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Destiny Tech100 (DXYZ) Institutional Ownership

Destiny Tech100 logo
$32.60 +0.35 (+1.09%)
As of 09/4/2026 03:58 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$29.65M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.29M
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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
8/22/2026 Compass Financial Management LLC2,400$59K0.0%N/A0.022%
8/22/2026 FirstWave Capital Management LLC67,104$1.73M0.8%N/A0.617%
8/22/2026 Concurrent Investment Advisors LLC13,262$342K0.0%N/A0.122%
8/20/2026 Wedbush Securities Inc.13,230$341K0.0%-49.6%0.122%
8/12/2026 Compass Financial Management LLC2,400$59K0.0%N/A0.022%
7/7/2026 Avior Wealth Management LLC12,090$311K0.0%N/A0.111%
7/1/2026 Noble Wealth Management PBC40,017$1.03M0.5%+13,239.0%0.368%
6/3/2026 NewEdge Advisors LLC1,582$42K0.0%+120.0%0.015%
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%
2/20/2026Sunbelt 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%
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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%
1/26/2026CWM 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%
10/21/2025 Global 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%
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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%
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%


DXYZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 80 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), FirstWave Capital Management LLC ($1.73M), and AA Financial Advisors LLC ($1.63M).Learn more on Destiny Tech100's institutional investors.

Of the 74 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), Kestra Advisory Services LLC ($105.35K), AA Financial Advisors LLC ($70K), FirstWave Capital Management LLC ($67.10K), Noble Wealth Management PBC ($39.72K), and Virtu Financial LLC ($35.76K).

Institutional investors have bought a total of 1,043,654 shares in the last 24 months. This purchase volume represents approximately $29.65M in transactions.

The following institutional investors have sold Destiny Tech100 stock in the last 24 months: Wedbush Securities Inc. ($13.04K), GC Wealth Management RIA LLC ($10K), AA Financial Advisors LLC ($9K), Harbour Investments Inc. ($6.23K), Mariner LLC ($4.13K), Invesco Ltd. ($3.97K), and Quantinno Capital Management LP ($545.00).

Institutional investors have sold a total of 46,905 shares in the last 24 months. This volume of shares sold represents approximately $1.29M in transactions.



Institutional ownership data for NYSE:DXYZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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