Destiny TECH100DXYZ

13F holders, Q2 2024 (June 30)
27holders +21
23new positions
2sold out
1famous investor
$15.22avg. 13F price*

At the end of Q2 2024, 27 institutions reported holding Destiny TECH100 Inc. (DXYZ) in their 13F filings, up 21 from Q1 2024. 23 opened new positions and 2 sold out. The largest holders were Commonwealth Equity Services, LLC ($1.9M), Morgan Stanley ($1.8M) and Millennium Management ($1.2M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
Destiny TECH100 Inc.
CUSIP
25063F107
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 6Q1 2024Q2 2024: 27Q2 2024Q3 2024: 32Q3 2024Q4 2024: 57Q4 2024Q1 2025: 48Q1 2025Q2 2025: 55Q2 2025Q3 2025: 40Q3 2025Q4 2025: 88Q4 2025Q1 2026: 133Q1 2026Q2 2026: 153Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions23$4.5M
Exits2$1.6M

All 13F filers, Q1 2024 → Q2 2024: 438,235 shares bought and 62,165 shares sold, net +376,070 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 27 holders

Commonwealth Equity Services, LLC 0.00% New 121,705 $1.9M
Morgan Stanley 0.00% Add +40946.4% 115,751 $1.8M
Millennium Management 0.00% New 76,756 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% New 28,797 $438K
UBS Group AG 0.00% Add +1660.9% 23,896 $364K
Advisory Services Network, LLC 0.01% New 23,300 $355K
Jane Street Group, LLC 0.00% Add +16.2% 21,165 $322K
Cerity Partners LLC 0.00% New 16,700 $254K
Compound Planning, Inc. 0.01% New 10,250 $156K
Wells Fargo & Company 0.00% New 7,910 $120K
Bartlett & Co. Wealth Management LLC 0.00% New 3,000 $46K
Asset Dedication, LLC 0.00% New 2,061 $31K
Osaic Holdings, Inc. 0.00% New 1,640 $25K
Barclays PLC 0.00% New 1,048 $16K
Northwestern Mutual Wealth Management Co. 0.00% New 853 $13K
Tower Research Capital LLC (TRC) 0.00% New 738 $11K
PNC Financial Services Group, Inc. 0.00% New 492 $7K
Federation des caisses Desjardins du Quebec 0.00% New 480 $7K
Signaturefd, LLC 0.00% New 400 $6K
IFP Advisors, Inc 0.00% New 300 $5K
JPMorgan Chase & Co. 0.00% New 251 $4K
Royal Bank of Canada 0.00% New 200 $3K
AdvisorNet Financial, Inc 0.00% New 150 $2K
Anchor Investment Management, LLC 0.00% New 140 $2K
NFSG Corp 0.00% New 100 $2K
National Bank of Canada 0.00% No change 17 $228
Clean Yield Group 0.00% New 1 $15

"% of holder's portfolio" is DXYZ's weight in each manager's 13F, not the share of Destiny TECH100 Inc. the manager owns.