Skip to content
Disclosery

DXYZ DESTINY TECH100 INC

Follow

COM SHS (fund), issuer CIK 1843974

58 managers (58 13F filers) reported a position in DXYZ shares at 2024-12-31, 406,155 shares in all. 38 filers opened a position and 13 filers sold out during the quarter.

Managers
58
13F filers
58
New
38
Added
8
Reduced
5
Sold out
13
Shares held by filers
406,155

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
COMMONWEALTH EQUITY SERVICES, LLC56,679$3.34M<0.01%-64,43513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,300$1.96M<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY33,037$1.94M<0.01%+14,37213F-HR/ATimelineGroup
Cetera Investment Advisers20,157$1.19M<0.01%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC18,000$1.06M0.21%+7,50013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,863$993K<0.01%new13F-HRTimelineGroup
Evanson Asset Management, LLC15,000$883K0.06%-3,75013F-HRTimeline
LPL Financial LLC13,724$808K<0.01%new13F-HRTimeline
Walkner Condon Financial Advisors LLC12,500$736K0.15%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,528$679K<0.01%new13F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC11,503$677K0.04%+68413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.10,732$632K<0.01%new13F-HRTimelineGroup
Quintet Private Bank (Europe) S.A.10,500$618K0.03%new13F-HRTimeline
Financial Advocates Investment Manageme…9,048$533K0.03%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management8,544$503K<0.01%new13F-HRTimelineGroup
One Capital Management, LLC8,433$496K0.02%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.8,430$496K0.06%new13F-HRTimeline
WealthPlan Investment Management, LLC8,192$482K0.05%new13F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP8,000$471K0.03%new13F-HRTimelineGroup
Cresset Asset Management, LLC7,500$441K<0.01%new13F-HRTimeline
Kovack Advisors, Inc.7,314$431K0.04%new13F-HRTimeline
Creative Planningin group Creative Planning6,963$410K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP6,555$385K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC6,001$353K<0.01%new13F-HRTimelineGroup
Corton Capital Inc.5,000$294K0.17%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,665$275K<0.01%+1,04513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,454$262K<0.01%new13F-HRTimelineGroup
Intrepid Financial Planning Group LLC4,200$247K0.1%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,012$236K<0.01%new13F-HRTimeline
Adams Wealth Management3,800$224K0.04%new13F-HRTimeline
CacheTech Inc.3,800$224K0.04%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,506$206K0.09%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,015$177K<0.01%+2,76413F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,989$176K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,510$148K<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,400$141K<0.01%-60013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,300$135K<0.01%+1,80013F-HRTimelineGroup
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…2,096$123K0.06%new13F-HRTimeline
Parallel Advisors, LLC2,000$118K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,248$73.5K<0.01%+20013F-HR/ATimelineGroup
NewEdge Advisors, LLC877$51.6K<0.01%new13F-HRTimeline
IFP Advisors, Inc800$47.1K<0.01%+50013F-HRTimeline
Anchor Investment Management, LLC640$37.7K<0.01%013F-HRTimeline
Sandy Spring Bank607$35.7K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC510$30K<0.01%-49013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…485$28.5K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…480$28.3K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.350$21K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…200$11.8K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN165$9.71K<0.01%-2,26113F-HRTimelineGroup
AdvisorNet Financial, Inc150$8.83K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC134$7.89K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…92$5.42K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC85$5K<0.01%new13F-HRTimeline
PSI Advisors, LLC50$2.94K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC25$1.47K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7$412<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.