Grayscale Coindesk Crypto (GDLC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Bullish

UNCHANGED

Shares2,255,000 from 2,255,000

Change0 (0%)

Value$86.5M (+$27.0M)

Filed 2026-10-27

Almanack Investment Partners, Llc.

NEW

Shares700,020

Change+700,020

Value$700.8K

Filed 2026-11-03

Independent Financial Group, LLC

DECREASED

Shares114,178 from 118,960

Change-4,782 (-4%)

Value$4.4M (+$1.2M)

Filed 2026-10-13

BIP Wealth, LLC

INCREASED

Shares73,830 from 65,344

Change+8,486 (+13%)

Value$2.8M (+$1.1M)

Filed 2026-10-22

Hartmann Taylor Wealth Management, LLC

INCREASED

Shares73,087 from 58,757

Change+14,330 (+24%)

Value$2.8M (+$971.0K)

Filed 2026-10-14

Aries Wealth Management

INCREASED

Shares58,835 from 46,080

Change+12,755 (+28%)

Value$2.3M (+$1.0M)

Filed 2026-10-23

DWM Financial Group, Inc.

INCREASED

Shares51,353 from 48,359

Change+2,994 (+6%)

Value$2.0M (-$28.5K)

Filed 2026-10-28

DeDora Capital, Inc.

INCREASED

Shares40,582 from 32,787

Change+7,795 (+24%)

Value$1.6M (+$691.5K)

Filed 2026-10-26

Elyxium Wealth, LLC

INCREASED

Shares30,407 from 26,690

Change+3,717 (+14%)

Value$1.2M (+$462.1K)

Filed 2026-10-27

Professional Financial Advisors, LLC

INCREASED

Shares21,345 from 20,944

Change+401 (+2%)

Value$818.8K (+$266.1K)

Filed 2026-10-13

Fortis Group Advisors, LLC

INCREASED

Shares20,461 from 18,745

Change+1,716 (+9%)

Value$705.1K (+$210.4K)

Filed 2026-11-06

Mather Group, Llc.

UNCHANGED

Shares16,115 from 16,115

Change0 (0%)

Value$618.2K (+$192.9K)

Filed 2026-10-14

Rossmore Private Capital

DECREASED

Shares12,650 from 13,650

Change-1,000 (-7%)

Value$485.3K (+$125.0K)

Filed 2026-10-27

Visionary Wealth Advisors

INCREASED

Shares12,318 from 11,020

Change+1,298 (+12%)

Value$472.5K (+$181.7K)

Filed 2026-11-04

Soltis Investment Advisors LLC

INCREASED

Shares11,662 from 11,661

Change+1 (+0%)

Value$447.3K (+$139.6K)

Filed 2026-10-28

Creative Planning

DECREASED

Shares10,633 from 11,442

Change-809 (-7%)

Value$407.9K (+$105.9K)

Filed 2026-11-02

Formidable Asset Management, LLC

INCREASED

Shares10,443 from 10,368

Change+75 (+1%)

Value$275.6K (-$47.8K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares9,859 from 9,896

Change-37 (0%)

Value$378 (+$117)

Filed 2026-11-02

Avestar Capital, LLC

NEW

Shares8,750

Change+8,750

Value$335.7K

Filed 2026-10-28

Claro Advisors Inc.

DECREASED

Shares7,897 from 7,929

Change-32 (0%)

Value$302.9K (+$93.7K)

Filed 2026-11-02

Balboa Wealth Partners

DECREASED

Shares7,887 from 7,954

Change-67 (-1%)

Value$302.5K (+$92.6K)

Filed 2026-10-20

3Edge Asset Management, LP

NEW

Shares6,366

Change+6,366

Value$244.2K

Filed 2026-10-30

Clear Creek Financial Management, LLC

NEW

Shares6,125

Change+6,125

Value$235.0K

Filed 2026-10-28

Farther Finance Advisors, LLC

DECREASED

Shares6,096 from 15,374

Change-9,278 (-60%)

Value$233.8K (-$171.9K)

Filed 2026-10-08

Kingswood Wealth Advisors, LLC

NEW

Shares6,047

Change+6,047

Value$232.0K

Filed 2026-10-23

Advisor OS, LLC

NEW

Shares5,916

Change+5,916

Value$226.9K

Filed 2026-11-03

Avior Wealth Management, LLC

NEW

Shares5,760

Change+5,760

Value$221.0K

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

NEW

Shares5,580

Change+5,580

Value$207.1K

Filed 2026-10-13

Burford Brothers, Inc.

NEW

Shares5,429

Change+5,429

Value$208.3K

Filed 2026-10-21

Oakworth Capital, Inc.

UNCHANGED

Shares4,606 from 4,606

Change0 (0%)

Value$176.7K (+$52.9K)

Filed 2026-10-26

Wolff Wiese Magana LLC

UNCHANGED

Shares2,801 from 2,801

Change0 (0%)

Value$107.4K (+$33.5K)

Filed 2026-10-15

Noble Wealth Management PBC

UNCHANGED

Shares1,346 from 1,346

Change0 (0%)

Value$51.6K (+$16.1K)

Filed 2026-10-01

JFS Wealth Advisors, LLC

UNCHANGED

Shares1,159 from 1,159

Change0 (0%)

Value$44.5K (+$13.9K)

Filed 2026-11-03

RHL Group, LLC

NEW

Shares1,073

Change+1,073

Value$41.2K

Filed 2026-11-04

WPG Advisers, LLC

UNCHANGED

Shares861 from 861

Change0 (0%)

Value$33.0K (+$10.3K)

Filed 2026-10-27

Clearstead Advisors, LLC

UNCHANGED

Shares695 from 695

Change0 (0%)

Value$26.7K (+$8.3K)

Filed 2026-11-06

US Bancorp \de\

UNCHANGED

Shares626 from 626

Change0 (0%)

Value$24.0K (+$7.5K)

Filed 2026-11-05

Wilkerson Advisory Group LLC

INCREASED

Shares548 from 479

Change+69 (+14%)

Value$21.0K (+$8.4K)

Filed 2026-10-20

Center for Financial Planning, Inc.

UNCHANGED

Shares480 from 480

Change0 (0%)

Value$18.4K (+$5.7K)

Filed 2026-10-26

Larson Financial Group LLC

UNCHANGED

Shares393 from 393

Change0 (0%)

Value$15.1K (+$4.7K)

Filed 2026-11-05

Manchester Capital Management LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$11.5K (+$3.6K)

Filed 2026-10-22

Financial Perspectives, Inc

UNCHANGED

Shares221 from 221

Change0 (0%)

Value$8.5K (+$2.6K)

Filed 2026-11-03

Parallel Advisors, LLC

UNCHANGED

Shares180 from 180

Change0 (0%)

Value$6.9K (+$2.2K)

Filed 2026-11-03

Lanark Financial, Inc.

NEW

Shares100

Change+100

Value$3.8K

Filed 2026-10-26

Blue Trust, Inc.

NEW

Shares16

Change+16

Value$603

Filed 2026-10-15

Fifth Third Bancorp

NEW

Shares10

Change+10

Value$384

Filed 2026-11-05

Assetmark, Inc

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$77 (+$24)

Filed 2026-10-21

Balance Wealth Partners LLC

NEW

Shares0

Change0

Value$0

Filed 2026-10-27

Kingsbury Capital Investment Advisors LLC

CLOSED

Shares0 from 36,504

Change-36,504 (-100%)

Value$0 (-$963.3K)

Filed 2026-10-20

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 7,589

Change-7,589 (-100%)

Value$0 (-$200.3K)

Filed 2026-11-02

MCF Advisors LLC

CLOSED

Shares0 from 3,663

Change-3,663 (-100%)

Value$0 (-$96.7K)

Filed 2026-10-28

Sims Investment Management, LLC

CLOSED

Shares0 from 385

Change-385 (-100%)

Value$0 (-$10.2K)

Filed 2026-10-13

Bullseye Investment Management, LLC

CLOSED

Shares0 from 150

Change-150 (-100%)

Value$0 (-$4.0K)

Filed 2026-10-29

IFP Advisors, Inc

CLOSED

Shares0 from 135

Change-135 (-100%)

Value$0 (-$3.6K)

Filed 2026-10-16

Cetera Investment Advisers

N/A

Shares— from 191,900

Change-191,900 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 148,162

Change-148,162 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 146,490

Change-146,490 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 84,720

Change-84,720 (-100%)

Value—

Pasadena Private Wealth, LLC

N/A

Shares— from 62,492

Change-62,492 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 62,204

Change-62,204 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 52,113

Change-52,113 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 48,014

Change-48,014 (-100%)

Value—

Intrinsic Edge Capital Management LLC

N/A

Shares— from 45,567

Change-45,567 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 41,771

Change-41,771 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 41,029

Change-41,029 (-100%)

Value—

KMT Wealth Management, LLC

N/A

Shares— from 36,504

Change-36,504 (-100%)

Value—

Keystone Financial Services, LLC

N/A

Shares— from 34,604

Change-34,604 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 21,793

Change-21,793 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 15,566

Change-15,566 (-100%)

Value—

Fairview Capital Investment Management, LLC

N/A

Shares— from 12,400

Change-12,400 (-100%)

Value—

Fort Point Capital Partners LLC

N/A

Shares— from 9,373

Change-9,373 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 8,548

Change-8,548 (-100%)

Value—

Alesco Advisors, LLC, An ESL Co

N/A

Shares— from 8,289

Change-8,289 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 6,527

Change-6,527 (-100%)

Value—

Benson Wealth Management Inc

N/A

Shares— from 3,847

Change-3,847 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,050

Change-2,050 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 1,420

Change-1,420 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,075

Change-1,075 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 719

Change-719 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 656

Change-656 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 472

Change-472 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 362

Change-362 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 330

Change-330 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 284

Change-284 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 269

Change-269 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 245

Change-245 (-100%)

Value—

Forum Finance Group S.A.

N/A

Shares— from 215

Change-215 (-100%)

Value—

	Status
Bullish	UNCHANGED	2,255,000	2,255,000	0	0%	$59.5M	$86.5M	+$27.0M	2026-10-27
Almanack Investment Partners, Llc.	NEW	700,020	—	+700,020	—	—	$700.8K	—	2026-11-03
Independent Financial Group, LLC	DECREASED	114,178	118,960	-4,782	-4%	$3.1M	$4.4M	+$1.2M	2026-10-13
BIP Wealth, LLC	INCREASED	73,830	65,344	+8,486	+13%	$1.7M	$2.8M	+$1.1M	2026-10-22
Hartmann Taylor Wealth Management, LLC	INCREASED	73,087	58,757	+14,330	+24%	$1.8M	$2.8M	+$971.0K	2026-10-14
Aries Wealth Management	INCREASED	58,835	46,080	+12,755	+28%	$1.2M	$2.3M	+$1.0M	2026-10-23
DWM Financial Group, Inc.	INCREASED	51,353	48,359	+2,994	+6%	$2.0M	$2.0M	-$28.5K	2026-10-28
DeDora Capital, Inc.	INCREASED	40,582	32,787	+7,795	+24%	$865.2K	$1.6M	+$691.5K	2026-10-26
Elyxium Wealth, LLC	INCREASED	30,407	26,690	+3,717	+14%	$704.3K	$1.2M	+$462.1K	2026-10-27
Professional Financial Advisors, LLC	INCREASED	21,345	20,944	+401	+2%	$552.7K	$818.8K	+$266.1K	2026-10-13
Fortis Group Advisors, LLC	INCREASED	20,461	18,745	+1,716	+9%	$494.7K	$705.1K	+$210.4K	2026-11-06
Mather Group, Llc.	UNCHANGED	16,115	16,115	0	0%	$425.3K	$618.2K	+$192.9K	2026-10-14
Rossmore Private Capital	DECREASED	12,650	13,650	-1,000	-7%	$360.2K	$485.3K	+$125.0K	2026-10-27
Visionary Wealth Advisors	INCREASED	12,318	11,020	+1,298	+12%	$290.8K	$472.5K	+$181.7K	2026-11-04
Soltis Investment Advisors LLC	INCREASED	11,662	11,661	+1	+0%	$307.7K	$447.3K	+$139.6K	2026-10-28
Creative Planning	DECREASED	10,633	11,442	-809	-7%	$302.0K	$407.9K	+$105.9K	2026-11-02
Formidable Asset Management, LLC	INCREASED	10,443	10,368	+75	+1%	$323.4K	$275.6K	-$47.8K	2026-11-03
Cambridge Investment Research Advisors, Inc.	DECREASED	9,859	9,896	-37	0%	$261	$378	+$117	2026-11-02
Avestar Capital, LLC	NEW	8,750	—	+8,750	—	—	$335.7K	—	2026-10-28
Claro Advisors Inc.	DECREASED	7,897	7,929	-32	0%	$209.2K	$302.9K	+$93.7K	2026-11-02
Balboa Wealth Partners	DECREASED	7,887	7,954	-67	-1%	$209.9K	$302.5K	+$92.6K	2026-10-20
3Edge Asset Management, LP	NEW	6,366	—	+6,366	—	—	$244.2K	—	2026-10-30
Clear Creek Financial Management, LLC	NEW	6,125	—	+6,125	—	—	$235.0K	—	2026-10-28
Farther Finance Advisors, LLC	DECREASED	6,096	15,374	-9,278	-60%	$405.7K	$233.8K	-$171.9K	2026-10-08
Kingswood Wealth Advisors, LLC	NEW	6,047	—	+6,047	—	—	$232.0K	—	2026-10-23
Advisor OS, LLC	NEW	5,916	—	+5,916	—	—	$226.9K	—	2026-11-03
Avior Wealth Management, LLC	NEW	5,760	—	+5,760	—	—	$221.0K	—	2026-10-13
Wealth Enhancement Advisory Services, LLC	NEW	5,580	—	+5,580	—	—	$207.1K	—	2026-10-13
Burford Brothers, Inc.	NEW	5,429	—	+5,429	—	—	$208.3K	—	2026-10-21
Oakworth Capital, Inc.	UNCHANGED	4,606	4,606	0	0%	$123.8K	$176.7K	+$52.9K	2026-10-26
Wolff Wiese Magana LLC	UNCHANGED	2,801	2,801	0	0%	$73.9K	$107.4K	+$33.5K	2026-10-15
Noble Wealth Management PBC	UNCHANGED	1,346	1,346	0	0%	$35.5K	$51.6K	+$16.1K	2026-10-01
JFS Wealth Advisors, LLC	UNCHANGED	1,159	1,159	0	0%	$30.6K	$44.5K	+$13.9K	2026-11-03
RHL Group, LLC	NEW	1,073	—	+1,073	—	—	$41.2K	—	2026-11-04
WPG Advisers, LLC	UNCHANGED	861	861	0	0%	$22.7K	$33.0K	+$10.3K	2026-10-27
Clearstead Advisors, LLC	UNCHANGED	695	695	0	0%	$18.3K	$26.7K	+$8.3K	2026-11-06
US Bancorp \de\	UNCHANGED	626	626	0	0%	$16.5K	$24.0K	+$7.5K	2026-11-05
Wilkerson Advisory Group LLC	INCREASED	548	479	+69	+14%	$12.6K	$21.0K	+$8.4K	2026-10-20
Center for Financial Planning, Inc.	UNCHANGED	480	480	0	0%	$12.7K	$18.4K	+$5.7K	2026-10-26
Larson Financial Group LLC	UNCHANGED	393	393	0	0%	$10.4K	$15.1K	+$4.7K	2026-11-05
Manchester Capital Management LLC	UNCHANGED	300	300	0	0%	$7.9K	$11.5K	+$3.6K	2026-10-22
Financial Perspectives, Inc	UNCHANGED	221	221	0	0%	$5.8K	$8.5K	+$2.6K	2026-11-03
Parallel Advisors, LLC	UNCHANGED	180	180	0	0%	$4.8K	$6.9K	+$2.2K	2026-11-03
Lanark Financial, Inc.	NEW	100	—	+100	—	—	$3.8K	—	2026-10-26
Blue Trust, Inc.	NEW	16	—	+16	—	—	$603	—	2026-10-15
Fifth Third Bancorp	NEW	10	—	+10	—	—	$384	—	2026-11-05
Assetmark, Inc	UNCHANGED	2	2	0	0%	$53	$77	+$24	2026-10-21
Balance Wealth Partners LLC	NEW	0	—	0	—	—	$0	—	2026-10-27
Kingsbury Capital Investment Advisors LLC	CLOSED	0	36,504	-36,504	-100%	$963.3K	$0	-$963.3K	2026-10-20
Commonwealth Equity Services, LLC	CLOSED	0	7,589	-7,589	-100%	$200.3K	$0	-$200.3K	2026-11-02
MCF Advisors LLC	CLOSED	0	3,663	-3,663	-100%	$96.7K	$0	-$96.7K	2026-10-28
Sims Investment Management, LLC	CLOSED	0	385	-385	-100%	$10.2K	$0	-$10.2K	2026-10-13
Bullseye Investment Management, LLC	CLOSED	0	150	-150	-100%	$4.0K	$0	-$4.0K	2026-10-29
IFP Advisors, Inc	CLOSED	0	135	-135	-100%	$3.6K	$0	-$3.6K	2026-10-16
Cetera Investment Advisers	N/A	—	191,900	-191,900	-100%	$5.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	148,162	-148,162	-100%	$3.9M	—	—	—
Rehmann Capital Advisory Group	N/A	—	146,490	-146,490	-100%	$3.9M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	84,720	-84,720	-100%	$2.2M	—	—	—
Pasadena Private Wealth, LLC	N/A	—	62,492	-62,492	-100%	$1.6M	—	—	—
Pathstone Holdings, LLC	N/A	—	62,204	-62,204	-100%	$1.6M	—	—	—
Arax Advisory Partners	N/A	—	52,113	-52,113	-100%	$1.4M	—	—	—
Wealthspire Advisors, LLC	N/A	—	48,014	-48,014	-100%	$1.3M	—	—	—
Intrinsic Edge Capital Management LLC	N/A	—	45,567	-45,567	-100%	$1.2M	—	—	—
Mariner, LLC	N/A	—	41,771	-41,771	-100%	$1.1M	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	41,029	-41,029	-100%	$1.1M	—	—	—
KMT Wealth Management, LLC	N/A	—	36,504	-36,504	-100%	$963.3K	—	—	—
Keystone Financial Services, LLC	N/A	—	34,604	-34,604	-100%	$913.2K	—	—	—
Modern Wealth Management, LLC	N/A	—	21,793	-21,793	-100%	$575.1K	—	—	—
Huntington National Bank	N/A	—	15,566	-15,566	-100%	$408.1K	—	—	—
Fairview Capital Investment Management, LLC	N/A	—	12,400	-12,400	-100%	$327.2K	—	—	—
Fort Point Capital Partners LLC	N/A	—	9,373	-9,373	-100%	$247.4K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	8,548	-8,548	-100%	$225.6K	—	—	—
Alesco Advisors, LLC, An ESL Co	N/A	—	8,289	-8,289	-100%	$218.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	6,527	-6,527	-100%	$172.2K	—	—	—
Benson Wealth Management Inc	N/A	—	3,847	-3,847	-100%	$101.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,050	-2,050	-100%	$54.1K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	2,000	-2,000	-100%	$52.4K	—	—	—
Smithfield Trust Co	N/A	—	1,420	-1,420	-100%	$36	—	—	—
Harbour Investments, Inc.	N/A	—	1,075	-1,075	-100%	$28.4K	—	—	—
Rothschild Investment LLC	N/A	—	1,000	-1,000	-100%	$26.4K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	719	-719	-100%	$19.0K	—	—	—
Royal Bank of Canada	N/A	—	656	-656	-100%	$17.0K	—	—	—
Allworth Financial LP	N/A	—	472	-472	-100%	$12.5K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	362	-362	-100%	$9.6K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	330	-330	-100%	$8.7K	—	—	—
Sankala Group LLC	N/A	—	284	-284	-100%	$8.3K	—	—	—
Truvestments Capital LLC	N/A	—	269	-269	-100%	$7.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	245	-245	-100%	$6.5K	—	—	—
Forum Finance Group S.A.	N/A	—	215	-215	-100%	$5	—	—	—

Showing 89 of 89 institutions