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Destiny Tech100 (DXYZ) Institutional Ownership

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$25.95 -0.30 (-1.15%)
Closing price 03:59 PM Eastern
Extended Trading
$25.55 -0.40 (-1.53%)
As of 08:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Destiny Tech100 (NYSE:DXYZ)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$35.73M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$6.01M
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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
11/11/2026 Private Advisor Group LLC23,715$732K0.0%+3.8%0.050%
11/10/2026 Cibc World Market Inc.20,417$630K0.0%+89.9%0.043%
11/9/2026 Silver Oak Securities Incorporated8,685$268K0.0%+11.4%0.018%
11/9/2026 IFG Advisory LLC2,129$66K0.0%+11,105.3%0.004%
11/7/2026 Diversified Trust Co29,509$910K0.0%N/A0.062%
11/5/2026 NBH Bank2,289$71K0.0%N/A0.005%
11/3/2026 StoneX Group Inc.7,811$238K0.0%N/A0.016%
11/3/2026 CenterBook Partners LP33,453$1.03M0.0%N/A0.307%
11/3/2026 International Assets Investment Management LLC27,890$871K0.0%-16.2%0.256%
11/2/2026 Westside Investment Management Inc.2,200$68K0.0%-31.3%0.020%
11/2/2026 Kestra Advisory Services LLC163,581$5.05M0.0%-26.7%1.504%
11/2/2026 Commonwealth Equity Services LLC58,247$1.80M0.0%-21.1%0.535%
10/31/2026 Verity Asset Management Inc.16,188$499K0.2%+5.2%0.149%
10/29/2026 Avestar Capital LLC7,350$227K0.0%-25.4%0.068%
10/28/2026 International Assets Investment Management LLC40,000$1.23M0.0%+20.2%0.368%
10/26/2026 Oppenheimer & Co. Inc.6,626$204K0.0%-19.7%0.061%
10/23/2026 Simplicity Wealth LLC8,601$265K0.0%-62.9%0.079%
10/22/2026 Brookstone Capital Management7,592$234K0.0%N/A0.070%
10/21/2026 Sowell Financial Services LLC57,075$1.76M0.0%+99.1%0.525%
10/19/2026 AA Financial Advisors LLC96,800$2.99M0.4%+66.9%0.890%
10/17/2026 IFP Advisors Inc2,500$77K0.0%-30.6%0.023%
10/16/2026 TD Waterhouse Canada Inc.825$26K0.0%+3,200.0%0.008%
10/16/2026 NFSG Corp1,622$50K0.0%-64.9%0.015%
10/13/2026 Avior Wealth Management LLC13,289$410K0.0%+9.9%0.122%
10/8/2026 Farther Finance Advisors LLC3,696$114K0.0%-47.2%0.034%
10/7/2026 Venture Visionary Partners LLC7,527$232K0.0%-79.7%0.069%
10/1/2026 Noble Wealth Management PBC30,617$945K0.4%-23.5%0.281%
9/9/2026Tidal Investments LLC12,475$321K0.0%N/A0.115%
9/9/2026Integrated Wealth Concepts LLC10,059$259K0.0%N/A0.092%
9/9/2026NewEdge Advisors LLC6,807$175K0.0%+330.3%0.063%
9/9/2026 IFP Advisors Inc3,600$93K0.0%-69.0%0.033%
9/9/2026Baird Financial Group Inc.13,257$342K0.0%N/A0.122%
8/22/2026 Compass Financial Management LLC2,400$59K0.0%N/A0.022%
8/22/2026FirstWave 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%
6/3/2026NewEdge Advisors LLC1,582$42K0.0%+120.0%0.015%
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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%
5/8/2026 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%
2/23/2026Virtu 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%
2/13/2026 Kestra Advisory Services LLC54,382$1.67M0.0%+56.1%0.500%
2/13/2026 Visionary Wealth Advisors7,847$240K0.0%N/A0.072%
2/13/2026Stifel 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%
2/12/2026 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%
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%
11/13/2025 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%
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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%
8/14/2025Jane 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%
8/8/2025 Creative Planning7,405$282K0.0%-11.9%0.068%
8/6/2025 Wedbush Securities Inc.15,295$583K0.0%-9.3%0.141%


DXYZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 99 institutional investors and hedge funds held shares of Destiny Tech100. The most heavily invested institutionals were Jane Street Group LLC ($11.56M), Kestra Advisory Services LLC ($5.05M), Cetera Investment Advisers ($4.50M), AA Financial Advisors LLC ($2.99M), LPL Financial LLC ($2.21M), Commonwealth Equity Services LLC ($1.80M), and Sowell Financial Services LLC ($1.76M).Learn more on Destiny Tech100's institutional investors.

Of the 86 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), AA Financial Advisors LLC ($108.80K), Kestra Advisory Services LLC ($105.35K), 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 1,244,966 shares in the last 24 months. This purchase volume represents approximately $35.73M in transactions.

Of the 19 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: Kestra Advisory Services LLC ($59.58K), Venture Visionary Partners LLC ($29.52K), Commonwealth Equity Services LLC ($15.60K), Simplicity Wealth LLC ($14.59K), Wedbush Securities Inc. ($13.04K), GC Wealth Management RIA LLC ($10K), and Noble Wealth Management PBC ($9.40K).

Institutional investors have sold a total of 201,520 shares in the last 24 months. This volume of shares sold represents approximately $6.01M 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 11/11/2026. New 13F filings are added each quarter as they're published.
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