Destiny TECH100DXYZ 13F holders, Q4 2024 (December 31) 57 holders +25
38 new positions
13 sold out
$58.86 avg. 13F price*
At the end of Q4 2024 , 57 institutions reported holding Destiny TECH100 Inc. (DXYZ) in their 13F filings, up 25 from Q3 2024. 38 opened new positions and 13 sold out. The largest holders were Commonwealth Equity Services, LLC ($3.3M), Jane Street Group, LLC ($2.0M) and Morgan Stanley ($1.9M).
Company Destiny TECH100 Inc.
CUSIP 25063F107
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024 Institutions Total Value New Positions 38 $15.0M Exits 13 $1.6M
All 13F filers, Q3 2024 → Q4 2024: 283,979 shares bought and 217,240 shares sold, net +66,739 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders Portfolio Manager % of Holder's Portfolio Change vs Q3 2024 Shares Value ▼ Commonwealth Equity Services, LLC 0.00% Reduce -53.2% 56,679 $3.3M Jane Street Group, LLC 0.00% New 33,300 $2.0M Morgan Stanley 0.00% Add +77.0% 33,037 $1.9M Cetera Investment Advisers 0.00% New 20,157 $1.2M Strategy Asset Managers LLC 0.21% Add +71.4% 18,000 $1.1M Susquehanna International Group, LLP 0.00% New 16,863 $993K Evanson Asset Management, LLC 0.06% Reduce -20.0% 15,000 $883K LPL Financial LLC 0.00% New 13,724 $808K Walkner Condon Financial Advisors LLC 0.15% New 12,500 $736K Stifel Financial Corp. 0.00% New 11,528 $679K Virtu Financial LLC 0.04% Add +6.3% 11,503 $677K Invesco Ltd. 0.00% New 10,732 $632K Quintet Private Bank (Europe) S.A. 0.03% New 10,500 $618K Financial Advocates Investment Management 0.03% New 9,048 $533K Balyasny Asset Management L.P. 0.00% New 8,544 $503K One Capital Management, LLC 0.02% New 8,433 $496K Griffin Asset Management, Inc. 0.06% New 8,430 $496K WealthPlan Investment Management, LLC 0.05% New 8,192 $482K Symmetry Investments LP 0.03% New 8,000 $471K Cresset Asset Management, LLC 0.00% New 7,500 $441K Kovack Advisors, Inc. 0.04% New 7,314 $431K Creative Planning 0.00% New 6,963 $410K HRT Financial LP 0.00% New 6,555 $385K Mariner, LLC 0.00% New 6,001 $353K Corton Capital Inc. 0.17% New 5,000 $294K Osaic Holdings, Inc. 0.00% Add +28.9% 4,665 $275K Envestnet Asset Management Inc. 0.00% New 4,454 $262K Intrepid Financial Planning Group LLC 0.10% New 4,200 $247K Avantax Advisory Services, Inc. 0.00% New 4,012 $236K Adams Wealth Management 0.04% New 3,800 $224K CacheTech Inc. 0.04% New 3,800 $224K Twin Peaks Wealth Advisors, LLC 0.09% New 3,506 $206K JPMorgan Chase & Co. 0.00% Add +1101.2% 3,015 $177K UBS Group AG 0.00% New 2,989 $176K Cwm, LLC 0.00% New 2,510 $148K Bartlett & Co. Wealth Management LLC 0.00% Reduce -20.0% 2,400 $141K Bank of America Corp. 0.00% Add +360.0% 2,300 $135K IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.06% New 2,096 $123K Parallel Advisors, LLC 0.00% New 2,000 $118K Barclays PLC 0.00% Add +19.1% 1,248 $73K NewEdge Advisors, LLC 0.00% New 877 $52K IFP Advisors, Inc 0.00% Add +166.7% 800 $47K Anchor Investment Management, LLC 0.00% No change 640 $38K Sandy Spring Bank 0.00% New 607 $36K Signaturefd, LLC 0.00% Reduce -49.0% 510 $30K Fifth Third Bancorp 0.00% New 485 $29K Federation des caisses Desjardins du Quebec 0.00% No change 480 $28K Hazlett, Burt & Watson, Inc. 0.01% No change 350 $21K Steward Partners Investment Advisory, LLC 0.00% New 200 $12K Wells Fargo & Company 0.00% Reduce -93.2% 165 $10K AdvisorNet Financial, Inc 0.00% No change 150 $9K Venturi Wealth Management, LLC 0.00% New 134 $8K PNC Financial Services Group, Inc. 0.00% No change 92 $5K Global Retirement Partners, LLC 0.00% New 85 $5K PSI Advisors, LLC 0.00% New 50 $3K Tradewinds Capital Management, LLC 0.00% New 25 $1K National Bank of Canada 0.00% No change 7 $412
"% of holder's portfolio" is DXYZ's weight in each manager's 13F, not the share of Destiny TECH100 Inc. the manager owns.