Comparable stake leader
Pasadena Private Wealth, LLC
SEC ownership of Grayscale CoinDesk Crypto 5 ETF
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001729997.
Disclosed value leader
Pasadena Private Wealth, LLC
Comparable rows
0/50
Latest evidence
31 Mar 2026
- Public ticker
- GDLC on NYSE
- Parsed ownership sources
-
13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Pasadena Private Wealth, LLC
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
31 Mar 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001729997
- Issuer location
- Stamford, CT
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Grayscale CoinDesk Crypto 5 ETF (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Pasadena Private Wealth, LLC
Disclosed value leader
Pasadena Private Wealth, LLC
Comparable rows
0/50
Latest evidence
31 Mar 2026
13F
Highest disclosed value: $7,880,154
50 rows are not safely comparable across share classes.
Showing 1-8 of 50 holder rows.
Quick read
Pasadena Private Wealth, LLC has the largest disclosed position value at $7.88M.
0 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Pasadena Private Wealth, LLC's linked filing trail.
Disclosed position value
Top 5
Pasadena Private Wealth, LLC
$7.88M
Cetera Investment Advisers
$6.38M
INDEPENDENT FINANCIAL GROUP, LLC
$5.37M
Pathstone Holdings, LLC
$4.48M
Rehmann Capital Advisory Group
$3.38M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Pasadena Private Wealth, LLC |
13F
Company
|
—
class O/S missing
|
$7,880,154
252,650 shares
|
— | 31 Mar 2026 |
| Cetera Investment Advisers |
13F
Company
|
—
class O/S missing
|
$6,382,923
204,646 shares
|
— | 31 Mar 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC |
13F
Company
|
—
class O/S missing
|
$5,369,265
172,147 shares
|
— | 31 Mar 2026 |
| Pathstone Holdings, LLC |
13F
Company
|
—
class O/S missing
|
$4,478,822
143,598 shares
|
— | 31 Mar 2026 |
| Rehmann Capital Advisory Group |
13F
Company
|
—
class O/S missing
|
$3,382,649
108,487 shares
|
— | 31 Mar 2026 |
| ENVESTNET ASSET MANAGEMENT INC |
13F
Company
|
—
class O/S missing
|
$3,086,143
98,947 shares
|
— | 31 Mar 2026 |
| Integrated Wealth Concepts LLC |
13F
Company
|
—
class O/S missing
|
$1,949,250
62,496 shares
|
— | 31 Mar 2026 |
| Hartmann Taylor Wealth Management, LLC |
13F
Company
|
—
class O/S missing
|
$1,841,520
59,042 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 12 Jul 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Recent insider transactions for Grayscale CoinDesk Crypto 5 ETF
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.