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Disclosery

DXYZ DESTINY TECH100 INC

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COM SHS (fund), issuer CIK 1843974

132 managers (133 13F filers) reported a position in DXYZ shares at 2026-03-31, 2,350,599 shares in all. 53 filers opened a position and 8 filers sold out during the quarter.

Managers
132
13F filers
133
New
53
Added
42
Reduced
13
Sold out
8
Shares held by filers
2,350,599

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Newtyn Management, LLC345,000$9.24M0.99%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY223,847$5.99M<0.01%+137,20213F-HRTimelineGroup
LPL Financial LLC207,588$5.56M<0.01%+135,59513F-HRTimeline
Cetera Investment Advisers167,973$4.5M<0.01%+134,63813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding164,280$4.4M+109,898Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC139,301$3.73M<0.01%-238,24413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.100,822$2.7M<0.01%+58,64613F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.82,806$2.22M0.75%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC63,381$1.7M<0.01%+49,77313F-HRTimelineGroup
AA Financial Advisors, LLC61,000$1.63M0.23%-9,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC58,429$1.56M<0.01%+38,55013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.43,862$1.17M<0.01%+15,11013F-HRTimelineGroup
Cambridge Investment Research Advisors,…40,567$1.09M<0.01%+32,67113F-HRTimeline
UBS Group AGin group UBS Group AG34,189$916K<0.01%+15,13613F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd29,361$786K0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,518$764K<0.01%-13,56113F-HRTimelineGroup
WEDBUSH SECURITIES INC26,265$703K0.02%+16,66513F-HRTimeline
Niles Investment Management, LLC24,257$650K0.58%new13F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.22,744$609K<0.01%new13F-HRTimelineGroup
Sovran Advisors, LLC18,344$597K0.05%new13F-HRTimeline
Private Advisor Group, LLC20,376$546K<0.01%+5,28313F-HRTimeline
Total Clarity Wealth Management, Inc.20,252$542K0.13%+13,02213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,672$527K0.01%+6,92013F-HRTimelineGroup
&PARTNERS19,415$520K<0.01%+7,44613F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC18,734$502K0.02%-5,52213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,583$498K<0.01%+6,42013F-HRTimelineGroup
GC Wealth Management RIA, LLC18,000$482K0.02%013F-HRTimeline
Creative Planningin group Creative Planning17,157$459K<0.01%+5,44513F-HRTimelineGroup
Garden State Investment Advisory Servic…16,679$447K0.11%new13F-HRTimeline
WCG Wealth Advisors LLC15,660$419K0.01%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.15,291$409K<0.01%13F-HRTimelineGroup
Genesis Financial Group, LLC15,000$402K0.27%+5,00013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,026$376K0.02%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.13,715$364K0.11%+2,67513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,483$334K<0.01%+1,25013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,630$326K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC12,133$325K<0.01%new13F-HRTimeline
Quantinno Capital Management LP11,832$317K<0.01%-54513F-HRTimeline
IFP Advisors, Inc11,600$311K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC11,010$295K<0.01%-3,94313F-HRTimelineGroup
HighTower Advisors, LLC10,371$278K<0.01%+3,26713F-HRTimeline
CARLSON FINANCIAL, INC.10,034$269K0.16%+3513F-HRTimeline
Gibson Capital, LLC10,000$268K0.05%new13F-HRTimeline
Cresset Asset Management, LLC9,781$262K<0.01%+1,99413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,196$246K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.9,031$242K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,987$241K0.01%+2,16013F-HRTimeline
Ignite Planners, LLC8,748$234K0.04%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC7,867$211K<0.01%new13F-HRTimelineGroup
Visionary Wealth Advisors7,633$204K0.01%-21413F-HRTimeline
Farther Finance Advisors, LLC6,907$202K<0.01%+3,06713F-HRTimeline
Evanson Asset Management, LLC7,500$201K0.01%-7,50013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,962$186K<0.01%+1,87013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.3,741$100K0.07%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,400$92.5K<0.01%013F-HRTimeline
Coston, McIsaac & Partners3,262$87K0.02%new13F-HRTimeline
Chung Wu Investment Group, LLC3,000$80.3K0.07%new13F-HRTimeline
Advisory Services Network, LLC2,516$67.4K<0.01%new13F-HRTimeline
Allworth Financial LP2,231$59.7K<0.01%+3513F-HRTimeline
Pilgrim Partners Asia Pte Ltd1,660$44.5K0.02%new13F-HRTimeline
NewEdge Advisors, LLC1,582$42.4K<0.01%+86313F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,439$38K<0.01%+81713F-HRTimelineGroup
Clearstead Trust, LLC1,384$37.1K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,175$31.4K<0.01%new13F-HR/ATimelineGroup
Larson Financial Group LLC1,163$31.1K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,078$28.9K<0.01%+37813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,000$26.8K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.980$26.2K<0.01%+33213F-HRTimeline
Sunbelt Securities, Inc.900$24.1K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN740$19.8K<0.01%+53513F-HR/ATimelineGroup
Anchor Investment Management, LLC640$17.1K<0.01%013F-HRTimeline
Trask Adam Roland640$17.1K0.02%13F-HRTimeline
CWM, LLCin group CWM, LLC570$15.3K<0.01%-63013F-HRTimelineGroup
SIGNATUREFD, LLC510$13.7K<0.01%013F-HRTimeline
MCF Advisors LLC500$13.4K<0.01%013F-HRTimeline
LRI Investments, LLC500$13.4K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.470$12.6K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC286$11K<0.01%+813F-HRTimeline
Hickory Point Bank & Trust400$10.7K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…387$10.4K<0.01%+7613F-HRTimeline
GHP Investment Advisors, Inc.365$9.78K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp350$9.37K0.01%+25013F-HRTimeline
TD Capital Management LLC346$9.27K<0.01%013F-HRTimeline
SHP Wealth Management326$8.73K<0.01%new13F-HRTimeline
NFSG Corp322$8.62K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/300$8.03K<0.01%+29313F-HRTimelineGroup
Noble Wealth Management PBC300$8.03K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.295$7.9K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC278$7.45K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.250$7.26K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.263$7.04K<0.01%-1,00913F-HRTimeline
Avion Wealth280$7K<0.01%+20013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…250$6.7K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC230$6.16K<0.01%013F-HRTimeline
MAI Capital Management220$5.89K<0.01%new13F-HRTimeline
Pacific Center for Financial Services200$5.36K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.200$5.36K<0.01%new13F-HRTimeline
MRP Capital Investments, LLC200$5.36K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC189$5.06K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC186$4.98K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC180$4.82K<0.01%+3013F-HRTimeline
Cedar Mountain Advisors, LLC175$4.69K<0.01%new13F-HRTimeline
Blue Trust, Inc.170$4.55K<0.01%+12513F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…165$4.42K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC121$3.24K<0.01%+2013F-HRTimeline
Bullock Wealth Management Group100$2.92K<0.01%-3913F-HRTimeline
Trust Co104$2.79K<0.01%+3913F-HRTimeline
Stone House Investment Management, LLC100$2.68K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.100$2.68K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC100$2.68K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc100$2.68K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.100$2.68K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…95$2.54K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…80$2.14K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC75$2K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…74$1.98K<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.50$1.34K<0.01%+3013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…50$1.34K<0.01%new13F-HRTimelineGroup
Atlantic Edge Private Wealth Management…50$1.34K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC42$1.12K<0.01%new13F-HRTimeline
Wall Street Financial Group, Inc.39$1.04K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC38$1.02K<0.01%-50013F-HRTimeline
Darwin Wealth Management, LLC34$910<0.01%new13F-HRTimeline
Investors Research Corp30$803<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management30$803<0.01%new13F-HRTimelineGroup
Tradewinds Capital Management, LLC25$670<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC25$670<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…11$295<0.01%new13F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp10$291<0.01%-20013F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT10$268<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC10$268<0.01%013F-HRTimeline
AdvisorNet Financial, Inc3$80<0.01%new13F-HRTimeline