Filing Research | COIN - COINBASE GLOBAL INC Institutional Holdings

Snapshot holdings

50 / 276 loaded

#		Instrument	quantity
1	a16z Perennial Management, L.P.	Shares	1.5MSH	$215.5M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	330.6KSH	$48.3M
3	Robeco Institutional Asset Management B.V.	Shares	181.0KSH	$26.5M
4	Assenagon Asset Management S.A.	Shares	154.7KSH	$22.6M
5	MIZUHO MARKETS AMERICAS LLC	Shares	106.0KSH	$15.5M
6	Mizuho Markets Cayman LP	Shares	89.0KSH	$13.0M
7	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	75.9KSH	$11.1M
8	Czech National Bank	Shares	63.3KSH	$9.3M
9	GATEWAY INVESTMENT ADVISERS LLC	Shares	59.5KSH	$8.7M
10	Refined Wealth Management	Shares	58.9KSH	$8.6M
11	Fideuram Asset Management (Ireland) dac	Shares	44.4KSH	$8.3M
12	Mirae Asset Global Investments Co., Ltd.	Shares	56.1KSH	$8.2M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	49.1KSH	$7.2M
14	IFM Investors Pty Ltd	Shares	47.0KSH	$6.9M
15	FIRST CITIZENS BANK & TRUST CO	Shares	45.1KSH	$6.6M
16	Envestnet Portfolio Solutions, Inc.	Shares	43.1KSH	$6.3M
17	Swedbank AB	Shares	36.4KSH	$5.3M
18	SIGNATUREFD, LLC	Shares	33.3KSH	$4.9M
19	Police & Firemen's Retirement System of New Jersey	Shares	33.3KSH	$4.9M
20	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	31.2KSH	$4.6M
21	SBI Securities Co., Ltd.	Shares	30.4KSH	$4.4M
22	QRG CAPITAL MANAGEMENT, INC.	Shares	29.4KSH	$4.3M
23	D.A. DAVIDSON & CO.	Shares	29.0KSH	$4.2M
24	PensionDanmark Pensionsforsikringsaktieselskab	Shares	27.7KSH	$4.0M
25	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	Shares	26.3KSH	$3.8M
26	Cache Advisors, LLC	Shares	24.8KSH	$3.6M
27	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	20.8KSH	$3.0M
28	Fulcrum Capital LLC	Shares	20.0KSH	$2.9M
29	LexAurum Advisors, LLC	Shares	17.8KSH	$2.6M
30	MIZUHO SECURITIES USA LLC	Shares	13.5KSH	$2.4M
31	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	Shares	15.7KSH	$2.3M
32	JOHNSON INVESTMENT COUNSEL INC	Shares	15.3KSH	$2.2M
33	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.1KSH	$2.1M
34	LBP AM SA	Shares	13.7KSH	$2.0M
35	TITLEIST ASSET MANAGEMENT, LLC	Shares	13.7KSH	$2.0M
36	Composition Wealth, LLC	Shares	12.6KSH	$1.8M
37	HARTFORD INVESTMENT MANAGEMENT CO	Shares	12.3KSH	$1.8M
38	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	11.5KSH	$1.7M
39	Royal Fund Management, LLC	Shares	11.4KSH	$1.7M
40	Louisiana State Employees Retirement System	Shares	11.4KSH	$1.7M
41	FIDUCIARY FINANCIAL GROUP, LLC	Shares	11.2KSH	$1.6M
42	Union Bancaire Privee, UBP SA	Shares	12.7KSH	$1.6M
43	ABN AMRO INVESTMENT SOLUTIONS	Shares	10.4KSH	$1.5M
44	BENJAMIN EDWARDS INC	Shares	9.8KSH	$1.4M
45	Stablepoint Partners, LLC	Shares	9.6KSH	$1.4M
46	Diversified Trust Co	Shares	9.2KSH	$1.3M
47	Cobblestone Asset Management LLC	Shares	9.1KSH	$1.3M
48	Optas, LLC	Shares	8.5KSH	$1.2M
49	Donor Advised Charitable Giving, Inc.	Shares	8.5KSH	$1.2M
50	INDEPENDENT FINANCIAL GROUP, LLC	Shares	8.2KSH	$1.2M

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 319 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+228.0K	+$30.4M	$48.3M
2	Assenagon Asset Management S.A. added	Shares	+121.6K	+$16.8M	$22.6M
3	Fideuram Asset Management (Ireland) dac added	Shares	+43.1K	+$8.1M	$8.3M
4	Fulcrum Capital LLC new	Shares	+20.0K	+$2.9M	$2.9M
5	Cache Advisors, LLC added	Shares	+20.0K	+$2.8M	$3.6M
6	Trust Asset Management LLC added	Shares	+2.5K	+$555.8K	$960.3K
7	Annex Advisory Services, LLC new	Shares	+3.8K	+$548.5K	$548.5K
8	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+12.6K	+$506.1K	$8.7M
9	Curated Wealth Partners LLC new	Shares	+8.7K	+$490.9K	$490.9K
10	Abundance Wealth Counselors new	Shares	+2.2K	+$321.6K	$321.6K
11	WMS Group LLC new	Shares	+2.1K	+$305.5K	$305.5K
12	OFI INVEST ASSET MANAGEMENT new	Shares	+2.0K	+$252.2K	$252.2K
13	EQUITABLE TRUST CO new	Shares	+1.5K	+$225.4K	$225.4K
14	Alpha Zero LLC new	Shares	+1.3K	+$208.8K	$208.8K
15	Aprio Wealth Management, LLC new	Shares	+1.4K	+$200.1K	$200.1K
16	Traynor Capital Management, Inc. new	CALL	+900	+$131.6K	$131.6K
17	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+2.4K	+$126.8K	$1.5M
18	AMERICAN NATIONAL BANK & TRUST added	Shares	+852	+$112.5K	$186.5K
19	QRG CAPITAL MANAGEMENT, INC. added	Shares	+5.3K	+$87.8K	$4.3M
20	Bogart Wealth, LLC added	Shares	+577	+$82.7K	$93.0K
21	CoreCap Advisors, LLC added	Shares	+1.2K	+$51.0K	$843.5K
22	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+2.2K	+$49.3K	$1.7M
23	DARA CAPITAL US, INC. added	Shares	+871	+$38.5K	$584.0K
24	BENJAMIN EDWARDS INC added	Shares	+1.8K	+$37.1K	$1.4M
25	Cape Investment Advisory, Inc. new	Shares	+189	+$27.6K	$27.6K
26	DeDora Capital, Inc. added	Shares	+580	+$23.3K	$401.0K
27	Cobblestone Asset Management LLC added	Shares	+1.6K	+$19.0K	$1.3M
28	Crewe Advisors LLC added	Shares	+98	+$13.4K	$19.2K
29	LifeSteps Financial, Inc. new	Shares	+67	+$9.8K	$9.8K
30	WEST PACES ADVISORS INC. new	Shares	+56	+$8.2K	$8.2K
31	Kings Path Partners LLC added	Shares	+100	+$6.6K	$29.2K
32	SIMS INVESTMENT MANAGEMENT, LLC new	Shares	+35	+$5.1K	$5.1K
33	Brookstone Capital Management added	Shares	+632	+$5.0K	$542.0K
34	Beaird Harris Wealth Management, LLC new	Shares	+29	+$4.2K	$4.2K
35	AM INVESTMENT STRATEGIES LLC new	Shares	+28.1K	+$4.1K	$4.1K
36	Mascoma Wealth Management LLC new	Shares	+24	+$3.5K	$3.5K
37	BEACON INVESTMENT ADVISORY SERVICES, INC. added	Shares	+25	+$3.4K	$5.1K
38	Generali Investments Towarzystwo Funduszy Inwestycyjnych added	Shares	+180	+$3.0K	$146.2K
39	Tradewinds Capital Management, LLC added	Shares	+20	+$2.8K	$3.7K
40	BFSG, LLC new	Shares	+17	+$2.5K	$2.5K
41	Creative Capital Management Investments LLC new	Shares	+12	+$1.8K	$1.8K
42	VSM Wealth Advisory, LLC new	Shares	+10	+$1.5K	$1.5K
43	Provenance Wealth Advisors, LLC new	Shares	+5	+$731	$731
44	1015 Capital Partners, LLC added	Shares	+4	+$499	$1.0K
45	Davis Capital Management added	Shares	+4	+$499	$1.0K
46	FNY Investment Advisers, LLC new	Shares	+2.8K	+$402	$402
47	True Wealth Design, LLC added	Shares	+3	+$41	$2.5K
48	MIZUHO SECURITIES USA LLC unchanged	Shares	0	$0	$2.4M
49	Roble, Belko & Company, Inc unchanged	Shares	0	$0	$1
50	First PREMIER Bank unchanged	Shares	0	-$1	$6

Scroll to load more