GRAYSCALE COINDESK 5 ETF GDLC
$27.70
+3.1% 52w: $26.39 – $61.63
Latest 13F among current holders filed 8 days ago (Aug 25, 2026)
Price — last 12 months
research preview data26.3944.0161.63
Aug 18, 2025 Jul 2, 2026
Institutional holders
80
-6 QoQ
13F value
$124.3M
-25.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns GDLC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Bullish | — | 2.3M | $70.3M | — | Held |
| Pasadena Private Wealth, LLC | Wealth advisor | 252.7K | $7.9M | 1.1% | +864.9% |
| Cetera Investment Advisers | Wealth advisor | 204.6K | $6.4M | 0.0% | -2.2% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 172.1K | $5.4M | 0.1% | +5.4% |
| Pathstone Holdings, LLC | Diversified mechanical | 143.6K | $4.5M | 0.0% | +23.5% |
| Rehmann Capital Advisory Group | Wealth advisor | 108.5K | $3.4M | 0.2% | +1.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 98.9K | $3.1M | 0.0% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 62.5K | $1.9M | 0.0% | New |
| Hartmann Taylor Wealth Management, LLC | Wealth advisor | 59.0K | $1.8M | — | +25.7% |
| U.S. Capital Wealth Advisors, LLC | Other | 52.1K | $1.6M | 0.0% | New |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | Other | 45.6K | $1.4M | — | Held |
| HORIZON KINETICS ASSET MANAGEMENT LLC | Other | 41.0K | $1.3M | 0.0% | Held |
| Mariner, LLC | Diversified mechanical | 39.9K | $1.2M | 0.0% | +16.0% |
| Wealthspire Advisors, LLC | Wealth advisor | 37.2K | $1.2M | 0.0% | +243.8% |
| Modern Wealth Management, LLC | Wealth advisor | 28.3K | $890K | 0.0% | -6.6% |
| Aries Wealth Management | Wealth advisor | 27.7K | $865K | 0.2% | +90.1% |
| DeDora Capital, Inc. | Wealth advisor | 25.7K | $801K | 0.2% | +31.7% |
| Elyxium Wealth, LLC | Other | 24.7K | $771K | 0.2% | +246.4% |
| Fortis Group Advisors, LLC | Wealth advisor | 22.3K | $768K | 0.1% | New |
| Keystone Financial Services, LLC | Wealth advisor | 20.9K | $653K | 0.4% | New |
| Kingsbury Capital Investment Advisors LLC | — | 19.3K | $601K | — | — |
| MATHER GROUP, LLC. | Wealth advisor | 16.8K | $524K | 0.0% | New |
| Formidable Asset Management, LLC | Other | 11.2K | $461K | 0.1% | -62.6% |
| Rossmore Private Capital | Other | 13.7K | $426K | 0.0% | New |
| Creative Planning | Wealth advisor | 13.4K | $417K | 0.0% | +32.7% |
| Soltis Investment Advisors LLC | Other | 11.7K | $364K | 0.0% | +4.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 10.4K | $325K | 0.0% | +63.9% |
| 3EDGE Asset Management, LP | Wealth advisor | 9.7K | $302K | 0.0% | New |
| Claro Advisors Inc. | Wealth advisor | 9.3K | $290K | 0.0% | -1.1% |
| AE Wealth Management LLC | Wealth advisor | 8.8K | $274K | 0.0% | +0.7% |
| Duncan Williams Asset Management, LLC | Wealth advisor | 8.7K | $272K | 0.1% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 8.7K | $271K | 0.0% | +8.8% |
| Alesco Advisors, LLC, An ESL Co | Wealth advisor | 8.3K | $259K | 0.0% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 8.2K | $257K | 0.0% | -8.6% |
| Balboa Wealth Partners | Other | 7.9K | $247K | 0.0% | +9.9% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 7.5K | $235K | 0.0% | +26.1% |
| Visionary Wealth Advisors | Wealth advisor | 7.5K | $234K | 0.0% | New |
| Allworth Financial LP | Wealth advisor | 7.4K | $230K | 0.0% | -5.2% |
| BIP Wealth, LLC | Wealth advisor | 7.3K | $227K | 0.0% | New |
| Pine Valley Investments Ltd Liability Co | Other | 7.1K | $222K | 0.0% | +4.9% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 6.7K | $210K | 0.0% | -37.1% |
| Farther Finance Advisors, LLC | Wealth advisor | 6.2K | $196K | 0.0% | +253.5% |
| OAKWORTH CAPITAL, INC. | Wealth advisor | 4.6K | $144K | 0.0% | Held |
| Benson Wealth Management INC | Wealth advisor | 4.3K | $135K | 0.2% | -33.3% |
| WHITTIER TRUST CO | Diversified mechanical | 3.7K | $118K | 0.0% | Held |
| MCF Advisors LLC | Wealth advisor | 3.7K | $114K | 0.0% | New |
| WOLFF WIESE MAGANA LLC | Other | 3.3K | $102K | 0.1% | Held |
| Legacy Wealth Managment, LLC/ID | Wealth advisor | 2.8K | $87K | 0.0% | +71.2% |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 2.0K | $62K | 0.0% | Held |
| CWM, LLC | Wealth advisor | 1.9K | $58K | 0.0% | +8.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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