GRAYSCALE COINDESK CRYPTO - G40705108
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | Reduced | 423,129 | 17,485 | 0.95% | 5.55% | 1 | -1,387,135 | -76.63% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 209,164 | 8,643 | 0.01% | 0.01% | 2 | -3,996 | -1.87% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 116,243 | 4,803 | 0.02% | — | 3 | +116,243 | New | Q4 2025 | Feb 13, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | New | 112,313 | 4,641 | 0.75% | — | 4 | +112,313 | New | Q4 2025 | Jan 07, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 107,338 | 4,431 | 0.23% | 0.3% | 5 | +8,542 | 8.65% | Q4 2025 | Mar 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 63,233 | 2,612 | 0.0% | 0.0% | 6 | -57,847 | -47.78% | Q4 2025 | Feb 12, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Reduced | 46,952 | 1,940 | 1.31% | 2.61% | 7 | -18,018 | -27.73% | Q4 2025 | Jan 15, 2026 |
| Intrinsic Edge Capital Management LLC | History | No change | 45,567 | 1,882 | 0.34% | 0.35% | 8 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 41,029 | 1,695 | 0.02% | 0.03% | 9 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Formidable Asset Management, LLC | History | New | 29,825 | 1,667 | 0.24% | — | 10 | +29,825 | New | Q4 2025 | Jan 16, 2026 |
| Mariner, LLC | History | Added to | 34,432 | 1,422 | 0.0% | 0.0% | 11 | +30,118 | 698.15% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 30,320 | 1,252 | 0.02% | 0.03% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 26,184 | 1,082 | 0.15% | 0.28% | 13 | -8,728 | -25.0% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 21,963 | 974 | 0.0% | 0.0% | 14 | +12,740 | 138.13% | Q4 2025 | Jan 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 15,566 | 910 | 0.01% | — | 15 | +15,566 | New | Q4 2025 | Feb 09, 2026 |
| DeDora Capital, Inc. | History | New | 19,496 | 805 | 0.19% | — | 16 | +19,496 | New | Q4 2025 | Jan 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 17,454 | 721 | 0.0% | 0.0% | 17 | +12,468 | 250.06% | Q4 2025 | Feb 17, 2026 |
| Aries Wealth Management | History | Added to | 14,598 | 603 | 0.13% | 0.09% | 18 | +7,640 | 109.8% | Q4 2025 | Jan 30, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 12,900 | 533 | 0.18% | — | 19 | +12,900 | New | Q4 2025 | Mar 27, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 11,121 | 459 | 0.03% | 0.04% | 20 | -277 | -2.43% | Q4 2025 | Apr 02, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 10,833 | 447 | 0.0% | 0.0% | 21 | +6,096 | 128.69% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 10,696 | 441 | 0.01% | — | 22 | +10,696 | New | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Reduced | 10,077 | 416 | 0.0% | 0.0% | 23 | -343 | -3.29% | Q4 2025 | Feb 17, 2026 |
| Claro Advisors Inc. | History | No change | 9,403 | 388 | 0.05% | 0.08% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 9,002 | 371 | 0.0% | 0.0% | 25 | +1,020 | 12.78% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | New | 8,728 | 360 | 0.0% | — | 26 | +8,728 | New | Q4 2025 | Jan 26, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 8,637 | 356 | 0.15% | 0.48% | 27 | -11,096 | -56.23% | Q4 2025 | Jan 15, 2026 |
| Gallacher Capital Management LLC | History | New | 8,509 | 351 | 0.14% | — | 28 | +8,509 | New | Q4 2025 | Feb 03, 2026 |
| ALESCO ADVISORS LLC | History | No change | 8,289 | 342 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,997 | 330 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 7,779 | 321 | 0.0% | — | 31 | +7,779 | New | Q4 2025 | Feb 05, 2026 |
| Balboa Wealth Partners | History | New | 7,222 | 298 | 0.05% | — | 32 | +7,222 | New | Q4 2025 | Jan 16, 2026 |
| Elyxium Wealth, LLC | History | New | 7,138 | 294 | 0.08% | — | 33 | +7,138 | New | Q4 2025 | Feb 05, 2026 |
| Pine Valley Investments Ltd Liability Co | History | New | 6,779 | 280 | 0.01% | — | 34 | +6,779 | New | Q4 2025 | Feb 13, 2026 |
| Benson Wealth Management INC | History | New | 6,477 | 267 | 0.3% | — | 35 | +6,477 | New | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,350 | 262 | 0.0% | 0.0% | 36 | -342 | -5.11% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 5,970 | 246 | 0.0% | 0.0% | 37 | -835 | -12.27% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | New | 5,665 | 234 | 0.0% | — | 38 | +5,665 | New | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 5,582 | 230 | 0.01% | — | 39 | +5,582 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 5,544 | 229 | 0.0% | — | 40 | +5,544 | New | Q4 2025 | Feb 13, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | New | 5,446 | 225 | 0.02% | — | 41 | +5,446 | New | Q4 2025 | Jan 27, 2026 |
| MJP ASSOCIATES INC /ADV | History | New | 5,300 | 219 | 0.03% | — | 42 | +5,300 | New | Q4 2025 | Feb 06, 2026 |
| Advisor OS, LLC | History | New | 5,300 | 219 | 0.02% | — | 43 | +5,300 | New | Q4 2025 | Feb 04, 2026 |
| Avior Wealth Management, LLC | History | New | 5,296 | 218 | 0.01% | — | 44 | +5,296 | New | Q4 2025 | Jan 06, 2026 |
| RFG Advisory, LLC | History | Added to | 5,167 | 213 | 0.0% | 0.0% | 45 | +1,109 | 27.33% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 5,040 | 208 | 0.0% | — | 46 | +5,040 | New | Q4 2025 | Jan 14, 2026 |
| Beaumont Financial Advisors, LLC | History | New | 5,019 | 207 | 0.01% | — | 47 | +5,019 | New | Q4 2025 | Jan 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 4,907 | 202 | 0.0% | 0.01% | 48 | -4,895 | -49.94% | Q4 2025 | Jan 29, 2026 |
| Matisse Capital | History | New | 4,850 | 200 | 0.09% | — | 49 | +4,850 | New | Q4 2025 | Jan 29, 2026 |
| Oakworth Capital, Inc. | History | No change | 4,606 | 190 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WHITTIER TRUST CO | History | New | 3,685 | 163 | 0.0% | — | 51 | +3,685 | New | Q4 2025 | Jan 26, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 3,270 | 135 | 0.07% | 0.02% | 52 | +2,745 | 522.86% | Q4 2025 | Jan 14, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,938 | 121 | 0.0% | — | 53 | +2,938 | New | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 2,914 | 120 | 0.0% | — | 54 | +2,914 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,096 | 86 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,000 | 82 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,850 | 76 | 0.0% | 0.0% | 57 | +215 | 13.15% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,762 | 72 | 0.0% | — | 58 | +1,762 | New | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Added to | 1,710 | 71 | 0.0% | 0.0% | 59 | +495 | 40.74% | Q4 2025 | Jan 26, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 1,636 | 67 | 0.03% | — | 60 | +1,636 | New | Q4 2025 | Feb 03, 2026 |
| Smithfield Trust Co | History | No change | 1,420 | 58 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 1,159 | 47 | 0.0% | — | 62 | +1,159 | New | Q4 2025 | Jan 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,000 | 41 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 719 | 29 | 0.0% | 0.01% | 64 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 695 | 28 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | No change | 626 | 25 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Truvestments Capital LLC | History | No change | 619 | 25 | 0.0% | 0.01% | 67 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 599 | 24 | 0.01% | 0.02% | 68 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Sound Income Strategies, LLC | History | New | 481 | 21 | 0.0% | — | 69 | +481 | New | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | No change | 393 | 16 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 330 | 13 | 0.01% | — | 71 | +330 | New | Q4 2025 | Feb 19, 2026 |
| Manchester Capital Management LLC | History | New | 300 | 12 | 0.0% | — | 72 | +300 | New | Q4 2025 | Feb 11, 2026 |
| Estate Planners Group, LLC | History | New | 250 | 10 | 0.0% | — | 74 | +250 | New | Q4 2025 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 245 | 10 | 0.0% | — | 73 | +245 | New | Q4 2025 | Feb 10, 2026 |
| Financial Perspectives, Inc | History | No change | 221 | 9 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sankala Group LLC | History | New | 284 | 8 | 0.01% | — | 78 | +284 | New | Q4 2025 | Mar 02, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 210 | 8 | 0.0% | 0.0% | 76 | -25 | -10.64% | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | No change | 200 | 8 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wilkerson Advisory Group LLC | History | New | 178 | 7 | 0.0% | — | 79 | +178 | New | Q4 2025 | Feb 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 139 | 5 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | No change | 135 | 5 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Rockefeller Capital Management L.P. | History | New | 75 | 3 | 0.0% | — | 82 | +75 | New | Q4 2025 | Mar 16, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 75 | 3 | 0.0% | 0.0% | 83 | +50 | 200.0% | Q4 2025 | Jan 27, 2026 |
| Noble Wealth Management PBC | History | New | 46 | 1 | 0.0% | — | 84 | +46 | New | Q4 2025 | Jan 05, 2026 |
| FARALLON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -851,193 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Yarbrough Capital, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -222,000 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -186,930 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -90,127 | -100.0% | Q3 2025 | Nov 05, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -32,497 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,978 | -100.0% | Q3 2025 | Nov 13, 2025 |
| EAGLE GLOBAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,907 | -100.0% | Q3 2025 | Oct 28, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,282 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Composition Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,723 | -100.0% | Q3 2025 | Oct 20, 2025 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,257 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5,008 | -100.0% | Q3 2025 | Nov 14, 2025 |
| United Capital Management of KS, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,331 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sandbox Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,945 | -100.0% | Q3 2025 | Oct 17, 2025 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,897 | -100.0% | Q3 2025 | Oct 30, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,167 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,307 | -100.0% | Q3 2025 | Nov 18, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,130 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -362 | -100.0% | Q3 2025 | Nov 06, 2025 |
| EverSource Wealth Advisors, LLC | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |