Destiny Tech100 Inc. - DXYZ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AA Financial Advisors, LLC | History | Reduced | 61,000 | 1,633 | 0.23% | 0.4% | 1 | -9,000 | -12.86% | Q1 2026 | Apr 20, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 26,265 | 703 | 0.02% | 0.01% | 2 | +16,665 | 173.59% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 24,095 | 645 | 0.01% | — | 3 | +24,095 | New | Q1 2026 | Apr 20, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 20,252 | 542 | 0.13% | 0.05% | 4 | +13,022 | 180.11% | Q1 2026 | Apr 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 14,026 | 375 | 0.02% | — | 5 | +14,026 | New | Q1 2026 | Apr 15, 2026 |
| Merit Financial Group, LLC | History | New | 12,133 | 324 | 0.0% | — | 6 | +12,133 | New | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | New | 11,600 | 310 | 0.01% | — | 7 | +11,600 | New | Q1 2026 | Apr 13, 2026 |
| Gibson Capital, LLC | History | New | 10,000 | 267 | 0.05% | — | 8 | +10,000 | New | Q1 2026 | Apr 17, 2026 |
| MATHER GROUP, LLC. | History | New | 9,031 | 241 | 0.0% | — | 9 | +9,031 | New | Q1 2026 | Apr 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 8,987 | 240 | 0.01% | 0.01% | 10 | +2,160 | 31.64% | Q1 2026 | Apr 13, 2026 |
| Ignite Planners, LLC | History | New | 8,748 | 234 | 0.04% | — | 11 | +8,748 | New | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,907 | 201 | 0.0% | 0.0% | 12 | +3,067 | 79.87% | Q1 2026 | Apr 07, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 7,500 | 200 | 0.01% | 0.02% | 13 | -7,500 | -50.0% | Q1 2026 | Apr 08, 2026 |
| Coston, McIsaac & Partners | History | New | 3,262 | 87 | 0.02% | — | 14 | +3,262 | New | Q1 2026 | Apr 22, 2026 |
| SIGNATUREFD, LLC | History | No change | 510 | 13 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Hickory Point Bank & Trust | History | New | 400 | 10 | 0.01% | — | 16 | +400 | New | Q1 2026 | Apr 03, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 350 | 9 | 0.01% | 0.0% | 18 | +250 | 250.0% | Q1 2026 | Apr 17, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 365 | 9 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Noble Wealth Management PBC | History | New | 300 | 8 | 0.0% | — | 19 | +300 | New | Q1 2026 | Apr 02, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 186 | 4 | 0.0% | — | 23 | +186 | New | Q1 2026 | Apr 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 165 | 4 | 0.0% | — | 21 | +165 | New | Q1 2026 | Apr 14, 2026 |
| Blue Trust, Inc. | History | Added to | 170 | 4 | 0.0% | 0.0% | 22 | +125 | 277.78% | Q1 2026 | Apr 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 180 | 4 | 0.0% | 0.0% | 20 | +30 | 20.0% | Q1 2026 | Apr 20, 2026 |
| Stone House Investment Management, LLC | History | New | 100 | 2 | 0.0% | — | 26 | +100 | New | Q1 2026 | Apr 22, 2026 |
| HHM Wealth Advisors, LLC | History | New | 100 | 2 | 0.0% | — | 27 | +100 | New | Q1 2026 | Apr 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 75 | 2 | 0.0% | — | 24 | +75 | New | Q1 2026 | Apr 15, 2026 |
| Trust Co | History | Added to | 104 | 2 | 0.0% | 0.0% | 25 | +39 | 60.0% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 38 | 1 | 0.0% | 0.0% | 28 | -500 | -92.94% | Q1 2026 | Apr 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -377,545 | -100.0% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -86,645 | -100.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71,993 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -54,382 | -100.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -42,176 | -100.0% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -42,079 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -33,335 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -28,752 | -100.0% | Q4 2025 | Feb 19, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -24,256 | -100.0% | Q4 2025 | Feb 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,879 | -100.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -19,053 | -100.0% | Q4 2025 | Jan 29, 2026 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,000 | -100.0% | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,291 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,093 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,953 | -100.0% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,608 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,752 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,377 | -100.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,163 | -100.0% | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -11,969 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -11,712 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -11,233 | -100.0% | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -11,040 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Genesis Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -10,000 | -100.0% | Q4 2025 | Jan 16, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -9,931 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,896 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Visionary Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -7,847 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,787 | -100.0% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,104 | -100.0% | Q4 2025 | Feb 06, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,780 | -100.0% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,092 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,280 | -100.0% | Q4 2025 | Feb 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,400 | -100.0% | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,196 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,384 | -100.0% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,380 | -100.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,272 | -100.0% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q4 2025 | Feb 20, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -719 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q4 2025 | Feb 04, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -648 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Anchor Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -640 | -100.0% | Q4 2025 | Feb 26, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -622 | -100.0% | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -470 | -100.0% | Q4 2025 | Jan 29, 2026 |
| TD Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -346 | -100.0% | Q4 2025 | Feb 26, 2026 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -322 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -311 | -100.0% | Q4 2025 | Feb 12, 2026 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -295 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -278 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -278 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q4 2025 | Jan 27, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -230 | -100.0% | Q4 2025 | Feb 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -210 | -100.0% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q4 2025 | Feb 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q4 2025 | Feb 19, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Investors Research Corp | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | Apr 03, 2026 |
| Spire Wealth Management | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | Apr 22, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |