GRAYSCALE COINDESK CRYPTO - G40705108
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bullish | History | No change | 2,255,000 | 59,509 | 33.39% | 33.26% | 1 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cetera Investment Advisers | History | Reduced | 191,900 | 5,064 | 0.0% | 0.01% | 2 | -12,746 | -6.23% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 148,162 | 3,909 | 0.0% | 0.0% | 3 | +49,215 | 49.74% | Q2 2026 | Aug 03, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 146,490 | 3,869 | 0.18% | 0.18% | 4 | +38,003 | 35.03% | Q2 2026 | Aug 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 118,960 | 3,139 | 0.06% | 0.12% | 5 | -53,187 | -30.9% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 84,720 | 2,235 | 0.01% | 0.02% | 6 | +22,224 | 35.56% | Q2 2026 | Sep 08, 2026 |
| DWM Financial Group, Inc. | History | New | 48,359 | 1,998 | 1.78% | — | 7 | +48,359 | New | Q2 2026 | Aug 14, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Reduced | 58,757 | 1,832 | 1.21% | 1.22% | 8 | -285 | -0.48% | Q2 2026 | Jul 28, 2026 |
| BIP Wealth, LLC | History | Added to | 65,344 | 1,724 | 0.05% | 0.01% | 9 | +58,070 | 798.32% | Q2 2026 | Aug 03, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 62,492 | 1,649 | 0.21% | 1.09% | 10 | -190,158 | -75.27% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 62,204 | 1,641 | 0.0% | 0.02% | 11 | -81,394 | -56.68% | Q2 2026 | Aug 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 52,069 | 1,624 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Added to | 52,113 | 1,375 | 0.01% | 0.0% | 13 | +51,913 | 25956.5% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 48,014 | 1,267 | 0.01% | 0.01% | 14 | +10,766 | 28.9% | Q2 2026 | Aug 11, 2026 |
| Aries Wealth Management | History | Added to | 46,080 | 1,216 | 0.24% | 0.19% | 15 | +18,335 | 66.08% | Q2 2026 | Jul 24, 2026 |
| Intrinsic Edge Capital Management LLC | History | No change | 45,567 | 1,202 | 0.12% | 0.24% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Added to | 41,771 | 1,102 | 0.0% | 0.0% | 17 | +1,839 | 4.61% | Q2 2026 | Aug 13, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 41,029 | 1,082 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | New | 36,504 | 963 | 0.81% | — | 20 | +36,504 | New | Q2 2026 | Aug 05, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | Added to | 36,504 | 963 | 0.81% | 0.56% | 19 | +17,248 | 89.57% | Q2 2026 | Aug 25, 2026 |
| Keystone Financial Services, LLC | History | Added to | 34,604 | 913 | 0.55% | 0.44% | 21 | +13,664 | 65.25% | Q2 2026 | Jul 24, 2026 |
| DeDora Capital, Inc. | History | Added to | 32,787 | 865 | 0.19% | 0.2% | 22 | +7,111 | 27.7% | Q2 2026 | Jul 13, 2026 |
| Elyxium Wealth, LLC | History | Added to | 26,690 | 704 | 0.07% | 0.25% | 23 | +1,962 | 7.93% | Q2 2026 | Aug 03, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 21,793 | 575 | 0.01% | 0.02% | 24 | -6,530 | -23.06% | Q2 2026 | Aug 13, 2026 |
| Professional Financial Advisors, LLC | History | New | 20,944 | 552 | 0.1% | — | 25 | +20,944 | New | Q2 2026 | Jul 09, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 18,745 | 494 | 0.08% | 0.13% | 26 | -3,579 | -16.03% | Q2 2026 | Jul 24, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 16,115 | 425 | 0.0% | 0.01% | 27 | -695 | -4.13% | Q2 2026 | Jul 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 15,566 | 408 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,374 | 405 | 0.0% | 0.0% | 29 | +9,145 | 146.81% | Q2 2026 | Jul 17, 2026 |
| Rossmore Private Capital | History | No change | 13,650 | 360 | 0.03% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | New | 12,400 | 327 | 0.02% | — | 31 | +12,400 | New | Q2 2026 | Aug 14, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 10,368 | 323 | 0.05% | 0.07% | 32 | -800 | -7.16% | Q2 2026 | Jul 17, 2026 |
| Soltis Investment Advisors LLC | History | No change | 11,661 | 307 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Creative Planning | History | Reduced | 11,442 | 301 | 0.0% | 0.0% | 34 | -1,935 | -14.47% | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 11,020 | 290 | 0.01% | 0.01% | 35 | +3,528 | 47.09% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,896 | 261 | 0.0% | 0.0% | 36 | -510 | -4.9% | Q2 2026 | Jul 27, 2026 |
| Fort Point Capital Partners LLC | History | New | 9,373 | 247 | 0.02% | — | 37 | +9,373 | New | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 8,548 | 225 | 0.0% | — | 38 | +8,548 | New | Q2 2026 | Aug 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 8,289 | 218 | 0.0% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Claro Advisors Inc. | History | Reduced | 7,929 | 209 | 0.02% | 0.03% | 40 | -1,374 | -14.77% | Q2 2026 | Jul 30, 2026 |
| Balboa Wealth Partners | History | Added to | 7,954 | 209 | 0.03% | 0.04% | 41 | +20 | 0.25% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,589 | 200 | 0.0% | 0.0% | 42 | -640 | -7.78% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,527 | 172 | 0.0% | 0.0% | 43 | -2,170 | -24.95% | Q2 2026 | Aug 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 4,606 | 123 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Benson Wealth Management INC | History | Reduced | 3,847 | 101 | 0.1% | 0.18% | 45 | -474 | -10.97% | Q2 2026 | Aug 10, 2026 |
| MCF Advisors LLC | History | No change | 3,663 | 96 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 2,801 | 73 | 0.03% | 0.06% | 47 | -469 | -14.34% | Q2 2026 | Jul 13, 2026 |
| CWM, LLC | History | No change | 1,856 | 57 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | New | 2,050 | 54 | 0.0% | — | 49 | +2,050 | New | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,000 | 52 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smithfield Trust Co | History | No change | 1,420 | 36 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Noble Wealth Management PBC | History | No change | 1,346 | 35 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,159 | 30 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,075 | 28 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,000 | 26 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WPG Advisers, LLC | History | New | 861 | 22 | 0.01% | — | 56 | +861 | New | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 695 | 18 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 719 | 18 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 656 | 17 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 626 | 16 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Reduced | 472 | 12 | 0.0% | 0.0% | 61 | -6,901 | -93.6% | Q2 2026 | Aug 11, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 479 | 12 | 0.0% | 0.0% | 63 | +119 | 33.06% | Q2 2026 | Jul 21, 2026 |
| Center for Financial Planning, Inc. | History | No change | 480 | 12 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | New | 385 | 10 | 0.0% | — | 65 | +385 | New | Q2 2026 | Jul 21, 2026 |
| Larson Financial Group LLC | History | No change | 393 | 10 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | New | 362 | 9 | 0.0% | — | 67 | +362 | New | Q2 2026 | Aug 14, 2026 |
| Anfield Capital Management, LLC | History | No change | 300 | 9 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 330 | 8 | 0.0% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sankala Group LLC | History | No change | 284 | 8 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Manchester Capital Management LLC | History | No change | 300 | 7 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Truvestments Capital LLC | History | No change | 269 | 7 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 245 | 6 | 0.0% | 0.0% | 72 | -500 | -67.11% | Q2 2026 | Aug 12, 2026 |
| Financial Perspectives, Inc | History | No change | 221 | 5 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Forum Finance Group S.A. | History | No change | 215 | 5 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | New | 180 | 4 | 0.0% | — | 76 | +180 | New | Q2 2026 | Aug 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 135 | 4 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 135 | 3 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bullseye Investment Management, LLC | History | No change | 150 | 3 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| 3EDGE Asset Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,671 | -100.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,793 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Duncan Williams Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,722 | -100.0% | Q2 2026 | Jul 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -7,530 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Closed out | 0 | 0 | — | 0.01% | — | -7,109 | -100.0% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,730 | -100.0% | Q2 2026 | Jul 28, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,685 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.04% | — | -2,801 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,107 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -615 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -599 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -224 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 30, 2026 |