Destiny Tech100 Inc.
DXYZ- Exchange
- NYSE
- SEC CIK
- 0001843974
In the last 90 days, Destiny Tech100 Inc. insiders filed 2 open-market purchases and 0 sales; 153 institutions reported holding it in 13F filings for Q2 2026, worth $182.3M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Destiny Tech100 Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 48
- −8 vs. Q4 2024
- Shares held
- 487.2K
- +81.1K (+20.0%) vs. Q4 2024
- Total value
- $17.2M
- −$6.66M (−27.9%) vs. Q4 2024
- New holders
- 11
- 12 more added
- Sold out
- 19
- 11 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DXYZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 153 | $182.3M |
| Q1 2026 | 133 | $63.1M |
| Q4 2025 | 88 | $35.9M |
| Q3 2025 | 41 | $10.8M |
| Q2 2025 | 55 | $16.6M |
| Q1 2025 | 48 | $17.2M |
| Q4 2024 | 57 | $23.9M |
| Q3 2024 | 32 | $3.50M |
| Q2 2024 | 27 | $6.97M |
| Q1 2024 | 6 | $2.05M |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Destiny Tech100 Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Bank of Canada | 7 | $245 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 20 | $748 | 0.00% | +20 | New |
| Tradewinds Capital Management, LLC | 25 | $885 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 50 | $2.00K | 0.00% | +50 | New |
| Tower Research Capital LLC (TRC) | 61 | $2.16K | 0.00% | +61 | New |
| The PNC Financial Services Group, Inc. | 92 | $3.26K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $3.54K | 0.00% | −100−50.0% | Reduced |
| Montag A & Associates Inc | 127 | $4.50K | 0.00% | +127 | New |
| Wells Fargo & Company | 165 | $5.84K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 230 | $8.14K | 0.00% | −250−52.1% | Reduced |
| IFP Advisors, Inc | 300 | $10.6K | 0.00% | −500−62.5% | Reduced |
| Fifth Third Bancorp | 485 | $17.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 510 | $18.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 640 | $22.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,000 | $35.4K | 0.00% | −1,300−56.5% | Reduced |
| GWM Advisors LLC | 1,024 | $36.2K | 0.00% | +147+16.8% | Added |
| Barclays PLC | 1,048 | $37.1K | 0.00% | −200−16.0% | Reduced |
| Harbour Investments, Inc. | 1,586 | $56.1K | 0.00% | +1,586 | New |
| Bartlett & Co. Wealth Management LLC | 2,400 | $84.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,510 | $89.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 2,600 | $92.0K | 0.00% | +2,600 | New |
| Hazlett, Burt & Watson, Inc. | 2,700 | $95.0K | 0.04% | +2,350+671.4% | Added |
| Virtu Financial LLC | 5,812 | $206.0K | 0.01% | −5,691−49.5% | Reduced |
| HRT Financial LP | 5,829 | $206.0K | 0.00% | −726−11.1% | Reduced |
| Advisor Group Holdings, Inc. | 5,912 | $209.2K | 0.00% | +1,247+26.7% | Added |
| Mariner, LLC | 6,001 | $212.4K | 0.00% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 6,200 | $219.4K | 0.04% | −6,300−50.4% | Reduced |
| Avantax Advisory Services, Inc. | 6,639 | $235.0K | 0.00% | +2,627+65.5% | Added |
| Griffin Asset Management, Inc. | 6,780 | $239.9K | 0.03% | −1,650−19.6% | Reduced |
| SG Americas Securities, LLC | 7,811 | $276.0K | 0.00% | +7,811 | New |
| WealthPlan Investment Management, LLC | 8,192 | $289.9K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 8,406 | $297.5K | 0.00% | +1,443+20.7% | Added |
| One Capital Management, LLC | 8,433 | $298.4K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 9,682 | $342.7K | 0.02% | +634+7.0% | Added |
| UBS Group AG | 10,505 | $371.8K | 0.00% | +7,516+251.5% | Added |
| Private Advisor Group, LLC | 11,720 | $414.8K | 0.00% | +11,720 | New |
| Evanson Asset Management, LLC | 15,000 | $530.9K | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,115 | $534.9K | 0.00% | +3,587+31.1% | Added |
| Kestra Advisory Services, LLC | 16,296 | $576.7K | 0.00% | +16,296 | New |
| Wedbush Securities Inc | 16,870 | $597.0K | 0.02% | +16,870 | New |
| Strategy Asset Managers LLC | 18,000 | $637.0K | 0.13% | 00.0% | Unchanged |
| LPL Financial LLC | 18,984 | $671.8K | 0.00% | +5,260+38.3% | Added |
| Invesco Ltd. | 19,846 | $702.4K | 0.00% | +9,114+84.9% | Added |
| Cetera Investment Advisers | 20,965 | $742.0K | 0.00% | +808+4.0% | Added |
| Jane Street Group, LLC | 26,707 | $945.2K | 0.00% | −6,593−19.8% | Reduced |
| Aristides Capital LLC | 28,350 | $1.00M | 0.37% | +28,350 | New |
| Commonwealth Equity Services, LLC | 53,903 | $1.91M | 0.00% | −2,776−4.9% | Reduced |
| Morgan Stanley | 111,576 | $3.95M | 0.00% | +78,539+237.7% | Added |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −16,863−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −8,544−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −7,314−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −4,454−100.0% | Sold out |
| Intrepid Financial Planning Group LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Adams Wealth Management | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| CacheTech Inc. | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,506−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −3,015−100.0% | Sold out |
| Gordian Capital Singapore Pte Ltd | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −607−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |