Destiny Tech100 Inc. - COM SHS (DXYZ)

CUSIP: 25063F107

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / COM SHS
Total 13F shares
440,762
Share change
-43,937
Total reported value
$16,808,643
Price per share
$38.09
Number of holders
55
Value change
-$1,503,503
Number of buys
34
Number of sells
19

Quarterly Holders Quick Answers

What is CUSIP 25063F107?
CUSIP 25063F107 identifies DXYZ - Destiny Tech100 Inc. - COM SHS in SEC institutional holdings data.

Need full ownership history?
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Top shareholders of DXYZ - Destiny Tech100 Inc. - COM SHS (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
MORGAN STANLEY
13F
Company
class O/S missing
111,576
$3,948,675 31 Mar 2025
13F
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
class O/S missing
53,903
$1,908,000 31 Mar 2025
13F
Aristides Capital LLC
13F
Company
class O/S missing
28,350
$1,003,307 31 Mar 2025
13F
JANE STREET GROUP, LLC
13F
Company
class O/S missing
26,707
$945,160 31 Mar 2025
13F
Cetera Investment Advisers
13F
Company
class O/S missing
20,965
$741,951 31 Mar 2025
13F
Invesco Ltd.
13F
Company
class O/S missing
19,846
$702,350 31 Mar 2025
13F
LPL Financial LLC
13F
Company
class O/S missing
18,984
$671,844 31 Mar 2025
13F
STRATEGY ASSET MANAGERS LLC
13F
Company
class O/S missing
18,000
$637,020 31 Mar 2025
13F
WEDBUSH SECURITIES INC
13F
Company
class O/S missing
16,870
$597,000 31 Mar 2025
13F
Kestra Advisory Services, LLC
13F
Company
class O/S missing
16,296
$576,715 31 Mar 2025
13F
STIFEL FINANCIAL CORP
13F
Company
class O/S missing
15,115
$534,923 31 Mar 2025
13F
Evanson Asset Management, LLC
13F
Company
class O/S missing
15,000
$530,850 31 Mar 2025
13F
Private Advisor Group, LLC
13F
Company
class O/S missing
11,720
$414,771 31 Mar 2025
13F
UBS Group AG
13F
Company
class O/S missing
10,505
$371,772 31 Mar 2025
13F
Financial Advocates Investment Management
13F
Company
class O/S missing
9,682
$342,655 31 Mar 2025
13F
One Capital Management, LLC
13F
Company
class O/S missing
8,433
$298,443 31 Mar 2025
13F
Creative Planning
13F
Company
class O/S missing
8,406
$297,488 31 Mar 2025
13F
WealthPlan Investment Management, LLC
13F
Company
class O/S missing
8,192
$289,915 31 Mar 2025
13F
SG Americas Securities, LLC
13F
Company
class O/S missing
7,811
$276,000 31 Mar 2025
13F
GRIFFIN ASSET MANAGEMENT, INC.
13F
Company
class O/S missing
6,780
$239,944 31 Mar 2025
13F
AVANTAX ADVISORY SERVICES, INC.
13F
Company
class O/S missing
6,639
$234,954 31 Mar 2025
13F
Walkner Condon Financial Advisors LLC
13F
Company
class O/S missing
6,200
$219,418 31 Mar 2025
13F
Mariner, LLC
13F
Company
class O/S missing
6,001
$212,375 31 Mar 2025
13F
OSAIC HOLDINGS, INC.
13F
Company
class O/S missing
5,912
$209,216 31 Mar 2025
13F
HRT FINANCIAL LP
13F
Company
class O/S missing
5,829
$206,000 31 Mar 2025
13F
Virtu Financial LLC
13F
Company
class O/S missing
5,812
$206,000 31 Mar 2025
13F
HAZLETT, BURT & WATSON, INC.
13F
Company
class O/S missing
2,700
$95,000 31 Mar 2025
13F
CREDIT AGRICOLE S A
13F
Individual
class O/S missing
2,600
$92,014 31 Mar 2025
13F
CWM, LLC
13F
Company
class O/S missing
2,510
$89,000 31 Mar 2025
13F
BARTLETT & CO. WEALTH MANAGEMENT LLC
13F
Company
class O/S missing
2,400
$84,936 31 Mar 2025
13F
HARBOUR INVESTMENTS, INC.
13F
Company
class O/S missing
1,586
$56,129 31 Mar 2025
13F
BARCLAYS PLC
13F
Company
class O/S missing
1,048
$37,089 31 Mar 2025
13F
NewEdge Advisors, LLC
13F
Company
class O/S missing
1,024
$36,242 31 Mar 2025
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
1,000
$35,390 31 Mar 2025
13F
Anchor Investment Management, LLC
13F
Company
class O/S missing
640
$22,650 31 Mar 2025
13F
SIGNATUREFD, LLC
13F
Company
class O/S missing
510
$18,049 31 Mar 2025
13F
FIFTH THIRD BANCORP
13F
Company
class O/S missing
485
$17,164 31 Mar 2025
13F
IFP Advisors, Inc
13F
Company
class O/S missing
300
$10,617 31 Mar 2025
13F
Federation Des Caisses Desjardins du Quebec
13F
Individual
class O/S missing
230
$8,140 31 Mar 2025
13F
WELLS FARGO & COMPANY/MN
13F
Company
class O/S missing
165
$5,839 31 Mar 2025
13F
MONTAG A & ASSOCIATES INC
13F
Company
class O/S missing
127
$4,495 31 Mar 2025
13F
Steward Partners Investment Advisory, LLC
13F
Company
class O/S missing
100
$3,539 31 Mar 2025
13F
PNC FINANCIAL SERVICES GROUP, INC.
13F
Company
class O/S missing
92
$3,256 31 Mar 2025
13F
Tower Research Capital LLC (TRC)
13F
Company
class O/S missing
61
$2,159 31 Mar 2025
13F
ROYAL BANK OF CANADA
13F
Company
class O/S missing
50
$2,000 31 Mar 2025
13F
Tradewinds Capital Management, LLC
13F
Company
class O/S missing
25
$885 31 Mar 2025
13F
ORG Partners LLC
13F
Company
class O/S missing
20
$748 31 Mar 2025
13F
NATIONAL BANK OF CANADA /FI/
13F
Company
class O/S missing
7
$245 31 Mar 2025
13F
Destiny XYZ Inc.
3/4/5
10%+ Owner
mixed-class rows
2,537,341
mixed-class rows
12 Apr 2024

Institutional Holders of Destiny Tech100 Inc. - COM SHS (DXYZ) as of Q2 2025

As of 30 Jun 2025, Destiny Tech100 Inc. - COM SHS (DXYZ) was held by 55 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 440,762 shares. The largest 10 holders included COMMONWEALTH EQUITY SERVICES, LLC, MORGAN STANLEY, LPL Financial LLC, Kestra Advisory Services, LLC, UBS Group AG, STIFEL FINANCIAL CORP, Invesco Ltd., STRATEGY ASSET MANAGERS LLC, Mariner, LLC, and JANE STREET GROUP, LLC. This page lists 54 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
48
Q2 2025 holders
55
Holder diff
7
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 Value $ Q2 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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