GRAYSCALE COINDESK CRYPTO (GDLC)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
70
Reporting holders
$104.4M
Reported value
31.9%
Of shares outstanding
0.0%
Held as options
-6
Holder change
Institutions report 3,914,475 shares against 12,257,400 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2026q1i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Bullish | $59.5M | 2,255,000 | 33.39% | 3q | HELD |
| Cetera Investment Advisers | $5.1M | 191,900 | 0.00% | 4q | -6.2%-$336.4K |
| ENVESTNET ASSET MANAGEMENT INC | $3.9M | 148,162 | 0.00% | 2q | +49.7%+$1.3M |
| Rehmann Capital Advisory Group | $3.9M | 146,490 | 0.18% | 4q | +35.0%+$1.0M |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.1M | 118,960 | 0.06% | 4q | -30.9%-$1.4M |
| Integrated Wealth Concepts LLC | $2.2M | 84,720 | 0.01% | 2q | +35.6%+$586.5K |
| DWM Financial Group, Inc. | $2.0M | 48,359 | 1.78% | new | NEW |
| Hartmann Taylor Wealth Management, LLC | $1.8M | 58,757 | 1.21% | 4q | HELD |
| BIP Wealth, LLC | $1.7M | 65,344 | 0.05% | 2q | +798.3%+$1.5M |
| Pasadena Private Wealth, LLC | $1.6M | 62,492 | 0.21% | 4q | -75.3%-$5.0M |
| Pathstone Holdings, LLC | $1.6M | 62,204 | 0.00% | 4q | -56.7%-$2.1M |
| Arax Advisory Partners | $1.4M | 52,113 | 0.01% | 4q | +25956.5%+$1.4M |
| Wealthspire Advisors, LLC | $1.3M | 48,014 | 0.01% | 4q | +28.9%+$284.1K |
| Aries Wealth Management | $1.2M | 46,080 | 0.24% | 4q | +66.1%+$483.9K |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $1.2M | 45,567 | 0.12% | 4q | HELD |
| Mariner, LLC | $1.1M | 41,771 | 0.00% | 4q | +4.6%+$48.5K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $1.1M | 41,029 | 0.01% | 15q | HELD |
| KMT WEALTH MANAGEMENT, LLC | $963.3K | 36,504 | 0.82% | new | NEW |
| Keystone Financial Services, LLC | $913.2K | 34,604 | 0.55% | 2q | +65.3%+$360.6K |
| DeDora Capital, Inc. | $865.2K | 32,787 | 0.19% | 3q | +27.7%+$187.7K |
| Elyxium Wealth, LLC | $704.3K | 26,690 | 0.07% | 3q | +7.9%+$51.8K |
| Modern Wealth Management, LLC | $575.1K | 21,793 | 0.01% | 4q | -23.1%-$172.3K |
| Professional Financial Advisors, LLC | $552.7K | 20,944 | 0.10% | new | NEW |
| Fortis Group Advisors, LLC | $494.7K | 18,745 | 0.08% | 2q | -16.0%-$94.4K |
| MATHER GROUP, LLC. | $425.3K | 16,115 | 0.00% | 2q | -4.1%-$18.3K |
| HUNTINGTON NATIONAL BANK | $408.1K | 15,566 | 0.00% | 3q | HELD |
| Farther Finance Advisors, LLC | $405.7K | 15,374 | 0.00% | 3q | +146.8%+$241.3K |
| Rossmore Private Capital | $360.2K | 13,650 | 0.03% | 2q | HELD |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $327.2K | 12,400 | 0.02% | new | NEW |
| Formidable Asset Management, LLC | $323.4K | 10,368 | 0.05% | 3q | -7.2%-$25.0K |
| Soltis Investment Advisors LLC | $307.7K | 11,661 | 0.02% | 4q | HELD |
| Creative Planning | $302.0K | 11,442 | 0.00% | 4q | -14.5%-$51.1K |
| Visionary Wealth Advisors | $290.8K | 11,020 | 0.01% | 2q | +47.1%+$93.1K |
| Fort Point Capital Partners LLC | $247.4K | 9,373 | 0.02% | new | NEW |
| MONETA GROUP INVESTMENT ADVISORS LLC | $225.6K | 8,548 | 0.00% | new | NEW |
| Alesco Advisors, LLC, An ESL Co | $218.7K | 8,289 | 0.01% | 4q | HELD |
| Balboa Wealth Partners | $209.9K | 7,954 | 0.03% | 3q | HELD |
| Claro Advisors Inc. | $209.2K | 7,929 | 0.02% | 4q | -14.8%-$36.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $200.3K | 7,589 | 0.00% | 4q | -7.8%-$16.9K |
| OSAIC HOLDINGS, INC. | $172.2K | 6,527 | 0.00% | 4q | -25.0%-$57.3K |
| OAKWORTH CAPITAL, INC. | $123.8K | 4,606 | 0.01% | 4q | HELD |
| Benson Wealth Management INC | $101.5K | 3,847 | 0.10% | 3q | -11.0%-$12.5K |
| MCF Advisors LLC | $96.7K | 3,663 | 0.00% | 2q | HELD |
| WOLFF WIESE MAGANA LLC | $73.9K | 2,801 | 0.03% | 4q | -14.3%-$12.4K |
| Global Retirement Partners, LLC | $54.1K | 2,050 | 0.00% | 3q | +10.8%+$5.3K |
| Federation des caisses Desjardins du Quebec | $52.4K | 2,000 | 0.00% | 4q | HELD |
| Noble Wealth Management PBC | $35.5K | 1,346 | 0.02% | 3q | HELD |
| JFS WEALTH ADVISORS, LLC | $30.6K | 1,159 | 0.00% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $28.4K | 1,075 | 0.00% | 2q | HELD |
| ROTHSCHILD INVESTMENT LLC | $26.4K | 1,000 | 0.00% | 4q | HELD |
| WPG Advisers, LLC | $22.7K | 861 | 0.01% | new | NEW |
| SOA Wealth Advisors, LLC. | $19.0K | 719 | 0.00% | 4q | HELD |
| Clearstead Advisors, LLC | $18.3K | 695 | 0.00% | 4q | HELD |
| ROYAL BANK OF CANADA | $17.0K | 656 | 0.00% | 2q | HELD |
| US BANCORP \DE\ | $16.5K | 626 | 0.00% | 4q | HELD |
| Center for Financial Planning, Inc. | $12.7K | 480 | 0.00% | 2q | HELD |
| Wilkerson Advisory Group LLC | $12.6K | 479 | 0.00% | 3q | +33.1%+$3.1K |
| Allworth Financial LP | $12.5K | 472 | 0.00% | 4q | -93.6%-$182.1K |
| Larson Financial Group LLC | $10.4K | 393 | 0.00% | 4q | HELD |
| SIMS INVESTMENT MANAGEMENT, LLC | $10.2K | 385 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $9.6K | 362 | 0.00% | new | NEW |
| MCGUIRE CAPITAL ADVISORS INC | $8.7K | 330 | 0.00% | 3q | HELD |
| Sankala Group LLC | $8.3K | 284 | 0.01% | 3q | HELD |
| Manchester Capital Management LLC | $7.9K | 300 | 0.00% | 3q | HELD |
| Truvestments Capital LLC | $7.1K | 269 | 0.00% | 4q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.5K | 245 | 0.00% | 3q | -67.1%-$13.2K |
| Financial Perspectives, Inc | $5.8K | 221 | 0.00% | 4q | HELD |
| Parallel Advisors, LLC | $4.8K | 180 | 0.00% | new | NEW |
| IFP Advisors, Inc | $3.6K | 135 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $522 | 19,792 | 0.00% | 4q | +90.2% |
| ASSETMARK, INC | $53 | 2 | 0.00% | new | NEW |
| Smithfield Trust Co | $36 | 1,420 | 0.00% | 4q | HELD |
| Forum Finance Group S.A. | $5 | 215 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 70 | $104.4M | 3,914,475 | 11 | 15 | 16 | 0.0% |
| Q1 2026 | 76 | $123.6M | 3,957,339 | 19 | 24 | 10 | 0.0% |
| Q4 2025 | 84 | $168.1M | 4,049,620 | 32 | 14 | 11 | 0.0% |
| Q3 2025 | 63 | $222.8M | 3,984,957 | 61 | 0 | 0 | 0.0% |
| Q2 2025 | 2 | $2.0M | 41,628 | 0 | 0 | 0 | 0.0% |
| Q1 2025 | 3 | $1.5M | 41,786 | 0 | 0 | 0 | 0.0% |
| Q4 2024 | 3 | $1.7M | 42,218 | 1 | 0 | 0 | 0.0% |
| Q3 2024 | 3 | $846.8K | 41,937 | 1 | 0 | 0 | 0.0% |
| Q2 2024 | 3 | $1.3M | 59,470 | 1 | 0 | 1 | 0.0% |
| Q1 2024 | 3 | $2.0M | 86,131 | 2 | 0 | 0 | 0.0% |
| Q4 2023 | 1 | $712.3K | 41,029 | 0 | 0 | 1 | 0.0% |
| Q3 2023 | 3 | $602.1K | 72,189 | 2 | 0 | 1 | 0.0% |
| Q2 2023 | 1 | $398.0K | 49,079 | 0 | 0 | 0 | 0.0% |
| Q1 2023 | 1 | $338.6K | 49,079 | 0 | 0 | 0 | 0.0% |
| Q4 2022 | 2 | $188.0K | 49,404 | 2 | 0 | 0 | 0.0% |
| Q2 2022 | 1 | $42.0K | 5,895 | 0 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $130.0K | 5,895 | 0 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $143.0K | 5,895 | 0 | 1 | 0 | 0.0% |
| Q3 2021 | 3 | $115.0K | 4,500 | 2 | 0 | 0 | 0.0% |
| Q2 2021 | 2 | $45.0K | 2,050 | 1 | 0 | 0 | 0.0% |
| Q1 2021 | 2 | $232.0K | 6,094 | 2 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $76.1M | 4,000 | 1 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $13.0K | 2,000 | 1 | 0 | 0 | 0.0% |