Finance Services - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-04-29 13F-HR BULL.W / Webull Corporation - Equity Warrant Bluefin Capital Management, Llc 16,734 0 -100.00
2026-04-29 13F-HR COIN / Coinbase Global Oregon Public Employees Retirement Fund 26,128 25,552 -2.20
2026-04-29 SCHEDULE 13G CIFR / Cipher Digital Vanguard Portfolio Management Llc 22,454,007
2026-04-29 13F-HR BULL / Webull Police & Firemen's Retirement System of New Jersey 73,052 73,052 0.00
2026-04-29 13F-HR DAVE / Dave Klp Kapitalforvaltning As 2,300 2,800 21.74
2026-04-29 13F-HR CPSS / Consumer Portfolio Services Police & Firemen's Retirement System of New Jersey 2,917 2,917 0.00
2026-04-29 13F-HR HUT / Hut 8 Police & Firemen's Retirement System of New Jersey 25,809 26,551 2.87
2026-04-29 13F-HR CIFR / Cipher Digital W Advisors, Llc 11,570 11,570 0.00
2026-04-29 13F-HR SOFI / SoFi Technologies Cary Street Partner Investment Advisory Llc 2,880 940 -67.36
2026-04-29 13F-HR BULL / Webull CVA Family Office, LLC 52 0 -100.00
2026-04-29 13F-HR LDI / loanDepot Police & Firemen's Retirement System of New Jersey 22,650 22,650 0.00
2026-04-29 13F-HR CORZ / Core Scientific Hughes Financial Services, LLC 6
2026-04-29 13F-HR IREN / IREN Nilsine Partners, LLC 6,000
2026-04-29 13F-HR COIN / Coinbase Global KERR FINANCIAL PLANNING Corp 1,263 1,758 39.19
2026-04-29 13F-HR HTT / High Templar Tech Limited - Depositary Receipt Police & Firemen's Retirement System of New Jersey 20,463 56,308 175.17
2026-04-29 13F-HR HUT / Hut 8 Am Investment Strategies Llc 39,000 39,000 0.00
2026-04-29 13F-HR OPRT / Oportun Financial Police & Firemen's Retirement System of New Jersey 10,404 10,404 0.00
2026-04-29 13F-HR CIFR / Cipher Digital KERR FINANCIAL PLANNING Corp 301 164 -45.51
2026-04-29 13F-HR BUR / Burford Capital Klp Kapitalforvaltning As 63,500 65,900 3.78
2026-04-29 13F-HR SOFI / SoFi Technologies Swedbank AB 99,191 153,529 54.78
2026-04-29 13F-HR SOFI / SoFi Technologies Meitav Dash Investments Ltd 11,000 0 -100.00
2026-04-29 13F-HR BULL / Webull R Squared Ltd 25,145 21,438 -14.74
2026-04-29 13F-HR LU / Lufax Holding Ltd - Depositary Receipt Police & Firemen's Retirement System of New Jersey 130,739 62,992 -51.82
2026-04-29 13F-HR/A BMNR / Bitmine Immersion Technologies Salem Investment Counselors Inc 0 50
2026-04-29 13F-HR CORZ / Core Scientific Bluefin Capital Management, Llc 122,400 1,564,200 1,177.94
2026-04-29 13F-HR CORZ / Core Scientific Police & Firemen's Retirement System of New Jersey 77,714 79,988 2.93
2026-04-29 13F-HR DAVE / Dave Axxcess Wealth Management, Llc 7,356 0 -100.00
2026-04-29 13F-HR IREN / IREN Skopos Labs, Inc. 5,766 5,879 1.96
2026-04-29 13F-HR BTDR / Bitdeer Technologies Group Police & Firemen's Retirement System of New Jersey 64,681 72,366 11.88
2026-04-29 13F-HR IREN / IREN Richmond Investment Services, LLC 23,713 26,135 10.21
2026-04-29 13F-HR NU / Nu Holdings LTS Liquid Investments LLC 748,367 728,699 -2.63
2026-04-29 13F-HR/A COIN / Coinbase Global Salem Investment Counselors Inc 0 70
2026-04-29 13F-HR BTBT / Bit Digital Police & Firemen's Retirement System of New Jersey 87,003 87,003 0.00
2026-04-29 13F-HR HUT / Hut 8 Harbour Capital Advisors, LLC 18,020 0 -100.00
2026-04-29 13F-HR QFIN / Qfin Holdings, Inc. - Depositary Receipt Swedbank AB 1,660,064 1,629,500 -1.84
2026-04-29 13F-HR OPRT / Oportun Financial R Squared Ltd 16,935 12,973 -23.40
2026-04-29 13F-HR CIFR / Cipher Digital Strategic Blueprint, LLC 28,223 41,703 47.76
2026-04-29 13F-HR CIFR / Cipher Digital Police & Firemen's Retirement System of New Jersey 87,550 87,550 0.00
2026-04-29 13F-HR BUR / Burford Capital Mithaq Capital SPC 3,206,156 1,494,749 -53.38
2026-04-29 13F-HR BUR / Burford Capital Standard Life Aberdeen plc 2,357,279 2,681,624 13.76
2026-04-29 13F-HR SOFI / SoFi Technologies Hartline Investment Corp/ 475,451 0 -100.00
2026-04-29 13F-HR SOFI / SoFi Technologies Solidarilty Wealth, LLC 65,661 65,661 0.00
2026-04-29 13F-HR SOFI / SoFi Technologies San Luis Wealth Advisors LLC 54,668 55,408 1.35
2026-04-29 13F-HR SOFI / SoFi Technologies American Capital Advisory, LLC 1,297 1,294 -0.23
2026-04-29 13F-HR SOFI / SoFi Technologies IAG Wealth Partners, LLC 2,311 544 -76.46
2026-04-29 13F-HR/A SOFI / SoFi Technologies Farmers & Merchants Trust Co of Chambersburg PA 250 250 0.00
2026-04-29 13F-HR COIN / Coinbase Global Montag A & Associates Inc 641 131 -79.56
2026-04-29 13F-HR CMPOW / CompoSecure, Inc. - Equity Warrant Bluefin Capital Management, Llc 26,200
2026-04-29 13F-HR BMNR / Bitmine Immersion Technologies Avory & Company, LLC 16,761 15,248 -9.03
2026-04-29 13F-HR BMNR / Bitmine Immersion Technologies Axxcess Wealth Management, Llc 7,784 0 -100.00
2026-04-29 13F-HR CORZW / Core Scientific, Inc. - Equity Warrant Bluefin Capital Management, Llc 140,083 26,763 -80.89
2026-04-29 13F-HR CORZ / Core Scientific Bluefin Capital Management, Llc 99,358 608,458 512.39
2026-04-29 13F-HR CORZ / Core Scientific Credit Industriel Et Commercial 7,630 9,695 27.06
2026-04-29 13F-HR CORZ / Core Scientific Bluefin Capital Management, Llc 622,800
2026-04-29 13F-HR DAVE / Dave CVA Family Office, LLC 4
2026-04-29 13F-HR DAVE / Dave LTS Liquid Investments LLC 3,768 0 -100.00
2026-04-29 13F-HR IREN / IREN Mirae Asset Securities (usa) Inc. 1,428,188 0 -100.00
2026-04-29 13F-HR IREN / IREN R Squared Ltd 6,795 6,085 -10.45
2026-04-29 13F-HR IREN / IREN KERR FINANCIAL PLANNING Corp 116 65 -43.97
2026-04-29 13F-HR/A IREN / IREN Salem Investment Counselors Inc 400
2026-04-29 13F-HR MSTR / Strategy Strategic Blueprint, LLC 1,755 1,863 6.15
2026-04-29 13F-HR NU / Nu Holdings Investment House Llc 2,588,691 2,579,718 -0.35
2026-04-29 13F-HR NU / Nu Holdings TriaGen Wealth Management LLC 12,800 0 -100.00
2026-04-29 13F-HR NU / Nu Holdings Police & Firemen's Retirement System of New Jersey 914,814 915,818 0.11
2026-04-29 13F-HR COIN / Coinbase Global Axxcess Wealth Management, Llc 6,772 5,153 -23.91
2026-04-29 13F-HR NU / Nu Holdings Harbour Capital Advisors, LLC 87,595 87,235 -0.41
2026-04-29 13F-HR/A HIVE / HIVE Digital Technologies Salem Investment Counselors Inc 0 40
2026-04-29 13F-HR BTBT / Bit Digital Klp Kapitalforvaltning As 66,700 66,700 0.00
2026-04-29 13F-HR BTBT / Bit Digital American Capital Advisory, LLC 200 200 0.00
2026-04-29 13F-HR HUT / Hut 8 CVA Family Office, LLC 54
2026-04-29 13F-HR/A NU / Nu Holdings Salem Investment Counselors Inc 2,087,012 2,112,866 1.24
2026-04-29 13F-HR XYF / X Financial - Depositary Receipt Police & Firemen's Retirement System of New Jersey 7,644 7,644 0.00
2026-04-29 13F-HR QFIN / Qfin Holdings, Inc. - Depositary Receipt Police & Firemen's Retirement System of New Jersey 11,951 29,643 148.04
2026-04-29 13F-HR QFIN / Qfin Holdings, Inc. - Depositary Receipt Standard Life Aberdeen plc 142,433 152,940 7.38
2026-04-29 13F-HR BITF / Bitfarms R Squared Ltd 23,137 23,826 2.98
2026-04-29 13F-HR BITF / Bitfarms Clare Market Investments LLC 45,500 29,500 -35.16
2026-04-29 13F-HR CIFR / Cipher Digital Klp Kapitalforvaltning As 67,100 69,300 3.28
2026-04-29 13F-HR CIFR / Cipher Digital Bluefin Capital Management, Llc 29,172 13,580 -53.45
2026-04-29 13F-HR BKKT / Bakkt Police & Firemen's Retirement System of New Jersey 2,439 2,439 0.00
2026-04-29 13F-HR PWP / Perella Weinberg Partners Police & Firemen's Retirement System of New Jersey 16,889 16,889 0.00
2026-04-29 13F-HR COIN / Coinbase Global Navalign, LLC 5 0 -100.00
2026-04-29 13F-HR BUR / Burford Capital Hughes Financial Services, LLC 119 36 -69.75
2026-04-29 13F-HR SOFI / SoFi Technologies Cary Street Partners Financial Llc 14,883 15,398 3.46
2026-04-29 13F-HR SOFI / SoFi Technologies R Squared Ltd 17,402 23,274 33.74
2026-04-29 13F-HR SOFI / SoFi Technologies Burney Co/ 76,167 0 -100.00
2026-04-29 13F-HR SOFI / SoFi Technologies Clare Market Investments LLC 28,035 35,905 28.07
2026-04-29 13F-HR SOFI / SoFi Technologies CVA Family Office, LLC 23 1,150 4,900.00
2026-04-29 13F-HR SOFI / SoFi Technologies Police & Firemen's Retirement System of New Jersey 517,492 521,209 0.72
2026-04-29 13F-HR SOFI / SoFi Technologies Carnegie Lake Advisors LLC 21,650 20,550 -5.08
2026-04-29 13F-HR SOFI / SoFi Technologies Standard Life Aberdeen plc 8,728 12,170 39.44
2026-04-29 13F-HR SOFI / SoFi Technologies Mirae Asset Securities (usa) Inc. 250,000
2026-04-29 13F-HR SOFI / SoFi Technologies Taylor Frigon Capital Management LLC 86,936 118,017 35.75
2026-04-29 13F-HR SOFI / SoFi Technologies Custom Index Systems, Llc 42,502 54,976 29.35
2026-04-29 13F-HR/A SOFI / SoFi Technologies Salem Investment Counselors Inc 0 779
2026-04-29 13F-HR COIN / Coinbase Global Meitav Dash Investments Ltd 0 3,000
2026-04-29 13F-HR COIN / Coinbase Global Skopos Labs, Inc. 2,129 7,709 262.09
2026-04-29 13F-HR GPGI / GPGI Klp Kapitalforvaltning As 15,400 52,500 240.91
2026-04-29 13F-HR GPGI / GPGI Police & Firemen's Retirement System of New Jersey 15,198 47,740 214.12
2026-04-29 SCHEDULE 13G BMNR / Bitmine Immersion Technologies, Inc. - Depositary Receipt Vanguard Capital Management Llc 23,340,410
2026-04-29 13F-HR BMNR / Bitmine Immersion Technologies Mirae Asset Securities (usa) Inc. 400,989 0 -100.00
2026-04-29 13F-HR BMNR / Bitmine Immersion Technologies American Capital Advisory, LLC 686 686 0.00
2026-04-29 13F-HR BMNR / Bitmine Immersion Technologies IAG Wealth Partners, LLC 1,737 7,853 352.10
2026-04-29 13F-HR COIN / Coinbase Global Police & Firemen's Retirement System of New Jersey 34,133 34,202 0.20
2026-04-29 13F-HR CORZW / Core Scientific, Inc. - Equity Warrant Bluefin Capital Management, Llc 26,763 163,396 510.53
2026-04-29 13F-HR CORZ / Core Scientific Bluefin Capital Management, Llc 622,800 494,700 -20.57
2026-04-29 13F-HR CORZ / Core Scientific Klp Kapitalforvaltning As 65,700 67,500 2.74
2026-04-29 13F-HR CORZ / Core Scientific Bluefin Capital Management, Llc 608,458 102,273 -83.19
2026-04-29 13F-HR CORZ / Core Scientific Bluefin Capital Management, Llc 1,564,200 1,638,400 4.74
2026-04-29 13F-HR NU / Nu Holdings Skopos Labs, Inc. 16,295 23,746 45.73
2026-04-29 13F-HR CORZ / Core Scientific Credit Industriel Et Commercial 20,000 20,000 0.00
2026-04-29 13F-HR COIN / Coinbase Global Nilsine Partners, LLC 7,073 6,862 -2.98
2026-04-29 13F-HR COIN / Coinbase Global Duncker Streett & Co Inc 39 39 0.00
2026-04-29 13F-HR DAVE / Dave Harbour Capital Advisors, LLC 3,010 3,010 0.00
2026-04-29 13F-HR DAVE / Dave Silver Oak Wealth Advisors Services, Llc 1,866 1,776 -4.82
2026-04-29 13F-HR PGY / Pagaya Technologies Klp Kapitalforvaltning As 10,875 10,875 0.00
2026-04-29 13F-HR IREN / IREN Mirae Asset Securities (usa) Inc. 4,284,564 0 -100.00
2026-04-29 13F-HR COIN / Coinbase Global WealthPlan Investment Management, LLC 3,910 0 -100.00
2026-04-29 13F-HR IREN / IREN Meitav Dash Investments Ltd 328,600 332,860 1.30
2026-04-29 13F-HR COIN / Coinbase Global Frank, Rimerman Advisors LLC 2,579 4,939 91.51
2026-04-29 13F-HR IREN / IREN WealthPlan Investment Management, LLC 11,082
2026-04-29 13F-HR IREN / IREN IAG Wealth Partners, LLC 84 78 -7.14
2026-04-29 13F-HR IREN / IREN Axxcess Wealth Management, Llc 16,462 0 -100.00
2026-04-29 13F-HR BTDR / Bitdeer Technologies Group Hughes Financial Services, LLC 1
2026-04-29 13F-HR BTDR / Bitdeer Technologies Group Klp Kapitalforvaltning As 21,100 21,100 0.00
2026-04-29 13F-HR UPST / Upstart Holdings Klp Kapitalforvaltning As 18,500 19,300 4.32
2026-04-29 13F-HR COIN / Coinbase Global PCB Capital LLC 1,368 1,401 2.41
2026-04-29 SCHEDULE 13G CLSKW / CleanSpark, Inc. - Equity Warrant Vanguard Capital Management Llc 13,014,765
2026-04-29 13F-HR UPST / Upstart Holdings KERR FINANCIAL PLANNING Corp 150 150 0.00
2026-04-29 13F-HR MSTR / Strategy Seelaus Asset Management LLC 3,335
2026-04-29 13F-HR VEL / Velocity Financial R Squared Ltd 0 12,804
2026-04-29 13F-HR SII / Sprott Harbour Capital Advisors, LLC 12,990 13,300 2.39
2026-04-29 13F-HR COIN / Coinbase Global Childress Capital Advisors, Llc 933 0 -100.00
2026-04-29 13F-HR UPST / Upstart Holdings Hughes Financial Services, LLC 4 0 -100.00
2026-04-29 13F-HR NU / Nu Holdings Raelipskie Partnership 1,000 1,000 0.00
2026-04-29 13F-HR NU / Nu Holdings Hughes Financial Services, LLC 122
2026-04-29 13F-HR NU / Nu Holdings Custom Index Systems, Llc 29,402 29,402 0.00
2026-04-29 13F-HR NU / Nu Holdings BHK Investment Advisors, LLC 30,000 30,000 0.00
2026-04-29 13F-HR MSTR / Strategy IAG Wealth Partners, LLC 302 1,454 381.46
2026-04-29 13F-HR/A UPST / Upstart Holdings Salem Investment Counselors Inc 0 6
2026-04-29 13F-HR NU / Nu Holdings Standard Life Aberdeen plc 15,004,383 13,192,205 -12.08
2026-04-29 13F-HR NU / Nu Holdings Connable Office Inc 60,432 62,369 3.21
2026-04-29 13F-HR HUT / Hut 8 R Squared Ltd 5,407 0 -100.00
2026-04-29 13F-HR/A MSTR / Strategy Salem Investment Counselors Inc 0 261
2026-04-29 13F-HR VEL / Velocity Financial Police & Firemen's Retirement System of New Jersey 2,021 2,021 0.00
2026-04-29 13F-HR NU / Nu Holdings Frank, Rimerman Advisors LLC 87,543 98,091 12.05
2026-04-29 13F-HR MSTR / Strategy Frank, Rimerman Advisors LLC 0 1,999
2026-04-29 13F-HR QFIN / Qfin Holdings, Inc. - Depositary Receipt Klp Kapitalforvaltning As 23,500 0 -100.00
2026-04-29 SCHEDULE 13G COIN / Coinbase Global, Inc. - Depositary Receipt Vanguard Capital Management Llc 16,327,137
2026-04-29 13F-HR SII / Sprott CVA Family Office, LLC 33 33 0.00
2026-04-29 13F-HR MSTR / Strategy Bluefin Capital Management, Llc
2026-04-29 13F-HR OPRT / Oportun Financial Skopos Labs, Inc. 14,169
2026-04-29 13F-HR CAN / Canaan Inc. - Depositary Receipt Sagace Wealth Management LLC 15,665 0 -100.00
2026-04-29 13F-HR MSTR / Strategy Axxcess Wealth Management, Llc 11,202 12,155 8.51
2026-04-29 13F-HR MSTR / Strategy Klp Kapitalforvaltning As 95,160 104,680 10.00
2026-04-29 13F-HR MSTR / Strategy Duncker Streett & Co Inc 2 2 0.00
2026-04-29 13F-HR CIFR / Cipher Digital Skopos Labs, Inc. 25,737 0 -100.00
2026-04-29 13F-HR CIFR / Cipher Digital R Squared Ltd 11,363 0 -100.00
2026-04-29 13F-HR CIFR / Cipher Digital Bluefin Capital Management, Llc 0 29,172
2026-04-29 13F-HR OPFI / OppFi R Squared Ltd 19,631 21,684 10.46
2026-04-29 13F-HR OPFI / OppFi Police & Firemen's Retirement System of New Jersey 6,282 6,282 0.00
2026-04-29 13F-HR BKKT / Bakkt KERR FINANCIAL PLANNING Corp 193 100 -48.19
2026-04-29 13F-HR PWP / Perella Weinberg Partners Klp Kapitalforvaltning As 14,200 14,200 0.00
2026-04-29 13F-HR CLSK / CleanSpark R Squared Ltd 0 14,356
2026-04-29 13F-HR MSTR / Strategy Hartline Investment Corp/ 3,335 2,619 -21.47
2026-04-29 13F-HR BUR / Burford Capital Police & Firemen's Retirement System of New Jersey 53,357 53,357 0.00
2026-04-29 13F-HR BUR / Burford Capital Skopos Labs, Inc. 18,007
2026-04-29 13F-HR SOFI / SoFi Technologies Index Technologies Group LLC 26,120 33,623 28.73
2026-04-29 13F-HR SOFI / SoFi Technologies Envestnet Portfolio Solutions, Inc. 12,711 0 -100.00
2026-04-29 13F-HR SOFI / SoFi Technologies Skopos Labs, Inc. 0 21,953
2026-04-29 13F-HR SOFI / SoFi Technologies Klp Kapitalforvaltning As 421,900 475,200 12.63
2026-04-29 13F-HR CLSK / CleanSpark Klp Kapitalforvaltning As 59,800 56,400 -5.69
2026-04-29 13F-HR COIN / Coinbase Global Staley Capital Advisers Inc 3,800 0 -100.00
2026-04-29 13F-HR HSDT / Solana American Capital Advisory, LLC 235 235 0.00
2026-04-29 13F-HR CLSK / CleanSpark Skopos Labs, Inc. 18,028 33,807 87.52
2026-04-29 13F-HR CLSK / CleanSpark Navalign, LLC 1,815 0 -100.00
2026-04-29 13F-HR CLSK / CleanSpark CVA Family Office, LLC 62
2026-04-29 13F-HR SOFI / SoFi Technologies Steele Capital Management, Inc. 10,750 0 -100.00
2026-04-29 13F-HR SOFI / SoFi Technologies Navalign, LLC 2 0 -100.00
2026-04-29 13F-HR SOFI / SoFi Technologies San Luis Wealth Advisors LLC 800 0 -100.00
2026-04-29 13F-HR SOFI / SoFi Technologies Hughes Financial Services, LLC 115 112 -2.61
2026-04-29 13F-HR CLSK / CleanSpark Police & Firemen's Retirement System of New Jersey 76,573 68,470 -10.58
2026-04-29 13F-HR CLSK / CleanSpark Am Investment Strategies Llc 53,400 53,400 0.00
2026-04-29 13F-HR CLSK / CleanSpark Richmond Investment Services, LLC 13,104 0 -100.00
2026-04-29 13F-HR CLSK / CleanSpark Oregon Public Employees Retirement Fund 64,273 58,473 -9.02
2026-04-29 13F-HR CLSK / CleanSpark KERR FINANCIAL PLANNING Corp 29 47 62.07
2026-04-29 13F-HR SOFI / SoFi Technologies Mirae Asset Securities (usa) Inc. 250,932
2026-04-29 13F-HR SOFI / SoFi Technologies Frank, Rimerman Advisors LLC 9,484 0 -100.00
2026-04-29 13F-HR MFIN / Medallion Financial Garner Asset Management Corp 368 0 -100.00
2026-04-29 13F-HR MFIN / Medallion Financial Police & Firemen's Retirement System of New Jersey 4,652 4,652 0.00
2026-04-29 13F-HR COIN / Coinbase Global Envestnet Portfolio Solutions, Inc. 27,194 38,668 42.19
2026-04-29 13F-HR NU / Nu Holdings Flossbach Von Storch Ag 700,000 550,000 -21.43
2026-04-29 13F-HR NU / Nu Holdings Klp Kapitalforvaltning As 763,300 832,100 9.01
2026-04-29 13F-HR COIN / Coinbase Global Klp Kapitalforvaltning As 72,800 83,960 15.33
2026-04-29 13F-HR COIN / Coinbase Global Swedbank AB 44,831 38,847 -13.35
2026-04-29 13F-HR MSTR / Strategy Envestnet Portfolio Solutions, Inc. 1,648 0 -100.00
2026-04-29 13F-HR MSTR / Strategy San Luis Wealth Advisors LLC 300 0 -100.00
2026-04-29 13F-HR MSTR / Strategy Mirae Asset Securities (usa) Inc. 235,571 0 -100.00
2026-04-29 13F-HR UPST / Upstart Holdings Skopos Labs, Inc. 0 20,339
2026-04-29 13F-HR COIN / Coinbase Global Clare Market Investments LLC 1,234 2,114 71.31
2026-04-29 13F-HR LU / Lufax Holding Ltd - Depositary Receipt Standard Life Aberdeen plc 181,758 107,225 -41.01
2026-04-29 13F-HR BMNR / Bitmine Immersion Technologies R Squared Ltd 15,303
2026-04-29 13F-HR BMNR / Bitmine Immersion Technologies Hartline Investment Corp/ 0 16,555
2026-04-29 13F-HR BMNR / Bitmine Immersion Technologies Am Investment Strategies Llc 25,624 32,611 27.27
2026-04-29 13F-HR BMNR / Bitmine Immersion Technologies CVA Family Office, LLC 13 0 -100.00
2026-04-29 13F-HR BMNR / Bitmine Immersion Technologies KERR FINANCIAL PLANNING Corp 50 51 2.00
2026-04-29 13F-HR BMNR / Bitmine Immersion Technologies Mirae Asset Securities (usa) Inc. 400,989 0 -100.00
2026-04-29 13F-HR COIN / Coinbase Global Investment House Llc 2,446 0 -100.00
2026-04-29 13F-HR COIN / Coinbase Global Cary Street Partner Investment Advisory Llc 214 322 50.47
2026-04-29 13F-HR COIN / Coinbase Global Sunrise Financial Services, LLC 2 2 0.00
2026-04-29 13F-HR MSTR / Strategy Navalign, LLC 20 0 -100.00
2026-04-29 13F-HR MSTR / Strategy Swedbank AB 79,460 82,312 3.59
2026-04-29 13F-HR MSTR / Strategy United Asset Strategies, Inc. 4,005 4,549 13.58
2026-04-29 13F-HR MSTR / Strategy Skopos Labs, Inc. 0 4,649
2026-04-29 13F-HR COIN / Coinbase Global Cary Street Partners Financial Llc 16,312 5,967 -63.42
2026-04-29 13F-HR COIN / Coinbase Global Rocky Mountain Advisers, Llc 600 555 -7.50
2026-04-29 13F-HR NU / Nu Holdings Envestnet Portfolio Solutions, Inc. 19,455 15,344 -21.13
2026-04-29 13F-HR MSTR / Strategy Police & Firemen's Retirement System of New Jersey 40,798 48,042 17.76
2026-04-29 13F-HR MSTR / Strategy R Squared Ltd 1,480 0 -100.00
2026-04-29 13F-HR NU / Nu Holdings Cary Street Partners Financial Llc 16,061 15,561 -3.11
2026-04-29 13F-HR COIN / Coinbase Global CVA Family Office, LLC 165 281 70.30
2026-04-29 13F-HR MSTR / Strategy Am Investment Strategies Llc 9,192 10,192 10.88
2026-04-29 13F-HR UPST / Upstart Holdings Police & Firemen's Retirement System of New Jersey 23,145 23,145 0.00
2026-04-29 13F-HR MSTR / Strategy Standard Life Aberdeen plc 53,226 58,213 9.37
2026-04-29 13F-HR MSTR / Strategy CVA Family Office, LLC 158 214 35.44
2026-04-29 13F-HR COIN / Coinbase Global American Capital Advisory, LLC 11 14 27.27
2026-04-29 13F-HR MSTR / Strategy KERR FINANCIAL PLANNING Corp 1 0 -100.00
2026-04-29 13F-HR NU / Nu Holdings Cary Street Partner Investment Advisory Llc 316 99 -68.67
2026-04-29 13F-HR DAVE / Dave Police & Firemen's Retirement System of New Jersey 2,763 2,763 0.00
2026-04-29 13F-HR DAVE / Dave Hughes Financial Services, LLC 1
2026-04-29 13F-HR NU / Nu Holdings Meitav Dash Investments Ltd 110,522
2026-04-29 13F-HR COIN / Coinbase Global Standard Life Aberdeen plc 50,500 49,475 -2.03
2026-04-29 13F-HR PGY / Pagaya Technologies Police & Firemen's Retirement System of New Jersey 12,703 16,198 27.51
2026-04-29 13F-HR PGY / Pagaya Technologies Hughes Financial Services, LLC 1
2026-04-29 13F-HR COIN / Coinbase Global Hughes Financial Services, LLC 13 5 -61.54
2026-04-29 13F-HR MSTR / Strategy San Luis Wealth Advisors LLC 1,482 0 -100.00
2026-04-29 13F-HR IREN / IREN Klp Kapitalforvaltning As 142,200
2026-04-29 13F-HR MSTR / Strategy Hughes Financial Services, LLC 10 6 -40.00
2026-04-29 13F-HR MSTR / Strategy American Capital Advisory, LLC 30 33 10.00
2026-04-29 13F-HR COIN / Coinbase Global IAG Wealth Partners, LLC 39
2026-04-29 13F-HR NU / Nu Holdings United Asset Strategies, Inc. 53,379 54,216 1.57
2026-04-29 13F-HR MSTR / Strategy Mirae Asset Securities (usa) Inc. 235,571 0 -100.00
2026-04-29 13F-HR AXP / American Express Horst & Graben Wealth Management LLC 786 791 0.64
2026-04-29 13F-HR AXP / American Express Mirae Asset Securities (usa) Inc. 25,056 0 -100.00
2026-04-29 13F-HR AXP / American Express Investment Research Partners LLC 4,413 4,516 2.33
2026-04-29 13F-HR SYF / Synchrony Financial Klp Kapitalforvaltning As 248,410 258,010 3.86
2026-04-29 13F-HR SYF / Synchrony Financial Swedbank AB 168,579 166,810 -1.05
2026-04-29 13F-HR AXP / American Express WealthPLAN Partners, LLC 897 1,025 14.27
2026-04-29 13F-HR AXP / American Express Birch Hill Investment Advisors LLC 2,281 2,281 0.00
2026-04-29 13F-HR AXP / American Express Connable Office Inc 10,420 10,427 0.07