Destiny TECH100DXYZ

13F holders, Q1 2026 (March 31)
133holders +45
53new positions
8sold out
2famous investors
$26.86avg. 13F price*

At the end of Q1 2026, 133 institutions reported holding Destiny TECH100 Inc. (DXYZ) in their 13F filings, up 45 from Q4 2025. 53 opened new positions and 8 sold out. The largest holders were Newtyn Management, LLC ($9.2M), Morgan Stanley ($6.0M) and LPL Financial LLC ($5.6M). 2 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions53$18.7M
Exits8$568K

All 13F filers, Q4 2025 → Q1 2026: 1,483,227 shares bought and 299,464 shares sold, net +1,183,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 133 holders

Newtyn Management, LLC 0.99% New 345,000 $9.2M
Morgan Stanley 0.00% Add +158.3% 223,847 $6.0M
LPL Financial LLC 0.00% Add +188.3% 207,588 $5.6M
Cetera Investment Advisers 0.00% Add +403.9% 167,973 $4.5M
Kestra Advisory Services, LLC 0.01% Add +157.8% 140,185 $3.8M
Jane Street Group, LLC 0.00% Reduce -63.1% 139,301 $3.7M
Osaic Holdings, Inc. 0.00% Add +139.1% 100,822 $2.7M
Thomas J. Herzfeld Advisors, Inc. 0.75% New 82,806 $2.2M
Envestnet Asset Management Inc. 0.00% Add +365.8% 63,381 $1.7M
AA Financial Advisors, LLC 0.23% Reduce -12.9% 61,000 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +193.9% 58,429 $1.6M
Invesco Ltd. 0.00% Add +52.5% 43,862 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +413.8% 40,567 $1.1M
UBS Group AG 0.00% Add +79.4% 34,189 $916K
Marex Group Ltd 0.01% New 29,361 $786K
Stifel Financial Corp. 0.00% Reduce -32.2% 28,518 $764K
Wedbush Securities Inc. 0.02% Add +173.6% 26,265 $703K
Niles Investment Management, LLC 0.58% New 24,257 $650K
Kestra Private Wealth Services, LLC 0.01% New 24,095 $645K
Point72 Asset Management 0.00% New 22,744 $609K
Sovran Advisors, LLC 0.05% New 18,344 $597K
Private Advisor Group, LLC 0.00% Add +35.0% 20,376 $546K
Total Clarity Wealth Management, Inc. 0.13% Add +180.1% 20,252 $542K
Stratos Wealth Partners, LTD. 0.01% Add +54.3% 19,672 $527K
&partners 0.00% Add +62.2% 19,415 $520K
Virtu Financial LLC 0.02% Reduce -22.8% 18,734 $502K
Raymond James Financial Inc. 0.00% Add +52.8% 18,583 $498K
GC Wealth Management RIA, LLC 0.02% No change 18,000 $482K
Creative Planning 0.00% Add +46.5% 17,157 $459K
Garden State Investment Advisory Services LLC 0.11% New 16,679 $447K
WCG Wealth Advisors LLC 0.01% New 15,660 $419K
CIBC Bancorp USA Inc. 0.00% — 15,291 $409K
Genesis Financial Group, LLC 0.27% Add +50.0% 15,000 $402K
Nations Financial Group Inc, /Ia/ 0.02% New 14,026 $376K
Hazlett, Burt & Watson, Inc. 0.11% Add +24.2% 13,715 $364K
Focus Partners Wealth 0.00% Add +11.1% 12,483 $334K
Equitable Holdings, Inc. 0.00% New 10,630 $326K
Merit Financial Group, LLC 0.00% New 12,133 $325K
Quantinno Capital Management LP 0.00% Reduce -4.4% 11,832 $317K
IFP Advisors, Inc 0.01% New 11,600 $311K
Mariner, LLC 0.00% Reduce -26.4% 11,010 $295K
HighTower Advisors, LLC 0.00% Add +46.0% 10,371 $278K
Carlson Financial, Inc. 0.16% Add +0.3% 10,034 $269K
Gibson Capital, LLC 0.05% New 10,000 $268K
Cresset Asset Management, LLC 0.00% Add +25.6% 9,781 $262K
Captrust Financial Advisors 0.00% New 9,196 $246K
Mather Group, Llc. 0.00% New 9,031 $242K
Creative Financial Designs Inc. 0.01% Add +31.6% 8,987 $241K
Ignite Planners, LLC 0.04% New 8,748 $234K
Millennium Management 0.00% New 7,867 $211K
Visionary Wealth Advisors 0.01% Reduce -2.7% 7,633 $204K
Farther Finance Advisors, LLC 0.00% Add +79.9% 6,907 $202K
Evanson Asset Management, LLC 0.01% Reduce -50.0% 7,500 $201K
PNC Financial Services Group, Inc. 0.00% Add +36.7% 6,962 $186K
Evolution Wealth Management Inc. 0.07% New 3,741 $100K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,400 $92K
Coston, McIsaac & Partners 0.02% New 3,262 $87K
Chung Wu Investment Group, LLC 0.07% New 3,000 $80K
Advisory Services Network, LLC 0.00% New 2,516 $67K
Allworth Financial LP 0.00% Add +1.6% 2,231 $60K
Pilgrim Partners Asia Pte Ltd 0.02% New 1,660 $44K
NewEdge Advisors, LLC 0.00% Add +120.0% 1,582 $42K
Royal Bank of Canada 0.00% Add +131.3% 1,439 $38K
Clearstead Trust, LLC 0.01% No change 1,384 $37K
JPMorgan Chase & Co. 0.00% New 1,175 $31K
Larson Financial Group LLC 0.00% New 1,163 $31K
Atlantic Union Bankshares Corp 0.00% Add +54.0% 1,078 $29K
US Bancorp \de 0.00% New 1,000 $27K
Geneos Wealth Management Inc. 0.00% Add +51.2% 980 $26K
Sunbelt Securities, Inc. 0.00% No change 900 $24K
Wells Fargo & Company 0.00% Add +261.0% 740 $20K
Trask Adam Roland 0.02% — 640 $17K
Anchor Investment Management, LLC 0.00% No change 640 $17K
Cwm, LLC 0.00% Reduce -52.5% 570 $15K
Signaturefd, LLC 0.00% No change 510 $14K
LRI Investments, LLC 0.00% New 500 $13K
MCF Advisors LLC 0.00% No change 500 $13K
Physician Wealth Advisors, Inc. 0.00% No change 470 $13K
Cornerstone Planning Group LLC 0.00% Add +2.9% 286 $11K
Hickory Point Bank & Trust 0.01% New 400 $11K
Steward Partners Investment Advisory, LLC 0.00% Add +24.4% 387 $10K
GHP Investment Advisors, Inc. 0.00% No change 365 $10K
Murphy & Mullick Capital Management Corp 0.01% Add +250.0% 350 $9K
TD Capital Management LLC 0.00% No change 346 $9K
SHP Wealth Management 0.00% New 326 $9K
NFSG Corp 0.00% No change 322 $9K
Noble Wealth Management PBC 0.00% New 300 $8K
National Bank of Canada 0.00% Add +4185.7% 300 $8K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 295 $8K
Ankerstar Wealth, LLC 0.01% No change 278 $7K
TD Waterhouse Canada Inc. 0.00% No change 250 $7K
Harbour Investments, Inc. 0.00% Reduce -79.3% 263 $7K
Avion Wealth 0.00% Add +250.0% 280 $7K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 250 $7K
MPWM Advisory Solutions, LLC 0.00% No change 230 $6K
MAI Capital Management 0.00% New 220 $6K
MRP Capital Investments, LLC 0.00% New 200 $5K
Pacific Center for Financial Services 0.00% New 200 $5K
SOA Wealth Advisors, LLC. 0.00% New 200 $5K
Scarborough Advisors, LLC 0.00% New 189 $5K

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

Show all 133 holders