Grayscale Coindesk 5 ETFGDLCETF

13F holders, Q1 2026 (March 31)
81holders −7
19new positions
25sold out
$31.24avg. 13F price*

At the end of Q1 2026, 81 institutions reported holding Grayscale Coindesk 5 ETF (GDLC) in their 13F filings, down 7 from Q4 2025. 19 opened new positions and 25 sold out. The largest holders were Bullish ($70.3M), Pasadena Private Wealth, LLC ($7.9M) and Cetera Investment Advisers ($6.4M).

Company
Grayscale Coindesk 5 ETF
CUSIP
G40705108
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 2Q2 2025Q3 2025: 70Q3 2025Q4 2025: 88Q4 2025Q1 2026: 81Q1 2026Q2 2026: 74Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions19$10.3M
Exits25$30.1M

All 13F filers, Q4 2025 → Q1 2026: 691,749 shares bought and 759,209 shares sold, net −67,460 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 81 holders

Bullish 33.26% No change 2,255,000 $70.3M
Pasadena Private Wealth, LLC 1.10% Add +864.9% 252,650 $7.9M
Cetera Investment Advisers 0.01% Reduce -2.2% 204,646 $6.4M
Independent Financial Group, LLC 0.12% Add +5.4% 172,147 $5.4M
Pathstone Holdings, LLC 0.02% Add +23.5% 143,598 $4.5M
Rehmann Capital Advisory Group 0.18% Add +1.1% 108,487 $3.4M
Envestnet Asset Management Inc. 0.00% New 98,947 $3.1M
Integrated Wealth Concepts LLC 0.02% New 62,496 $1.9M
Hartmann Taylor Wealth Management, LLC 1.22% Add +25.8% 59,042 $1.8M
U.S. Capital Wealth Advisors, LLC 0.04% New 52,069 $1.6M
Intrinsic Edge Capital Management LLC 0.26% No change 45,567 $1.4M
Horizon Kinetics Asset Management LLC 0.01% No change 41,029 $1.3M
Mariner, LLC 0.00% Add +16.0% 39,932 $1.2M
Wealthspire Advisors, LLC 0.01% Add +243.8% 37,248 $1.2M
Modern Wealth Management, LLC 0.02% Reduce -6.6% 28,323 $890K
Aries Wealth Management 0.19% Add +90.1% 27,745 $865K
DeDora Capital, Inc. 0.20% Add +31.7% 25,676 $801K
Elyxium Wealth, LLC 0.25% Add +246.4% 24,728 $771K
Fortis Group Advisors, LLC 0.13% New 22,324 $768K
Keystone Financial Services, LLC 0.44% New 20,940 $653K
Kingsbury Capital Investment Advisors LLC 0.56% — 19,256 $601K
Mather Group, Llc. 0.01% New 16,810 $524K
Formidable Asset Management, LLC 0.07% Reduce -62.5% 11,168 $461K
Rossmore Private Capital 0.04% New 13,650 $426K
Creative Planning 0.00% Add +32.8% 13,377 $417K
Soltis Investment Advisors LLC 0.02% Add +4.9% 11,661 $364K
Cambridge Investment Research Advisors, Inc. 0.00% Add +63.9% 10,406 $325K
3EDGE Asset Management, LP 0.01% New 9,671 $302K
Claro Advisors Inc. 0.04% Reduce -1.1% 9,303 $290K
AE Wealth Management LLC 0.00% Add +0.7% 8,793 $274K
Duncan Williams Asset Management, LLC 0.08% New 8,722 $272K
Osaic Holdings, Inc. 0.00% Add +8.8% 8,697 $271K
Alesco Advisors, LLC, An ESL Co 0.01% No change 8,289 $259K
Commonwealth Equity Services, LLC 0.00% Reduce -8.6% 8,229 $257K
Balboa Wealth Partners 0.04% Add +9.9% 7,934 $247K
Captrust Financial Advisors 0.00% Add +26.1% 7,530 $235K
Visionary Wealth Advisors 0.01% New 7,492 $234K
Allworth Financial LP 0.00% Reduce -5.2% 7,373 $230K
BIP Wealth, LLC 0.01% New 7,274 $227K
Pine Valley Investments Ltd Liability Co 0.01% Add +4.9% 7,109 $222K
Kestra Private Wealth Services, LLC 0.00% Reduce -37.1% 6,730 $210K
Farther Finance Advisors, LLC 0.00% Add +253.5% 6,229 $196K
Oakworth Capital, Inc. 0.01% No change 4,606 $144K
Benson Wealth Management INC 0.18% Reduce -33.3% 4,321 $135K
Whittier Trust Co. 0.00% No change 3,685 $118K
MCF Advisors LLC 0.01% New 3,663 $114K
Wolff Wiese Magana LLC 0.06% No change 3,270 $102K
Legacy Wealth Managment, LLC 0.04% Add +71.2% 2,801 $87K
Federation des caisses Desjardins du Quebec 0.00% No change 2,000 $62K
Cwm, LLC 0.00% Add +8.5% 1,856 $58K
Smithfield Trust Co 0.00% No change 1,420 $45K
Noble Wealth Management PBC 0.02% Add +2826.1% 1,346 $42K
JFS Wealth Advisors, LLC 0.00% No change 1,159 $36K
Advisory Services Network, LLC 0.00% New 1,107 $35K
Harbour Investments, Inc. 0.00% New 1,075 $34K
Rothschild Investment LLC 0.00% No change 1,000 $31K
Northwestern Mutual Wealth Management Co. 0.00% Add +204.1% 745 $23K
SOA Wealth Advisors, LLC. 0.00% No change 719 $22K
Clearstead Advisors, LLC 0.00% No change 695 $22K
Royal Bank of Canada 0.00% New 656 $20K
US Bancorp \de 0.00% No change 626 $20K
Sound Income Strategies, LLC 0.00% Add +27.9% 615 $19K
Wealth Preservation Advisors, LLC 0.02% No change 599 $19K
Center for Financial Planning, Inc. 0.00% New 480 $15K
Larson Financial Group LLC 0.00% No change 393 $12K
Wilkerson Advisory Group LLC 0.00% Add +102.3% 360 $11K
McGuire Capital Advisors Inc. 0.01% No change 330 $10K
Anfield Capital Management, LLC 0.00% Add +115.8% 300 $9K
Manchester Capital Management LLC 0.00% No change 300 $9K
Sankala Group LLC 0.01% No change 284 $9K
Truvestments Capital LLC 0.00% Reduce -56.5% 269 $8K
Destiny Wealth Partners, LLC 0.00% New 224 $7K
Financial Perspectives, Inc 0.00% No change 221 $7K
Arax Advisory Partners 0.00% No change 200 $6K
Forum Finance Group S.A. 0.00% — 215 $5K
Bullseye Investment Management, LLC 0.00% No change 150 $5K
Sunbelt Securities, Inc. 0.00% No change 135 $4K
IFP Advisors, Inc 0.00% New 135 $4K
Ancora Advisors LLC 0.00% New 42 $1K
EverSource Wealth Advisors, LLC 0.00% No change 20 $624
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -86.7% 10 $312

"% of holder's portfolio" is GDLC's weight in each manager's 13F, not the share of Grayscale Coindesk 5 ETF the manager owns.