DESTINY TECH100 INC DXYZ
COM SHS · Closed-End Fund · CUSIP 25063F107
49
institutional holders
-9 vs Q4 2024
487.2k
shares reported held*
$17.2mreported value*
11 new
12 added
11 reduced
19 sold out
net bought ≈ $2.9m (+81.1k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $35.39.
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2024 | 7 |
| Q2 2024 | 28 |
| Q3 2024 | 33 |
| Q4 2024 | 58 |
| Q1 2025 | 49 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 26 | 2 |
| Q3 2024 | 12 | 11 |
| Q4 2024 | 46 | 18 |
| Q1 2025 | 23 | 30 |
Biggest buyers
| MORGAN STANLEY | Added | +78.5k |
| Aristides Capital LLC | New | +28.4k |
| WEDBUSH SECURITIES INC | New | +16.9k |
| Kestra Advisory Services, LLC | New | +16.3k |
| Private Advisor Group, LLC | New | +11.7k |
| Invesco Ltd. | Added | +9.1k |
| SG Americas Securities, LLC | New | +7.8k |
| UBS Group AG | Added | +7.5k |
| LPL Financial LLC | Added | +5.3k |
| STIFEL FINANCIAL CORP | Added | +3.6k |
Biggest sellers
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -16.9k |
| Quintet Private Bank (Europe) S.A. | Sold out | -10.5k |
| Balyasny Asset Management L.P. | Sold out | -8.5k |
| Symmetry Investments LP | Sold out | -8.0k |
| Cresset Asset Management, LLC | Sold out | -7.5k |
| Kovack Advisors, Inc. | Sold out | -7.3k |
| JANE STREET GROUP, LLC | Reduced | -6.6k |
| Walkner Condon Financial Advisors LLC | Reduced | -6.3k |
| Virtu Financial LLC | Reduced | -5.7k |
| Corton Capital Inc. | Sold out | -5.0k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| J. Goldman & Co LP 13G · institution new · filed 2026-08-14 | 5.6% |
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
BuyingSelling
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 1 | — | — |
| Q2 2024 | 0 | — | 1 | $9.8m | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 111.6k $3.9m | Added +78.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 53.9k $1.9m | Reduced -2.8k |
| Aristides Capital LLC 0.37% of their portfolio | 28.4k $1.0m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 26.7k $945.2k | Reduced -6.6k |
| Cetera Investment Advisers 0.00% of their portfolio | 21.0k $742.0k | Added +808 |
| Invesco Ltd. 0.00% of their portfolio | 19.8k $702.4k | Added +9.1k |
| LPL Financial LLC 0.00% of their portfolio | 19.0k $671.8k | Added +5.3k |
| STRATEGY ASSET MANAGERS LLC 0.13% of their portfolio | 18.0k $637.0k | Unchanged |
| WEDBUSH SECURITIES INC 0.02% of their portfolio | 16.9k $597.0k | New |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 16.3k $576.7k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 15.1k $534.9k | Added +3.6k |
| Evanson Asset Management, LLC 0.04% of their portfolio | 15.0k $530.9k | Unchanged |
| Private Advisor Group, LLC 0.00% of their portfolio | 11.7k $414.8k | New |
| UBS Group AG 0.00% of their portfolio | 10.5k $371.8k | Added +7.5k |
| Financial Advocates Investment Management 0.02% of their portfolio | 9.7k $342.7k | Added +634 |
| One Capital Management, LLC 0.01% of their portfolio | 8.4k $298.4k | Unchanged |
| Creative Planning 0.00% of their portfolio | 8.4k $297.5k | Added +1.4k |
| WealthPlan Investment Management, LLC 0.03% of their portfolio | 8.2k $289.9k | Unchanged |
| SG Americas Securities, LLC 0.00% of their portfolio | 7.8k $276.0k | New |
| GRIFFIN ASSET MANAGEMENT, INC. 0.03% of their portfolio | 6.8k $239.9k | Reduced -1.6k |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 6.6k $235.0k | Added +2.6k |
| Walkner Condon Financial Advisors LLC 0.04% of their portfolio | 6.2k $219.4k | Reduced -6.3k |
| Mariner, LLC 0.00% of their portfolio | 6.0k $212.4k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 5.9k $209.2k | Added +1.2k |
| HRT FINANCIAL LP 0.00% of their portfolio | 5.8k $206.0k | Reduced -726 |
| Virtu Financial LLC 0.01% of their portfolio | 5.8k $206.0k | Reduced -5.7k |
| HAZLETT, BURT & WATSON, INC. 0.04% of their portfolio | 2.7k $95.0k | Added +2.4k |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 2.6k $92.0k | New |
| CWM, LLC 0.00% of their portfolio | 2.5k $89.0k | Unchanged |
| BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio | 2.4k $84.9k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 1.6k $56.1k | New |
| BARCLAYS PLC 0.00% of their portfolio | 1.0k $37.1k | Reduced -200 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 1.0k $36.2k | Added +147 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.0k $35.4k | Reduced -1.3k |
| Anchor Investment Management, LLC 0.00% of their portfolio | 640 $22.6k | Unchanged |
| SIGNATUREFD, LLC 0.00% of their portfolio | 510 $18.0k | Unchanged |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 485 $17.2k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 300 $10.6k | Reduced -500 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 230 $8.1k | Reduced -250 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 165 $5.8k | Unchanged |
| MONTAG A & ASSOCIATES INC 0.00% of their portfolio | 127 $4.5k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 100 $3.5k | Reduced -100 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 92 $3.3k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 61 $2.2k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 50 $2.0k | New |
| Tradewinds Capital Management, LLC 0.00% of their portfolio | 25 $885 | Unchanged |
| ORG Partners LLC 0.00% of their portfolio | 20 $748 | New |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 7 $245 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |