Destiny TECH100DXYZ

13F holders, Q4 2025 (December 31)
88holders +48
46new positions
5sold out
$30.63avg. 13F price*

At the end of Q4 2025, 88 institutions reported holding Destiny TECH100 Inc. (DXYZ) in their 13F filings, up 48 from Q3 2025. 46 opened new positions and 5 sold out. The largest holders were Jane Street Group, LLC ($11.6M), Morgan Stanley ($2.7M) and LPL Financial LLC ($2.2M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions46$9.0M
Exits5$20K

All 13F filers, Q3 2025 → Q4 2025: 677,312 shares bought and 32,615 shares sold, net +644,697 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 88 holders

Jane Street Group, LLC 0.01% Add +278.8% 377,545 $11.6M
Morgan Stanley 0.00% Add +78.5% 86,645 $2.7M
LPL Financial LLC 0.00% Add +5.3% 71,993 $2.2M
AA Financial Advisors, LLC 0.40% New 70,000 $2.1M
Kestra Advisory Services, LLC 0.01% Add +56.1% 54,382 $1.7M
Osaic Holdings, Inc. 0.00% Add +38.0% 42,176 $1.3M
Stifel Financial Corp. 0.00% Add +81.7% 42,079 $1.3M
Cetera Investment Advisers 0.00% New 33,335 $1.0M
Invesco Ltd. 0.00% Reduce -12.1% 28,752 $881K
Virtu Financial LLC 0.03% New 24,256 $743K
Commonwealth Equity Services, LLC 0.00% Reduce -1.3% 19,879 $609K
UBS Group AG 0.00% Reduce -35.7% 19,053 $584K
GC Wealth Management RIA, LLC 0.02% Reduce -35.7% 18,000 $551K
CIBC Private Wealth Group LLC 0.00% New 15,291 $468K
Private Advisor Group, LLC 0.00% Reduce -0.7% 15,093 $462K
Evanson Asset Management, LLC 0.02% No change 15,000 $459K
Mariner, LLC 0.00% Add +16.6% 14,953 $458K
Envestnet Asset Management Inc. 0.00% New 13,608 $417K
Stratos Wealth Partners, LTD. 0.00% New 12,752 $391K
Quantinno Capital Management LP 0.00% New 12,377 $379K
Raymond James Financial Inc. 0.00% New 12,163 $373K
&partners 0.00% Add +17.7% 11,969 $367K
Creative Planning 0.00% New 11,712 $359K
Focus Partners Wealth 0.00% New 11,233 $344K
Hazlett, Burt & Watson, Inc. 0.11% Add +29.3% 11,040 $337K
Genesis Financial Group, LLC 0.18% — 10,000 $306K
Carlson Financial, Inc. 0.18% — 9,999 $306K
Scientech Research LLC 0.19% New 9,931 $304K
Wedbush Securities Inc. 0.01% New 9,600 $294K
Cambridge Investment Research Advisors, Inc. 0.00% New 7,896 $242K
Visionary Wealth Advisors 0.01% New 7,847 $240K
Cresset Asset Management, LLC 0.00% New 7,787 $239K
Total Clarity Wealth Management, Inc. 0.05% New 7,230 $221K
HighTower Advisors, LLC 0.00% New 7,104 $218K
Creative Financial Designs Inc. 0.01% Add +30.0% 6,827 $209K
Griffin Asset Management, Inc. 0.02% New 6,780 $208K
PNC Financial Services Group, Inc. 0.00% Add +5434.8% 5,092 $156K
Global Retirement Partners, LLC 0.00% Add +3.1% 4,280 $131K
Farther Finance Advisors, LLC 0.00% Add +74.5% 3,840 $118K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,400 $74K
Allworth Financial LP 0.00% New 2,196 $67K
Clearstead Trust, LLC 0.01% New 1,384 $42K
Bank of America Corp. 0.00% Add +2.2% 1,380 $42K
Harbour Investments, Inc. 0.00% Reduce -83.0% 1,272 $39K
Cwm, LLC 0.00% New 1,200 $37K
Sunbelt Securities, Inc. 0.00% New 900 $28K
NewEdge Advisors, LLC 0.00% Reduce -32.3% 719 $22K
Atlantic Union Bankshares Corp 0.00% New 700 $21K
Geneos Wealth Management Inc. 0.00% New 648 $20K
Anchor Investment Management, LLC 0.00% No change 640 $20K
Royal Bank of Canada 0.00% Reduce -19.4% 622 $19K
CoreCap Advisors, LLC 0.00% New 538 $16K
Signaturefd, LLC 0.00% No change 510 $16K
MCF Advisors LLC 0.00% New 500 $15K
Physician Wealth Advisors, Inc. 0.00% New 470 $14K
GHP Investment Advisors, Inc. 0.00% New 365 $11K
TD Capital Management LLC 0.00% New 346 $11K
NFSG Corp 0.00% New 322 $10K
Cornerstone Planning Group LLC 0.00% New 278 $10K
Steward Partners Investment Advisory, LLC 0.00% Add +211.0% 311 $10K
N.E.W. Advisory Services LLC 0.00% New 300 $9K
Pinnacle Wealth Planning Services, Inc. 0.00% New 295 $9K
Ankerstar Wealth, LLC 0.01% — 278 $9K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 250 $8K
TD Waterhouse Canada Inc. 0.00% No change 250 $8K
MPWM Advisory Solutions, LLC 0.00% New 230 $7K
KERR FINANCIAL PLANNING Corp 0.01% Add +5.0% 210 $6K
Wells Fargo & Company 0.00% Add +24.2% 205 $6K
JFS Wealth Advisors, LLC 0.00% New 150 $5K
Bullock Wealth Management Group 0.00% — 139 $4K
McGuire Capital Advisors Inc. 0.00% — 101 $3K
Murphy & Mullick Capital Management Corp 0.00% New 100 $3K
Lloyd Advisory Services, LLC. 0.00% New 100 $3K
Steigerwald, Gordon & Koch Inc. 0.00% New 100 $3K
Federation des caisses Desjardins du Quebec 0.00% No change 95 $3K
Legacy Wealth Managment, LLC 0.00% No change 80 $2K
Avion Wealth 0.00% New 80 $2K
Trust Co 0.00% New 65 $2K
Atlantic Edge Private Wealth Management, LLC 0.00% New 50 $2K
Triumph Capital Management 0.00% New 50 $2K
Blue Trust, Inc. 0.00% New 45 $1K
Hilton Head Capital Partners, LLC 0.00% — 25 $766
Tradewinds Capital Management, LLC 0.00% No change 25 $766
Strategic Wealth Partners, Ltd. 0.00% No change 20 $613
Greenline Wealth Management LLC 0.00% — 15 $459
Blue Bell Private Wealth Management, LLC 0.00% New 10 $306
National Bank of Canada 0.00% No change 7 $213
Dunhill Financial, LLC 0.00% New 1 $31

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