Who owns DESTINY TECH100 INC COM?
- Ticker: DXYZ
- CUSIP Number: 25063f107
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Analyze quarterly positions in Destiny Tech100 with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Destiny Tech100 stock
Who bought or sold DESTINY TECH100 INC COM this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Newtyn Management | 345k | $9.2M | 100% | Mar 2026 |
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| Morgan Stanley | 224k | $6.0M | 158% | Mar 2026 |
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| LPL Financial | 208k | $5.6M | 188% | Mar 2026 |
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| Cetera Investment Advisers | 168k | $4.5M | 404% | Mar 2026 |
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| Kestra Advisory Services | 140k | $3.8M | 158% | Mar 2026 |
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| Jane Street | 139k | $3.7M | -63% | Mar 2026 |
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| Thomas J. Herzfeld Advisors | 83k | $2.2M | 100% | Mar 2026 |
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| Envestnet Asset Management | 63k | $1.7M | 366% | Mar 2026 |
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| AA Financial Advisors | 61k | $1.6M | -13% | Mar 2026 |
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| Commonwealth Equity Services | 58k | $1.6M | 194% | Mar 2026 |
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| Invesco | 44k | $1.2M | 53% | Mar 2026 |
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| Advisor Group Holdings | 42k | $1.3M | 38% | Dec 2025 |
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| Cambridge Investment Research Advisors | 41k | $1.1M | 414% | Mar 2026 |
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| UBS Group | 34k | $916k | 79% | Mar 2026 |
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| Marex Group | 29k | $786k | 100% | Mar 2026 |
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| Stifel Financial | 29k | $764k | -32% | Mar 2026 |
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| Wedbush Morgan Securities | 26k | $703k | 174% | Mar 2026 |
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| Virtu Financial | 24k | $743k | 100% | Dec 2025 |
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| Kestra Private Wealth Services | 24k | $645k | 100% | Mar 2026 |
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| Point72 Asset Management | 23k | $609k | 100% | Mar 2026 |
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| Private Advisor | 20k | $546k | 35% | Mar 2026 |
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| Total Clarity Wealth Management | 20k | $542k | 180% | Mar 2026 |
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| Stratos Wealth Partners | 20k | $527k | 54% | Mar 2026 |
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| Sovran Advisors | 18k | $597k | 100% | Mar 2026 |
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| Catalytic Wealth RIA | 18k | $551k | -36% | Dec 2025 |
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| Creative Planning | 17k | $460k | 46% | Mar 2026 |
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| Garden State Investment Advisory Services | 17k | $447k | 100% | Mar 2026 |
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| WCG Wealth Advisors | 16k | $419k | 100% | Mar 2026 |
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| CIBC Bancorp USA | 15k | $410k | 100% | Mar 2026 |
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| Atlantic Trust | 15k | $468k | 100% | Dec 2025 |
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| Genesis Financial Group | 15k | $402k | 50% | Mar 2026 |
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| Nations Financial Group | 14k | $376k | 100% | Mar 2026 |
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| Hazlett, Burt & Watson | 14k | $274k | 24% | Mar 2026 |
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| Raymond James Financial | 12k | $373k | 100% | Dec 2025 |
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| Merit Financial Group | 12k | $325k | 100% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 12k | $367k | 18% | Dec 2025 |
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| Quantinno Capital Management | 12k | $317k | -4% | Mar 2026 |
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| IFP Advisors | 12k | $311k | 100% | Mar 2026 |
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| Colony | 11k | $344k | 100% | Dec 2025 |
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| Mariner Wealth Advisors | 11k | $295k | -26% | Mar 2026 |
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| Equitable Holdings | 11k | $326k | 100% | Mar 2026 |
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| HighTower Advisors | 10k | $278k | 46% | Mar 2026 |
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| Gibson Capital | 10k | $268k | 100% | Mar 2026 |
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| Cresset Asset Management | 9.8k | $262k | 26% | Mar 2026 |
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| Mather Group | 9.0k | $242k | 100% | Mar 2026 |
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| Creative Financial Designs | 9.0k | $241k | 32% | Mar 2026 |
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| Ignite Planners | 8.7k | $234k | 100% | Mar 2026 |
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| Millennium Management | 7.9k | $211k | 100% | Mar 2026 |
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| Visionary Wealth Advisors | 7.6k | $204k | -3% | Mar 2026 |
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| Evanson Asset Management | 7.5k | $201k | -50% | Mar 2026 |
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| Pnc Financial Services | 7.0k | $186k | 37% | Mar 2026 |
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| Farther Finance Advisors | 6.9k | $202k | 80% | Mar 2026 |
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| Global Retirement Partners | 4.3k | $131k | 3% | Dec 2025 |
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| Evolution Wealth Management | 3.7k | $100k | 100% | Mar 2026 |
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| Coston, McIsaac & Partners | 3.3k | $87k | 100% | Mar 2026 |
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| Chung Wu Investment Group | 3.0k | $80k | 100% | Mar 2026 |
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| Bartlett & Co. Wealth Management | 2.4k | $93k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 2.2k | $67k | 100% | Dec 2025 |
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| Pilgrim Partners Asia Pte | 1.7k | $45k | 100% | Mar 2026 |
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| Royal Bank of Canada | 1.4k | $32k | 86% | Mar 2026 |
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| Atlantic Trust | 1.4k | $37k | 0% | Mar 2026 |
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| CWM | 1.2k | $37k | 100% | Dec 2025 |
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| Union Bankshares | 1.1k | $29k | 54% | Mar 2026 |
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| Geneos Wealth Management | 980.00 | $26k | 51% | Mar 2026 |
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| Sunbelt Securities | 900.00 | $24k | 0% | Mar 2026 |
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| Wells Fargo & Company | 740.00 | $20k | 261% | Mar 2026 |
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| Anchor Investment Management | 640.00 | $17k | 0% | Mar 2026 |
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| Trask Adam Roland | 640.00 | $17k | 100% | Mar 2026 |
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| Signature | 510.00 | $14k | 0% | Mar 2026 |
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| LRI Investments | 500.00 | $13k | 100% | Mar 2026 |
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| MCF Advisors | 500.00 | $13k | 0% | Mar 2026 |
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| Western Wealth Management | 494.00 | $13k | 100% | Mar 2026 |
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| UMA Financial Services | 470.00 | $13k | 0% | Mar 2026 |
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| Hickory Point Bank & Trust | 400.00 | $11k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 387.00 | $10k | 24% | Mar 2026 |
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| GHP Investment Advisors | 365.00 | $9.8k | 0% | Mar 2026 |
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| Murphy & Mullick Capital Management Corp | 350.00 | $9.4k | 250% | Mar 2026 |
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| TD Capital Management | 346.00 | $9.3k | 0% | Mar 2026 |
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| SHP Wealth Management | 326.00 | $8.7k | 100% | Mar 2026 |
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| Newbridge Financial Services Group | 322.00 | $8.6k | 0% | Mar 2026 |
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| Noble Wealth Management PBC | 300.00 | $8.0k | 100% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 295.00 | $7.9k | 0% | Mar 2026 |
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| Cornerstone Planning Group | 286.00 | $11k | 3% | Mar 2026 |
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| Efficient Wealth Management | 280.00 | $7.0k | 250% | Mar 2026 |
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| Ankerstar Wealth | 278.00 | $7.4k | 100% | Mar 2026 |
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| Harbour Investments | 263.00 | $7.0k | -79% | Mar 2026 |
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| Ritter Daniher Financial Advisory LLC / DE | 250.00 | $6.7k | 0% | Mar 2026 |
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| TD Waterhouse Canada | 250.00 | $7.3k | 0% | Mar 2026 |
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| Mpwm Advisory Solutions | 230.00 | $6.2k | 0% | Mar 2026 |
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| MAI Wealth Advisors | 220.00 | $5.9k | 100% | Mar 2026 |
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| Pacific Center for Financial Services | 200.00 | $5.4k | 100% | Mar 2026 |
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| MRP Capital Investments | 200.00 | $5.4k | 100% | Mar 2026 |
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| SOA Wealth Advisors | 200.00 | $5.4k | 100% | Mar 2026 |
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| Scarborough Advisors | 189.00 | $5.1k | 100% | Mar 2026 |
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| Armstrong Advisory Group | 186.00 | $5.0k | 100% | Mar 2026 |
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| JFS Wealth Advisors | 180.00 | $4.8k | 20% | Mar 2026 |
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| Cedar Mountain Advisors | 175.00 | $4.7k | 100% | Mar 2026 |
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| Ronald Blue Trust | 170.00 | $4.6k | 278% | Mar 2026 |
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| Beacon Investment Advisory Services | 165.00 | $4.4k | 100% | Mar 2026 |
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| Trust | 104.00 | $2.8k | 60% | Mar 2026 |
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| Mcguire Capital Advisors | 101.00 | $3.1k | 100% | Dec 2025 |
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| HHM Wealth Advisors | 100.00 | $2.7k | 100% | Mar 2026 |
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| Stone House Investment Management | 100.00 | $2.7k | 100% | Mar 2026 |
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| Glass Jacobson Investment Advisors | 100.00 | $2.7k | 100% | Mar 2026 |
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| Steigerwald, Gordon & Koch | 100.00 | $2.7k | 0% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 95.00 | $2.5k | 0% | Mar 2026 |
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| Legacy Wealth Managment | 80.00 | $2.1k | 0% | Mar 2026 |
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| Valley National Advisers | 75.00 | $2.0k | 100% | Mar 2026 |
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| Atlantic Edge Private Wealth Management | 50.00 | $1.3k | 0% | Mar 2026 |
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| Golden State Equity Partners | 50.00 | $1.3k | 100% | Mar 2026 |
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| Strategic Wealth Partners | 50.00 | $1.3k | 150% | Mar 2026 |
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| Private Wealth Management Group | 42.00 | $1.1k | 100% | Mar 2026 |
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| Wall Street Financial Group | 39.00 | $1.0k | 100% | Mar 2026 |
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| CoreCap Advisors | 38.00 | $1.0k | -93% | Mar 2026 |
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| Harwood Advisory | 34.00 | $909.999800 | 100% | Mar 2026 |
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| Investors Research Corp | 30.00 | $803.001000 | 100% | Mar 2026 |
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| Spire Wealth Management | 30.00 | $803.001000 | 100% | Mar 2026 |
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| Tradewinds Capital Management | 25.00 | $670.000000 | 0% | Mar 2026 |
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| Hilton Head Capital Partners | 25.00 | $670.000000 | 100% | Mar 2026 |
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| Anfield Capital Management | 11.00 | $295.000200 | 100% | Mar 2026 |
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| KERR FINANCIAL PLANNING Corp | 10.00 | $291.000000 | -95% | Mar 2026 |
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| Hollencrest Securities | 10.00 | $268.000000 | 100% | Mar 2026 |
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| Blue Bell Private Wealth Management | 10.00 | $268.000000 | 0% | Mar 2026 |
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| National Bank Of Canada /fi/ | 7.00 | $213.000200 | 0% | Dec 2025 |
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| AdvisorNet Financial | 3.00 | $80.000100 | 100% | Mar 2026 |
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Who sold out of Destiny Tech100?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Scientech Research | Dec 2025 | 9.9k | $304k |
| Griffin Asset Management | Dec 2025 | 6.8k | $208k |
| Goss Wealth Management | Dec 2025 | 719.00 | $22k |
| N.E.W. Advisory Services | Dec 2025 | 300.00 | $9.2k |
| Tower Research Capital | Sep 2025 | 186.00 | $4.0k |
| Lloyd Advisory Services | Dec 2025 | 100.00 | $3.1k |
| Triumph Capital Management | Dec 2025 | 50.00 | $1.5k |