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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 2 | $53 | 0.00% | +2 | New |
| IFP Advisors, Inc | 135 | $3.56K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 150 | $3.96K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 180 | $4.75K | 0.00% | +180 | New |
| Forum Finance Group S.A. | 215 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 221 | $5.83K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 245 | $6.47K | 0.00% | −500−67.1% | Reduced |
| Truvestments Capital LLC | 269 | $7.10K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 300 | $7.92K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 284 | $8.28K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 330 | $8.71K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 362 | $9.55K | 0.00% | +362 | New |
| Sims Investment Management, LLC | 385 | $10.2K | 0.00% | +385 | New |
| Larson Financial Group LLC | 393 | $10.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 472 | $12.5K | 0.00% | −6,901−93.6% | Reduced |
| Wilkerson Advisory Group LLC | 479 | $12.6K | 0.00% | +119+33.1% | Added |
| Center for Financial Planning, Inc. | 480 | $12.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 626 | $16.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 656 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 695 | $18.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 719 | $19.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 861 | $22.7K | 0.01% | +861 | New |
| Rothschild Investment LLC | 1,000 | $26.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,075 | $28.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,159 | $30.6K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1,346 | $35.5K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,420 | $36.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,000 | $52.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,050 | $54.1K | 0.00% | +2,050 | New |
| Wolff Wiese Magana LLC | 2,801 | $73.9K | 0.03% | −469−14.3% | Reduced |
| MCF Advisors LLC | 3,663 | $96.7K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 3,847 | $101.5K | 0.10% | −474−11.0% | Reduced |
| Oakworth Capital, Inc. | 4,606 | $123.8K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,527 | $172.2K | 0.00% | −2,170−25.0% | Reduced |
| Commonwealth Equity Services, LLC | 7,589 | $200.3K | 0.00% | −640−7.8% | Reduced |
| Claro Advisors LLC | 7,929 | $209.2K | 0.02% | −1,374−14.8% | Reduced |
| Balboa Wealth Partners | 7,954 | $209.9K | 0.03% | +20+0.3% | Added |
| Alesco Advisors LLC | 8,289 | $218.7K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,548 | $225.6K | 0.00% | +8,548 | New |
| Fort Point Capital Partners LLC | 9,373 | $247.4K | 0.03% | +9,373 | New |
| Visionary Wealth Advisors | 11,020 | $290.8K | 0.01% | +3,528+47.1% | Added |
| Creative Planning | 11,442 | $302.0K | 0.00% | −1,935−14.5% | Reduced |
| Soltis Investment Advisors LLC | 11,661 | $307.7K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 10,368 | $323.4K | 0.05% | −800−7.2% | Reduced |
| Fairview Capital Investment Management, LLC | 12,400 | $327.2K | 0.02% | +12,400 | New |
| Rossmore Private Capital | 13,650 | $360.2K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15,374 | $405.7K | 0.00% | +9,145+146.8% | Added |
| Huntington National Bank | – | $408.1K | 0.00% | – | – |
| Mather Group, LLC. | 16,115 | $425.3K | 0.00% | −695−4.1% | Reduced |
| Fortis Group Advisors, LLC | 18,745 | $494.7K | 0.08% | −3,579−16.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,792 | $522.0K | 0.00% | +9,386+90.2% | Added |
| Professional Financial Advisors, LLC | 20,944 | $552.7K | 0.10% | +20,944 | New |
| Modern Wealth Management, LLC | 21,793 | $575.1K | 0.01% | −6,530−23.1% | Reduced |
| Elyxium Wealth, LLC | 26,690 | $704.3K | 0.07% | +1,962+7.9% | Added |
| DeDora Capital, Inc. | 32,787 | $865.2K | 0.19% | +7,111+27.7% | Added |
| Keystone Financial Services, LLC | 34,604 | $913.2K | 0.55% | +13,664+65.3% | Added |
| 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 |
| Horizon Kinetics Asset Management LLC | 41,029 | $1.08M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 41,771 | $1.10M | 0.00% | +1,839+4.6% | Added |
| Intrinsic Edge Capital Management LLC | 45,567 | $1.20M | 0.15% | 00.0% | Unchanged |
| Aries Wealth Management | 46,080 | $1.22M | 0.24% | +18,335+66.1% | Added |
| Wealthspire Advisors, LLC | 48,014 | $1.27M | 0.01% | +10,766+28.9% | Added |
| SRS Capital Advisors, Inc. | 52,113 | $1.38M | 0.01% | +51,913+25,956.5% | Added |
| Pathstone Holdings, LLC | 62,204 | $1.64M | 0.00% | −81,394−56.7% | Reduced |
| Pasadena Private Wealth, LLC | 62,492 | $1.65M | 0.21% | −190,158−75.3% | Reduced |
| BIP Wealth, LLC | 65,344 | $1.72M | 0.05% | +58,070+798.3% | Added |
| Hartmann Taylor Wealth Management, LLC | 58,757 | $1.83M | 1.21% | −285−0.5% | Reduced |
| DWM Financial Group, Inc. | 48,359 | $2.00M | 1.78% | +48,359 | New |
| Integrated Wealth Concepts LLC | 84,720 | $2.24M | 0.01% | +22,224+35.6% | Added |
| Independent Financial Group, LLC | 118,960 | $3.14M | 0.06% | −53,187−30.9% | Reduced |
| Rehmann Capital Advisory Group | 146,490 | $3.87M | 0.18% | +38,003+35.0% | Added |
| Envestnet Asset Management Inc | 148,162 | $3.91M | 0.00% | +49,215+49.7% | Added |
| Cetera Investment Advisers | 191,900 | $5.06M | 0.00% | −12,746−6.2% | Reduced |
| Bullish | 2,255,000 | $59.5M | 33.39% | 00.0% | Unchanged |
| 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 |