- Type / Class
- Equity / COM SHS
- Total 13F shares
- 1,427,988
- Share change
- +553,583
- Total reported value
- $38,394,816
- Price per share
- $26.78
- Number of holders
- 94
- Value change
- +$14,908,919
- Number of buys
- 67
- Number of sells
- 13
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.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Previous quarter: Q4 2025
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 |
|---|---|---|---|---|---|---|---|---|
| Sohail Prasad |
3/4/5
|
President and CEO, Director, 10%+ Owner |
—
class O/S missing
|
711,190
|
$24,240,766 | -$13,979,839 | 16 Jul 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
377,545
|
$11,564,203 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
86,645
|
$2,653,937 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
71,993
|
$2,205,146 | — | 31 Dec 2025 | |
| AA Financial Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
70,000
|
$2,144,100 | — | 31 Dec 2025 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
—
class O/S missing
|
54,382
|
$1,665,721 | — | 31 Dec 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
42,176
|
$1,291,842 | — | 31 Dec 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
42,079
|
$1,288,885 | — | 31 Dec 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
33,335
|
$1,021,052 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
28,752
|
$880,674 | — | 31 Dec 2025 | |
| Virtu Financial LLC |
13F
|
Company |
—
class O/S missing
|
24,256
|
$743,000 | — | 31 Dec 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
19,879
|
$608,890 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
19,053
|
$583,594 | — | 31 Dec 2025 | |
| GC Wealth Management RIA, LLC |
13F
|
Company |
—
class O/S missing
|
18,000
|
$551,340 | — | 31 Dec 2025 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
—
class O/S missing
|
15,291
|
$468,363 | — | 31 Dec 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
—
class O/S missing
|
15,093
|
$462,301 | — | 31 Dec 2025 | |
| Evanson Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
15,000
|
$459,450 | — | 31 Dec 2025 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
14,953
|
$458,019 | — | 31 Dec 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
13,608
|
$416,813 | — | 31 Dec 2025 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
—
class O/S missing
|
12,752
|
$390,594 | — | 31 Dec 2025 | |
| Quantinno Capital Management LP |
13F
|
Company |
—
class O/S missing
|
12,377
|
$379,108 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
12,163
|
$372,553 | — | 31 Dec 2025 | |
| &PARTNERS |
13F
|
Company |
—
class O/S missing
|
11,969
|
$366,610 | — | 31 Dec 2025 | |
| Creative Planning |
13F
|
Company |
—
class O/S missing
|
11,712
|
$358,739 | — | 31 Dec 2025 | |
| Focus Partners Wealth |
13F
|
Company |
—
class O/S missing
|
11,233
|
$344,075 | — | 31 Dec 2025 | |
| HAZLETT, BURT & WATSON, INC. |
13F
|
Company |
—
class O/S missing
|
11,040
|
$337,000 | — | 31 Dec 2025 | |
| Genesis Financial Group, LLC |
13F
|
Company |
—
class O/S missing
|
10,000
|
$306,300 | — | 31 Dec 2025 | |
| Scientech Research LLC |
13F
|
Company |
—
class O/S missing
|
9,931
|
$304,187 | — | 31 Dec 2025 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
—
class O/S missing
|
9,600
|
$294,000 | — | 31 Dec 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
7,896
|
$242,000 | — | 31 Dec 2025 | |
| Visionary Wealth Advisors |
13F
|
Company |
—
class O/S missing
|
7,847
|
$240,354 | — | 31 Dec 2025 | |
| Cresset Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
7,787
|
$238,516 | — | 31 Dec 2025 | |
| Total Clarity Wealth Management, Inc. |
13F
|
Company |
—
class O/S missing
|
7,230
|
$221,455 | — | 31 Dec 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
7,104
|
$217,596 | — | 31 Dec 2025 | |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
13F
|
Company |
—
class O/S missing
|
6,827
|
$209,111 | — | 31 Dec 2025 | |
| GRIFFIN ASSET MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
6,780
|
$207,671 | — | 31 Dec 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
5,092
|
$155,968 | — | 31 Dec 2025 | |
| Global Retirement Partners, LLC |
13F
|
Company |
—
class O/S missing
|
4,280
|
$131,096 | — | 31 Dec 2025 | |
| Farther Finance Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
3,840
|
$117,619 | — | 31 Dec 2025 | |
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
2,400
|
$73,512 | — | 31 Dec 2025 | |
| Allworth Financial LP |
13F
|
Company |
—
class O/S missing
|
2,196
|
$67,264 | — | 31 Dec 2025 | |
| Clearstead Trust, LLC |
13F
|
Company |
—
class O/S missing
|
1,384
|
$42,392 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
1,380
|
$42,269 | — | 31 Dec 2025 | |
| HARBOUR INVESTMENTS, INC. |
13F
|
Company |
—
class O/S missing
|
1,272
|
$38,961 | — | 31 Dec 2025 | |
| CWM, LLC |
13F
|
Company |
—
class O/S missing
|
1,200
|
$37,000 | — | 31 Dec 2025 | |
| Sunbelt Securities, Inc. |
13F
|
Company |
—
class O/S missing
|
900
|
$27,567 | — | 31 Dec 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
719
|
$22,023 | — | 31 Dec 2025 | |
| Atlantic Union Bankshares Corp |
13F
|
Company |
—
class O/S missing
|
700
|
$21,441 | — | 31 Dec 2025 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
—
class O/S missing
|
648
|
$19,848 | — | 31 Dec 2025 | |
| Anchor Investment Management, LLC |
13F
|
Company |
—
class O/S missing
|
640
|
$19,603 | — | 31 Dec 2025 |
Institutional Holders of Destiny Tech100 Inc. - COM SHS (DXYZ) as of Q1 2026
As of 31 Mar 2026,
Destiny Tech100 Inc. - COM SHS (DXYZ) was held by
94 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,427,988 shares.
The largest 10 holders included
LPL Financial LLC, Cetera Investment Advisers, Kestra Advisory Services, LLC, JANE STREET GROUP, LLC, Thomas J. Herzfeld Advisors, Inc., ENVESTNET ASSET MANAGEMENT INC, AA Financial Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Invesco Ltd., and Cambridge Investment Research Advisors, Inc..
This page lists
94
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
86
Q1 2026 holders
94
Holder diff
8
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 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.