DESTINY TECH100 INC DXYZ
COM SHS · Closed-End Fund · CUSIP 25063F107
132
institutional holders
+45 vs Q4 2025
2.4m
shares reported held*
$63.1mreported value*
53 new
42 added
12 reduced
8 sold out
net bought ≈ $31.7m (+1.2m 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 ≈ $26.86.
Trends to Q1 2026
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 |
| Q2 2025 | 55 |
| Q3 2025 | 40 |
| Q4 2025 | 87 |
| Q1 2026 | 132 |
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 |
| Q2 2025 | 31 | 19 |
| Q3 2025 | 20 | 27 |
| Q4 2025 | 63 | 13 |
| Q1 2026 | 95 | 20 |
Biggest buyers
| Newtyn Management, LLC | New | +345.0k |
| MORGAN STANLEY | Added | +137.2k |
| LPL Financial LLC | Added | +135.6k |
| Cetera Investment Advisers | Added | +134.6k |
| Kestra Advisory Services, LLC | Added | +85.8k |
| Thomas J. Herzfeld Advisors, Inc. | New | +82.8k |
| OSAIC HOLDINGS, INC. | Added | +58.6k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +49.8k |
| COMMONWEALTH EQUITY SERVICES, LLC | Added | +38.5k |
| Cambridge Investment Research Advisors, Inc. | Added | +32.7k |
Biggest sellers
| JANE STREET GROUP, LLC | Reduced | -238.2k |
| STIFEL FINANCIAL CORP | Reduced | -13.6k |
| Scientech Research LLC | Sold out | -9.9k |
| AA Financial Advisors, LLC | Reduced | -9.0k |
| Evanson Asset Management, LLC | Reduced | -7.5k |
| GRIFFIN ASSET MANAGEMENT, INC. | Sold out | -6.8k |
| Virtu Financial LLC | Reduced | -5.5k |
| Mariner, LLC | Reduced | -3.9k |
| BANK OF AMERICA CORP /DE/ | Sold out | -1.4k |
| HARBOUR INVESTMENTS, INC. | Reduced | -1.0k |
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 2026
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 2024 | 0 | — | 1 | $9.8m | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $14.0m | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Newtyn Management, LLC 0.99% of their portfolio | 345.0k $9.2m | New |
| MORGAN STANLEY 0.00% of their portfolio | 223.8k $6.0m | Added +137.2k |
| LPL Financial LLC 0.00% of their portfolio | 207.6k $5.6m | Added +135.6k |
| Cetera Investment Advisers 0.00% of their portfolio | 168.0k $4.5m | Added +134.6k |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 140.2k $3.8m | Added +85.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 139.3k $3.7m | Reduced -238.2k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 100.8k $2.7m | Added +58.6k |
| Thomas J. Herzfeld Advisors, Inc. 0.75% of their portfolio | 82.8k $2.2m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 63.4k $1.7m | Added +49.8k |
| AA Financial Advisors, LLC 0.23% of their portfolio | 61.0k $1.6m | Reduced -9.0k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 58.4k $1.6m | Added +38.5k |
| Invesco Ltd. 0.00% of their portfolio | 43.9k $1.2m | Added +15.1k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 40.6k $1.1m | Added +32.7k |
| UBS Group AG 0.00% of their portfolio | 34.2k $915.6k | Added +15.1k |
| Marex Group Ltd 0.01% of their portfolio | 29.4k $786.3k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 28.5k $763.7k | Reduced -13.6k |
| WEDBUSH SECURITIES INC 0.02% of their portfolio | 26.3k $703.0k | Added +16.7k |
| Niles Investment Management, LLC 0.58% of their portfolio | 24.3k $649.6k | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio | 24.1k $645.3k | New |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 22.7k $609.1k | New |
| Private Advisor Group, LLC 0.00% of their portfolio | 20.4k $545.7k | Added +5.3k |
| Total Clarity Wealth Management, Inc. 0.13% of their portfolio | 20.3k $542.3k | Added +13.0k |
| Stratos Wealth Partners, LTD. 0.01% of their portfolio | 19.7k $526.8k | Added +6.9k |
| &PARTNERS 0.00% of their portfolio | 19.4k $519.9k | Added +7.4k |
| Virtu Financial LLC 0.02% of their portfolio | 18.7k $502.0k | Reduced -5.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 18.6k $497.7k | Added +6.4k |
| Sovran Advisors, LLC 0.05% of their portfolio | 18.3k $597.3k | New |
| GC Wealth Management RIA, LLC 0.02% of their portfolio | 18.0k $482.0k | Unchanged |
| Creative Planning 0.00% of their portfolio | 17.2k $459.5k | Added +5.4k |
| Garden State Investment Advisory Services LLC 0.11% of their portfolio | 16.7k $446.7k | New |
| WCG Wealth Advisors LLC 0.01% of their portfolio | 15.7k $419.4k | New |
| CIBC Bancorp USA Inc. 0.00% of their portfolio | 15.3k $409.5k | First filing |
| Genesis Financial Group, LLC 0.27% of their portfolio | 15.0k $401.7k | Added +5.0k |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio | 14.0k $375.6k | New |
| HAZLETT, BURT & WATSON, INC. 0.11% of their portfolio | 13.7k $364.0k | Added +2.7k |
| Focus Partners Wealth 0.00% of their portfolio | 12.5k $334.3k | Added +1.2k |
| Merit Financial Group, LLC 0.00% of their portfolio | 12.1k $324.9k | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 11.8k $316.9k | Reduced -545 |
| IFP Advisors, Inc 0.01% of their portfolio | 11.6k $310.6k | New |
| Mariner, LLC 0.00% of their portfolio | 11.0k $294.8k | Reduced -3.9k |
| Equitable Holdings, Inc. 0.00% of their portfolio | 10.6k $325.6k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 10.4k $277.7k | Added +3.3k |
| CARLSON FINANCIAL, INC. 0.16% of their portfolio | 10.0k $268.7k | Added +35 |
| Gibson Capital, LLC 0.05% of their portfolio | 10.0k $267.8k | New |
| Cresset Asset Management, LLC 0.00% of their portfolio | 9.8k $261.9k | Added +2.0k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 9.2k $246.3k | New |
| MATHER GROUP, LLC. 0.00% of their portfolio | 9.0k $241.8k | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio | 9.0k $240.7k | Added +2.2k |
| Ignite Planners, LLC 0.04% of their portfolio | 8.7k $234.3k | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 7.9k $210.7k | New |
| Visionary Wealth Advisors 0.01% of their portfolio | 7.6k $204.4k | Reduced -214 |
| Evanson Asset Management, LLC 0.01% of their portfolio | 7.5k $200.8k | Reduced -7.5k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 7.0k $186.4k | Added +1.9k |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 6.9k $201.8k | Added +3.1k |
| EVOLUTION WEALTH MANAGEMENT INC. 0.07% of their portfolio | 3.7k $100.2k | New |
| Coston, McIsaac & Partners 0.02% of their portfolio | 3.3k $87.0k | New |
| Chung Wu Investment Group, LLC 0.07% of their portfolio | 3.0k $80.3k | New |
| Advisory Services Network, LLC 0.00% of their portfolio | 2.5k $67.4k | New |
| BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio | 2.4k $92.5k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 2.2k $59.7k | Added +35 |
| Pilgrim Partners Asia Pte Ltd 0.02% of their portfolio | 1.7k $44.5k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 1.6k $42.4k | Added +863 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.4k $38.0k | Added +817 |
| Clearstead Trust, LLC 0.01% of their portfolio | 1.4k $37.1k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.2k $31.4k | New |
| Larson Financial Group LLC 0.00% of their portfolio | 1.2k $31.1k | New |
| Atlantic Union Bankshares Corp 0.00% of their portfolio | 1.1k $28.9k | Added +378 |
| US BANCORP \DE\ 0.00% of their portfolio | 1.0k $26.8k | New |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 980 $26.2k | Added +332 |
| Sunbelt Securities, Inc. 0.00% of their portfolio | 900 $24.1k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 740 $19.8k | Added +535 |
| Anchor Investment Management, LLC 0.00% of their portfolio | 640 $17.1k | Unchanged |
| Trask Adam Roland 0.02% of their portfolio | 640 $17.1k | First filing |
| CWM, LLC 0.00% of their portfolio | 570 $15.3k | Reduced -630 |
| SIGNATUREFD, LLC 0.00% of their portfolio | 510 $13.7k | Unchanged |
| MCF Advisors LLC 0.00% of their portfolio | 500 $13.4k | Unchanged |
| LRI Investments, LLC 0.00% of their portfolio | 500 $13.4k | New |
| Physician Wealth Advisors, Inc. 0.00% of their portfolio | 470 $12.6k | Unchanged |
| Hickory Point Bank & Trust 0.01% of their portfolio | 400 $10.7k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 387 $10.4k | Added +76 |
| GHP Investment Advisors, Inc. 0.00% of their portfolio | 365 $9.8k | Unchanged |
| Murphy & Mullick Capital Management Corp 0.01% of their portfolio | 350 $9.4k | Added +250 |
| TD Capital Management LLC 0.00% of their portfolio | 346 $9.3k | Unchanged |
| SHP Wealth Management 0.00% of their portfolio | 326 $8.7k | New |
| NFSG Corp 0.00% of their portfolio | 322 $8.6k | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 300 $8.0k | Added +293 |
| Noble Wealth Management PBC 0.00% of their portfolio | 300 $8.0k | New |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 295 $7.9k | Unchanged |
| Cornerstone Planning Group LLC 0.00% of their portfolio | 286 $11.0k | Added +8 |
| Avion Wealth 0.00% of their portfolio | 280 $7.0k | Added +200 |
| Ankerstar Wealth, LLC 0.01% of their portfolio | 278 $7.4k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 263 $7.0k | Reduced -1.0k |
| Ritter Daniher Financial Advisory LLC / DE 0.00% of their portfolio | 250 $6.7k | Unchanged |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 250 $7.3k | Unchanged |
| MPWM ADVISORY SOLUTIONS, LLC 0.00% of their portfolio | 230 $6.2k | Unchanged |
| MAI Capital Management 0.00% of their portfolio | 220 $5.9k | New |
| Pacific Center for Financial Services 0.00% of their portfolio | 200 $5.4k | New |
| SOA Wealth Advisors, LLC. 0.00% of their portfolio | 200 $5.4k | New |
| MRP Capital Investments, LLC 0.00% of their portfolio | 200 $5.4k | New |
| Scarborough Advisors, LLC 0.00% of their portfolio | 189 $5.1k | New |