Grayscale CoinDesk Crypto 5 ETF
GDLC- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001729997
No open-market purchases or sales by Grayscale CoinDesk Crypto 5 ETF insiders were filed in the last 90 days; 75 institutions reported holding it in 13F filings for Q2 2026, worth $105.9M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Grayscale CoinDesk Crypto 5 ETF as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 75
- −3 vs. Q1 2026
- Shares held
- 3.96M
- +31.0K (+0.8%) vs. Q1 2026
- Total value
- $105.9M
- −$17.2M (−14.0%) vs. Q1 2026
- New holders
- 12
- 17 more added
- Sold out
- 15
- 17 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GDLC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 75 | $105.9M |
| Q1 2026 | 82 | $124.8M |
| Q4 2025 | 89 | $168.6M |
| Q3 2025 | 70 | $236.0M |
| Q2 2025 | 2 | $2.00M |
| Q1 2025 | 3 | $1.45M |
| Q4 2024 | 3 | $1.74M |
| Q3 2024 | 3 | $846.8K |
| Q2 2024 | 3 | $1.34M |
| Q1 2024 | 3 | $2.04M |
| Q4 2023 | 1 | $712.3K |
| Q3 2023 | 3 | $602.1K |
| Q2 2023 | 1 | $398.0K |
| Q1 2023 | 1 | $338.6K |
| Q4 2022 | 2 | $189.0K |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 1 | $42.0K |
| Q1 2022 | 1 | $130.0K |
| Q4 2021 | 1 | $143.0K |
| Q3 2021 | 3 | $115.0K |
| Q2 2021 | 2 | $45.0K |
| Q1 2021 | 2 | $232.0K |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Grayscale CoinDesk Crypto 5 ETF; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bullish | 2,255,000 | $59.5M | 33.39% | 00.0% | Unchanged |
| Cetera Investment Advisers | 191,900 | $5.06M | 0.00% | −12,746−6.2% | Reduced |
| Envestnet Asset Management Inc | 148,162 | $3.91M | 0.00% | +49,215+49.7% | Added |
| Rehmann Capital Advisory Group | 146,490 | $3.87M | 0.18% | +38,003+35.0% | Added |
| Independent Financial Group, LLC | 118,960 | $3.14M | 0.06% | −53,187−30.9% | Reduced |
| Integrated Wealth Concepts LLC | 84,720 | $2.24M | 0.01% | +22,224+35.6% | Added |
| DWM Financial Group, Inc. | 48,359 | $2.00M | 1.78% | +48,359 | New |
| Hartmann Taylor Wealth Management, LLC | 58,757 | $1.83M | 1.21% | −285−0.5% | Reduced |
| BIP Wealth, LLC | 65,344 | $1.72M | 0.05% | +58,070+798.3% | Added |
| Pasadena Private Wealth, LLC | 62,492 | $1.65M | 0.21% | −190,158−75.3% | Reduced |
| Pathstone Holdings, LLC | 62,204 | $1.64M | 0.00% | −81,394−56.7% | Reduced |
| SRS Capital Advisors, Inc. | 52,113 | $1.38M | 0.01% | +51,913+25,956.5% | Added |
| Wealthspire Advisors, LLC | 48,014 | $1.27M | 0.01% | +10,766+28.9% | Added |
| Aries Wealth Management | 46,080 | $1.22M | 0.24% | +18,335+66.1% | Added |
| Intrinsic Edge Capital Management LLC | 45,567 | $1.20M | 0.15% | 00.0% | Unchanged |
| Mariner, LLC | 41,771 | $1.10M | 0.00% | +1,839+4.6% | Added |
| Horizon Kinetics Asset Management LLC | 41,029 | $1.08M | 0.01% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 36,504 | $963.3K | 0.82% | +17,248+89.6% | Added |
| KMT Wealth Management, LLC | 36,504 | $963.3K | 0.82% | +36,504 | New |
| Keystone Financial Services, LLC | 34,604 | $913.2K | 0.55% | +13,664+65.3% | Added |
| DeDora Capital, Inc. | 32,787 | $865.2K | 0.19% | +7,111+27.7% | Added |
| Elyxium Wealth, LLC | 26,690 | $704.3K | 0.07% | +1,962+7.9% | Added |
| Modern Wealth Management, LLC | 21,793 | $575.1K | 0.01% | −6,530−23.1% | Reduced |
| Professional Financial Advisors, LLC | 20,944 | $552.7K | 0.10% | +20,944 | New |
| Cambridge Investment Research Advisors, Inc. | 19,792 | $522.0K | 0.00% | +9,386+90.2% | Added |
| Fortis Group Advisors, LLC | 18,745 | $494.7K | 0.08% | −3,579−16.0% | Reduced |
| Mather Group, LLC. | 16,115 | $425.3K | 0.00% | −695−4.1% | Reduced |
| Huntington National Bank | – | $408.1K | 0.00% | – | – |
| Farther Finance Advisors, LLC | 15,374 | $405.7K | 0.00% | +9,145+146.8% | Added |
| Rossmore Private Capital | 13,650 | $360.2K | 0.03% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 12,400 | $327.2K | 0.02% | +12,400 | New |
| Formidable Asset Management, LLC | 10,368 | $323.4K | 0.05% | −800−7.2% | Reduced |
| Soltis Investment Advisors LLC | 11,661 | $307.7K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 11,442 | $302.0K | 0.00% | −1,935−14.5% | Reduced |
| Visionary Wealth Advisors | 11,020 | $290.8K | 0.01% | +3,528+47.1% | Added |
| Fort Point Capital Partners LLC | 9,373 | $247.4K | 0.03% | +9,373 | New |
| Moneta Group Investment Advisors LLC | 8,548 | $225.6K | 0.00% | +8,548 | New |
| Alesco Advisors LLC | 8,289 | $218.7K | 0.01% | 00.0% | Unchanged |
| Balboa Wealth Partners | 7,954 | $209.9K | 0.03% | +20+0.3% | Added |
| Claro Advisors LLC | 7,929 | $209.2K | 0.02% | −1,374−14.8% | Reduced |
| Commonwealth Equity Services, LLC | 7,589 | $200.3K | 0.00% | −640−7.8% | Reduced |
| Advisor Group Holdings, Inc. | 6,527 | $172.2K | 0.00% | −2,170−25.0% | Reduced |
| Oakworth Capital, Inc. | 4,606 | $123.8K | 0.01% | 00.0% | Unchanged |
| Benson Wealth Management INC | 3,847 | $101.5K | 0.10% | −474−11.0% | Reduced |
| MCF Advisors LLC | 3,663 | $96.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,801 | $73.9K | 0.03% | −469−14.3% | Reduced |
| Global Retirement Partners, LLC | 2,050 | $54.1K | 0.00% | +2,050 | New |
| Federation des caisses Desjardins du Quebec | 2,000 | $52.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,420 | $36.0K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1,346 | $35.5K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,159 | $30.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,075 | $28.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,000 | $26.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 861 | $22.7K | 0.01% | +861 | New |
| SOA Wealth Advisors, LLC. | 719 | $19.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 695 | $18.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 656 | $17.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 626 | $16.5K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 480 | $12.7K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 479 | $12.6K | 0.00% | +119+33.1% | Added |
| Allworth Financial LP | 472 | $12.5K | 0.00% | −6,901−93.6% | Reduced |
| Larson Financial Group LLC | 393 | $10.4K | 0.00% | 00.0% | Unchanged |
| Sims Investment Management, LLC | 385 | $10.2K | 0.00% | +385 | New |
| Ameritas Advisory Services, LLC | 362 | $9.55K | 0.00% | +362 | New |
| McGuire Capital Advisors Inc | 330 | $8.71K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 284 | $8.28K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 300 | $7.92K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 269 | $7.10K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 245 | $6.47K | 0.00% | −500−67.1% | Reduced |
| Financial Perspectives, Inc | 221 | $5.83K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 215 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 180 | $4.75K | 0.00% | +180 | New |
| Bullseye Investment Management, LLC | 150 | $3.96K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 135 | $3.56K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $53 | 0.00% | +2 | New |
| 3EDGE Asset Management, LP | 0 | $0 | 0.00% | −9,671−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −8,793−100.0% | Sold out |
| Duncan Williams Asset Management, LLC | 0 | $0 | 0.00% | −8,722−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −7,530−100.0% | Sold out |
| Pine Valley Investments Ltd Liability Co | 0 | $0 | 0.00% | −7,109−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −6,730−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −3,685−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −2,801−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,107−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −615−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Atlantic Edge Private Wealth Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Anfield Capital Management, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |