Grayscale CoinDesk Crypto 5 ETF (GDLC) Institutional Ownership Changes & 13F Activity
Grayscale CoinDesk Crypto 5 ETF (GDLC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Pasadena Private Wealth, Llc, Bip Wealth, Llc, Arax Advisory Partners, Envestnet Asset Management Inc, and Rehmann Capital Advisory Group.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +22,224 | +35.6% | 84,720 | $2.24M | Q2 2026 | Sep 09, 2026 |
| Rehmann Capital Advisory Group | Buy | +38,003 | +35.0% | 146,490 | $3.87M | Q2 2026 | Aug 20, 2026 |
| Fairview Capital Investment Management, Llc | Buy | +12,400 | — | 12,400 | $327.24K | Q2 2026 | Aug 14, 2026 |
| Fort Point Capital Partners Llc | Buy | +9,373 | — | 9,373 | $247.35K | Q2 2026 | Aug 14, 2026 |
| Moneta Group Investment Advisors Llc | Buy | +8,548 | — | 8,548 | $225.58K | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -6,530 | -23.1% | 21,793 | $575.12K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -2,170 | -25.0% | 6,527 | $172.25K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +362 | — | 362 | $9.55K | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | Buy | +3,528 | +47.1% | 11,020 | $290.82K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +1,839 | +4.6% | 41,771 | $1.10M | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -12,746 | -6.2% | 191,900 | $5.06M | Q2 2026 | Aug 12, 2026 |
| Pasadena Private Wealth, Llc | Sell | -190,158 | -75.3% | 62,492 | $1.65M | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, Llc | Buy | +10,766 | +28.9% | 48,014 | $1.27M | Q2 2026 | Aug 11, 2026 |
| Allworth Financial Lp | Sell | -6,901 | -93.6% | 472 | $12.46K | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | Buy | +51,913 | +25956.5% | 52,113 | $1.38M | Q2 2026 | Aug 10, 2026 |
| Benson Wealth Management Inc | Sell | -474 | -11.0% | 3,847 | $101.52K | Q2 2026 | Aug 10, 2026 |
| Balboa Wealth Partners | Buy | +20 | +0.3% | 7,954 | $209.90K | Q2 2026 | Aug 10, 2026 |
| Wpg Advisers, Llc | Buy | +861 | — | 861 | $22.72K | Q2 2026 | Aug 06, 2026 |
| Kmt Wealth Management, Llc | Buy | +36,504 | — | 36,504 | $963.34K | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, Llc | Buy | +180 | — | 180 | $4.75K | Q2 2026 | Aug 05, 2026 |
| Bip Wealth, Llc | Buy | +58,070 | +798.3% | 65,344 | $1.72M | Q2 2026 | Aug 03, 2026 |
| Envestnet Asset Management Inc | Buy | +49,215 | +49.7% | 148,162 | $3.91M | Q2 2026 | Aug 03, 2026 |
| Elyxium Wealth, Llc | Buy | +1,962 | +7.9% | 26,690 | $704.35K | Q2 2026 | Aug 03, 2026 |
| Claro Advisors Inc. | Sell | -1,374 | -14.8% | 7,929 | $209.25K | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -510 | -4.9% | 9,896 | $261.00 | Q2 2026 | Jul 30, 2026 |
| Assetmark, Inc | Buy | +2 | — | 2 | $53.00 | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -640 | -7.8% | 7,589 | $200.27K | Q2 2026 | Jul 29, 2026 |
| Hartmann Taylor Wealth Management, Llc | Sell | -285 | -0.5% | 58,757 | $1.83M | Q2 2026 | Jul 28, 2026 |
| Mather Group, Llc. | Sell | -695 | -4.1% | 16,115 | $425.27K | Q2 2026 | Jul 27, 2026 |
| Aries Wealth Management | Buy | +18,335 | +66.1% | 46,080 | $1.22M | Q2 2026 | Jul 24, 2026 |
Frequently asked questions about GDLC activity
Which institutional owners are buying GDLC?
Institutional owners buying GDLC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in GDLC activity?
"Buy" means an investor increased their reported position in GDLC compared to the prior reporting period. This reflects growing exposure to Grayscale CoinDesk Crypto 5 ETF (GDLC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in GDLC increasing?
Institutional interest in GDLC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.