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Destiny Tech100 (DXYZ) Institutional Ownership

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$55.20 -5.02 (-8.33%)
As of 01:49 PM Eastern
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Institutional Ownership Changes (13F Filings) for Destiny Tech100 (NYSE:DXYZ)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$26.88M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.12M
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DXYZ Institutional Buying and Selling by Quarter

Destiny Tech100 Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Genesis Financial Group LLC15,000$402K0.3%+50.0%0.138%
5/18/2026 Royal Bank of Canada1,439$38K0.0%+131.4%0.013%
5/16/2026 Quantinno Capital Management LP11,832$317K0.0%-4.4%0.109%
5/13/2026 Cetera Investment Advisers167,973$4.50M0.0%+403.9%1.544%
5/8/2026 PNC Financial Services Group Inc.6,962$186K0.0%+36.7%0.064%
5/5/2026 Geneos Wealth Management Inc.980$26K0.0%+51.2%0.009%
5/1/2026 Sovran Advisors LLC18,344$491K0.0%N/A0.169%
4/30/2026 Kestra Advisory Services LLC140,185$3.75M0.0%+157.8%1.288%
4/28/2026 Evolution Wealth Management Inc.3,741$100K0.1%N/A0.034%
4/27/2026 Private Advisor Group LLC20,376$546K0.0%+35.0%0.187%
4/23/2026 Coston McIsaac & Partners3,262$87K0.0%N/A0.030%
4/21/2026 AA Financial Advisors LLC61,000$1.63M0.2%-12.9%0.561%
4/20/2026 Kestra Private Wealth Services LLC24,095$645K0.0%N/A0.221%
4/17/2026 Total Clarity Wealth Management Inc.20,252$542K0.1%+180.1%0.186%
4/17/2026 Gibson Capital LLC10,000$268K0.0%N/A0.092%
4/15/2026 Nations Financial Group Inc. IA ADV14,026$376K0.0%N/A0.129%
2/23/2026 Virtu Financial LLC24,256$743K0.0%N/A0.223%
2/20/2026 Sunbelt Securities Inc.900$28K0.0%N/A0.008%
2/19/2026 Invesco Ltd.28,752$881K0.0%-12.1%0.264%
2/17/2026 Cetera Investment Advisers33,335$1.02M0.0%N/A0.306%
2/17/2026 Osaic Holdings Inc.42,176$1.29M0.0%+38.0%0.388%
2/17/2026 &PARTNERS11,969$367K0.0%+17.7%0.110%
2/16/2026 Mariner LLC14,953$458K0.0%+16.6%0.137%
2/13/2026 Kestra Advisory Services LLC54,382$1.67M0.0%+56.1%0.500%
2/13/2026 Visionary Wealth Advisors7,847$240K0.0%N/A0.072%
2/13/2026 Stifel Financial Corp42,079$1.29M0.0%+81.7%0.387%
2/12/2026 Jane Street Group LLC377,545$11.56M0.0%+278.8%3.470%
2/12/2026CIBC Private Wealth Group LLC15,291$468K0.0%N/A0.141%
2/12/2026 Wedbush Securities Inc.9,600$294K0.0%N/A0.088%
2/11/2026 LPL Financial LLC71,993$2.21M0.0%+5.3%0.662%
2/10/2026 Hazlett Burt & Watson Inc.11,040$337K0.1%+29.3%0.101%
2/9/2026 Harbour Investments Inc.1,272$39K0.0%-83.0%0.012%
2/9/2026 Clearstead Trust LLC1,384$42K0.0%N/A0.013%
2/6/2026 Griffin Asset Management Inc.6,780$208K0.0%N/A0.062%
2/6/2026 Creative Financial Designs Inc. ADV6,827$209K0.0%+30.0%0.063%
2/6/2026 PNC Financial Services Group Inc.5,092$156K0.0%+5,434.8%0.047%
2/6/2026 HighTower Advisors LLC7,104$218K0.0%N/A0.065%
2/5/2026 Allworth Financial LP2,196$67K0.0%N/A0.020%
2/2/2026 Total Clarity Wealth Management Inc.7,230$221K0.1%N/A0.066%
1/30/2026 GC Wealth Management RIA LLC18,000$551K0.0%-35.7%0.165%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

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1/26/2026 CWM LLC1,200$37K0.0%N/A0.011%
1/23/2026 Farther Finance Advisors LLC3,840$118K0.0%+74.5%0.035%
1/20/2026 Stratos Wealth Partners LTD.12,752$391K0.0%N/A0.117%
1/16/2026 Genesis Financial Group LLC10,000$306K0.2%N/A0.092%
1/14/2026 AA Financial Advisors LLC70,000$2.14M0.4%N/A0.643%
11/17/2025 Mariner LLC12,826$273K0.0%-24.3%0.118%
11/13/2025 UBS Group AG29,639$631K0.0%+45.3%0.272%
11/13/2025 Private Advisor Group LLC15,204$324K0.0%+40.5%0.140%
11/12/2025 Creative Financial Designs Inc. ADV5,253$112K0.0%N/A0.048%
11/4/2025 Hazlett Burt & Watson Inc.8,540$183K0.1%+119.0%0.078%
10/21/2025Global Retirement Partners LLC4,150$88K0.0%+992.1%0.038%
10/14/2025 Farther Finance Advisors LLC2,200$47K0.0%N/A0.020%
8/15/2025 Visionary Wealth Advisors6,267$239K0.0%N/A0.058%
8/14/2025 Jane Street Group LLC15,868$604K0.0%-40.6%0.146%
8/14/2025 Raymond James Financial Inc.1,235$47K0.0%N/A0.011%
8/13/2025 Cresset Asset Management LLC5,803$221K0.0%N/A0.053%
8/13/2025 Invesco Ltd.18,021$686K0.0%-9.2%0.166%
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%
5/8/2025Harbour Investments Inc.1,586$56K0.0%N/A0.015%
5/6/2025Cetera Investment Advisers20,965$742K0.0%+4.0%0.193%
5/6/2025Avantax Advisory Services Inc.6,639$235K0.0%+65.5%0.061%
5/6/2025Wedbush Securities Inc.16,870$597K0.0%N/A0.155%
5/5/2025Hazlett Burt & Watson Inc.2,700$95K0.0%+671.4%0.025%
5/5/2025Private Advisor Group LLC11,720$415K0.0%N/A0.108%
4/23/2025Walkner Condon Financial Advisors LLC6,200$219K0.0%-50.4%0.057%
4/16/2025Griffin Asset Management Inc.6,780$240K0.0%-19.6%0.062%
2/18/2025Gordian Capital Singapore Pte Ltd2,096$123K0.1%N/A0.019%
2/17/2025Corton Capital Inc.5,000$294K0.2%N/A0.046%
2/17/2025Cresset Asset Management LLC7,500$441K0.0%N/A0.069%
2/17/2025Cetera 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%
2/13/2025Envestnet Asset Management Inc.4,454$262K0.0%N/A0.041%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
2/12/2025Strategy 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%
2/10/2025Signaturefd LLC510$30K0.0%-49.0%0.005%
2/10/2025Intrepid Financial Planning Group LLC4,200$247K0.1%N/A0.039%
2/10/2025Commonwealth Equity Services LLC56,679$3.34M0.0%-53.2%0.521%
2/10/2025Avantax Advisory Services Inc.4,012$236K0.0%N/A0.037%
2/6/2025One Capital Management LLC8,433$496K0.0%N/A0.078%


DXYZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 76 institutional investors and hedge funds held shares of Destiny Tech100. The most heavily invested institutionals were Jane Street Group LLC ($11.56M), Cetera Investment Advisers ($4.50M), Kestra Advisory Services LLC ($3.75M), Commonwealth Equity Services LLC ($3.34M), LPL Financial LLC ($2.21M), AA Financial Advisors LLC ($1.63M), and Osaic Holdings Inc. ($1.29M).Learn more on Destiny Tech100's institutional investors.

Of the 71 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: Jane Street Group LLC ($311.17K), Cetera Investment Advisers ($188.94K), Commonwealth Equity Services LLC ($121.71K), Kestra Advisory Services LLC ($105.35K), AA Financial Advisors LLC ($70K), Virtu Financial LLC ($35.76K), and Stifel Financial Corp ($30.45K).

Institutional investors have bought a total of 925,279 shares in the last 24 months. This purchase volume represents approximately $26.88M in transactions.

Of the 10 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: Cetera Investment Advisers ($15.37K), Jane Street Group LLC ($10.84K), GC Wealth Management RIA LLC ($10K), AA Financial Advisors LLC ($9K), Harbour Investments Inc. ($6.23K), Invesco Ltd. ($5.79K), and Mariner LLC ($4.13K).

Institutional investors have sold a total of 64,480 shares in the last 24 months. This volume of shares sold represents approximately $2.12M in transactions.



This page (NYSE:DXYZ) was last updated on 5/27/2026 by MarketBeat.com Staff.
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