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GDLC

Grayscale CoinDesk Crypto 5 ETF

Company with tickers: GDLC

CIK
1729997
CUSIP
G40705108
13F Activity (30d)
56 filings 54 filers
Holders: 77
Total Value: $53,470,161
Total Shares: 1,714,338

Institutional Ownership Trend

22 quarters

Holder Concentration

Across 77 13F filers · Δ vs Dec 31, 2025
Top Holder
14.7%
Jun 2023 → Mar 2026 · range 14.7% – 100.0%
−8.7 pts
Top 5
51.4%
Jun 2023 → Mar 2026 · range 51.4% – 100.0%
−5.4 pts
Top 10
70.0%
Jun 2023 → Mar 2026 · range 70.0% – 100.0%
−3.7 pts
HHI
682
Jun 2023 → Mar 2026 · range 682 – 10,000
Broadly held −253

Quarterly Activity

vs Dec 31, 2025
New
19
Increased
25
Decreased
10
Sold Out
28
Unchanged
23
Holder count: -9
Institutional value: -28.3%
Shares held: -5.0%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small Pasadena Private Wealth, LLC +226,466 252,650
Large Pathstone Holdings, LLC +27,355 143,598
Mid Wealthspire Advisors, LLC +26,415 37,248
Small Elyxium Wealth, LLC +17,590 24,728
Small Aries Wealth Management +13,147 27,745

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Small Formidable Asset Management, LLC −18,657 11,168
Large Cetera Investment Advisers −4,518 204,646
Mid KESTRA PRIVATE WEALTH SERVICES, LLC −3,966 6,730
Micro Benson Wealth Management INC −2,156 4,321
Mid Modern Wealth Management, LLC −1,997 28,323

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega ENVESTNET ASSET MANAGEMENT INC 98,947 $3,086,156
Mid Integrated Wealth Concepts LLC 62,496 $1,949,250
Mid U.S. Capital Wealth Advisors, LLC 52,069 $1,624,032
Small Fortis Group Advisors, LLC 22,324 $696,285
Micro Keystone Financial Services, LLC 20,940 $653,118

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid DISCOVERY CAPITAL MANAGEMENT, LLC / CT 423,129 $17,484,959
Small RIVERSEDGE ADVISORS, LLC 112,313 $4,641,110
Mega JANE STREET GROUP, LLC 63,233 $2,612,977
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 21,963 $907,577
Mega CITADEL ADVISORS LLC 17,454 $721,251
Filter: New 19 Increased 25 Reduced 10 Sold out 28 Unchanged 23
77 of 77 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small Pasadena Private Wealth, LLC $7,880,153 14.74% 252,650
Large Cetera Investment Advisers $6,382,908 11.94% 204,646
Mid INDEPENDENT FINANCIAL GROUP, LLC $5,369,264 10.04% 172,147
Large Pathstone Holdings, LLC $4,478,821 8.38% 143,598
Small Rehmann Capital Advisory Group $3,383,709 6.33% 108,487
Mega ENVESTNET ASSET MANAGEMENT INC $3,086,156 5.77% 98,947
Mid Integrated Wealth Concepts LLC $1,949,250 3.65% 62,496
Micro Hartmann Taylor Wealth Management, LLC $1,841,519 3.44% 59,042
Mid U.S. Capital Wealth Advisors, LLC $1,624,032 3.04% 52,069
Small INTRINSIC EDGE CAPITAL MANAGEMENT LLC $1,421,234 2.66% 45,567
Mid HORIZON KINETICS ASSET MANAGEMENT LLC $1,279,694 2.39% 41,029
Large Mariner, LLC $1,245,479 2.33% 39,932
Mid Wealthspire Advisors, LLC $1,161,765 2.17% 37,248
Mid Modern Wealth Management, LLC $883,394 1.65% 28,323
Small Aries Wealth Management $865,366 1.62% 27,745
Small DeDora Capital, Inc. $800,834 1.50% 25,676
Small Elyxium Wealth, LLC $771,266 1.44% 24,728
Small Fortis Group Advisors, LLC $696,285 1.30% 22,324
Micro Keystone Financial Services, LLC $653,118 1.22% 20,940
Mid MATHER GROUP, LLC. $524,303 0.98% 16,810
Large HUNTINGTON NATIONAL BANK Bank $485,503 0.91% 15,566
Small Rossmore Private Capital $425,743 0.80% 13,650
Large Creative Planning $417,228 0.78% 13,377
Mid Soltis Investment Advisors LLC $363,706 0.68% 11,661
Small Formidable Asset Management, LLC $348,329 0.65% 11,168
Large Cambridge Investment Research Advisors, Inc. $324,563 0.61% 10,406
Small 3EDGE Asset Management, LP $301,638 0.56% 9,671
Small Claro Advisors Inc. $290,160 0.54% 9,303
Mid AE Wealth Management LLC $274,253 0.51% 8,793
Small Duncan Williams Asset Management, LLC $272,039 0.51% 8,722
Large OSAIC HOLDINGS, INC. $271,258 0.51% 8,697
Small Alesco Advisors, LLC, An ESL Co $258,533 0.48% 8,289
Large COMMONWEALTH EQUITY SERVICES, LLC $256,662 0.48% 8,229
Small Balboa Wealth Partners $247,461 0.46% 7,934
Large CAPTRUST FINANCIAL ADVISORS $234,860 0.44% 7,530
Small Visionary Wealth Advisors $233,675 0.44% 7,492
Mid Allworth Financial LP $229,963 0.43% 7,373
Small BIP Wealth, LLC $226,876 0.42% 7,274
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $209,908 0.39% 6,730
Mid Farther Finance Advisors, LLC $194,282 0.36% 6,229
Small OAKWORTH CAPITAL, INC. $143,661 0.27% 4,606
Micro Benson Wealth Management INC $134,771 0.25% 4,321
Mid WHITTIER TRUST CO Bank $114,935 0.21% 3,685
Small MCF Advisors LLC $114,248 0.21% 3,663
Small WOLFF WIESE MAGANA LLC $101,991 0.19% 3,270
Micro Legacy Wealth Managment, LLC/ID $87,363 0.16% 2,801
Large Federation des caisses Desjardins du Quebec $62,380 0.12% 2,000
Large CWM, LLC $57,888 0.11% 1,856
Small Smithfield Trust Co Bank $44,289 0.08% 1,420
Small Noble Wealth Management PBC $41,981 0.08% 1,346
Small JFS WEALTH ADVISORS, LLC $36,149 0.07% 1,159
Mid Advisory Services Network, LLC $34,527 0.06% 1,107
Mid HARBOUR INVESTMENTS, INC. $33,529 0.06% 1,075
Mid ROTHSCHILD INVESTMENT LLC $31,190 0.06% 1,000
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $23,236 0.04% 745
Small SOA Wealth Advisors, LLC. $22,425 0.04% 719
Mid Clearstead Advisors, LLC $21,677 0.04% 695
Mega ROYAL BANK OF CANADA Bank $20,460 0.04% 656
Large US BANCORP \DE\ Bank $19,524 0.04% 626
Mid Sound Income Strategies, LLC $19,181 0.04% 615
Micro Wealth Preservation Advisors, LLC $18,682 0.03% 599
Small Center for Financial Planning, Inc. $14,971 0.03% 480
Mid Larson Financial Group LLC $12,257 0.02% 393
Small Wilkerson Advisory Group LLC $11,228 0.02% 360
Small MCGUIRE CAPITAL ADVISORS INC $10,292 0.02% 330
Small Anfield Capital Management, LLC $9,357 0.02% 300
Small Manchester Capital Management LLC $9,357 0.02% 300
Micro Sankala Group LLC $8,857 0.02% 284
Small Truvestments Capital LLC $8,390 0.02% 269
Small Destiny Wealth Partners, LLC $6,986 0.01% 224
Small Financial Perspectives, Inc $6,892 0.01% 221
Small Forum Finance Group S.A. $6,705 0.01% 215
Mid Arax Advisory Partners $6,238 0.01% 200
Mid IFP Advisors, Inc $4,210 0.01% 135
Small Sunbelt Securities, Inc. Broker-Dealer $4,210 0.01% 135
Mid EverSource Wealth Advisors, LLC $623 0.00% 20
Small Atlantic Edge Private Wealth Management, LLC $311 0.00% 10

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