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Destiny Tech100 Inc (DXYZ)

CUSIP: 25063F107 | US | Financial Services · Asset Management | Small Cap | 253 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GJ. Goldman & Co LP1,696,5495.6%New 5%+ stakeJun 30, 2026No 13F filer matched
13GJ. Goldman & Co LP1,696,549
5.6% of class · Jun 30, 2026

Institutional Holders — Q3 2026

Kestra Advisory Services, LLC163,581
0.0% of portfolio›$5.0M
Imc-Chicago, LLC120,920
0.0% of portfolio›$3.7M
AA Financial Advisors, LLC96,800
0.4% of portfolio›$3.0M
Simplex Trading, LLC88,222
0.0% of portfolio›$2.7M
Commonwealth Equity Services, LLC58,247
0.0% of portfolio›$1.8M
Sovran Advisors, LLC44,605
0.1% of portfolio›$1.2M
CenterBook Partners LP33,453
0.0% of portfolio›$1.0M
Noble Wealth Management PBC30,617
0.4% of portfolio›$944.5K
Sowell Financial Services LLC28,538
0.0% of portfolio›$880.4K
International Assets Investment Management, LLC27,890
0.1% of portfolio›$871.3K
Creative Planning22,009
0.0% of portfolio›$679.0K
Cambridge Investment Research Advisors, Inc.21,759
0.0% of portfolio›$671.0K
Verity Asset Management, Inc.16,188
0.2% of portfolio›$499.4K
Ignite Planners, LLC13,892
0.1% of portfolio›$428.6K
Hazlett, Burt & Watson, Inc.13,675
0.1% of portfolio›$208.2K
Avior Wealth Management, LLC13,289
0.0% of portfolio›$410.0K
Creative Financial Designs Inc12,734
0.0% of portfolio›$392.8K
Simplicity Wealth,LLC8,601
0.0% of portfolio›$265.3K
Able Wealth Management LLC8,544
0.1% of portfolio›$278.1K
StoneX Group Inc.7,811
0.0% of portfolio›$238.4K
Concurrent Investment Advisors, LLC7,670
0.0% of portfolio›$236.6K
Brookstone Capital Management7,592
0.0% of portfolio›$234.2K
Belvedere Trading LLC7,558
0.0% of portfolio›$233.2K
Venture Visionary Partners LLC7,527
0.0% of portfolio›$232.2K
Avestar Capital, LLC7,350
0.0% of portfolio›$226.7K
Oppenheimer & Co Inc6,626
0.0% of portfolio›$204.4K
Evolution Wealth Management Inc.3,961
0.1% of portfolio›$122.2K
Farther Finance Advisors, LLC3,696
0.0% of portfolio›$114.0K
IFP Advisors, Inc2,500
0.0% of portfolio›$77.1K
Westside Investment Management, Inc.2,200
0.0% of portfolio›$67.9K
Compass Financial Management LLC2,036
0.0% of portfolio›$62.8K
Nfsg Corp1,622
0.0% of portfolio›$50.0K
Larson Financial Group LLC1,163
0.0% of portfolio›$35.9K
TD Waterhouse Canada Inc.825
0.0% of portfolio›$25.6K
Armstrong Advisory Group, Inc654
0.0% of portfolio›$20.2K
Physician Wealth Advisors, Inc.470
0.0% of portfolio›$14.5K
Signaturefd, LLC435
0.0% of portfolio›$13.4K
Hickory Point Bank & Trust400
0.0% of portfolio›$12.3K
Murphy & Mullick Capital Management Corp350
0.0% of portfolio›$10.8K
Bokf, NA342
0.0% of portfolio›$10.6K
Mosley Wealth Management309
0.0% of portfolio›$9.0K
Pinnacle Wealth Planning Services, Inc.295
0.0% of portfolio›$9.1K
Buck Wealth Strategies, LLC280
0.0% of portfolio›$8.6K
Mather Group, Llc.200
0.0% of portfolio›$6.2K
Triumph Capital Management200
0.0% of portfolio›$6.2K
Pacific Center for Financial Services200
0.0% of portfolio›$6.2K
CoreCap Advisors, LLC200
0.0% of portfolio›$6.2K
Blue Trust, Inc.186
0.0% of portfolio›$5.7K
Nemes Rush Group LLC181
0.0% of portfolio›$5.6K
JFS Wealth Advisors, LLC150
0.0% of portfolio›$4.6K
SJS Investment Consulting Inc.144
0.0% of portfolio›$4.4K
Aspect Partners, LLC131
0.0% of portfolio›$4.0K
Trust Co104
0.0% of portfolio›$3.2K
Toth Financial Advisory Corp100
0.0% of portfolio›$3.1K
Glass Jacobson Investment Advisors llc100
0.0% of portfolio›$3.1K
Lloyd Advisory Services, Llc.100
0.0% of portfolio›$3.1K
GHP Investment Advisors, Inc.100
0.0% of portfolio›$3.1K
Avion Wealth80
0.0% of portfolio›$2
Rossby Financial, LCC43
0.0% of portfolio›$1.3K
Private Wealth Management Group, LLC42
0.0% of portfolio›$1.3K
Vermillion Wealth Management, Inc.42
0.0% of portfolio›$1.3K
Atlantic Edge Private Wealth Management, LLC35
0.0% of portfolio›$1.1K
Highline Wealth Partners LLC30
0.0% of portfolio›$926
Spire Wealth Management30
0.0% of portfolio›$926
Investors Research Corp30
0.0% of portfolio›$926
Assetmark, Inc25
0.0% of portfolio›$771
Tradewinds Capital Management, LLC25
0.0% of portfolio›$772
RMG Wealth Management LLC15
0.0% of portfolio›$404
Blue Bell Private Wealth Management, LLC10
0.0% of portfolio›$309
Ascentis Wealth Management, LLC4
0.0% of portfolio›$123
StyleTurnoverLocationFiled
Kestra Advisory Services, LLC
163,581$5.0M0.0%CoreLowAustin, TX2026-11-02
Imc-Chicago, LLC
120,920$3.7M0.0%GARPVery HighChicago, IL2026-11-05
AA Financial Advisors, LLC
96,800$3.0M0.4%ETFMediumColumbus, OH2026-10-19
Simplex Trading, LLC
88,222$2.7M0.0%CoreVery HighChicago, IL2026-11-04
Commonwealth Equity Services, LLC
58,247$1.8M0.0%ETFLowWaltham, MA2026-11-02
Sovran Advisors, LLC
44,605$1.2M0.1%ETFMediumSan Diego, CA2026-11-02
CenterBook Partners LP
33,453$1.0M0.0%ValueVery HighGreenwich, CT2026-11-02
Noble Wealth Management PBC
30,617$944.5K0.4%YieldMediumGreenwood Village, CO2026-10-01
Sowell Financial Services LLC
28,538$880.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
International Assets Investment Management, LLC
27,890$871.3K0.1%CoreVery HighOrlando, FL2026-11-02
Creative Planning
22,009$679.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Cambridge Investment Research Advisors, Inc.
21,759$671.0K0.0%ETFLowFairfield, IA2026-11-02
Verity Asset Management, Inc.
16,188$499.4K0.2%CoreMediumDurham, NC2026-10-30
Ignite Planners, LLC
13,892$428.6K0.1%CoreLowSan Clemente, CA2026-10-14
Hazlett, Burt & Watson, Inc.
13,675$208.2K0.1%CoreVery LowWheeling, WV2026-11-04
Avior Wealth Management, LLC
13,289$410.0K0.0%ETFMediumOmaha, NE2026-10-13
Creative Financial Designs Inc
12,734$392.8K0.0%ETFMediumKokomo, IN2026-11-04
Simplicity Wealth,LLC
8,601$265.3K0.0%ETFLowSummit, NJ2026-10-23
Able Wealth Management LLC
8,544$278.1K0.1%ETFMediumToms River, NJ2026-10-13
StoneX Group Inc.
7,811$238.4K0.0%ETFMediumNew York, NY2026-11-03
Concurrent Investment Advisors, LLC
7,670$236.6K0.0%GrowthMediumTampa, FL2026-10-16
Brookstone Capital Management
7,592$234.2K0.0%ETFMediumWheaton, IL2026-10-22
Belvedere Trading LLC
7,558$233.2K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Venture Visionary Partners LLC
7,527$232.2K0.0%CoreLowSylvania, OH2026-10-07
Avestar Capital, LLC
7,350$226.7K0.0%GrowthLowNew York, NY2026-10-28
Oppenheimer & Co Inc
6,626$204.4K0.0%CoreLowNew York, NY2026-10-26
Evolution Wealth Management Inc.
3,961$122.2K0.1%ETFMediumFort Myers, FL2026-10-28
Farther Finance Advisors, LLC
3,696$114.0K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
2,500$77.1K0.0%GrowthLowTampa, FL2026-10-16
Westside Investment Management, Inc.
2,200$67.9K0.0%GrowthLowSanta Monica, CA2026-11-02
Compass Financial Management LLC
2,036$62.8K0.0%CoreN/ATampa, FL2026-10-30
Nfsg Corp
1,622$50.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Larson Financial Group LLC
1,163$35.9K0.0%GrowthLowSt Louis, MO2026-11-05
TD Waterhouse Canada Inc.
825$25.6K0.0%CoreLowToronto, Australia2026-10-16
Armstrong Advisory Group, Inc
654$20.2K0.0%ETFHighNeedham, MA2026-10-09
Physician Wealth Advisors, Inc.
470$14.5K0.0%ETFMediumMidvale, UT2026-10-20
Signaturefd, LLC
435$13.4K0.0%IndexLowAtlanta, GA2026-10-23
Hickory Point Bank & Trust
400$12.3K0.0%CoreVery LowDecatur, IL2026-10-01
Murphy & Mullick Capital Management Corp
350$10.8K0.0%GrowthLowSmithtown, NY2026-11-02
Bokf, NA
342$10.6K0.0%CoreLowTulsa, OK2026-10-27
Mosley Wealth Management
309$9.0K0.0%ETFHighAnaheim, CA2026-10-16
Pinnacle Wealth Planning Services, Inc.
295$9.1K0.0%GARPLowMansfield, OH2026-10-27
Buck Wealth Strategies, LLC
280$8.6K0.0%ValueMediumDenver, CO2026-10-28
Mather Group, Llc.
200$6.2K0.0%ETFMediumChicago, IL2026-10-14
Triumph Capital Management
200$6.2K0.0%ETFMediumDenver, CO2026-10-14
Pacific Center for Financial Services
200$6.2K0.0%ETFMediumDanville, CA2026-10-15
CoreCap Advisors, LLC
200$6.2K0.0%ETFMediumSouthfield, MI2026-10-08
Blue Trust, Inc.
186$5.7K0.0%ETFLowBrentwood, TN2026-10-15
Nemes Rush Group LLC
181$5.6K0.0%CoreVery LowNovi, MI2026-11-04
JFS Wealth Advisors, LLC
150$4.6K0.0%ETFVery LowHermitage, PA2026-11-03
SJS Investment Consulting Inc.
144$4.4K0.0%ETFVery LowSylvania, OH2026-10-26
Aspect Partners, LLC
131$4.0K0.0%ETFMediumFairfax, VA2026-10-20
Trust Co
104$3.2K0.0%ETFVery LowManhattan, KS2026-10-09
Toth Financial Advisory Corp
100$3.1K0.0%CoreLowLeesburg, VA2026-10-08
Glass Jacobson Investment Advisors llc
100$3.1K0.0%ETFLowOwings Mills, MD2026-10-26
Lloyd Advisory Services, Llc.
100$3.1K0.0%ETFVery HighSuwanee, GA2026-11-02
GHP Investment Advisors, Inc.
100$3.1K0.0%CoreVery LowDenver, CO2026-10-15
Avion Wealth
80$20.0%ETFLowThe Woodlands, TX2026-11-04
Rossby Financial, LCC
43$1.3K0.0%ETFMediumMelbourne, FL2026-11-05
Private Wealth Management Group, LLC
42$1.3K0.0%ETFLowPrinceton, NJ2026-10-19
Vermillion Wealth Management, Inc.
42$1.3K0.0%ValueLowRosemount, MN2026-10-26
Atlantic Edge Private Wealth Management, LLC
35$1.1K0.0%CoreLowJacksonville, FL2026-10-20
Highline Wealth Partners LLC
30$9260.0%ETFMediumSherman Oaks, CA2026-10-19
Spire Wealth Management
30$9260.0%GrowthMediumMclean, VA2026-10-30
Investors Research Corp
30$9260.0%ETFLowAtlanta, GA2026-10-07
Assetmark, Inc
25$7710.0%ETFLowConcord, CA2026-10-21
Tradewinds Capital Management, LLC
25$7720.0%ETFVery HighBellingham, WA2026-10-23
RMG Wealth Management LLC
15$4040.0%ETFVery HighPlatteville, WI2026-10-26
Blue Bell Private Wealth Management, LLC
10$3090.0%YieldVery LowBlue Bell, PA2026-10-29
Ascentis Wealth Management, LLC
4$1230.0%Agg GrowthLowDallas, TX2026-11-03
New 5%+ stake
No 13F filer matched