DESTINY TECH100 INC (DXYZ)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
151
Reporting holders
$224.2M
Reported value
25.6%
Held as options
+27
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| J. Goldman & Co LP | $43.7M | 1,696,549 | 1.13% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $36.1M | 379,562 | 0.00% | new | NEW |
| MORGAN STANLEY | $23.4M | 907,197 | 0.00% | 10q | +305.3%+$17.6M |
| CITADEL ADVISORS LLC | $20.3M | 218,185 | 0.00% | new | NEW |
| Saba Capital Management, L.P. | $16.6M | 644,280 | 0.43% | new | NEW |
| Anson Funds Management LP | $8.3M | 323,199 | 0.49% | new | NEW |
| JANE STREET GROUP, LLC | $8.1M | options only | 0.00% | 7q | OPTIONS |
| LPL Financial LLC | $6.7M | 259,921 | 0.00% | 7q | +25.2%+$1.3M |
| Jump Financial, LLC | $6.0M | 232,756 | 0.05% | new | NEW |
| Kestra Advisory Services, LLC | $5.7M | 223,163 | 0.02% | 6q | +59.2%+$2.1M |
| OSAIC HOLDINGS, INC. | $3.7M | 143,517 | 0.00% | 9q | +42.3%+$1.1M |
| Cetera Investment Advisers | $3.4M | 133,808 | 0.00% | 3q | -20.3%-$880.1K |
| IMC-Chicago, LLC | $3.3M | options only | 0.00% | new | OPTIONS |
| SIMPLEX TRADING, LLC | $2.7M | options only | 0.00% | new | OPTIONS |
| &PARTNERS | $2.6M | 101,454 | 0.01% | 5q | +422.6%+$2.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 73,848 | 0.00% | 9q | +26.4%+$397.2K |
| FirstWave Capital Management LLC | $1.7M | 67,104 | 0.76% | new | NEW |
| AA Financial Advisors, LLC | $1.5M | 58,000 | 0.18% | 3q | -4.9%-$77.3K |
| UBS Group AG | $1.4M | 55,374 | 0.00% | 7q | +62.0%+$545.7K |
| Merit Financial Group, LLC | $1.3M | 50,886 | 0.00% | 2q | +319.4%+$998.3K |
| Summit Financial, LLC | $1.1M | 42,349 | 0.01% | new | NEW |
| T3 Companies, LLC | $1.0M | 40,621 | 1.12% | new | NEW |
| Noble Wealth Management PBC | $1.0M | 40,017 | 0.46% | 2q | +13239.0%+$1.0M |
| Sovran Advisors, LLC | $1.0M | 44,353 | 0.07% | 2q | +141.8%+$587.3K |
| Venture Visionary Partners LLC | $954.2K | 30,043 | 0.03% | new | NEW |
| GROUP ONE TRADING LLC | $847.7K | 3,108 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $826.6K | 33,290 | 0.05% | new | NEW |
| Arrington Capital Management, LLC | $772.8K | options only | 0.47% | new | OPTIONS |
| Sowell Financial Services LLC | $738.4K | 28,665 | 0.02% | new | NEW |
| FSA Advisors, Inc. | $698.6K | 27,118 | 0.16% | new | NEW |
| Invesco Ltd. | $687.0K | 26,671 | 0.00% | 7q | -39.2%-$442.8K |
| RAYMOND JAMES FINANCIAL INC | $662.9K | 25,735 | 0.00% | 3q | +38.5%+$184.2K |
| PFG Investments, LLC | $658.2K | 25,550 | 0.03% | new | NEW |
| Creative Planning | $646.7K | 25,104 | 0.00% | 3q | +46.3%+$204.7K |
| Stratos Wealth Partners, LTD. | $645.9K | 25,075 | 0.01% | 3q | +27.5%+$139.2K |
| Belvedere Trading LLC | $597.8K | 5,505 | 0.00% | new | NEW |
| Simplicity Wealth,LLC | $597.3K | 23,186 | 0.02% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $593.7K | 23,046 | 0.00% | 2q | +192.9%+$391.0K |
| Private Advisor Group, LLC | $588.4K | 22,841 | 0.00% | 6q | +12.1%+$63.5K |
| STIFEL FINANCIAL CORP | $536.8K | 20,840 | 0.00% | 7q | -26.9%-$197.8K |
| Kovack Advisors, Inc. | $533.0K | 21,468 | 0.03% | new | NEW |
| Intrepid Financial Planning Group LLC | $508.6K | 19,742 | 0.17% | new | NEW |
| Marex Group Ltd | $479.7K | 18,622 | 0.00% | 2q | -36.6%-$276.6K |
| CARY STREET PARTNERS FINANCIAL LLC | $405.1K | 15,724 | 0.01% | new | NEW |
| Verity Asset Management, Inc. | $396.5K | 15,392 | 0.15% | new | NEW |
| Ignite Planners, LLC | $395.8K | 15,365 | 0.05% | 2q | +75.6%+$170.5K |
| Genesis Financial Group, LLC | $386.4K | 15,000 | 0.25% | 3q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $347.0K | 13,469 | 0.00% | 2q | +46.5%+$110.1K |
| Concurrent Investment Advisors, LLC | $341.6K | 13,262 | 0.00% | new | NEW |
| Baird Financial Group, Inc. | $341.5K | 13,257 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $332.3K | 12,900 | 0.02% | 4q | +43.5%+$100.8K |
| HighTower Advisors, LLC | $321.8K | 12,494 | 0.00% | 3q | +20.5%+$54.7K |
| Tidal Investments LLC | $321.4K | 12,475 | 0.00% | new | NEW |
| Avior Wealth Management, LLC | $311.4K | 12,090 | 0.01% | new | NEW |
| Cresset Asset Management, LLC | $302.8K | 11,756 | 0.00% | 3q | +20.2%+$50.9K |
| Beacon Pointe Advisors, LLC | $285.3K | 11,074 | 0.00% | new | NEW |
| CIBC WORLD MARKET INC. | $277.0K | 10,752 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $259.1K | 10,059 | 0.00% | new | NEW |
| Avestar Capital, LLC | $253.7K | 9,850 | 0.01% | new | NEW |
| Foundations Investment Advisors, LLC | $253.7K | 9,849 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $238.0K | 4,238 | 0.00% | new | NEW |
| OPPENHEIMER & CO INC | $212.5K | 8,248 | 0.00% | new | NEW |
| Focus Partners Wealth | $208.8K | 8,104 | 0.00% | 3q | -35.1%-$112.8K |
| SILVER OAK SECURITIES, INCORPORATED | $200.9K | 7,797 | 0.01% | new | NEW |
| Farther Finance Advisors, LLC | $180.5K | 7,005 | 0.00% | 4q | +1.4%+$2.5K |
| NewEdge Advisors, LLC | $175.3K | 6,807 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $169.8K | 6,592 | 0.00% | 9q | -5.3%-$9.5K |
| Thomas J. Herzfeld Advisors, Inc. | $169.7K | 6,588 | 0.05% | 2q | -92.0%-$2.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $135.3K | 5,251 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $124.9K | 4,850 | 0.00% | 5q | +13.3%+$14.7K |
| NFSG Corp | $119.1K | 4,622 | 0.01% | 3q | +1335.4%+$110.8K |
| EVOLUTION WEALTH MANAGEMENT INC. | $102.0K | 3,961 | 0.06% | 2q | +5.9%+$5.7K |
| ROYAL BANK OF CANADA | $97.0K | 3,802 | 0.00% | 6q | +164.2%+$60.3K |
| IFP Advisors, Inc | $92.7K | 3,600 | 0.00% | 2q | -69.0%-$206.1K |
| Westside Investment Management, Inc. | $82.4K | 3,200 | 0.01% | new | NEW |
| Nova Wealth Management, Inc. | $71.9K | 2,793 | 0.04% | new | NEW |
| Allworth Financial LP | $62.9K | 2,443 | 0.00% | 3q | +9.5%+$5.5K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $61.8K | 2,400 | 0.00% | 9q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $59.4K | 2,400 | 0.01% | new | FIRST |
| JPMORGAN CHASE & CO | $49.1K | 1,875 | 0.00% | 2q | +59.6%+$18.3K |
| Arax Advisory Partners | $46.6K | 1,811 | 0.00% | new | NEW |
| Clearstead Trust, LLC | $44.5K | 1,727 | 0.01% | 3q | +24.8%+$8.8K |
| HM PAYSON & CO | $44.2K | 1,715 | 0.00% | new | NEW |
| MPWM ADVISORY SOLUTIONS, LLC | $31.7K | 1,230 | 0.01% | 3q | +434.8%+$25.8K |
| Larson Financial Group LLC | $30.0K | 1,163 | 0.00% | 2q | HELD |
| US BANCORP \DE\ | $25.8K | 1,001 | 0.00% | 2q | HELD |
| Geneos Wealth Management Inc. | $25.2K | 980 | 0.00% | 3q | HELD |
| FIFTH THIRD BANCORP | $23.4K | 910 | 0.00% | new | NEW |
| Financial Management Professionals, Inc. | $20.6K | 800 | 0.00% | new | NEW |
| SOA Wealth Advisors, LLC. | $18.0K | 700 | 0.00% | 2q | +250.0%+$12.9K |
| Millstone Evans Group, LLC | $17.7K | 689 | 0.01% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $17.6K | 686 | 0.00% | 10q | +128.7%+$9.9K |
| Burnham & Co LLC | $16.5K | 640 | 0.01% | new | FIRST |
| SG Americas Securities, LLC | $14.2K | 550,249 | 0.01% | new | NEW |
| MCF Advisors LLC | $13.3K | 515 | 0.00% | 3q | +3.0% |
| Atlantic Union Bankshares Corp | $13.0K | 506 | 0.00% | 3q | -53.1%-$14.7K |
| LRI Investments, LLC | $12.9K | 500 | 0.00% | 2q | HELD |
| Physician Wealth Advisors, Inc. | $12.1K | 470 | 0.00% | 3q | HELD |
| GHP Investment Advisors, Inc. | $12.0K | 465 | 0.00% | 3q | +27.4%+$2.6K |
| SIGNATUREFD, LLC | $11.2K | 435 | 0.00% | 9q | -14.7%-$1.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G | J. Goldman & Co LPwith 2 co-filers | 5.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 151 | $224.2M | 6,478,026 | 64 | 37 | 21 | 25.6% |
| Q1 2026 | 124 | $60.1M | 2,237,229 | 53 | 36 | 11 | 0.0% |
| Q4 2025 | 80 | $33.9M | 1,106,476 | 41 | 16 | 8 | 0.0% |
| Q3 2025 | 38 | $10.2M | 476,739 | 7 | 12 | 4 | 0.0% |
| Q2 2025 | 50 | $13.3M | 347,754 | 16 | 13 | 8 | 0.0% |
| Q1 2025 | 41 | $13.9M | 391,779 | 9 | 11 | 8 | 0.0% |
| Q4 2024 | 52 | $19.3M | 328,558 | 36 | 7 | 4 | 0.0% |
| Q3 2024 | 28 | $1.9M | 178,587 | 6 | 4 | 7 | 0.0% |
| Q2 2024 | 25 | $4.7M | 307,850 | 21 | 3 | 0 | 0.0% |
| Q1 2024 | 5 | $1.8M | 71,235 | 5 | 0 | 0 | 0.0% |