GDLC Institutional Ownership
Grayscale CoinDesk Crypto 5 ETF
1W: -0.3%
1M: +10.0%
3M: +34.4%
YTD: -9.3%
1Y: -32.9%
3Y: +374.0%
5Y: +32.0%
$38.68
-0.15 (-0.39%)
Weekly Expected Move ±5.7%
$34
$36
$39
$41
$43
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — GDLC
89
Institutional Holders
-17 vs prior quarter
0.0%
Ownership
+0.00pp
106M
Total Invested
12
New Positions
16
Increased
32
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (116 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Bullish | 2,255,000 | $87M | — | +0.0% | 3Q | SEC ↗ |
| 2 | Cetera Investment Advisers | 191,900 | $7M | -12,746 | -6.2% | 4Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 148,162 | $6M | +49,215 | +49.7% | 2Q | SEC ↗ |
| 4 | Rehmann Capital Advisory Group | 146,490 | $6M | +38,003 | +35.0% | 4Q | SEC ↗ |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | 118,960 | $5M | -53,187 | -30.9% | 4Q | SEC ↗ |
| 6 | Integrated Wealth Concepts LLC | 84,720 | $3M | +22,224 | +35.6% | 2Q | SEC ↗ |
| 7 | BIP Wealth, LLC | 65,344 | $3M | +58,070 | +798.3% | 2Q | SEC ↗ |
| 8 | Pasadena Private Wealth, LLC | 62,492 | $2M | -190,158 | -75.3% | 4Q | SEC ↗ |
| 9 | Pathstone Holdings, LLC | 62,204 | $2M | -81,394 | -56.7% | 4Q | SEC ↗ |
| 10 | Hartmann Taylor Wealth Management, LLC | 58,757 | $2M | -285 | -0.5% | 4Q | SEC ↗ |
| 11 | Arax Advisory Partners | 52,113 | $2M | +51,913 | +25956.5% | 4Q | SEC ↗ |
| 12 | U.S. Capital Wealth Advisors, LLC NEW | 52,069 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 13 | DWM Financial Group, Inc. NEW | 48,359 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Wealthspire Advisors, LLC | 48,014 | $2M | +10,766 | +28.9% | 4Q | SEC ↗ |
| 15 | Aries Wealth Management | 46,080 | $2M | +18,335 | +66.1% | 4Q | SEC ↗ |
| 16 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 45,567 | $2M | — | +0.0% | 4Q | SEC ↗ |
| 17 | Mariner, LLC | 41,771 | $2M | +1,839 | +4.6% | 4Q | SEC ↗ |
| 18 | HORIZON KINETICS ASSET MANAGEMENT LLC | 41,029 | $2M | — | +0.0% | 15Q | SEC ↗ |
| 19 | KMT WEALTH MANAGEMENT, LLC NEW | 36,504 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Kingsbury Capital Investment Advisors | 36,504 | $1M | +17,248 | +89.6% | 2Q | SEC ↗ |
| 21 | Keystone Financial Services, LLC | 34,604 | $1M | +13,664 | +65.3% | 2Q | SEC ↗ |
| 22 | DeDora Capital, Inc. | 32,787 | $1M | +7,111 | +27.7% | 3Q | SEC ↗ |
| 23 | Elyxium Wealth, LLC | 26,690 | $1M | +1,962 | +7.9% | 3Q | SEC ↗ |
| 24 | Modern Wealth Management, LLC | 21,793 | $843K | -6,530 | -23.1% | 4Q | SEC ↗ |
| 25 | Professional Financial Advisors, LLC NEW | 20,944 | $810K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Fortis Group Advisors, LLC | 18,745 | $725K | -3,579 | -16.0% | 2Q | SEC ↗ |
| 27 | MATHER GROUP, LLC. | 16,115 | $623K | -695 | -4.1% | 2Q | SEC ↗ |
| 28 | Farther Finance Advisors, LLC | 15,374 | $595K | +9,145 | +146.8% | 3Q | SEC ↗ |
| 29 | Rossmore Private Capital | 13,650 | $528K | — | +0.0% | 2Q | SEC ↗ |
| 30 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT NEW | 12,400 | $480K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Soltis Investment Advisors LLC | 11,661 | $451K | — | +0.0% | 4Q | SEC ↗ |
| 32 | Creative Planning | 11,442 | $443K | -1,935 | -14.5% | 4Q | SEC ↗ |
| 33 | Visionary Wealth Advisors | 11,020 | $426K | +3,528 | +47.1% | 2Q | SEC ↗ |
| 34 | Formidable Asset Management, LLC | 10,368 | $401K | -800 | -7.2% | 3Q | SEC ↗ |
| 35 | Cambridge Investment Research Advisors | 9,896 | $383K | -510 | -4.9% | 4Q | SEC ↗ |
| 36 | Fort Point Capital Partners LLC NEW | 9,373 | $363K | — | +0.0% | 1Q | SEC ↗ |
| 37 | MONETA GROUP INVESTMENT ADVISORS LLC NEW | 8,548 | $331K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Alesco Advisors, LLC, An ESL Co | 8,289 | $321K | — | +0.0% | 4Q | SEC ↗ |
| 39 | Balboa Wealth Partners | 7,954 | $308K | +20 | +0.3% | 3Q | SEC ↗ |
| 40 | Claro Advisors Inc. | 7,929 | $307K | -1,374 | -14.8% | 4Q | SEC ↗ |
| 41 | COMMONWEALTH EQUITY SERVICES, LLC | 7,589 | $294K | -640 | -7.8% | 4Q | SEC ↗ |
| 42 | OSAIC HOLDINGS, INC. | 6,527 | $252K | -2,170 | -25.0% | 4Q | SEC ↗ |
| 43 | OAKWORTH CAPITAL, INC. | 4,606 | $178K | — | +0.0% | 4Q | SEC ↗ |
| 44 | Benson Wealth Management INC | 3,847 | $149K | -474 | -11.0% | 3Q | SEC ↗ |
| 45 | MCF Advisors LLC | 3,663 | $142K | — | +0.0% | 2Q | SEC ↗ |
| 46 | WOLFF WIESE MAGANA LLC | 2,801 | $108K | -469 | -14.3% | 4Q | SEC ↗ |
| 47 | Global Retirement Partners, LLC NEW | 2,050 | $79K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Federation des caisses Desjardins du Q | 2,000 | $77K | — | +0.0% | 4Q | SEC ↗ |
| 49 | CWM, LLC | 1,856 | $72K | +146 | +8.5% | 3Q | SEC ↗ |
| 50 | Smithfield Trust Co | 1,420 | $55K | — | +0.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 52,069 | $2M |
| DWM Financial Group, Inc. | 48,359 | $2M |
| KMT WEALTH MANAGEMENT, LLC | 36,504 | $1M |
| Professional Financial Advisors, LL | 20,944 | $810K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEM | 12,400 | $480K |
| Fort Point Capital Partners LLC | 9,373 | $363K |
| MONETA GROUP INVESTMENT ADVISORS LL | 8,548 | $331K |
| Global Retirement Partners, LLC | 2,050 | $79K |
| WPG Advisers, LLC | 861 | $33K |
| SIMS INVESTMENT MANAGEMENT, LLC | 385 | $15K |
| Ameritas Advisory Services, LLC | 362 | $14K |
| Parallel Advisors, LLC | 180 | $7K |
| ASSETMARK, INC | 2 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| DISCOVERY CAPITAL MANAGEMENT, LLC / | 423,129 | $16M |
| RIVERSEDGE ADVISORS, LLC | 112,313 | $4M |
| JANE STREET GROUP, LLC | 63,233 | $2M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 21,963 | $850K |
| CITADEL ADVISORS LLC | 17,454 | $675K |
| 3EDGE Asset Management, LP | 9,671 | $374K |
| AE Wealth Management LLC | 8,793 | $340K |
| Duncan Williams Asset Management, L | 8,722 | $337K |
| Cherry Creek Investment Advisors, I | 8,637 | $334K |
| Gallacher Capital Management LLC | 8,509 | $329K |
| CAPTRUST FINANCIAL ADVISORS | 7,530 | $291K |
| Pine Valley Investments Ltd Liabili | 7,109 | $275K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6,730 | $260K |
| Aptus Capital Advisors, LLC | 5,665 | $219K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 5,582 | $216K |
| Focus Partners Wealth | 5,544 | $214K |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 5,446 | $211K |
| Advisor OS, LLC | 5,300 | $205K |
| MJP ASSOCIATES INC /ADV | 5,300 | $205K |
| Avior Wealth Management, LLC | 5,296 | $205K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BIP Wealth, LLC | +58,070 | +798.3% | 65,344 |
| Arax Advisory Partners | +51,913 | +25956.5% | 52,113 |
| ENVESTNET ASSET MANAGEMENT INC | +49,215 | +49.7% | 148,162 |
| Rehmann Capital Advisory Group | +38,003 | +35.0% | 146,490 |
| Integrated Wealth Concepts LLC | +22,224 | +35.6% | 84,720 |
| Aries Wealth Management | +18,335 | +66.1% | 46,080 |
| Kingsbury Capital Investment Adviso | +17,248 | +89.6% | 36,504 |
| Keystone Financial Services, LLC | +13,664 | +65.3% | 34,604 |
| Wealthspire Advisors, LLC | +10,766 | +28.9% | 48,014 |
| Farther Finance Advisors, LLC | +9,145 | +146.8% | 15,374 |
| DeDora Capital, Inc. | +7,111 | +27.7% | 32,787 |
| Visionary Wealth Advisors | +3,528 | +47.1% | 11,020 |
| Elyxium Wealth, LLC | +1,962 | +7.9% | 26,690 |
| Mariner, LLC | +1,839 | +4.6% | 41,771 |
| Anfield Capital Management, LLC | +161 | +115.8% | 300 |
| CWM, LLC | +146 | +8.5% | 1,856 |
| Wilkerson Advisory Group LLC | +119 | +33.1% | 479 |
| Balboa Wealth Partners | +20 | +0.3% | 7,954 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Pasadena Private Wealth, LLC | -190,158 | -75.3% | 62,492 |
| Pathstone Holdings, LLC | -81,394 | -56.7% | 62,204 |
| INDEPENDENT FINANCIAL GROUP, LLC | -53,187 | -30.9% | 118,960 |
| Cetera Investment Advisers | -12,746 | -6.2% | 191,900 |
| Allworth Financial LP | -6,901 | -93.6% | 472 |
| Modern Wealth Management, LLC | -6,530 | -23.1% | 21,793 |
| Fortis Group Advisors, LLC | -3,579 | -16.0% | 18,745 |
| OSAIC HOLDINGS, INC. | -2,170 | -25.0% | 6,527 |
| Creative Planning | -1,935 | -14.5% | 11,442 |
| Claro Advisors Inc. | -1,374 | -14.8% | 7,929 |
| Formidable Asset Management, LLC | -800 | -7.2% | 10,368 |
| MATHER GROUP, LLC. | -695 | -4.1% | 16,115 |
| COMMONWEALTH EQUITY SERVICES, LLC | -640 | -7.8% | 7,589 |
| Cambridge Investment Research Advis | -510 | -4.9% | 9,896 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -500 | -67.1% | 245 |
| Benson Wealth Management INC | -474 | -11.0% | 3,847 |
| WOLFF WIESE MAGANA LLC | -469 | -14.3% | 2,801 |
| Hartmann Taylor Wealth Management, | -285 | -0.5% | 58,757 |