Grayscale Coindesk 5 ETFGDLCETF
13F holders, Q2 2026 (June 30)74holders −7
10new positions
15sold out
$26.66avg. 13F price*
At the end of Q2 2026, 74 institutions reported holding Grayscale Coindesk 5 ETF (GDLC) in their 13F filings, down 7 from Q1 2026. 10 opened new positions and 15 sold out. The largest holders were Bullish ($59.5M), Cetera Investment Advisers ($5.1M) and Envestnet Asset Management Inc. ($3.9M).
- Company
- Grayscale Coindesk 5 ETF
- CUSIP
- G40705108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.4M |
| Exits | 15 | $1.8M |
All 13F filers, Q1 2026 → Q2 2026: 392,721 shares bought and 422,005 shares sold, net −29,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Bullish | 33.39% | No change | 2,255,000 | $59.5M |
| Cetera Investment Advisers | 0.00% | Reduce -6.2% | 191,900 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +49.7% | 148,162 | $3.9M |
| Rehmann Capital Advisory Group | 0.18% | Add +35.0% | 146,490 | $3.9M |
| Independent Financial Group, LLC | 0.06% | Reduce -30.9% | 118,960 | $3.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +35.6% | 84,720 | $2.2M |
| DWM Financial Group, Inc. | 1.78% | — | 48,359 | $2.0M |
| Hartmann Taylor Wealth Management, LLC | 1.21% | Reduce -0.5% | 58,757 | $1.8M |
| BIP Wealth, LLC | 0.05% | Add +798.3% | 65,344 | $1.7M |
| Pasadena Private Wealth, LLC | 0.21% | Reduce -75.3% | 62,492 | $1.6M |
| Pathstone Holdings, LLC | 0.00% | Reduce -56.7% | 62,204 | $1.6M |
| Arax Advisory Partners | 0.01% | Add +25956.5% | 52,113 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Add +28.9% | 48,014 | $1.3M |
| Aries Wealth Management | 0.24% | Add +66.1% | 46,080 | $1.2M |
| Intrinsic Edge Capital Management LLC | 0.15% | No change | 45,567 | $1.2M |
| Mariner, LLC | 0.00% | Add +4.6% | 41,771 | $1.1M |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 41,029 | $1.1M |
| Kingsbury Capital Investment Advisors LLC | 0.81% | Add +89.6% | 36,504 | $963K |
| KMT Wealth Management, LLC | 0.81% | New | 36,504 | $963K |
| Keystone Financial Services, LLC | 0.55% | Add +65.3% | 34,604 | $913K |
| DeDora Capital, Inc. | 0.19% | Add +27.7% | 32,787 | $865K |
| Elyxium Wealth, LLC | 0.07% | Add +7.9% | 26,690 | $704K |
| Modern Wealth Management, LLC | 0.01% | Reduce -23.1% | 21,793 | $575K |
| Professional Financial Advisors, LLC | 0.10% | New | 20,944 | $553K |
| Fortis Group Advisors, LLC | 0.08% | Reduce -16.0% | 18,745 | $495K |
| Mather Group, Llc. | 0.00% | Reduce -4.1% | 16,115 | $425K |
| Farther Finance Advisors, LLC | 0.00% | Add +146.8% | 15,374 | $406K |
| Rossmore Private Capital | 0.03% | No change | 13,650 | $360K |
| Fairview Capital Investment Management, LLC | 0.02% | New | 12,400 | $327K |
| Formidable Asset Management, LLC | 0.05% | Reduce -7.2% | 10,368 | $323K |
| Soltis Investment Advisors LLC | 0.02% | No change | 11,661 | $308K |
| Creative Planning | 0.00% | Reduce -14.5% | 11,442 | $302K |
| Visionary Wealth Advisors | 0.01% | Add +47.1% | 11,020 | $291K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.9% | 9,896 | $261K |
| Fort Point Capital Partners LLC | 0.03% | New | 9,373 | $247K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 8,548 | $226K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,289 | $219K |
| Balboa Wealth Partners | 0.03% | Add +0.3% | 7,954 | $210K |
| Claro Advisors Inc. | 0.02% | Reduce -14.8% | 7,929 | $209K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.8% | 7,589 | $200K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.9% | 6,527 | $172K |
| Oakworth Capital, Inc. | 0.01% | No change | 4,606 | $124K |
| Benson Wealth Management INC | 0.10% | Reduce -11.0% | 3,847 | $102K |
| MCF Advisors LLC | 0.00% | No change | 3,663 | $97K |
| Wolff Wiese Magana LLC | 0.03% | Reduce -14.3% | 2,801 | $74K |
| Global Retirement Partners, LLC | 0.00% | — | 2,050 | $54K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,000 | $52K |
| Smithfield Trust Co | 0.00% | No change | 1,420 | $36K |
| Noble Wealth Management PBC | 0.02% | No change | 1,346 | $36K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1,159 | $31K |
| Harbour Investments, Inc. | 0.00% | No change | 1,075 | $28K |
| Rothschild Investment LLC | 0.00% | No change | 1,000 | $26K |
| WPG Advisers, LLC | 0.01% | New | 861 | $23K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 719 | $19K |
| Clearstead Advisors, LLC | 0.00% | No change | 695 | $18K |
| Royal Bank of Canada | 0.00% | No change | 656 | $17K |
| US Bancorp \de | 0.00% | No change | 626 | $17K |
| Center for Financial Planning, Inc. | 0.00% | No change | 480 | $13K |
| Wilkerson Advisory Group LLC | 0.00% | Add +33.1% | 479 | $13K |
| Allworth Financial LP | 0.00% | Reduce -93.6% | 472 | $12K |
| Larson Financial Group LLC | 0.00% | No change | 393 | $10K |
| Sims Investment Management, LLC | 0.00% | New | 385 | $10K |
| Ameritas Advisory Services, LLC | 0.00% | New | 362 | $10K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 330 | $9K |
| Sankala Group LLC | 0.01% | No change | 284 | $8K |
| Manchester Capital Management LLC | 0.00% | No change | 300 | $8K |
| Truvestments Capital LLC | 0.00% | No change | 269 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -67.1% | 245 | $6K |
| Financial Perspectives, Inc | 0.00% | No change | 221 | $6K |
| Forum Finance Group S.A. | 0.00% | No change | 215 | $5K |
| Parallel Advisors, LLC | 0.00% | New | 180 | $5K |
| Bullseye Investment Management, LLC | 0.00% | No change | 150 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 135 | $4K |
| Assetmark, Inc. | 0.00% | New | 2 | $53 |
"% of holder's portfolio" is GDLC's weight in each manager's 13F, not the share of Grayscale Coindesk 5 ETF the manager owns.