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GDLC

Grayscale CoinDesk Crypto 5 ETF
$28.89 -0.12 (-0.41%) At close · Jul 17
Market Cap
$354.12M
Shares
12,257,400

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 80
Total Value: $52,177,037
Total Shares: 1,704,233

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 79 13F filers
Top Holder
14.7%
Jun 2023 → Mar 2026 · range 14.7% – 100.0%
of institutional value
Top 5
51.2%
Jun 2023 → Mar 2026 · range 51.2% – 100.0%
of institutional value
Top 10
69.7%
Jun 2023 → Mar 2026 · range 69.7% – 100.0%
of institutional value
HHI
676
Jun 2023 → Mar 2026 · range 676 – 10,000
Broadly held
Showing 80 of 80
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small Pasadena Private Wealth, LLC $7,880,153 15.10% 252,650
Large Cetera Investment Advisers $6,382,908 12.23% 204,646
Large Pathstone Holdings, LLC $4,478,821 8.58% 143,598
Small Rehmann Capital Advisory Group $3,383,709 6.49% 108,487
Mid INDEPENDENT FINANCIAL GROUP, LLC $3,139,354 6.02% 118,960
Mega ENVESTNET ASSET MANAGEMENT INC $3,086,156 5.91% 98,947
Mid Integrated Wealth Concepts LLC $1,949,250 3.74% 62,496
Micro Hartmann Taylor Wealth Management, LLC $1,841,519 3.53% 59,042
Mid U.S. Capital Wealth Advisors, LLC $1,624,032 3.11% 52,069
Small INTRINSIC EDGE CAPITAL MANAGEMENT LLC $1,421,234 2.72% 45,567
Mid HORIZON KINETICS ASSET MANAGEMENT LLC $1,279,694 2.45% 41,029
Large Mariner, LLC $1,245,479 2.39% 39,932
Mid Wealthspire Advisors, LLC $1,161,765 2.23% 37,248
Mid Modern Wealth Management, LLC $883,394 1.69% 28,323
Small Aries Wealth Management $865,366 1.66% 27,745
Small DeDora Capital, Inc. $865,248 1.66% 32,787
Small Elyxium Wealth, LLC $771,266 1.48% 24,728
Small Fortis Group Advisors, LLC $696,285 1.33% 22,324
Micro Keystone Financial Services, LLC $653,118 1.25% 20,940
Micro Professional Financial Advisors, LLC $552,712 1.06% 20,944
Mid MATHER GROUP, LLC. $524,303 1.00% 16,810
Large HUNTINGTON NATIONAL BANK Bank $485,503 0.93% 15,566
Small Rossmore Private Capital $425,743 0.82% 13,650
Large Creative Planning $417,228 0.80% 13,377
Mid Farther Finance Advisors, LLC $405,719 0.78% 15,374
Mid Soltis Investment Advisors LLC $363,706 0.70% 11,661
Large Cambridge Investment Research Advisors, Inc. $324,563 0.62% 10,406
Small 3EDGE Asset Management, LP $301,638 0.58% 9,671
Small Claro Advisors Inc. $290,160 0.56% 9,303
Mid AE Wealth Management LLC $274,253 0.53% 8,793
Small Formidable Asset Management, LLC $273,611 0.52% 10,368
Small Duncan Williams Asset Management, LLC $272,039 0.52% 8,722
Large OSAIC HOLDINGS, INC. $271,258 0.52% 8,697
Small Alesco Advisors, LLC, An ESL Co $258,533 0.50% 8,289
Large COMMONWEALTH EQUITY SERVICES, LLC $256,662 0.49% 8,229
Small Balboa Wealth Partners $247,461 0.47% 7,934
Large CAPTRUST FINANCIAL ADVISORS $234,860 0.45% 7,530
Small Visionary Wealth Advisors $233,675 0.45% 7,492
Mid Allworth Financial LP $229,963 0.44% 7,373
Small BIP Wealth, LLC $226,876 0.43% 7,274
Mid Pine Valley Investments Ltd Liability Co $221,729 0.42% 7,109
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $209,908 0.40% 6,730
Small OAKWORTH CAPITAL, INC. $143,661 0.28% 4,606
Micro Benson Wealth Management INC $134,771 0.26% 4,321
Mid WHITTIER TRUST CO Bank $114,935 0.22% 3,685
Small MCF Advisors LLC $114,248 0.22% 3,663
Micro Legacy Wealth Managment, LLC/ID $87,363 0.17% 2,801
Small WOLFF WIESE MAGANA LLC $73,918 0.14% 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 $35,520 0.07% 1,346
Mid Advisory Services Network, LLC $34,527 0.07% 1,107
Mid HARBOUR INVESTMENTS, INC. $33,529 0.06% 1,075
Mid ROTHSCHILD INVESTMENT LLC $31,190 0.06% 1,000
Small JFS WEALTH ADVISORS, LLC $30,586 0.06% 1,159
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 0.04% 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 Ancora Advisors LLC $1,309 0.00% 42
Mid EverSource Wealth Advisors, LLC $623 0.00% 20
Small Atlantic Edge Private Wealth Management, LLC $311 0.00% 10
Key facts CIK 1729997 CUSIP G40705108 13F (30d) 8 filings 8 filers

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