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 | 86,501 | 33.61% | 33.39% | 1 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Cetera Investment Advisers | History | No change | 191,900 | 5,064 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 114,178 | 4,379 | 0.08% | 0.06% | 3 | -4,782 | -4.02% | Q3 2026 | Oct 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 148,162 | 3,909 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Rehmann Capital Advisory Group | History | No change | 146,490 | 3,869 | 0.18% | 0.18% | 5 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| BIP Wealth, LLC | History | Added to | 73,830 | 2,832 | 0.08% | 0.05% | 6 | +8,486 | 12.99% | Q3 2026 | Oct 22, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 73,087 | 2,803 | 1.57% | 1.21% | 7 | +14,330 | 24.39% | Q3 2026 | Oct 14, 2026 |
| Aries Wealth Management | History | Added to | 58,835 | 2,256 | 0.43% | 0.24% | 8 | +12,755 | 27.68% | Q3 2026 | Oct 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 84,720 | 2,235 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| DWM Financial Group, Inc. | History | Added to | 51,353 | 1,969 | 1.54% | 1.78% | 10 | +2,994 | 6.19% | Q3 2026 | Oct 28, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 62,492 | 1,649 | 0.21% | 0.21% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | No change | 62,204 | 1,641 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DeDora Capital, Inc. | History | Added to | 40,582 | 1,556 | 0.35% | 0.19% | 13 | +7,795 | 23.77% | Q3 2026 | Oct 26, 2026 |
| Arax Advisory Partners | History | No change | 52,113 | 1,375 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Advisors, LLC | History | No change | 48,014 | 1,267 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Intrinsic Edge Capital Management LLC | History | No change | 45,567 | 1,202 | 0.12% | 0.12% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elyxium Wealth, LLC | History | Added to | 30,407 | 1,166 | 0.12% | 0.07% | 17 | +3,717 | 13.93% | Q3 2026 | Oct 27, 2026 |
| Mariner, LLC | History | No change | 41,771 | 1,102 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 41,029 | 1,082 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 36,504 | 963 | 0.81% | 0.81% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keystone Financial Services, LLC | History | No change | 34,604 | 913 | 0.55% | 0.55% | 21 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 21,345 | 818 | 0.14% | 0.1% | 22 | +401 | 1.91% | Q3 2026 | Oct 13, 2026 |
| Almanack Investment Partners, LLC. | History | New | 700,020 | 700 | 0.08% | — | 23 | +700,020 | New | Q3 2026 | Nov 03, 2026 |
| MATHER GROUP, LLC. | History | No change | 16,115 | 618 | 0.01% | 0.0% | 24 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 21,793 | 575 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortis Group Advisors, LLC | History | No change | 18,745 | 494 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rossmore Private Capital | History | Reduced | 12,650 | 485 | 0.04% | 0.03% | 27 | -1,000 | -7.33% | Q3 2026 | Oct 27, 2026 |
| Visionary Wealth Advisors | History | Added to | 12,318 | 472 | 0.02% | 0.01% | 28 | +1,298 | 11.78% | Q3 2026 | Nov 04, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 11,662 | 447 | 0.02% | 0.02% | 29 | +1 | 0.01% | Q3 2026 | Oct 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 15,566 | 408 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 10,633 | 407 | 0.0% | 0.0% | 31 | -809 | -7.07% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,859 | 378 | 0.0% | 0.0% | 32 | -37 | -0.37% | Q3 2026 | Nov 02, 2026 |
| Avestar Capital, LLC | History | New | 8,750 | 335 | 0.03% | — | 33 | +8,750 | New | Q3 2026 | Oct 28, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 12,400 | 327 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balboa Wealth Partners | History | Reduced | 7,887 | 302 | 0.04% | 0.03% | 36 | -67 | -0.84% | Q3 2026 | Oct 20, 2026 |
| Claro Advisors Inc. | History | Reduced | 7,897 | 302 | 0.03% | 0.02% | 35 | -32 | -0.4% | Q3 2026 | Nov 02, 2026 |
| Formidable Asset Management, LLC | History | Added to | 10,443 | 275 | 0.04% | 0.05% | 37 | +75 | 0.72% | Q3 2026 | Nov 03, 2026 |
| Fort Point Capital Partners LLC | History | No change | 9,373 | 247 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 3EDGE Asset Management, LP | History | New | 6,366 | 244 | 0.01% | — | 39 | +6,366 | New | Q3 2026 | Oct 30, 2026 |
| Clear Creek Financial Management, LLC | History | New | 6,125 | 234 | 0.02% | — | 40 | +6,125 | New | Q3 2026 | Oct 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,096 | 233 | 0.0% | 0.0% | 41 | -9,278 | -60.35% | Q3 2026 | Oct 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 6,047 | 231 | 0.01% | — | 42 | +6,047 | New | Q3 2026 | Oct 23, 2026 |
| Advisor OS, LLC | History | New | 5,916 | 226 | 0.01% | — | 43 | +5,916 | New | Q3 2026 | Nov 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 8,548 | 225 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | New | 5,760 | 220 | 0.01% | — | 45 | +5,760 | New | Q3 2026 | Oct 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 8,289 | 218 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Burford Brothers, Inc. | History | New | 5,429 | 208 | 0.08% | — | 47 | +5,429 | New | Q3 2026 | Oct 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 5,580 | 207 | 0.0% | — | 48 | +5,580 | New | Q3 2026 | Oct 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 4,606 | 176 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 6,527 | 172 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 2,801 | 107 | 0.05% | 0.03% | 51 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Benson Wealth Management INC | History | No change | 3,847 | 101 | 0.1% | 0.1% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,050 | 54 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,000 | 52 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | No change | 1,346 | 51 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,159 | 44 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| RHL GROUP, LLC | History | New | 1,073 | 41 | 0.03% | — | 57 | +1,073 | New | Q3 2026 | Nov 03, 2026 |
| Smithfield Trust Co | History | No change | 1,420 | 36 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WPG Advisers, LLC | History | No change | 861 | 33 | 0.02% | 0.01% | 59 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,075 | 28 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,000 | 26 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 548 | 21 | 0.01% | 0.0% | 62 | +69 | 14.41% | Q3 2026 | Oct 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 695 | 18 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Center for Financial Planning, Inc. | History | No change | 480 | 18 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 719 | 18 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 656 | 17 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 626 | 16 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 472 | 12 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Manchester Capital Management LLC | History | No change | 300 | 11 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Larson Financial Group LLC | History | No change | 393 | 10 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 362 | 9 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Perspectives, Inc | History | No change | 221 | 8 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 330 | 8 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sankala Group LLC | History | No change | 284 | 8 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Truvestments Capital LLC | History | No change | 269 | 7 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 245 | 6 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 180 | 6 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Forum Finance Group S.A. | History | No change | 215 | 5 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | New | 100 | 3 | 0.0% | — | 79 | +100 | New | Q3 2026 | Oct 26, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -36,504 | -100.0% | Q3 2026 | Oct 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,589 | -100.0% | Q3 2026 | Nov 02, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,663 | -100.0% | Q3 2026 | Oct 28, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -385 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2026 | Oct 29, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Blue Trust, Inc. | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 15, 2026 |
| ASSETMARK, INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |