Grayscale CoinDesk Crypto 5 ETF (GDLC) Institutional Shareholders
Grayscale CoinDesk Crypto 5 ETF (GDLC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $47.06M in GDLC holdings during the latest filing period.
Cetera Investment Advisers is currently the largest disclosed institutional shareholder of GDLC tracked by InsiderSet, reporting ownership valued at approximately $5.06M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.19M, representing an estimated gain of +41.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed GDLC value among the investors covered in this analysis. Major shareholders include Cetera Investment Advisers, Pathstone Holdings, Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in Grayscale CoinDesk Crypto 5 ETF (GDLC).
This page ranks the largest institutional GDLC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
72
Total Reported Value
$47.06M
Largest Holder
Cetera Investment Advisers
Largest Position
$5.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
109
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | 0.00% | 191,900 | $5,064,253 | $7,188,574 | +$2,124,321 | +41.95% | |
| Pathstone Holdings, Llc | 0.02% | 143,598 | $4,478,822 | $5,379,181 | +$900,359 | +20.10% | |
| Envestnet Asset Management Inc | 0.00% | 148,162 | $3,909,984 | $5,550,149 | +$1,640,165 | +41.95% | |
| Rehmann Capital Advisory Group | 0.18% | 146,490 | $3,869,729 | $5,487,515 | +$1,617,786 | +41.81% | |
| Independent Financial Group, Llc | 0.06% | 118,960 | $3,139,354 | $4,456,242 | +$1,316,888 | +41.95% | |
| Integrated Wealth Concepts Llc | 0.01% | 84,720 | $2,235,761 | $3,173,611 | +$937,850 | +41.95% | |
| Hartmann Taylor Wealth Management, Llc | 1.21% | 58,757 | $1,832,631 | $2,201,037 | +$368,406 | +20.10% | |
| Bip Wealth, Llc | 0.05% | 65,344 | $1,724,428 | $2,447,786 | +$723,358 | +41.95% | |
| Pasadena Private Wealth, Llc | 0.21% | 62,492 | $1,649,164 | $2,340,950 | +$691,786 | +41.95% | |
| U.S. Capital Wealth Advisors, Llc | 0.04% | 52,069 | $1,624,032 | $1,950,505 | +$326,473 | +20.10% | |
| Arax Advisory Partners | 0.01% | 52,113 | $1,375,262 | $1,952,153 | +$576,891 | +41.95% | |
| Wealthspire Advisors, Llc | 0.01% | 48,014 | $1,267,090 | $1,798,604 | +$531,514 | +41.95% | |
| Aries Wealth Management | 0.24% | 46,080 | $1,216,051 | $1,726,157 | +$510,106 | +41.95% | |
| Intrinsic Edge Capital Management Llc | 0.15% | 45,567 | $1,202,513 | $1,706,940 | +$504,427 | +41.95% | |
| Mariner, Llc | 0.00% | 41,771 | $1,102,337 | $1,564,742 | +$462,405 | +41.95% | |
| Horizon Kinetics Asset Management Llc | 0.01% | 41,029 | $1,082,755 | $1,536,946 | +$454,191 | +41.95% | |
| Kmt Wealth Management, Llc | 0.82% | 36,504 | $963,341 | $1,367,440 | +$404,099 | +41.95% | |
| Keystone Financial Services, Llc | 0.55% | 34,604 | $913,200 | $1,296,266 | +$383,066 | +41.95% | |
| Dedora Capital, Inc. | 0.19% | 32,787 | $865,249 | $1,228,201 | +$362,952 | +41.95% | |
| Elyxium Wealth, Llc | 0.07% | 26,690 | $704,349 | $999,807 | +$295,458 | +41.95% | |
| Modern Wealth Management, Llc | 0.01% | 21,793 | $575,117 | $816,366 | +$241,249 | +41.95% | |
| Professional Financial Advisors, Llc | 0.10% | 20,944 | $552,720 | $784,562 | +$231,842 | +41.95% | |
| Fortis Group Advisors, Llc | 0.08% | 18,745 | $494,681 | $702,188 | +$207,507 | +41.95% | |
| Mather Group, Llc. | 0.00% | 16,115 | $425,275 | $603,668 | +$178,393 | +41.95% | |
| Huntington National Bank | 0.00% | 15,566 | $408,140 | $583,102 | +$174,962 | +42.87% | |
| Farther Finance Advisors, Llc | 0.00% | 15,374 | $405,720 | $575,910 | +$170,190 | +41.95% | |
| Rossmore Private Capital | 0.03% | 13,650 | $360,224 | $511,329 | +$151,105 | +41.95% | |
| Fairview Capital Investment Management, Llc | 0.02% | 12,400 | $327,236 | $464,504 | +$137,268 | +41.95% | |
| Formidable Asset Management, Llc | 0.05% | 10,368 | $323,378 | $388,385 | +$65,007 | +20.10% | |
| Soltis Investment Advisors Llc | 0.02% | 11,661 | $307,745 | $436,821 | +$129,076 | +41.94% | |
| Visionary Wealth Advisors | 0.01% | 11,020 | $290,818 | $412,809 | +$121,991 | +41.95% | |
| Fort Point Capital Partners Llc | 0.03% | 9,373 | $247,353 | $351,113 | +$103,760 | +41.95% | |
| Moneta Group Investment Advisors Llc | 0.00% | 8,548 | $225,580 | $320,208 | +$94,628 | +41.95% | |
| Alesco Advisors, Llc, An Esl Co | 0.01% | 8,289 | $218,747 | $310,506 | +$91,759 | +41.95% | |
| Balboa Wealth Partners | 0.03% | 7,954 | $209,903 | $297,957 | +$88,054 | +41.95% | |
| Claro Advisors Inc. | 0.02% | 7,929 | $209,247 | $297,020 | +$87,773 | +41.95% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,589 | $200,270 | $284,284 | +$84,014 | +41.95% | |
| Osaic Holdings, Inc. | 0.00% | 6,527 | $172,246 | $244,501 | +$72,255 | +41.95% | |
| Oakworth Capital, Inc. | 0.01% | 4,606 | $123,809 | $172,541 | +$48,732 | +39.36% | |
| Benson Wealth Management Inc | 0.10% | 3,847 | $101,522 | $144,109 | +$42,587 | +41.95% | |
| Mcf Advisors Llc | 0.00% | 3,663 | $96,667 | $137,216 | +$40,549 | +41.95% | |
| Wolff Wiese Magana Llc | 0.03% | 2,801 | $73,919 | $104,925 | +$31,006 | +41.95% | |
| Cwm, Llc | 0.00% | 1,856 | $57,889 | $69,526 | +$11,637 | +20.10% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 2,000 | $52,440 | $74,920 | +$22,480 | +42.87% | |
| Smithfield Trust Co | 0.00% | 1,420 | $36,000 | $53,193 | +$17,193 | +47.76% | |
| Noble Wealth Management Pbc | 0.02% | 1,346 | $35,521 | $50,421 | +$14,900 | +41.95% | |
| Jfs Wealth Advisors, Llc | 0.00% | 1,159 | $30,587 | $43,416 | +$12,829 | +41.94% | |
| Harbour Investments, Inc. | 0.00% | 1,075 | $28,369 | $40,270 | +$11,901 | +41.95% | |
| Rothschild Investment Llc | 0.00% | 1,000 | $26,390 | $37,460 | +$11,070 | +41.95% | |
| Wpg Advisers, Llc | 0.01% | 861 | $22,722 | $32,253 | +$9,531 | +41.95% |
Frequently asked questions about GDLC
Who owns the most GDLC stock?
The largest holders of GDLC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for Grayscale CoinDesk Crypto 5 ETF (GDLC).
Is GDLC widely held by superinvestors?
Many widely followed stocks like GDLC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GDLC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.