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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Discovery Capital Management, Llc / Ct, Cetera Investment Advisers, Pathstone Holdings, Llc, Rehmann Capital Advisory Group, and Independent Financial Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Buy | +92,740 | +131.3% | 163,385 | $6.75M | Q4 2025 | May 15, 2026 |
| Estate Planners Group, Llc | Buy | +250 | — | 250 | $10.33K | Q4 2025 | Apr 07, 2026 |
| Rehmann Capital Advisory Group | Buy | +107,338 | — | 107,338 | $4.43M | Q4 2025 | Mar 04, 2026 |
| Wealth Preservation Advisors, Llc | Buy | +599 | — | 599 | $24.75K | Q4 2025 | Feb 23, 2026 |
| Sunbelt Securities, Inc. | Buy | +135 | — | 135 | $5.58K | Q4 2025 | Feb 20, 2026 |
| Mcguire Capital Advisors Inc | Buy | +330 | — | 330 | $13.64K | Q4 2025 | Feb 19, 2026 |
| Discovery Capital Management, Llc / Ct | Buy | +423,129 | — | 423,129 | $17.49M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +209,164 | — | 209,164 | $8.64M | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, Llc | Buy | +30,320 | — | 30,320 | $1.25M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +17,454 | — | 17,454 | $721.25K | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +10,077 | — | 10,077 | $416.41K | Q4 2025 | Feb 17, 2026 |
| Claro Advisors Inc. | Buy | +9,403 | — | 9,403 | $388.56K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +7,997 | — | 7,997 | $330.44K | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +5,970 | — | 5,970 | $246.70K | Q4 2025 | Feb 17, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Buy | +5,582 | — | 5,582 | $230.67K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +75 | — | 75 | $3.10K | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, Llc | Buy | +116,243 | — | 116,243 | $4.80M | Q4 2025 | Feb 13, 2026 |
| Mariner, Llc | Buy | +34,432 | — | 34,432 | $1.42M | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, Llc | Buy | +10,833 | — | 10,833 | $447.65K | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, Llc | Buy | +5,665 | — | 5,665 | $234.10K | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | Buy | +5,544 | — | 5,544 | $229.08K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +2,938 | — | 2,938 | $121.41K | Q4 2025 | Feb 13, 2026 |
| Truvestments Capital Llc | Buy | +619 | — | 619 | $25.58K | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | Buy | +200 | — | 200 | $8.27K | Q4 2025 | Feb 13, 2026 |
| Wilkerson Advisory Group Llc | Buy | +178 | — | 178 | $7.36K | Q4 2025 | Feb 13, 2026 |
| Jane Street Group, Llc | Buy | +63,233 | — | 63,233 | $2.61M | Q4 2025 | Feb 12, 2026 |
| Intrinsic Edge Capital Management Llc | Buy | +45,567 | — | 45,567 | $1.88M | Q4 2025 | Feb 12, 2026 |
| Commonwealth Equity Services, Llc | Buy | +9,002 | — | 9,002 | $371.99K | Q4 2025 | Feb 12, 2026 |
| Benson Wealth Management Inc | Buy | +6,477 | — | 6,477 | $267.65K | Q4 2025 | Feb 12, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Buy | +2,000 | — | 2,000 | $82.32K | Q4 2025 | Feb 12, 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.