Destiny TECH100DXYZ
13F holders, Q1 2025 (March 31)48holders −9
11new positions
19sold out
$35.39avg. 13F price*
At the end of Q1 2025, 48 institutions reported holding Destiny TECH100 Inc. (DXYZ) in their 13F filings, down 9 from Q4 2024. 11 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($3.9M), Commonwealth Equity Services, LLC ($1.9M) and Aristides Capital LLC ($1.0M).
- Company
- Destiny TECH100 Inc.
- CUSIP
- 25063F107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.0M |
| Exits | 19 | $5.4M |
All 13F filers, Q4 2024 → Q1 2025: 198,763 shares bought and 117,619 shares sold, net +81,144 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Morgan Stanley | 0.00% | Add +237.7% | 111,576 | $3.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.9% | 53,903 | $1.9M |
| Aristides Capital LLC | 0.37% | New | 28,350 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -19.8% | 26,707 | $945K |
| Cetera Investment Advisers | 0.00% | Add +4.0% | 20,965 | $742K |
| Invesco Ltd. | 0.00% | Add +84.9% | 19,846 | $702K |
| LPL Financial LLC | 0.00% | Add +38.3% | 18,984 | $672K |
| Strategy Asset Managers LLC | 0.13% | No change | 18,000 | $637K |
| Wedbush Securities Inc. | 0.02% | New | 16,870 | $597K |
| Kestra Advisory Services, LLC | 0.00% | New | 16,296 | $577K |
| Stifel Financial Corp. | 0.00% | Add +31.1% | 15,115 | $535K |
| Evanson Asset Management, LLC | 0.04% | No change | 15,000 | $531K |
| Private Advisor Group, LLC | 0.00% | New | 11,720 | $415K |
| UBS Group AG | 0.00% | Add +251.5% | 10,505 | $372K |
| Financial Advocates Investment Management | 0.02% | Add +7.0% | 9,682 | $343K |
| One Capital Management, LLC | 0.01% | No change | 8,433 | $298K |
| Creative Planning | 0.00% | Add +20.7% | 8,406 | $297K |
| WealthPlan Investment Management, LLC | 0.03% | No change | 8,192 | $290K |
| SG Americas Securities, LLC | 0.00% | New | 7,811 | $276K |
| Griffin Asset Management, Inc. | 0.03% | Reduce -19.6% | 6,780 | $240K |
| Avantax Advisory Services, Inc. | 0.00% | Add +65.5% | 6,639 | $235K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -50.4% | 6,200 | $219K |
| Mariner, LLC | 0.00% | No change | 6,001 | $212K |
| Osaic Holdings, Inc. | 0.00% | Add +26.7% | 5,912 | $209K |
| Virtu Financial LLC | 0.01% | Reduce -49.5% | 5,812 | $206K |
| HRT Financial LP | 0.00% | Reduce -11.1% | 5,829 | $206K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +671.4% | 2,700 | $95K |
| Credit Agricole S A | 0.00% | New | 2,600 | $92K |
| Cwm, LLC | 0.00% | No change | 2,510 | $89K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,400 | $85K |
| Harbour Investments, Inc. | 0.00% | New | 1,586 | $56K |
| Barclays PLC | 0.00% | Reduce -16.0% | 1,048 | $37K |
| NewEdge Advisors, LLC | 0.00% | Add +16.8% | 1,024 | $36K |
| Bank of America Corp. | 0.00% | Reduce -56.5% | 1,000 | $35K |
| Anchor Investment Management, LLC | 0.00% | No change | 640 | $23K |
| Signaturefd, LLC | 0.00% | No change | 510 | $18K |
| Fifth Third Bancorp | 0.00% | No change | 485 | $17K |
| IFP Advisors, Inc | 0.00% | Reduce -62.5% | 300 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -52.1% | 230 | $8K |
| Wells Fargo & Company | 0.00% | No change | 165 | $6K |
| Montag A & Associates Inc. | 0.00% | New | 127 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -50.0% | 100 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 92 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 61 | $2K |
| Royal Bank of Canada | 0.00% | New | 50 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 25 | $885 |
| ORG Partners LLC | 0.00% | New | 20 | $748 |
| National Bank of Canada | 0.00% | No change | 7 | $245 |
"% of holder's portfolio" is DXYZ's weight in each manager's 13F, not the share of Destiny TECH100 Inc. the manager owns.