GDLC Grayscale CoinDesk Crypto 5 ETF
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Institutional owners (13F) 80 filers · $49.1M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 11 (-12 vs prior Q) | 14 (-8 vs prior Q) | 18 (-4 vs prior Q) | 17 (+6 vs prior Q) | -28K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Cetera Investment Advisers | $5,064,253 | 191,900 | 10.31% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $3,909,984 | 148,162 | 7.96% | Shares |
| Rehmann Capital Advisory Group | $3,869,729 | 146,490 | 7.88% | Shares |
| INDEPENDENT FINANCIAL GROUP, LLC | $3,139,354 | 118,960 | 6.39% | Shares |
| Integrated Wealth Concepts LLC | $2,235,753 | 84,720 | 4.55% | Shares |
| DWM Financial Group, Inc. | $1,998,349 | 48,359 | 4.07% | Shares |
| Hartmann Taylor Wealth Management, LLC | $1,832,631 | 58,757 | 3.73% | Shares |
| BIP Wealth, LLC | $1,724,428 | 65,344 | 3.51% | Shares |
| Pasadena Private Wealth, LLC | $1,649,164 | 62,492 | 3.36% | Shares |
| Pathstone Holdings, LLC | $1,641,563 | 62,204 | 3.34% | Shares |
| U.S. Capital Wealth Advisors, LLC | $1,624,032 | 52,069 | 3.31% | Shares |
| Arax Advisory Partners | $1,375,262 | 52,113 | 2.80% | Shares |
| Wealthspire Advisors, LLC | $1,267,090 | 48,014 | 2.58% | Shares |
| Aries Wealth Management | $1,216,051 | 46,080 | 2.48% | Shares |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $1,202,513 | 45,567 | 2.45% | Shares |
| Mariner, LLC | $1,102,337 | 41,771 | 2.24% | Shares |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $1,082,755 | 41,029 | 2.20% | Shares |
| NAPA WEALTH MANAGEMENT | $999,101 | 17,873 | 2.03% | Shares |
| Kingsbury Capital Investment Advisors LLC | $963,341 | 36,504 | 1.96% | Shares |
| KMT WEALTH MANAGEMENT, LLC | $963,341 | 36,504 | 1.96% | Shares |
| Keystone Financial Services, LLC | $913,200 | 34,604 | 1.86% | Shares |
| DeDora Capital, Inc. | $865,249 | 32,787 | 1.76% | Shares |
| Elyxium Wealth, LLC | $704,349 | 26,690 | 1.43% | Shares |
| Modern Wealth Management, LLC | $575,117 | 21,793 | 1.17% | Shares |
| Professional Financial Advisors, LLC | $552,720 | 20,944 | 1.13% | Shares |
| Prosperity Wealth Management, Inc. | $533,069 | 12,900 | 1.09% | Shares |
| Fortis Group Advisors, LLC | $494,681 | 18,745 | 1.01% | Shares |
| MATHER GROUP, LLC. | $425,275 | 16,115 | 0.87% | Shares |
| HUNTINGTON NATIONAL BANK | $408,140 | 15,566 | 0.83% | Shares |
| Farther Finance Advisors, LLC | $405,720 | 15,374 | 0.83% | Shares |
| Rossmore Private Capital | $360,224 | 13,650 | 0.73% | Shares |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $327,236 | 12,400 | 0.67% | Shares |
| Formidable Asset Management, LLC | $323,378 | 10,368 | 0.66% | Shares |
| Soltis Investment Advisors LLC | $307,745 | 11,661 | 0.63% | Shares |
| Creative Planning | $301,954 | 11,442 | 0.61% | Shares |
| Visionary Wealth Advisors | $290,818 | 11,020 | 0.59% | Shares |
| Fort Point Capital Partners LLC | $247,353 | 9,373 | 0.50% | Shares |
| MONETA GROUP INVESTMENT ADVISORS LLC | $225,580 | 8,548 | 0.46% | Shares |
| Alesco Advisors, LLC, An ESL Co | $218,747 | 8,289 | 0.45% | Shares |
| Balboa Wealth Partners | $209,903 | 7,954 | 0.43% | Shares |
| Claro Advisors Inc. | $209,247 | 7,929 | 0.43% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $200,270 | 7,589 | 0.41% | Shares |
| OSAIC HOLDINGS, INC. | $123,952 | 4,697 | 0.25% | Shares |
| OAKWORTH CAPITAL, INC. | $123,809 | 4,606 | 0.25% | Shares |
| CIBC Private Wealth Group LLC | $117,166 | 2,096 | 0.24% | Shares |
| Benson Wealth Management INC | $101,522 | 3,847 | 0.21% | Shares |
| MCF Advisors LLC | $96,667 | 3,663 | 0.20% | Shares |
| WOLFF WIESE MAGANA LLC | $73,919 | 2,801 | 0.15% | Shares |
| CWM, LLC | $57,889 | 1,856 | 0.12% | Shares |
| Global Retirement Partners, LLC | $54,100 | 2,050 | 0.11% | Shares |
| Federation des caisses Desjardins du Quebec | $52,440 | 2,000 | 0.11% | Shares |
| JFS WEALTH ADVISORS, LLC | $36,150 | 1,159 | 0.07% | Shares |
| Noble Wealth Management PBC | $35,521 | 1,346 | 0.07% | Shares |
| HARBOUR INVESTMENTS, INC. | $28,369 | 1,075 | 0.06% | Shares |
| ROTHSCHILD INVESTMENT LLC | $26,390 | 1,000 | 0.05% | Shares |
| WPG Advisers, LLC | $22,722 | 861 | 0.05% | Shares |
| SOA Wealth Advisors, LLC. | $18,974 | 719 | 0.04% | Shares |
| Clearstead Advisors, LLC | $18,342 | 695 | 0.04% | Shares |
| ROYAL BANK OF CANADA | $17,000 | 656 | 0.03% | Shares |
| US BANCORP \DE\ | $16,520 | 626 | 0.03% | Shares |
| Center for Financial Planning, Inc. | $12,668 | 480 | 0.03% | Shares |
| Wilkerson Advisory Group LLC | $12,641 | 479 | 0.03% | Shares |
| Allworth Financial LP | $12,457 | 472 | 0.03% | Shares |
| Larson Financial Group LLC | $10,371 | 393 | 0.02% | Shares |
| SIMS INVESTMENT MANAGEMENT, LLC | $10,160 | 385 | 0.02% | Shares |
| Ameritas Advisory Services, LLC | $9,553 | 362 | 0.02% | Shares |
| Anfield Capital Management, LLC | $9,357 | 300 | 0.02% | Shares |
| MCGUIRE CAPITAL ADVISORS INC | $8,709 | 330 | 0.02% | Shares |
| Sankala Group LLC | $8,284 | 284 | 0.02% | Shares |
| Manchester Capital Management LLC | $7,917 | 300 | 0.02% | Shares |
| Truvestments Capital LLC | $7,099 | 269 | 0.01% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6,466 | 245 | 0.01% | Shares |
| Financial Perspectives, Inc | $5,832 | 221 | 0.01% | Shares |
| Parallel Advisors, LLC | $4,750 | 180 | 0.01% | Shares |
| Sunbelt Securities, Inc. | $4,211 | 135 | 0.01% | Shares |
| IFP Advisors, Inc | $3,563 | 135 | 0.01% | Shares |
| Cambridge Investment Research Advisors, Inc. | $261 | 9,896 | 0.00% | Shares |
| ASSETMARK, INC | $53 | 2 | 0.00% | Shares |
| Smithfield Trust Co | $36 | 1,420 | 0.00% | Shares |
| Forum Finance Group S.A. | $5 | 215 | 0.00% | Shares |