Destiny TECH100DXYZ

13F holders, Q3 2025 (September 30)
40holders −15
7new positions
23sold out
$21.42avg. 13F price*

At the end of Q3 2025, 40 institutions reported holding Destiny TECH100 Inc. (DXYZ) in their 13F filings, down 15 from Q2 2025. 7 opened new positions and 23 sold out. The largest holders were Jane Street Group, LLC ($2.1M), LPL Financial LLC ($1.5M) and Morgan Stanley ($1.0M).

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 2025 → Q3 2025

InstitutionsTotal Value
New Positions7$772K
Exits23$4.5M

All 13F filers, Q2 2025 → Q3 2025: 230,482 shares bought and 160,434 shares sold, net +70,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 40 holders

Jane Street Group, LLC 0.00% Add +528.2% 99,679 $2.1M
LPL Financial LLC 0.00% Add +59.8% 68,357 $1.5M
Morgan Stanley 0.00% Add +8.6% 48,551 $1.0M
Kestra Advisory Services, LLC 0.00% Add +39.2% 34,831 $742K
Osaic Holdings, Inc. 0.00% Add +390.7% 30,569 $710K
Invesco Ltd. 0.00% Add +81.5% 32,717 $697K
UBS Group AG 0.00% Add +45.3% 29,639 $631K
GC Wealth Management RIA, LLC 0.02% New 28,000 $596K
Stifel Financial Corp. 0.00% Add +24.2% 23,160 $493K
Commonwealth Equity Services, LLC 0.00% Reduce -65.6% 20,143 $429K
Private Advisor Group, LLC 0.00% Add +40.5% 15,204 $324K
Evanson Asset Management, LLC 0.02% No change 15,000 $320K
Mariner, LLC 0.00% Reduce -24.4% 12,826 $273K
&partners 0.00% Add +82.3% 10,167 $217K
Hazlett, Burt & Watson, Inc. 0.06% Add +119.0% 8,540 $183K
Harbour Investments, Inc. 0.00% Add +14.7% 7,504 $160K
Creative Financial Designs Inc. 0.01% New 5,253 $112K
Global Retirement Partners, LLC 0.00% Add +992.1% 4,150 $88K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,400 $51K
Farther Finance Advisors, LLC 0.00% New 2,200 $47K
Bank of America Corp. 0.00% No change 1,350 $29K
NewEdge Advisors, LLC 0.00% Reduce -6.3% 1,062 $23K
Royal Bank of Canada 0.00% Add +2.9% 772 $16K
Anchor Investment Management, LLC 0.00% No change 640 $14K
Signaturefd, LLC 0.00% No change 510 $11K
Groupe la Francaise 0.00% New 400 $8K
TD Waterhouse Canada Inc. 0.00% No change 250 $7K
KERR FINANCIAL PLANNING Corp 0.01% — 200 $5K
Tower Research Capital LLC (TRC) 0.00% Reduce -7.0% 186 $4K
Wealthspire Advisors, LLC 0.00% New 186 $4K
Wells Fargo & Company 0.00% New 165 $4K
Clearstead Advisors, LLC 0.00% No change 102 $2K
Steward Partners Investment Advisory, LLC 0.00% No change 100 $2K
Federation des caisses Desjardins du Quebec 0.00% No change 95 $2K
PNC Financial Services Group, Inc. 0.00% No change 92 $2K
Ameritas Advisory Services, LLC 0.00% No change 90 $2K
Legacy Wealth Managment, LLC 0.00% New 80 $2K
Tradewinds Capital Management, LLC 0.00% No change 25 $533
Strategic Wealth Partners, Ltd. 0.00% No change 20 $426
National Bank of Canada 0.00% No change 7 $149

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