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Disclosery

DXYZ DESTINY TECH100 INC

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COM SHS (fund), issuer CIK 1843974

49 managers (49 13F filers) reported a position in DXYZ shares at 2025-03-31, 487,214 shares in all. 11 filers opened a position and 19 filers sold out during the quarter.

Managers
49
13F filers
49
New
11
Added
12
Reduced
11
Sold out
19
Shares held by filers
487,214

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY111,576$3.95M<0.01%+78,53913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC53,903$1.91M<0.01%-2,77613F-HRTimeline
Aristides Capital LLC28,350$1M0.37%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,707$945K<0.01%-6,59313F-HR/ATimelineGroup
Cetera Investment Advisers20,965$742K<0.01%+80813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.19,846$702K<0.01%+9,11413F-HRTimelineGroup
LPL Financial LLC18,984$672K<0.01%+5,26013F-HRTimeline
STRATEGY ASSET MANAGERS LLC18,000$637K0.13%013F-HRTimeline
WEDBUSH SECURITIES INC16,870$597K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,296$577K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,115$535K<0.01%+3,58713F-HRTimelineGroup
Evanson Asset Management, LLC15,000$531K0.04%013F-HRTimeline
Private Advisor Group, LLC11,720$415K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG10,505$372K<0.01%+7,51613F-HRTimelineGroup
Financial Advocates Investment Manageme…9,682$343K0.02%+63413F-HRTimeline
One Capital Management, LLC8,433$298K0.01%013F-HRTimeline
Creative Planningin group Creative Planning8,406$297K<0.01%+1,44313F-HRTimelineGroup
WealthPlan Investment Management, LLC8,192$290K0.03%013F-HRTimeline
SG Americas Securities, LLC7,811$276K<0.01%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.6,780$240K0.03%-1,65013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,639$235K<0.01%+2,62713F-HRTimeline
Walkner Condon Financial Advisors LLC6,200$219K0.04%-6,30013F-HRTimeline
Mariner, LLCin group Mariner, LLC6,001$212K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,912$209K<0.01%+1,24713F-HRTimelineGroup
HRT FINANCIAL LP5,829$206K<0.01%-72613F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC5,812$206K0.01%-5,69113F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.2,700$95K0.04%+2,35013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A2,600$92K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,510$89K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,400$84.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,586$56.1K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,048$37.1K<0.01%-20013F-HR/ATimelineGroup
NewEdge Advisors, LLC1,024$36.2K<0.01%+14713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,000$35.4K<0.01%-1,30013F-HRTimelineGroup
Anchor Investment Management, LLC640$22.6K<0.01%013F-HRTimeline
SIGNATUREFD, LLC510$18K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…485$17.2K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc300$10.6K<0.01%-50013F-HRTimeline
Federation des caisses Desjardins du Qu…230$8.14K<0.01%-25013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN165$5.84K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC127$4.5K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…100$3.54K<0.01%-10013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…92$3.26K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…61$2.16K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA50$2K<0.01%new13F-HR/ATimelineGroup
Tradewinds Capital Management, LLC25$885<0.01%013F-HRTimeline
ORG Partners LLC20$748<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7$245<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.