Destiny TECH100DXYZ

13F holders, Q3 2024 (September 30)
32holders +5
8new positions
3sold out
1famous investor
$10.32avg. 13F price*

At the end of Q3 2024, 32 institutions reported holding Destiny TECH100 Inc. (DXYZ) in their 13F filings, up 5 from Q2 2024. 8 opened new positions and 3 sold out. The largest holders were Commonwealth Equity Services, LLC ($1.2M), Advisory Services Network, LLC ($355K) and Millennium Management ($289K). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions8$680K
Exits3$689K

All 13F filers, Q2 2024 → Q3 2024: 79,033 shares bought and 197,718 shares sold, net −118,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 32 holders

Commonwealth Equity Services, LLC 0.00% Reduce -0.5% 121,114 $1.2M
Advisory Services Network, LLC 0.01% No change 23,300 $355K
Millennium Management 0.00% Reduce -62.2% 29,043 $289K
Cambridge Investment Research Advisors, Inc. 0.00% No change 28,797 $287K
Evanson Asset Management, LLC 0.01% New 18,750 $187K
Morgan Stanley 0.00% Reduce -83.9% 18,665 $186K
Compound Planning, Inc. 0.01% Add +75.6% 18,000 $179K
Cerity Partners LLC 0.00% No change 16,700 $166K
Verity Asset Management, Inc. 0.06% New 14,979 $149K
Visionary Wealth Advisors 0.01% New 12,105 $120K
Virtu Financial LLC 0.01% New 10,819 $108K
Strategy Asset Managers LLC 0.02% New 10,500 $104K
Osaic Holdings, Inc. 0.00% Add +120.7% 3,620 $36K
Bartlett & Co. Wealth Management LLC 0.00% No change 3,000 $30K
Wells Fargo & Company 0.00% Reduce -69.3% 2,426 $24K
Asset Dedication, LLC 0.00% No change 2,061 $21K
Barclays PLC 0.00% No change 1,048 $10K
Signaturefd, LLC 0.00% Add +150.0% 1,000 $10K
Anchor Investment Management, LLC 0.00% Add +357.1% 640 $6K
Bank of America Corp. 0.00% New 500 $5K
Federation des caisses Desjardins du Quebec 0.00% No change 480 $5K
Blue Trust, Inc. 0.00% New 200 $3K
Hazlett, Burt & Watson, Inc. 0.00% New 350 $3K
IFP Advisors, Inc 0.00% No change 300 $3K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -67.3% 279 $3K
JPMorgan Chase & Co. 0.00% No change 251 $2K
AdvisorNet Financial, Inc 0.00% No change 150 $1K
Tower Research Capital LLC (TRC) 0.00% Reduce -81.2% 139 $1K
NFSG Corp 0.00% No change 100 $995
PNC Financial Services Group, Inc. 0.00% Reduce -81.3% 92 $915
National Bank of Canada 0.00% Reduce -58.8% 7 $70
Clean Yield Group 0.00% No change 1 $10

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