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Destiny Tech100 (DXYZ) Institutional Ownership

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$23.00 -0.30 (-1.30%)
As of 12:34 PM Eastern
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Institutional Ownership Changes (13F Filings) for Destiny Tech100 (NYSE:DXYZ)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$28.17M
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
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%
6/3/2026NewEdge Advisors LLC1,582$42K0.0%+120.0%0.015%
5/19/2026Genesis Financial Group LLC15,000$402K0.3%+50.0%0.138%
5/18/2026Royal Bank of Canada1,439$38K0.0%+131.4%0.013%
5/16/2026Quantinno Capital Management LP11,832$317K0.0%-4.4%0.109%
5/13/2026Cetera Investment Advisers167,973$4.50M0.0%+403.9%1.544%
5/8/2026PNC Financial Services Group Inc.6,962$186K0.0%+36.7%0.064%
5/5/2026Geneos Wealth Management Inc.980$26K0.0%+51.2%0.009%
5/1/2026Sovran Advisors LLC18,344$491K0.0%N/A0.169%
4/30/2026Kestra 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%
4/27/2026Private Advisor Group LLC20,376$546K0.0%+35.0%0.187%
4/23/2026Coston McIsaac & Partners3,262$87K0.0%N/A0.030%
4/21/2026 AA Financial Advisors LLC61,000$1.63M0.2%-12.9%0.561%
4/20/2026Kestra 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%
4/17/2026Gibson Capital LLC10,000$268K0.0%N/A0.092%
4/15/2026 Nations Financial Group Inc. IA ADV14,026$376K0.0%N/A0.129%
2/23/2026Virtu Financial LLC24,256$743K0.0%N/A0.223%
2/20/2026Sunbelt Securities Inc.900$28K0.0%N/A0.008%
2/19/2026Invesco Ltd.28,752$881K0.0%-12.1%0.264%
2/17/2026Cetera Investment Advisers33,335$1.02M0.0%N/A0.306%
2/17/2026Osaic Holdings Inc.42,176$1.29M0.0%+38.0%0.388%
2/17/2026&PARTNERS11,969$367K0.0%+17.7%0.110%
2/16/2026Mariner LLC14,953$458K0.0%+16.6%0.137%
2/13/2026Kestra Advisory Services LLC54,382$1.67M0.0%+56.1%0.500%
2/13/2026Visionary Wealth Advisors7,847$240K0.0%N/A0.072%
2/13/2026Stifel Financial Corp42,079$1.29M0.0%+81.7%0.387%
2/12/2026Jane Street Group LLC377,545$11.56M0.0%+278.8%3.470%
2/12/2026CIBC Private Wealth Group LLC15,291$468K0.0%N/A0.141%
2/12/2026Wedbush Securities Inc.9,600$294K0.0%N/A0.088%
2/11/2026LPL Financial LLC71,993$2.21M0.0%+5.3%0.662%
2/10/2026Hazlett Burt & Watson Inc.11,040$337K0.1%+29.3%0.101%
2/9/2026Harbour Investments Inc.1,272$39K0.0%-83.0%0.012%
2/9/2026Clearstead Trust LLC1,384$42K0.0%N/A0.013%
2/6/2026 Griffin Asset Management Inc.6,780$208K0.0%N/A0.062%
2/6/2026Creative Financial Designs Inc. ADV6,827$209K0.0%+30.0%0.063%
2/6/2026PNC Financial Services Group Inc.5,092$156K0.0%+5,434.8%0.047%
2/6/2026HighTower Advisors LLC7,104$218K0.0%N/A0.065%
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2/5/2026Allworth 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%
1/20/2026Stratos Wealth Partners LTD.12,752$391K0.0%N/A0.117%
1/16/2026Genesis Financial Group LLC10,000$306K0.2%N/A0.092%
1/14/2026 AA Financial Advisors LLC70,000$2.14M0.4%N/A0.643%
11/17/2025Mariner LLC12,826$273K0.0%-24.3%0.118%
11/13/2025UBS Group AG29,639$631K0.0%+45.3%0.272%
11/13/2025Private Advisor Group LLC15,204$324K0.0%+40.5%0.140%
11/12/2025Creative Financial Designs Inc. ADV5,253$112K0.0%N/A0.048%
11/4/2025Hazlett 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%
8/15/2025Visionary Wealth Advisors6,267$239K0.0%N/A0.058%
8/14/2025Jane Street Group LLC15,868$604K0.0%-40.6%0.146%
8/14/2025Raymond James Financial Inc.1,235$47K0.0%N/A0.011%
8/13/2025Cresset Asset Management LLC5,803$221K0.0%N/A0.053%
8/13/2025Invesco Ltd.18,021$686K0.0%-9.2%0.166%
8/8/2025Cetera Investment Advisers5,595$213K0.0%-73.3%0.051%
8/8/2025Creative Planning7,405$282K0.0%-11.9%0.068%
8/6/2025Wedbush Securities Inc.15,295$583K0.0%-9.3%0.141%
7/28/2025Harbour Investments Inc.6,542$249K0.0%+312.5%0.060%
7/25/2025Hazlett 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%
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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%
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%


DXYZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 78 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 73 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), Noble Wealth Management PBC ($39.72K), and Virtu Financial LLC ($35.76K).

Institutional investors have bought a total of 976,749 shares in the last 24 months. This purchase volume represents approximately $28.17M 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.


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This page (NYSE:DXYZ) was last updated on 7/27/2026 by MarketBeat.com Staff.
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