Destiny TECH100DXYZ
13F holders, Q2 2025 (June 30)55holders +7
16new positions
10sold out
$38.14avg. 13F price*
At the end of Q2 2025, 55 institutions reported holding Destiny TECH100 Inc. (DXYZ) in their 13F filings, up 7 from Q1 2025. 16 opened new positions and 10 sold out. The largest holders were Commonwealth Equity Services, LLC ($2.2M), Morgan Stanley ($1.7M) and LPL Financial LLC ($1.6M).
- Company
- Destiny TECH100 Inc.
- CUSIP
- 25063F107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $1.3M |
| Exits | 10 | $2.0M |
All 13F filers, Q1 2025 → Q2 2025: 104,376 shares bought and 154,416 shares sold, net −50,040 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Commonwealth Equity Services, LLC | 0.00% | Add +8.5% | 58,497 | $2.2M |
| Morgan Stanley | 0.00% | Reduce -59.9% | 44,708 | $1.7M |
| LPL Financial LLC | 0.00% | Add +125.3% | 42,779 | $1.6M |
| Kestra Advisory Services, LLC | 0.00% | Add +53.5% | 25,017 | $953K |
| UBS Group AG | 0.00% | Add +94.2% | 20,398 | $777K |
| Stifel Financial Corp. | 0.00% | Add +23.4% | 18,651 | $710K |
| Invesco Ltd. | 0.00% | Reduce -9.2% | 18,021 | $686K |
| Strategy Asset Managers LLC | 0.13% | No change | 18,000 | $686K |
| Mariner, LLC | 0.00% | Add +182.5% | 16,954 | $646K |
| Jane Street Group, LLC | 0.00% | Reduce -40.6% | 15,868 | $604K |
| Wedbush Securities Inc. | 0.02% | Reduce -9.3% | 15,295 | $583K |
| Evanson Asset Management, LLC | 0.04% | No change | 15,000 | $571K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.7% | 10,820 | $412K |
| Financial Advocates Investment Management | 0.03% | Add +2.9% | 9,959 | $379K |
| One Capital Management, LLC | 0.01% | Add +0.2% | 8,447 | $322K |
| WealthPlan Investment Management, LLC | 0.02% | Add +0.2% | 8,210 | $313K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 7,768 | $296K |
| Creative Planning | 0.00% | Reduce -11.9% | 7,405 | $282K |
| Susquehanna International Group, LLP | 0.00% | New | 7,371 | $281K |
| Griffin Asset Management, Inc. | 0.03% | No change | 6,780 | $258K |
| Harbour Investments, Inc. | 0.01% | Add +312.5% | 6,542 | $249K |
| Visionary Wealth Advisors | 0.01% | New | 6,267 | $239K |
| Osaic Holdings, Inc. | 0.00% | Add +5.4% | 6,230 | $237K |
| Walkner Condon Financial Advisors LLC | 0.04% | No change | 6,200 | $236K |
| &partners | 0.00% | New | 5,578 | $233K |
| Cetera Investment Advisers | 0.00% | Reduce -73.3% | 5,595 | $213K |
| HighPoint Advisor Group LLC | 0.01% | New | 5,409 | $206K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +44.4% | 3,900 | $148K |
| Cwm, LLC | 0.00% | No change | 2,510 | $96K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,400 | $91K |
| Bank of America Corp. | 0.00% | Add +35.0% | 1,350 | $51K |
| Raymond James Financial Inc. | 0.00% | New | 1,235 | $47K |
| NewEdge Advisors, LLC | 0.00% | Add +10.7% | 1,134 | $43K |
| Royal Bank of Canada | 0.00% | Add +1400.0% | 750 | $28K |
| Barclays PLC | 0.00% | Reduce -34.8% | 683 | $26K |
| Anchor Investment Management, LLC | 0.00% | No change | 640 | $24K |
| Signaturefd, LLC | 0.00% | No change | 510 | $19K |
| Global Retirement Partners, LLC | 0.00% | — | 380 | $14K |
| JPMorgan Chase & Co. | 0.00% | New | 299 | $11K |
| TD Waterhouse Canada Inc. | 0.00% | New | 250 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +227.9% | 200 | $8K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 193 | $7K |
| Ancora Advisors LLC | 0.00% | New | 150 | $6K |
| Clearstead Advisors, LLC | 0.00% | New | 102 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 100 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -58.7% | 95 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 92 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | New | 90 | $3K |
| Toth Financial Advisory Corp. | 0.00% | New | 40 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 25 | $953 |
| CIBC Private Wealth Group LLC | 0.00% | New | 25 | $952 |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 20 | $762 |
| Nova Wealth Management, Inc. | 0.00% | New | 15 | $571 |
| Parallel Advisors, LLC | 0.00% | New | 10 | $381 |
| National Bank of Canada | 0.00% | No change | 7 | $266 |
"% of holder's portfolio" is DXYZ's weight in each manager's 13F, not the share of Destiny TECH100 Inc. the manager owns.