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Disclosery

DXYZ DESTINY TECH100 INC

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COM SHS (fund), issuer CIK 1843974

57 managers (57 13F filers) reported a position in DXYZ shares at 2025-06-30, 435,113 shares in all. 17 filers opened a position and 10 filers sold out during the quarter.

Managers
57
13F filers
57
New
17
Added
16
Reduced
9
Sold out
10
Shares held by filers
435,113

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC58,497$2.23M<0.01%+4,59413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY44,708$1.7M<0.01%-66,86813F-HRTimelineGroup
LPL Financial LLC42,779$1.63M<0.01%+23,79513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,017$953K<0.01%+8,72113F-HRTimelineGroup
UBS Group AGin group UBS Group AG20,398$777K<0.01%+9,89313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,651$710K<0.01%+3,53613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.18,021$686K<0.01%-1,82513F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC18,000$686K0.13%013F-HRTimeline
Mariner, LLCin group Mariner, LLC16,954$646K<0.01%+10,95313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,868$604K<0.01%-10,83913F-HRTimelineGroup
WEDBUSH SECURITIES INC15,295$583K0.02%-1,57513F-HRTimeline
Evanson Asset Management, LLC15,000$571K0.04%013F-HRTimeline
Private Advisor Group, LLC10,820$412K<0.01%-90013F-HRTimeline
Financial Advocates Investment Manageme…9,959$379K0.03%+27713F-HRTimeline
One Capital Management, LLC8,447$322K0.01%+1413F-HRTimeline
WealthPlan Investment Management, LLC8,210$313K0.02%+1813F-HRTimeline
Cambridge Investment Research Advisors,…7,768$296K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning7,405$282K<0.01%-1,00113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,371$281K<0.01%new13F-HRTimelineGroup
GRIFFIN ASSET MANAGEMENT, INC.6,780$258K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,542$249K0.01%+4,95613F-HRTimeline
Visionary Wealth Advisors6,267$239K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,230$237K<0.01%+31813F-HR/ATimelineGroup
Walkner Condon Financial Advisors LLC6,200$236K0.04%013F-HRTimeline
&PARTNERS5,578$233K<0.01%new13F-HRTimeline
Cetera Investment Advisers5,595$213K<0.01%-15,37013F-HRTimeline
HighPoint Advisor Group LLC5,409$206K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,900$148K0.06%+1,20013F-HRTimeline
CWM, LLCin group CWM, LLC2,510$96K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,400$91.4K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,350$51.4K<0.01%+35013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,235$47K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC1,134$43.2K<0.01%+11013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA750$28K<0.01%+70013F-HR/ATimelineGroup
BARCLAYS PLCin group BARCLAYS PLC683$26K<0.01%-36513F-HR/ATimelineGroup
Anchor Investment Management, LLC640$24.4K<0.01%013F-HRTimeline
SIGNATUREFD, LLC510$19.4K<0.01%013F-HRTimeline
Global Retirement Partners, LLC380$14.5K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO299$11.4K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.250$8.91K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…200$7.62K<0.01%+13913F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC193$7.35K<0.01%new13F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC150$5.71K<0.01%new13F-HRTimelineGroup
Bullock Wealth Management Group139$4.96K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC102$3.89K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…100$3.81K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…95$3.62K<0.01%-13513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…92$3.5K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…90$3.43K<0.01%new13F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP40$1.52K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC25$953<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.25$952<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.20$762<0.01%13F-HRTimeline
Nova Wealth Management, Inc.15$571<0.01%new13F-HRTimeline
Parallel Advisors, LLC10$381<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7$266<0.01%013F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.