -91.8% 4 $783
Tradewinds Capital Management, LLC 0.00% No change 4 $713
Aspire Private Capital, LLC 0.00% New 4 $713
Foster Dykema Cabot & Partners, LLC 0.00% New 4 $713
Coppell Advisory Solutions LLC 0.00% Reduce -98.0% 3 $574
Clear Investment Research, LLC 0.00% Add +50.0% 3 $535
Brown, Lisle/Cummings, Inc. 0.00% No change 3 $535
Estabrook Capital Management 0.00% No change 3 $535
Marquette Asset Management, LLC 0.00% No change 2 $357
JDM Financial Group LLC 0.00% New 2 $356
Salomon & Ludwin, LLC 0.00% No change 2 $356
Delos Wealth Advisors, LLC 0.00% New 1 $179
MCF Advisors LLC 0.00% No change 1 $179
China Universal Asset Management Co., Ltd. 0.00% No change 1 $178
Pathway Financial Advisers, LLC 0.00% Add +16928.6% 3,576 $20

"% 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.