Who owns DESTINY TECH100 INC COM?

Tip: Access positions for across all investors

Analyze quarterly positions in Destiny Tech100 with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
 View chart
Morgan Stanley 224k $6.0M 158% Mar 2026
 View chart
LPL Financial 208k $5.6M 188% Mar 2026
 View chart
Cetera Investment Advisers 168k $4.5M 404% Mar 2026
 View chart
Kestra Advisory Services 140k $3.8M 158% Mar 2026
 View chart
Jane Street 139k $3.7M -63% Mar 2026
 View chart
Advisor Group Holdings 101k $2.7M 139% Mar 2026
 View chart
Thomas J. Herzfeld Advisors 83k $2.2M 100% Mar 2026
 View chart
Envestnet Asset Management 63k $1.7M 366% Mar 2026
 View chart
AA Financial Advisors 61k $1.6M -13% Mar 2026
 View chart
Commonwealth Equity Services 58k $1.6M 194% Mar 2026
 View chart
Invesco 44k $1.2M 53% Mar 2026
 View chart
Cambridge Investment Research Advisors 41k $1.1M 414% Mar 2026
 View chart
Noble Wealth Management PBC 40k $1.0M 13239% Jun 2026
 View chart
UBS Group 34k $916k 79% Mar 2026
 View chart
Marex Group 29k $786k 100% Mar 2026
 View chart
Stifel Financial 29k $764k -32% Mar 2026
 View chart
Wedbush Morgan Securities 26k $703k 174% Mar 2026
 View chart
Kestra Private Wealth Services 24k $645k 100% Mar 2026
 View chart
Point72 Asset Management 23k $609k 100% Mar 2026
 View chart
Private Advisor 20k $546k 35% Mar 2026
 View chart
Total Clarity Wealth Management 20k $542k 180% Mar 2026
 View chart
Stratos Wealth Partners 20k $527k 54% Mar 2026
 View chart
Wiley Bros.-aintree Capital 19k $520k 62% Mar 2026
 View chart
Virtu Financial 19k $502k -23% Mar 2026
 View chart
Raymond James Financial 19k $498k 53% Mar 2026
 View chart
Sovran Advisors 18k $597k 100% Mar 2026
 View chart
Catalytic Wealth RIA 18k $482k 0% Mar 2026
 View chart
Creative Planning 17k $460k 46% Mar 2026
 View chart
Garden State Investment Advisory Services 17k $447k 100% Mar 2026
 View chart
WCG Wealth Advisors 16k $419k 100% Mar 2026
 View chart
CIBC Bancorp USA 15k $410k 100% Mar 2026
 View chart
Genesis Financial Group 15k $402k 50% Mar 2026
 View chart
Nations Financial Group 14k $376k 100% Mar 2026
 View chart
Hazlett, Burt & Watson 14k $274k 24% Mar 2026
 View chart
Colony 13k $334k 11% Mar 2026
 View chart
Merit Financial Group 12k $325k 100% Mar 2026
 View chart
Nelson, Van Denburg & Campbell Wealth Management 12k $311k 100% Jun 2026
 View chart
Quantinno Capital Management 12k $317k -4% Mar 2026
 View chart
IFP Advisors 12k $311k 100% Mar 2026
 View chart
Mariner Wealth Advisors 11k $295k -26% Mar 2026
 View chart
Equitable Holdings 11k $326k 100% Mar 2026
 View chart
HighTower Advisors 10k $278k 46% Mar 2026
 View chart
Gibson Capital 10k $268k 100% Mar 2026
 View chart
Cresset Asset Management 9.8k $262k 26% Mar 2026
 View chart
Captrust Financial Advisors 9.2k $246k 100% Mar 2026
 View chart
Mather Group 9.0k $242k 100% Mar 2026
 View chart
Creative Financial Designs 9.0k $241k 32% Mar 2026
 View chart
Ignite Planners 8.7k $234k 100% Mar 2026
 View chart
Millennium Management 7.9k $211k 100% Mar 2026
 View chart
Visionary Wealth Advisors 7.6k $204k -3% Mar 2026
 View chart
Evanson Asset Management 7.5k $201k -50% Mar 2026
 View chart
Pnc Financial Services 7.0k $186k 37% Mar 2026
 View chart
Farther Finance Advisors 6.9k $202k 80% Mar 2026
 View chart
Evolution Wealth Management 3.7k $100k 100% Mar 2026
 View chart
Coston, McIsaac & Partners 3.3k $87k 100% Mar 2026
 View chart
Chung Wu Investment Group 3.0k $80k 100% Mar 2026
 View chart
Advisory Services Network 2.5k $67k 100% Mar 2026
 View chart
Bartlett & Co. Wealth Management 2.4k $93k 0% Mar 2026
 View chart
Hanson McClain Advisors 2.2k $60k 2% Mar 2026
 View chart
Pilgrim Partners Asia Pte 1.7k $45k 100% Mar 2026
 View chart
Goss Wealth Management 1.6k $42k 120% Mar 2026
 View chart
Royal Bank of Canada 1.4k $32k 100% Mar 2026
 View chart
Atlantic Trust 1.4k $37k 0% Mar 2026
 View chart
Larson Financial Group 1.2k $31k 100% Mar 2026
 View chart
Union Bankshares 1.1k $29k 54% Mar 2026
 View chart
Geneos Wealth Management 980.00 $26k 51% Mar 2026
 View chart
Sunbelt Securities 900.00 $24k 0% Mar 2026
 View chart
Financial Management Professionals 800.00 $21k 100% Jun 2026
 View chart
Wells Fargo & Company 740.00 $20k 261% Mar 2026
 View chart
Anchor Investment Management 640.00 $17k 0% Mar 2026
 View chart
Trask Adam Roland 640.00 $17k 100% Mar 2026
 View chart
CWM 570.00 $15k -52% Mar 2026
 View chart
Signature 510.00 $14k 0% Mar 2026
 View chart
LRI Investments 500.00 $13k 100% Mar 2026
 View chart
MCF Advisors 500.00 $13k 0% Mar 2026
 View chart
UMA Financial Services 470.00 $13k 0% Mar 2026
 View chart
Hickory Point Bank & Trust 400.00 $11k 100% Mar 2026
 View chart
Steward Partners Investment Advisory 387.00 $10k 24% Mar 2026
 View chart
GHP Investment Advisors 365.00 $9.8k 0% Mar 2026
 View chart
Murphy & Mullick Capital Management Corp 350.00 $9.4k 250% Mar 2026
 View chart
TD Capital Management 346.00 $9.3k 0% Mar 2026
 View chart
SHP Wealth Management 326.00 $8.7k 100% Mar 2026
 View chart
Newbridge Financial Services Group 322.00 $8.6k 0% Mar 2026
 View chart
National Bank Of Canada /fi/ 300.00 $8.0k 4186% Mar 2026
 View chart
Pinnacle Wealth Planning Services 295.00 $7.9k 0% Mar 2026
 View chart
Cornerstone Planning Group 286.00 $11k 3% Mar 2026
 View chart
Efficient Wealth Management 280.00 $7.0k 250% Mar 2026
 View chart
Ankerstar Wealth 278.00 $7.4k 100% Mar 2026
 View chart
Harbour Investments 263.00 $7.0k -79% Mar 2026
 View chart
Ritter Daniher Financial Advisory LLC / DE 250.00 $6.7k 0% Mar 2026
 View chart
TD Waterhouse Canada 250.00 $7.3k 0% Mar 2026
 View chart
Mpwm Advisory Solutions 230.00 $6.2k 0% Mar 2026
 View chart
MAI Wealth Advisors 220.00 $5.9k 100% Mar 2026
 View chart
Pacific Center for Financial Services 200.00 $5.4k 100% Mar 2026
 View chart
MRP Capital Investments 200.00 $5.4k 100% Mar 2026
 View chart
SOA Wealth Advisors 200.00 $5.4k 100% Mar 2026
 View chart
Scarborough Advisors 189.00 $5.1k 100% Mar 2026
 View chart
Cedar Mountain Advisors 175.00 $4.5k 0% Jun 2026
 View chart
Ronald Blue Trust 170.00 $4.6k 278% Mar 2026
 View chart
JFS Wealth Advisors 150.00 $3.9k -17% Jun 2026
 View chart
Armstrong Advisory Group 142.00 $3.7k -24% Jun 2026
 View chart
Mcguire Capital Advisors 121.00 $3.2k 20% Mar 2026
 View chart
Trust 104.00 $2.7k 0% Jun 2026
 View chart
HHM Wealth Advisors 100.00 $2.7k 100% Mar 2026
 View chart
Stone House Investment Management 100.00 $2.7k 100% Mar 2026
 View chart
Glass Jacobson Investment Advisors 100.00 $2.7k 100% Mar 2026
 View chart
Steigerwald, Gordon & Koch 100.00 $2.7k 0% Mar 2026
 View chart
Ameriflex Group 100.00 $2.7k 100% Mar 2026
 View chart
Federation des caisses Desjardins du Quebec 95.00 $2.5k 0% Mar 2026
 View chart
Legacy Wealth Managment 80.00 $2.1k 0% Mar 2026
 View chart
Valley National Advisers 75.00 $2.0k 100% Mar 2026
 View chart
Tower Research Capital 74.00 $2.0k 100% Mar 2026
 View chart
Atlantic Edge Private Wealth Management 50.00 $1.3k 0% Mar 2026
 View chart
Golden State Equity Partners 50.00 $1.3k 100% Mar 2026
 View chart
Strategic Wealth Partners 50.00 $1.3k 150% Mar 2026
 View chart
Private Wealth Management Group 42.00 $1.1k 100% Mar 2026
 View chart
Wall Street Financial Group 39.00 $1.0k 100% Mar 2026
 View chart
CoreCap Advisors 38.00 $979.001600 0% Jun 2026
 View chart
Harwood Advisory 34.00 $909.999800 100% Mar 2026
 View chart
Investors Research Corp 30.00 $773.001000 0% Jun 2026
 View chart
Spire Wealth Management 30.00 $803.001000 100% Mar 2026
 View chart
Tradewinds Capital Management 25.00 $670.000000 0% Mar 2026
 View chart
Hilton Head Capital Partners 25.00 $670.000000 100% Mar 2026
 View chart
Anfield Capital Management 11.00 $295.000200 100% Mar 2026
 View chart
KERR FINANCIAL PLANNING Corp 10.00 $258.000000 0% Jun 2026
 View chart
Hollencrest Securities 10.00 $268.000000 100% Mar 2026
 View chart
Blue Bell Private Wealth Management 10.00 $268.000000 0% Mar 2026
 View chart
AdvisorNet Financial 3.00 $80.000100 100% Mar 2026
 View chart

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
N.E.W. Advisory Services Dec 2025 300.00 $9.2k
Beacon Investment Advisory Services Mar 2026 165.00 $4.4k
Lloyd Advisory Services Dec 2025 100.00 $3.1k
Triumph Capital Management Dec 2025 50.00 $1.5k