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Destiny Tech100 (DXYZ) Institutional Ownership

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$29.07 +0.48 (+1.68%)
As of 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Destiny Tech100 (NYSE:DXYZ)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$16.99M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$5.47M
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DXYZ Institutional Buying and Selling by Quarter

Destiny Tech100 Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Cetera Investment Advisers5,595$213K0.0%-73.3%0.051%
8/8/2025 Creative Planning7,405$282K0.0%-11.9%0.068%
8/6/2025 Wedbush Securities Inc.15,295$583K0.0%-9.3%0.141%
7/28/2025 Harbour Investments Inc.6,542$249K0.0%+312.5%0.060%
7/25/2025 Hazlett Burt & Watson Inc.3,900$148K0.1%+44.4%0.036%
5/19/2025Jane Street Group LLC26,707$945K0.0%-19.8%0.245%
5/14/2025Aristides Capital LLC28,350$1.00M0.3%N/A0.261%
5/12/2025Virtu Financial LLC5,812$206K0.0%-49.5%0.053%
5/12/2025Invesco Ltd.19,846$702K0.0%+84.9%0.182%
5/8/2025 Harbour Investments Inc.1,586$56K0.0%N/A0.015%
5/6/2025 Cetera Investment Advisers20,965$742K0.0%+4.0%0.193%
5/6/2025 Avantax Advisory Services Inc.6,639$235K0.0%+65.5%0.061%
5/6/2025 Wedbush Securities Inc.16,870$597K0.0%N/A0.155%
5/5/2025 Hazlett Burt & Watson Inc.2,700$95K0.0%+671.4%0.025%
5/5/2025Private Advisor Group LLC11,720$415K0.0%N/A0.108%
4/23/2025 Walkner Condon Financial Advisors LLC6,200$219K0.0%-50.4%0.057%
4/16/2025 Griffin Asset Management Inc.6,780$240K0.0%-19.6%0.062%
2/18/2025Gordian Capital Singapore Pte Ltd2,096$123K0.1%N/A0.019%
2/17/2025 Corton Capital Inc.5,000$294K0.2%N/A0.046%
2/17/2025Cresset Asset Management LLC7,500$441K0.0%N/A0.069%
2/17/2025 Cetera Investment Advisers20,157$1.19M0.0%N/A0.185%
2/17/2025Balyasny Asset Management L.P.8,544$503K0.0%N/A0.079%
2/17/2025Bank of America Corp DE2,300$135K0.0%+360.0%0.021%
2/14/2025Jane Street Group LLC33,300$1.96M0.0%N/A0.306%
2/14/2025Symmetry Investments LP8,000$471K0.0%N/A0.074%
2/14/2025Stifel Financial Corp11,528$679K0.0%N/A0.106%
2/14/2025Adams Wealth Management3,800$224K0.0%N/A0.035%
2/13/2025NewEdge Advisors LLC877$52K0.0%N/A0.008%
2/13/2025CacheTech Inc.3,800$224K0.0%N/A0.035%
2/13/2025Mariner LLC6,001$353K0.0%N/A0.055%
2/13/2025Barclays PLC1,248$73K0.0%+19.1%0.011%
2/13/2025Invesco Ltd.10,732$632K0.0%N/A0.099%
2/13/2025 Envestnet Asset Management Inc.4,454$262K0.0%N/A0.041%
2/12/2025 Strategy Asset Managers LLC18,000$1.06M0.2%+71.4%0.165%
2/12/2025JPMorgan Chase & Co.3,015$177K0.0%+1,101.2%0.028%
2/11/2025LPL Financial LLC13,724$808K0.0%N/A0.126%
2/11/2025Virtu Financial LLC11,503$677K0.0%+6.3%0.106%
2/11/2025Sandy Spring Bank607$36K0.0%N/A0.006%
2/10/2025 Signaturefd LLC510$30K0.0%-49.0%0.005%
2/10/2025Intrepid Financial Planning Group LLC4,200$247K0.1%N/A0.039%
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2/10/2025 Commonwealth Equity Services LLC56,679$3.34M0.0%-53.2%0.521%
2/10/2025 Avantax Advisory Services Inc.4,012$236K0.0%N/A0.037%
2/6/2025One Capital Management LLC8,433$496K0.0%N/A0.078%
2/6/2025 Quintet Private Bank Europe S.A.10,500$618K0.0%N/A0.097%
2/5/2025 Kovack Advisors Inc.7,314$431K0.0%N/A0.067%
2/4/2025Twin Peaks Wealth Advisors LLC3,506$206K0.1%N/A0.032%
2/4/2025 IFP Advisors Inc800$47K0.0%+166.7%0.007%
1/30/2025 WealthPlan Investment Management LLC8,192$482K0.0%N/A0.075%
1/30/2025 Walkner Condon Financial Advisors LLC12,500$736K0.1%N/A0.115%
1/27/2025Financial Advocates Investment Management9,048$533K0.0%N/A0.083%
1/22/2025 Griffin Asset Management Inc.8,430$496K0.1%N/A0.077%
1/21/2025 Fifth Third Bancorp485$29K0.0%N/A0.004%
1/17/2025 Bartlett & CO. Wealth Management LLC2,400$141K0.0%-20.0%0.022%
1/16/2025 Evanson Asset Management LLC15,000$883K0.1%-20.0%0.138%
11/20/2024Virtu Financial LLC10,819$108K0.0%N/A0.099%
11/8/2024 Strategy Asset Managers LLC10,500$104K0.0%N/A0.097%
11/1/2024 Verity Asset Management Inc.14,979$149K0.1%N/A0.138%
10/8/2024Atomi Financial Group Inc.18,000$179K0.0%+75.6%0.165%
10/8/2024 Evanson Asset Management LLC18,750$187K0.0%N/A0.172%
8/6/2024Asset Dedication LLC2,061$31K0.0%N/A0.019%
7/31/2024 Commonwealth Equity Services LLC121,705$1.85M0.0%N/A1.119%
7/26/2024Atomi Financial Group Inc.10,250$156K0.0%N/A0.094%
(Data available from 1/1/2016 forward)

DXYZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DXYZ shares?

During the previous two years, 46 institutional investors and hedge funds held shares of Destiny Tech100. The most heavily invested institutionals were Commonwealth Equity Services LLC ($3.34M), Strategy Asset Managers LLC ($1.06M), Aristides Capital LLC ($1.00M), Jane Street Group LLC ($945K), Evanson Asset Management LLC ($883K), LPL Financial LLC ($808K), and Invesco Ltd. ($702K).Learn more on Destiny Tech100's institutional investors.

Which institutional investors have been buying Destiny Tech100's stock?

Of the 43 institutional investors that purchased Destiny Tech100's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($121.71K), Jane Street Group LLC ($33.30K), Aristides Capital LLC ($28.35K), Cetera Investment Advisers ($20.97K), Invesco Ltd. ($19.85K), Evanson Asset Management LLC ($18.75K), and Atomi Financial Group Inc. ($18K).

How much institutional buying is happening at Destiny Tech100?

Institutional investors have bought a total of 372,567 shares in the last 24 months. This purchase volume represents approximately $16.99M in transactions.

Which of Destiny Tech100's major shareholders have been selling company stock?

Of the 11 institutional investors that sold Destiny Tech100's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($64.44K), Cetera Investment Advisers ($15.37K), Jane Street Group LLC ($6.59K), Walkner Condon Financial Advisors LLC ($6.30K), Virtu Financial LLC ($5.69K), Evanson Asset Management LLC ($3.75K), and Griffin Asset Management Inc. ($1.65K).

How much institutional selling is happening at Destiny Tech100?

Institutional investors have sold a total of 107,455 shares in the last 24 months. This volume of shares sold represents approximately $5.47M in transactions.



This page (NYSE:DXYZ) was last updated on 8/12/2025 by MarketBeat.com Staff
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