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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Pasadena Private Wealth, LLC | History | Added to | 252,650 | 7,880 | 1.09% | 0.15% | 1 | +226,466 | 864.9% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Reduced | 204,646 | 6,382 | 0.01% | 0.01% | 2 | -4,518 | -2.16% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 172,147 | 5,369 | 0.12% | 0.15% | 3 | +8,762 | 5.36% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 143,598 | 4,478 | 0.02% | 0.02% | 4 | +27,355 | 23.53% | Q1 2026 | May 11, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 108,487 | 3,382 | 0.18% | 0.23% | 5 | +1,149 | 1.07% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 98,947 | 3,086 | 0.0% | — | 6 | +98,947 | New | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | New | 62,496 | 1,949 | 0.02% | — | 7 | +62,496 | New | Q1 2026 | May 15, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 59,042 | 1,841 | 1.22% | 1.31% | 8 | +12,090 | 25.75% | Q1 2026 | Apr 22, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 52,069 | 1,624 | 0.04% | — | 9 | +52,069 | New | Q1 2026 | Apr 07, 2026 |
| Intrinsic Edge Capital Management LLC | History | No change | 45,567 | 1,421 | 0.24% | 0.34% | 10 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 41,029 | 1,279 | 0.01% | 0.02% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 39,932 | 1,245 | 0.0% | 0.0% | 12 | +5,500 | 15.97% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 37,248 | 1,161 | 0.01% | 0.0% | 13 | +26,415 | 243.84% | Q1 2026 | May 01, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 28,323 | 890 | 0.02% | 0.02% | 14 | -1,997 | -6.59% | Q1 2026 | May 14, 2026 |
| Aries Wealth Management | History | Added to | 27,745 | 865 | 0.19% | 0.13% | 15 | +13,147 | 90.06% | Q1 2026 | May 14, 2026 |
| DeDora Capital, Inc. | History | Added to | 25,676 | 800 | 0.2% | 0.19% | 16 | +6,180 | 31.7% | Q1 2026 | Apr 27, 2026 |
| Elyxium Wealth, LLC | History | Added to | 24,728 | 771 | 0.25% | 0.08% | 17 | +17,590 | 246.43% | Q1 2026 | May 06, 2026 |
| Fortis Group Advisors, LLC | History | New | 22,324 | 768 | 0.13% | — | 18 | +22,324 | New | Q1 2026 | May 08, 2026 |
| Keystone Financial Services, LLC | History | New | 20,940 | 653 | 0.44% | — | 19 | +20,940 | New | Q1 2026 | Apr 21, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 12,900 | 533 | 0.18% | 0.18% | 20 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| MATHER GROUP, LLC. | History | New | 16,810 | 524 | 0.01% | — | 21 | +16,810 | New | Q1 2026 | Apr 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 15,566 | 468 | 0.0% | 0.01% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 11,168 | 461 | 0.07% | 0.24% | 23 | -18,657 | -62.55% | Q1 2026 | Apr 22, 2026 |
| Rossmore Private Capital | History | New | 13,650 | 425 | 0.04% | — | 24 | +13,650 | New | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Added to | 13,377 | 417 | 0.0% | 0.0% | 25 | +3,300 | 32.75% | Q1 2026 | May 12, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 11,661 | 363 | 0.02% | 0.03% | 26 | +540 | 4.86% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,406 | 325 | 0.0% | 0.0% | 27 | +4,056 | 63.87% | Q1 2026 | Apr 30, 2026 |
| 3EDGE Asset Management, LP | History | New | 9,671 | 301 | 0.01% | — | 28 | +9,671 | New | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | Reduced | 9,303 | 290 | 0.03% | 0.05% | 29 | -100 | -1.06% | Q1 2026 | Apr 21, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 6,779 | 280 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 8,793 | 274 | 0.0% | 0.0% | 31 | +65 | 0.74% | Q1 2026 | May 13, 2026 |
| Duncan Williams Asset Management, LLC | History | New | 8,722 | 272 | 0.08% | — | 32 | +8,722 | New | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,697 | 271 | 0.0% | 0.0% | 33 | +700 | 8.75% | Q1 2026 | May 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 8,289 | 258 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,229 | 256 | 0.0% | 0.0% | 35 | -773 | -8.59% | Q1 2026 | Apr 27, 2026 |
| Balboa Wealth Partners | History | Added to | 7,934 | 247 | 0.04% | 0.05% | 36 | +712 | 9.86% | Q1 2026 | Apr 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,530 | 234 | 0.0% | 0.0% | 37 | +1,560 | 26.13% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | New | 7,492 | 233 | 0.01% | — | 38 | +7,492 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 7,373 | 229 | 0.0% | 0.0% | 39 | -406 | -5.22% | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | New | 7,274 | 226 | 0.01% | — | 40 | +7,274 | New | Q1 2026 | Apr 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 6,730 | 209 | 0.0% | 0.01% | 41 | -3,966 | -37.08% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,229 | 195 | 0.0% | 0.0% | 42 | +4,467 | 253.52% | Q1 2026 | Apr 07, 2026 |
| Oakworth Capital, Inc. | History | No change | 4,606 | 143 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Benson Wealth Management INC | History | Reduced | 4,321 | 134 | 0.18% | 0.3% | 44 | -2,156 | -33.29% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,914 | 120 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | No change | 3,685 | 117 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MCF Advisors LLC | History | New | 3,663 | 114 | 0.0% | — | 47 | +3,663 | New | Q1 2026 | May 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 3,270 | 101 | 0.06% | 0.07% | 48 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 2,801 | 87 | 0.04% | 0.03% | 49 | +1,165 | 71.21% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,096 | 86 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,850 | 76 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,000 | 62 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 1,856 | 57 | 0.0% | 0.0% | 53 | +146 | 8.54% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | No change | 1,420 | 45 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Noble Wealth Management PBC | History | Added to | 1,346 | 41 | 0.02% | 0.0% | 55 | +1,300 | 2826.09% | Q1 2026 | Apr 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,159 | 36 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | New | 1,107 | 34 | 0.0% | — | 57 | +1,107 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1,075 | 33 | 0.0% | — | 58 | +1,075 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,000 | 31 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 745 | 23 | 0.0% | 0.0% | 60 | +500 | 204.08% | Q1 2026 | May 07, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 719 | 22 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 695 | 21 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 656 | 20 | 0.0% | — | 63 | +656 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 615 | 19 | 0.0% | 0.0% | 65 | +134 | 27.86% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | No change | 626 | 19 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 599 | 18 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Center for Financial Planning, Inc. | History | New | 480 | 14 | 0.0% | — | 67 | +480 | New | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | No change | 393 | 12 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 360 | 11 | 0.0% | 0.0% | 69 | +182 | 102.25% | Q1 2026 | May 08, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 330 | 10 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Anfield Capital Management, LLC | History | Added to | 300 | 9 | 0.0% | 0.0% | 72 | +161 | 115.83% | Q1 2026 | May 12, 2026 |
| Manchester Capital Management LLC | History | No change | 300 | 9 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Truvestments Capital LLC | History | Reduced | 269 | 8 | 0.0% | 0.0% | 73 | -350 | -56.54% | Q1 2026 | May 13, 2026 |
| Sankala Group LLC | History | No change | 284 | 8 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Destiny Wealth Partners, LLC | History | New | 224 | 6 | 0.0% | — | 77 | +224 | New | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | No change | 200 | 6 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Perspectives, Inc | History | No change | 221 | 6 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Forum Finance Group S.A. | History | New | 215 | 5 | 0.0% | — | 78 | +215 | New | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | New | 135 | 4 | 0.0% | — | 80 | +135 | New | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 135 | 4 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | New | 42 | 1 | 0.0% | — | 81 | +42 | New | Q1 2026 | May 15, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | Closed out | 0 | 0 | — | 0.95% | — | -423,129 | -100.0% | Q1 2026 | May 15, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.75% | — | -112,313 | -100.0% | Q1 2026 | Apr 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63,233 | -100.0% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,963 | -100.0% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,454 | -100.0% | Q1 2026 | May 15, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -8,637 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Gallacher Capital Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -8,509 | -100.0% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,665 | -100.0% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,582 | -100.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -5,544 | -100.0% | Q1 2026 | May 14, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,446 | -100.0% | Q1 2026 | Apr 22, 2026 |
| MJP ASSOCIATES INC /ADV | History | Closed out | 0 | 0 | — | 0.03% | — | -5,300 | -100.0% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,300 | -100.0% | Q1 2026 | May 07, 2026 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,296 | -100.0% | Q1 2026 | Apr 09, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,167 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,040 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Beaumont Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,019 | -100.0% | Q1 2026 | May 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,907 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Matisse Capital | History | Closed out | 0 | 0 | — | 0.09% | — | -4,850 | -100.0% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,938 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -65 | -86.67% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |