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 $105.6M 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 | $105.6M |
| 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 |
|---|---|---|---|---|---|
| Atlantic Edge Private Wealth Management, LLC | 10 | $312 | 0.00% | −65−86.7% | Reduced |
| EverSource Wealth Advisors, LLC | 20 | $624 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 42 | $1.31K | 0.00% | +42 | New |
| Sunbelt Securities, Inc. | 135 | $4.21K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 135 | $4.21K | 0.00% | +135 | New |
| Bullseye Investment Management, LLC | 150 | $4.68K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 215 | $5.00K | 0.00% | +215 | New |
| SRS Capital Advisors, Inc. | 200 | $6.24K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 221 | $6.89K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 224 | $6.99K | 0.00% | +224 | New |
| Truvestments Capital LLC | 269 | $8.39K | 0.00% | −350−56.5% | Reduced |
| Sankala Group LLC | 284 | $8.64K | 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 |
| McGuire Capital Advisors Inc | 330 | $10.3K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 360 | $11.2K | 0.00% | +182+102.2% | Added |
| Larson Financial Group LLC | 393 | $12.3K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 480 | $15.0K | 0.00% | +480 | New |
| Wealth Preservation Advisors, LLC | 599 | $18.7K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 615 | $19.3K | 0.00% | +134+27.9% | Added |
| US Bancorp | 626 | $19.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 656 | $20.0K | 0.00% | +656 | New |
| Clearstead Advisors, LLC | 695 | $21.7K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 719 | $22.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 745 | $23.2K | 0.00% | +500+204.1% | Added |
| Rothschild Investment LLC | 1,000 | $31.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,075 | $33.5K | 0.00% | +1,075 | New |
| Advisory Services Network, LLC | 1,107 | $34.5K | 0.00% | +1,107 | New |
| JFS Wealth Advisors, LLC | 1,159 | $36.1K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1,346 | $42.0K | 0.02% | +1,300+2,826.1% | Added |
| Smithfield Trust Co | 1,420 | $45.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,856 | $57.9K | 0.00% | +146+8.5% | Added |
| Federation des caisses Desjardins du Quebec | 2,000 | $62.1K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2,801 | $87.4K | 0.04% | +1,165+71.2% | Added |
| Wolff Wiese Magana LLC | 3,270 | $102.0K | 0.06% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,663 | $114.2K | 0.01% | +3,663 | New |
| Whittier Trust Co | 3,685 | $117.6K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 4,321 | $134.8K | 0.18% | −2,156−33.3% | Reduced |
| Oakworth Capital, Inc. | 4,606 | $143.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,229 | $195.8K | 0.00% | +4,467+253.5% | Added |
| Kestra Private Wealth Services, LLC | 6,730 | $209.9K | 0.00% | −3,966−37.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,109 | $221.7K | 0.01% | +330+4.9% | Added |
| BIP Wealth, LLC | 7,274 | $226.9K | 0.01% | +7,274 | New |
| Allworth Financial LP | 7,373 | $230.0K | 0.00% | −406−5.2% | Reduced |
| Visionary Wealth Advisors | 7,492 | $233.7K | 0.01% | +7,492 | New |
| Captrust Financial Advisors | 7,530 | $234.9K | 0.00% | +1,560+26.1% | Added |
| Balboa Wealth Partners | 7,934 | $247.5K | 0.04% | +712+9.9% | Added |
| Commonwealth Equity Services, LLC | 8,229 | $256.7K | 0.00% | −773−8.6% | Reduced |
| Alesco Advisors LLC | 8,289 | $258.5K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,697 | $271.3K | 0.00% | +700+8.8% | Added |
| Duncan Williams Asset Management, LLC | 8,722 | $272.0K | 0.08% | +8,722 | New |
| AE Wealth Management LLC | 8,793 | $274.3K | 0.00% | +65+0.7% | Added |
| Claro Advisors LLC | 9,303 | $290.2K | 0.03% | −100−1.1% | Reduced |
| 3EDGE Asset Management, LP | 9,671 | $301.6K | 0.01% | +9,671 | New |
| Cambridge Investment Research Advisors, Inc. | 10,406 | $325.0K | 0.00% | +4,056+63.9% | Added |
| Soltis Investment Advisors LLC | 11,661 | $363.7K | 0.02% | +540+4.9% | Added |
| Creative Planning | 13,377 | $417.2K | 0.00% | +3,300+32.7% | Added |
| Rossmore Private Capital | 13,650 | $425.7K | 0.04% | +13,650 | New |
| Formidable Asset Management, LLC | 11,168 | $461.5K | 0.07% | −18,657−62.6% | Reduced |
| Huntington National Bank | – | $468.6K | 0.00% | – | – |
| Mather Group, LLC. | 16,810 | $524.3K | 0.01% | +16,810 | New |
| Kingsbury Capital Investment Advisors LLC | 19,256 | $600.6K | 0.56% | +19,256 | New |
| Keystone Financial Services, LLC | 20,940 | $653.1K | 0.44% | +20,940 | New |
| Fortis Group Advisors, LLC | 22,324 | $768.1K | 0.13% | +22,324 | New |
| Elyxium Wealth, LLC | 24,728 | $771.3K | 0.25% | +17,590+246.4% | Added |
| DeDora Capital, Inc. | 25,676 | $800.8K | 0.20% | +6,180+31.7% | Added |
| Aries Wealth Management | 27,745 | $865.4K | 0.19% | +13,147+90.1% | Added |
| Modern Wealth Management, LLC | 28,323 | $890.2K | 0.02% | −1,997−6.6% | Reduced |
| Wealthspire Advisors, LLC | 37,248 | $1.16M | 0.01% | +26,415+243.8% | Added |
| Mariner, LLC | 39,932 | $1.25M | 0.00% | +5,500+16.0% | Added |
| Horizon Kinetics Asset Management LLC | 41,029 | $1.28M | 0.01% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 45,567 | $1.42M | 0.26% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 52,069 | $1.62M | 0.04% | +52,069 | New |
| Hartmann Taylor Wealth Management, LLC | 59,042 | $1.84M | 1.22% | +12,090+25.7% | Added |
| Integrated Wealth Concepts LLC | 62,496 | $1.95M | 0.02% | +62,496 | New |
| Envestnet Asset Management Inc | 98,947 | $3.09M | 0.00% | +98,947 | New |
| Rehmann Capital Advisory Group | 108,487 | $3.38M | 0.18% | +1,149+1.1% | Added |
| Pathstone Holdings, LLC | 143,598 | $4.48M | 0.02% | +27,355+23.5% | Added |
| Independent Financial Group, LLC | 172,147 | $5.37M | 0.12% | +8,762+5.4% | Added |
| Cetera Investment Advisers | 204,646 | $6.38M | 0.01% | −4,518−2.2% | Reduced |
| Pasadena Private Wealth, LLC | 252,650 | $7.88M | 1.09% | +226,466+864.9% | Added |
| Bullish | 2,255,000 | $70.3M | 33.26% | 00.0% | Unchanged |
| 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 |