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Disclosery

GDLC GRAYSCALE COINDESK CRYPTO

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USD SHS (fund), issuer CIK 1729997

73 managers (73 13F filers) reported a position in GDLC shares at 2026-06-30, 3,946,944 shares in all. 10 filers opened a position and 15 filers sold out during the quarter.

Managers
73
13F filers
73
New
10
Added
16
Reduced
18
Sold out
15
Shares held by filers
3,946,944

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Bullish2,255,000$59.5M33.39%013F-HRTimeline
Cetera Investment Advisers191,900$5.06M<0.01%-12,74613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC148,162$3.91M<0.01%+49,21513F-HRTimelineGroup
Rehmann Capital Advisory Group146,490$3.87M0.18%+38,00313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC118,960$3.14M0.06%-53,18713F-HRTimeline
Integrated Wealth Concepts LLC84,720$2.24M0.01%+22,22413F-HRTimeline
DWM Financial Group, Inc.48,359$2M1.78%13F-HRTimeline
Hartmann Taylor Wealth Management, LLC58,757$1.83M1.21%-28513F-HRTimeline
BIP Wealth, LLC65,344$1.72M0.05%+58,07013F-HRTimeline
Pasadena Private Wealth, LLC62,492$1.65M0.21%-190,15813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC62,204$1.64M<0.01%-81,39413F-HRTimelineGroup
Arax Advisory Partners52,113$1.38M0.01%+51,91313F-HRTimeline
Wealthspire Advisors, LLC48,014$1.27M0.01%+10,76613F-HRTimeline
Aries Wealth Management46,080$1.22M0.24%+18,33513F-HRTimeline
INTRINSIC EDGE CAPITAL MANAGEMENT LLC45,567$1.2M0.15%013F-HRTimeline
Mariner, LLCin group Mariner, LLC41,771$1.1M<0.01%+1,83913F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC41,029$1.08M0.01%013F-HRTimeline
Kingsbury Capital Investment Advisors L…36,504$963K0.82%+17,24813F-HRTimeline
KMT WEALTH MANAGEMENT, LLC36,504$963K0.82%new13F-HRTimeline
Keystone Financial Services, LLC34,604$913K0.55%+13,66413F-HRTimeline
DeDora Capital, Inc.32,787$865K0.19%+7,11113F-HRTimeline
Elyxium Wealth, LLC26,690$704K0.07%+1,96213F-HRTimeline
Modern Wealth Management, LLC21,793$575K0.01%-6,53013F-HRTimeline
Professional Financial Advisors, LLC20,944$553K0.1%new13F-HRTimeline
Fortis Group Advisors, LLC18,745$495K0.08%-3,57913F-HRTimeline
MATHER GROUP, LLC.16,115$425K<0.01%-69513F-HRTimeline
Farther Finance Advisors, LLC15,374$406K<0.01%+9,14513F-HRTimeline
Rossmore Private Capital13,650$360K0.03%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…12,400$327K0.02%new13F-HRTimeline
Formidable Asset Management, LLC10,368$323K0.05%-80013F-HRTimeline
Soltis Investment Advisors LLC11,661$308K0.02%013F-HRTimeline
Creative Planningin group Creative Planning11,442$302K<0.01%-1,93513F-HRTimelineGroup
Visionary Wealth Advisors11,020$291K0.01%+3,52813F-HRTimeline
Cambridge Investment Research Advisors,…9,896$261K<0.01%-51013F-HR/ATimeline
Fort Point Capital Partners LLC9,373$247K0.03%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,548$226K<0.01%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,289$219K0.01%013F-HRTimeline
Balboa Wealth Partners7,954$210K0.03%+2013F-HRTimeline
Claro Advisors Inc.7,929$209K0.02%-1,37413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,589$200K<0.01%-64013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,527$172K<0.01%-2,17013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.4,606$124K0.01%013F-HRTimeline
Benson Wealth Management INC3,847$102K0.1%-47413F-HRTimeline
MCF Advisors LLC3,663$96.7K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC2,801$73.9K0.03%-46913F-HRTimeline
Global Retirement Partners, LLC2,050$54.1K<0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…2,000$52.4K<0.01%013F-HRTimeline
Smithfield Trust Co1,420$36K<0.01%013F-HRTimeline
Noble Wealth Management PBC1,346$35.5K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,159$30.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,075$28.4K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,000$26.4K<0.01%013F-HRTimeline
WPG Advisers, LLC861$22.7K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.719$19K<0.01%013F-HRTimeline
Clearstead Advisors, LLC695$18.3K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA656$17K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\626$16.5K<0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.480$12.7K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC479$12.6K<0.01%+11913F-HRTimeline
Allworth Financial LP472$12.5K<0.01%-6,90113F-HRTimeline
Larson Financial Group LLC393$10.4K<0.01%013F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC385$10.2K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…362$9.55K<0.01%new13F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC330$8.71K<0.01%013F-HRTimeline
Sankala Group LLC284$8.28K0.01%013F-HRTimeline
Manchester Capital Management LLC300$7.92K<0.01%013F-HRTimeline
Truvestments Capital LLC269$7.1K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…245$6.47K<0.01%-50013F-HRTimelineGroup
Financial Perspectives, Inc221$5.83K<0.01%013F-HRTimeline
Forum Finance Group S.A.215$5K<0.01%013F-HRTimeline
Parallel Advisors, LLC180$4.75K<0.01%new13F-HRTimeline
IFP Advisors, Inc135$3.56K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2$53<0.01%new13F-HRTimelineGroup