- 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?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 25063F107:
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 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
53,903
|
$1,908,000 | — | 31 Mar 2025 | |
| Aristides Capital LLC |
13F
|
Company |
—
class O/S missing
|
28,350
|
$1,003,307 | — | 31 Mar 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
26,707
|
$945,160 | — | 31 Mar 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
20,965
|
$741,951 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
19,846
|
$702,350 | — | 31 Mar 2025 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
18,984
|
$671,844 | — | 31 Mar 2025 | |
| STRATEGY ASSET MANAGERS LLC |
13F
|
Company |
—
class O/S missing
|
18,000
|
$637,020 | — | 31 Mar 2025 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
—
class O/S missing
|
16,870
|
$597,000 | — | 31 Mar 2025 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
—
class O/S missing
|
16,296
|
$576,715 | — | 31 Mar 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
15,115
|
$534,923 | — | 31 Mar 2025 | |
| Evanson Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
15,000
|
$530,850 | — | 31 Mar 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
—
class O/S missing
|
11,720
|
$414,771 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
10,505
|
$371,772 | — | 31 Mar 2025 | |
| Financial Advocates Investment Management |
13F
|
Company |
—
class O/S missing
|
9,682
|
$342,655 | — | 31 Mar 2025 | |
| One Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
8,433
|
$298,443 | — | 31 Mar 2025 | |
| Creative Planning |
13F
|
Company |
—
class O/S missing
|
8,406
|
$297,488 | — | 31 Mar 2025 | |
| WealthPlan Investment Management, LLC |
13F
|
Company |
—
class O/S missing
|
8,192
|
$289,915 | — | 31 Mar 2025 | |
| SG Americas Securities, LLC |
13F
|
Company |
—
class O/S missing
|
7,811
|
$276,000 | — | 31 Mar 2025 | |
| GRIFFIN ASSET MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
6,780
|
$239,944 | — | 31 Mar 2025 | |
| AVANTAX ADVISORY SERVICES, INC. |
13F
|
Company |
—
class O/S missing
|
6,639
|
$234,954 | — | 31 Mar 2025 | |
| Walkner Condon Financial Advisors LLC |
13F
|
Company |
—
class O/S missing
|
6,200
|
$219,418 | — | 31 Mar 2025 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
6,001
|
$212,375 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
5,912
|
$209,216 | — | 31 Mar 2025 | |
| HRT FINANCIAL LP |
13F
|
Company |
—
class O/S missing
|
5,829
|
$206,000 | — | 31 Mar 2025 | |
| Virtu Financial LLC |
13F
|
Company |
—
class O/S missing
|
5,812
|
$206,000 | — | 31 Mar 2025 | |
| HAZLETT, BURT & WATSON, INC. |
13F
|
Company |
—
class O/S missing
|
2,700
|
$95,000 | — | 31 Mar 2025 | |
| CREDIT AGRICOLE S A |
13F
|
Individual |
—
class O/S missing
|
2,600
|
$92,014 | — | 31 Mar 2025 | |
| CWM, LLC |
13F
|
Company |
—
class O/S missing
|
2,510
|
$89,000 | — | 31 Mar 2025 | |
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
2,400
|
$84,936 | — | 31 Mar 2025 | |
| HARBOUR INVESTMENTS, INC. |
13F
|
Company |
—
class O/S missing
|
1,586
|
$56,129 | — | 31 Mar 2025 | |
| BARCLAYS PLC |
13F
|
Company |
—
class O/S missing
|
1,048
|
$37,089 | — | 31 Mar 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
1,024
|
$36,242 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
1,000
|
$35,390 | — | 31 Mar 2025 | |
| Anchor Investment Management, LLC |
13F
|
Company |
—
class O/S missing
|
640
|
$22,650 | — | 31 Mar 2025 | |
| SIGNATUREFD, LLC |
13F
|
Company |
—
class O/S missing
|
510
|
$18,049 | — | 31 Mar 2025 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
—
class O/S missing
|
485
|
$17,164 | — | 31 Mar 2025 | |
| IFP Advisors, Inc |
13F
|
Company |
—
class O/S missing
|
300
|
$10,617 | — | 31 Mar 2025 | |
| Federation Des Caisses Desjardins du Quebec |
13F
|
Individual |
—
class O/S missing
|
230
|
$8,140 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
165
|
$5,839 | — | 31 Mar 2025 | |
| MONTAG A & ASSOCIATES INC |
13F
|
Company |
—
class O/S missing
|
127
|
$4,495 | — | 31 Mar 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
100
|
$3,539 | — | 31 Mar 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
92
|
$3,256 | — | 31 Mar 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
—
class O/S missing
|
61
|
$2,159 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
50
|
$2,000 | — | 31 Mar 2025 | |
| Tradewinds Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
25
|
$885 | — | 31 Mar 2025 | |
| ORG Partners LLC |
13F
|
Company |
—
class O/S missing
|
20
|
$748 | — | 31 Mar 2025 | |
| NATIONAL BANK OF CANADA /FI/ |
13F
|
Company |
—
class O/S missing
|
7
|
$245 | — | 31 Mar 2025 | |
| 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.