Signals

COIN

1703 in-universe funds with a nonzero position in COIN within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#25101
Score / z-2.412 / -2.93
Consensus330.50 over 621 funds
Momentum-0.63 =
Price veto⚠ -65% off 52w high

Price & positioning

226 cached closes, trailing year
Drawdown-65%
Short interest-7% / 3.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,442.9 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 2,070.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 1,399.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 1,397.9 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 946.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 555.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Paradigm Operations LP CIK 0001911136 0.830 4 465.7 45.1% 5 -20.5 pp -25.9 pp -29.5 pp -37.3 pp
NORGES BANK CIK 0001374170 0.994 1617 407.9 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 371.9 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
ARK Investment Management LLC CIK 0001697748 0.765 190 367.1 2.4% 5 -0.8 pp -1.4 pp -2.4 pp -4.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 338.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Clear Street Group Inc. CIK 0001881567 0.813 1364 338.3 1.1% 4 -1.4 pp -1.9 pp -3.1 pp +1.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 300.0 0.2% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 293.2 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 275.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 267.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 249.9 0.1% 7 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Capital World Investors CIK 0001422849 0.974 637 249.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 233.4 3.0% 5 -0.9 pp -1.5 pp -2.6 pp -4.3 pp
a16z Perennial Management, L.P. CIK 0002009275 0.680 61 215.5 17.4% 3 -3.9 pp -8.8 pp +17.4 pp -26.9 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 210.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 196.1 0.1% 5 -0.0 pp -0.1 pp +0.1 pp -0.4 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 191.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 181.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 176.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 174.5 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 161.7 0.7% 1 +0.7 pp +0.7 pp -0.1 pp -0.1 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 158.0 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 143.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 132.1 0.2% 5 -0.1 pp +0.1 pp -0.3 pp -0.2 pp
Amundi CIK 0001330387 0.000 1 131.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Southpoint Capital Advisors LP CIK 0001319998 0.396 33 131.6 3.0% 2 +0.8 pp +3.0 pp +3.0 pp +3.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 118.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 117.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.1 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 110.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.5 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 107.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 101.6 0.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 98.5 0.1% 5 -0.0 pp +0.1 pp -0.3 pp -0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 92.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 91.1 1.3% 5 -0.1 pp -0.2 pp -0.6 pp -0.5 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 87.6 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 83.3 0.4% 5 +0.0 pp -0.4 pp -1.1 pp -0.8 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 82.9 0.1% 5 -0.0 pp -0.3 pp -0.8 pp -0.6 pp
Nuveen, LLC CIK 0001871926 0.966 3735 80.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 79.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 76.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 75.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Ruffer LLP CIK 0001426859 0.221 187 72.9 2.6% 3 -7.7 pp -5.0 pp +2.6 pp +2.6 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 72.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cria, Inc. CIK 0002065494 0.830 2 71.9 58.0% 2 -4.3 pp +58.0 pp +58.0 pp +58.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 70.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 68.1 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
Patient Capital Management, LLC CIK 0001854794 0.748 39 67.5 2.2% 5 -0.6 pp +0.7 pp -0.1 pp -1.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 63.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Sparrow, LLC /DE CIK 0002104539 0.208 126 58.4 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 57.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 54.4 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
National Pension Service CIK 0001608046 0.956 552 53.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 52.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ribbit Management Company, LLC CIK 0001836733 0.864 15 50.2 2.4% 5 -5.2 pp -5.8 pp -9.4 pp -15.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 49.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 48.8 0.3% 5 -0.2 pp -0.2 pp -0.4 pp -1.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 48.3 0.2% 5 +0.1 pp -0.2 pp -0.3 pp -0.3 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 46.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 45.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 43.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 43.3 0.1% 5 +0.1 pp +0.1 pp +0.0 pp -0.4 pp
Kemnay Advisory Services Inc. CIK 0001555283 0.677 1169 43.1 5.5% 5 -2.8 pp -4.6 pp -5.1 pp -7.5 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 42.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 41.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 39.3 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 39.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Slate Path Capital LP CIK 0001559706 0.201 40 38.5 0.5% 5 -0.1 pp -0.2 pp -1.2 pp -2.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 37.9 0.1% 5 -0.1 pp -0.1 pp -0.9 pp -0.7 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 37.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 37.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 36.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 35.8 0.9% 5 -0.4 pp -0.9 pp -2.3 pp -3.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 35.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 35.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 32.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 32.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 29.3 1.6% 5 -0.5 pp -1.1 pp -3.3 pp -4.2 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 29.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 28.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 28.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 28.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 27.9 0.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 26.5 0.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 25.9 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Capula Management Ltd CIK 0001557017 0.914 303 23.4 0.1% 1 +0.1 pp +0.1 pp -1.2 pp +0.1 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 23.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 23.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 22.6 0.0% 5 +0.0 pp -0.0 pp -0.2 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 22.1 0.1% 5 -0.1 pp +0.0 pp -0.2 pp -0.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 21.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 20.7 2.6% 5 -0.5 pp -0.9 pp -1.3 pp -2.6 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 20.2 0.2% 5 -0.1 pp -0.1 pp -0.6 pp -0.6 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 20.0 1.2% 7 -0.1 pp +0.2 pp +0.3 pp +0.8 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 19.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 19.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 18.9 0.5% 1 +0.5 pp -0.1 pp +0.1 pp +0.2 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 18.8 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 18.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 18.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EULAV Asset Management CIK 0001540826 0.373 152 18.3 0.6% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 18.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CAPITOLIS LIQUID GLOBAL MARKETS LLC CIK 0002094379 0.370 320 18.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 16.8 0.3% 6 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 16.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 16.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 16.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 16.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 16.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 16.2 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Paragon Capital Management Ltd CIK 0001569765 0.682 223 16.0 3.0% 5 -1.0 pp -2.3 pp -6.4 pp -6.9 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 15.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 15.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 15.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 15.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 15.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 15.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 15.5 0.3% 5 -0.2 pp -0.2 pp -2.2 pp -1.3 pp
WIM INVESTMENT MANAGEMENT Ltd CIK 0002042565 0.661 26 15.2 5.0% 5 -0.4 pp -1.1 pp -3.0 pp +4.3 pp
NZS Capital, LLC CIK 0001816616 0.629 61 15.1 0.4% 5 -0.1 pp -0.2 pp -0.5 pp -0.8 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 15.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 14.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 14.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 14.6 0.5% 5 -0.2 pp -0.5 pp -1.2 pp -1.2 pp
Woodson Capital Management, LP CIK 0001697848 0.331 26 14.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Aequim Alternative Investments LP CIK 0001728201 0.539 102 14.6 0.2% 5 -0.1 pp -0.2 pp -0.3 pp -0.6 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 13.9 0.0% 7 -0.1 pp -0.0 pp +0.0 pp -0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 13.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 13.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 13.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.4 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 13.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.4 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 13.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 13.1 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 13.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 13.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 12.7 0.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 12.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 12.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 12.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 11.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tredje AP-fonden CIK 0001650290 0.789 424 11.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 11.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. CIK 0001280487 0.281 446 11.1 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Senator Investment Group LP CIK 0001443689 0.106 58 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.8 pp
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Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NKCFO LLC CIK 0001757282 0.145 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
SAGE ADVISORS, LLC CIK 0002032121 0.464 48 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Plato Investment Management Ltd CIK 0001984475 0.428 496 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Marathon Trading Investment Management LLC CIK 0001572748 0.000 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Contrarius Group Holdings Ltd CIK 0002054801 0.000 34 0.0 0.0% 0 -1.3 pp -3.5 pp -3.7 pp -4.8 pp
SFMG, LLC CIK 0001512026 0.796 334 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Evergreen Quality Fund GP, Ltd. CIK 0002016939 0.176 43 0.0 0.0% 0 -0.6 pp -1.7 pp -6.3 pp -8.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.0 0.0% 0 -0.0 pp -0.5 pp -0.8 pp -0.9 pp
Wilkinson Global Asset Management LLC CIK 0001764000 0.656 62 0.0 0.0% 0 +0.0 pp -0.6 pp -1.1 pp -0.6 pp
Andra AP-fonden CIK 0001535452 0.620 393 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.4 pp
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IDG Technology Venture Investment IV, LLC CIK 0001879976 0.811 1 0.0 0.0% 0 +0.0 pp +0.0 pp -100.0 pp -100.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Paradiem, LLC CIK 0001733356 0.135 68 0.0 0.0% 0 -0.1 pp +0.0 pp -0.2 pp +0.0 pp
Generali Investments, Management Co LLC CIK 0002043136 0.382 164 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 -0.0 pp -0.2 pp -0.3 pp -0.4 pp
Pinegrove Venture Partners, LLC CIK 0002011811 0.000 6 0.0 0.0% 0 -74.4 pp +0.0 pp +0.0 pp -4.9 pp
Capital Impact Advisors, LLC CIK 0001602198 0.253 29 0.0 0.0% 0 -2.1 pp -1.5 pp -2.6 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Galaxy Digital Capital Management GP LLC CIK 0002118292 0.011 51 0.0 0.0% 0 -0.7 pp +0.0 pp -1.7 pp -2.0 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Main Street Research LLC CIK 0001513211 0.625 140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
COMMERZBANK AKTIENGESELLSCHAFT /FI CIK 0000852933 0.000 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rockline Wealth Management, LLC CIK 0002005098 0.502 107 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just COIN). Qtrs Held counts distinct quarters this fund has actually held COIN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its COIN position size. Δ columns are the percentage-point change in COIN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status