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, Q1 2026
Institutional positions in Grayscale CoinDesk Crypto 5 ETF as of Mar 31, 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
- 82
- −4 vs. Q4 2025
- Shares held
- 3.98M
- −48.0K (−1.2%) vs. Q4 2025
- Total value
- $124.8M
- −$43.1M (−25.7%) vs. Q4 2025
- New holders
- 21
- 26 more added
- Sold out
- 25
- 10 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Grayscale CoinDesk Crypto 5 ETF; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bullish | 2,255,000 | $70.3M | 33.26% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 252,650 | $7.88M | 1.09% | +226,466+864.9% | Added |
| Cetera Investment Advisers | 204,646 | $6.38M | 0.01% | −4,518−2.2% | Reduced |
| Independent Financial Group, LLC | 172,147 | $5.37M | 0.12% | +8,762+5.4% | Added |
| Pathstone Holdings, LLC | 143,598 | $4.48M | 0.02% | +27,355+23.5% | Added |
| Rehmann Capital Advisory Group | 108,487 | $3.38M | 0.18% | +1,149+1.1% | Added |
| Envestnet Asset Management Inc | 98,947 | $3.09M | 0.00% | +98,947 | New |
| Integrated Wealth Concepts LLC | 62,496 | $1.95M | 0.02% | +62,496 | New |
| Hartmann Taylor Wealth Management, LLC | 59,042 | $1.84M | 1.22% | +12,090+25.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 52,069 | $1.62M | 0.04% | +52,069 | New |
| Intrinsic Edge Capital Management LLC | 45,567 | $1.42M | 0.26% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 41,029 | $1.28M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 39,932 | $1.25M | 0.00% | +5,500+16.0% | Added |
| Wealthspire Advisors, LLC | 37,248 | $1.16M | 0.01% | +26,415+243.8% | Added |
| Modern Wealth Management, LLC | 28,323 | $890.2K | 0.02% | −1,997−6.6% | Reduced |
| Aries Wealth Management | 27,745 | $865.4K | 0.19% | +13,147+90.1% | Added |
| DeDora Capital, Inc. | 25,676 | $800.8K | 0.20% | +6,180+31.7% | Added |
| Elyxium Wealth, LLC | 24,728 | $771.3K | 0.25% | +17,590+246.4% | Added |
| Fortis Group Advisors, LLC | 22,324 | $768.1K | 0.13% | +22,324 | New |
| Keystone Financial Services, LLC | 20,940 | $653.1K | 0.44% | +20,940 | New |
| Kingsbury Capital Investment Advisors LLC | 19,256 | $600.6K | 0.56% | +19,256 | New |
| Mather Group, LLC. | 16,810 | $524.3K | 0.01% | +16,810 | New |
| Huntington National Bank | – | $468.6K | 0.00% | – | – |
| Formidable Asset Management, LLC | 11,168 | $461.5K | 0.07% | −18,657−62.6% | Reduced |
| Rossmore Private Capital | 13,650 | $425.7K | 0.04% | +13,650 | New |
| Creative Planning | 13,377 | $417.2K | 0.00% | +3,300+32.7% | Added |
| Soltis Investment Advisors LLC | 11,661 | $363.7K | 0.02% | +540+4.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,406 | $325.0K | 0.00% | +4,056+63.9% | Added |
| 3EDGE Asset Management, LP | 9,671 | $301.6K | 0.01% | +9,671 | New |
| Claro Advisors LLC | 9,303 | $290.2K | 0.03% | −100−1.1% | Reduced |
| AE Wealth Management LLC | 8,793 | $274.3K | 0.00% | +65+0.7% | Added |
| Duncan Williams Asset Management, LLC | 8,722 | $272.0K | 0.08% | +8,722 | New |
| Advisor Group Holdings, Inc. | 8,697 | $271.3K | 0.00% | +700+8.8% | Added |
| Alesco Advisors LLC | 8,289 | $258.5K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 8,229 | $256.7K | 0.00% | −773−8.6% | Reduced |
| Balboa Wealth Partners | 7,934 | $247.5K | 0.04% | +712+9.9% | Added |
| Captrust Financial Advisors | 7,530 | $234.9K | 0.00% | +1,560+26.1% | Added |
| Visionary Wealth Advisors | 7,492 | $233.7K | 0.01% | +7,492 | New |
| Allworth Financial LP | 7,373 | $230.0K | 0.00% | −406−5.2% | Reduced |
| BIP Wealth, LLC | 7,274 | $226.9K | 0.01% | +7,274 | New |
| Pine Valley Investments Ltd Liability Co | 7,109 | $221.7K | 0.01% | +330+4.9% | Added |
| Kestra Private Wealth Services, LLC | 6,730 | $209.9K | 0.00% | −3,966−37.1% | Reduced |
| Farther Finance Advisors, LLC | 6,229 | $195.8K | 0.00% | +4,467+253.5% | Added |
| Oakworth Capital, Inc. | 4,606 | $143.7K | 0.01% | 00.0% | Unchanged |
| Benson Wealth Management INC | 4,321 | $134.8K | 0.18% | −2,156−33.3% | Reduced |
| Whittier Trust Co | 3,685 | $117.6K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,663 | $114.2K | 0.01% | +3,663 | New |
| Wolff Wiese Magana LLC | 3,270 | $102.0K | 0.06% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2,801 | $87.4K | 0.04% | +1,165+71.2% | Added |
| Federation des caisses Desjardins du Quebec | 2,000 | $62.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,856 | $57.9K | 0.00% | +146+8.5% | Added |
| Smithfield Trust Co | 1,420 | $45.0K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1,346 | $42.0K | 0.02% | +1,300+2,826.1% | Added |
| JFS Wealth Advisors, LLC | 1,159 | $36.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,107 | $34.5K | 0.00% | +1,107 | New |
| Harbour Investments, Inc. | 1,075 | $33.5K | 0.00% | +1,075 | New |
| Rothschild Investment LLC | 1,000 | $31.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 745 | $23.2K | 0.00% | +500+204.1% | Added |
| SOA Wealth Advisors, LLC. | 719 | $22.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 695 | $21.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 656 | $20.0K | 0.00% | +656 | New |
| US Bancorp | 626 | $19.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 615 | $19.3K | 0.00% | +134+27.9% | Added |
| Wealth Preservation Advisors, LLC | 599 | $18.7K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 480 | $15.0K | 0.00% | +480 | New |
| Larson Financial Group LLC | 393 | $12.3K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 360 | $11.2K | 0.00% | +182+102.2% | Added |
| McGuire Capital Advisors Inc | 330 | $10.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 300 | $9.36K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 300 | $9.36K | 0.00% | +161+115.8% | Added |
| Sankala Group LLC | 284 | $8.64K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 269 | $8.39K | 0.00% | −350−56.5% | Reduced |
| RWM Asset Management, LLC | 224 | $6.99K | 0.00% | +224 | New |
| Financial Perspectives, Inc | 221 | $6.89K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 200 | $6.24K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 215 | $5.00K | 0.00% | +215 | New |
| Bullseye Investment Management, LLC | 150 | $4.68K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 135 | $4.21K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 135 | $4.21K | 0.00% | +135 | New |
| Ancora Advisors, LLC | 42 | $1.31K | 0.00% | +42 | New |
| EverSource Wealth Advisors, LLC | 20 | $624 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 10 | $312 | 0.00% | −65−86.7% | Reduced |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −423,129−100.0% | Sold out |
| Riversedge Advisors, LLC | 0 | $0 | 0.00% | −112,313−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −63,233−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −21,963−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −17,454−100.0% | Sold out |
| Cherry Creek Investment Advisors, Inc. | 0 | $0 | 0.00% | −8,637−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −8,509−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −5,665−100.0% | Sold out |
| Guardian Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,582−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −5,544−100.0% | Sold out |
| Traphagen Investment Advisors LLC | 0 | $0 | 0.00% | −5,446−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −5,296−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −5,167−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −5,040−100.0% | Sold out |
| Beaumont Financial Advisors, LLC | 0 | $0 | 0.00% | −5,019−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −4,907−100.0% | Sold out |