Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in DXYZ held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Newtyn Management, LLC | 345K | $9.2M | — | 3.171% | 0.99% |
| 2 | MORGAN STANLEY | 224K | $6.0M | +158.3% | 2.057% | 0.00% |
| 3 | LPL Financial LLC | 208K | $5.6M | +188.3% | 1.908% | 0.00% |
| 4 | Cetera Investment Advisers | 168K | $4.5M | +403.9% | 1.544% | 0.00% |
| 5 | Kestra Advisory Services, LLC | 140K | $3.8M | +157.8% | 1.288% | 0.01% |
| 6 | JANE STREET GROUP, LLC | 139K | $3.7M | -63.1% | 1.280% | 0.03% |
| 7 | ADVISOR GROUP HOLDINGS, INC. | 101K | $2.7M | +139.1% | 0.927% | 0.00% |
| 8 | Thomas J. Herzfeld Advisors, Inc. | 83K | $2.2M | — | 0.761% | 0.75% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 63K | $1.7M | +365.8% | 0.583% | 0.00% |
| 10 | AA Financial Advisors, LLC | 61K | $1.6M | -12.9% | 0.561% | 0.23% |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 58K | $1.6M | +193.9% | 0.537% | 0.00% |
| 12 | Invesco Ltd. | 44K | $1.2M | +52.5% | 0.403% | 0.00% |
| 13 | UBS Group AG | 34K | $916K | +79.4% | 0.314% | 0.00% |
| 14 | Marex Group plc | 29K | $786K | — | 0.270% | 0.00% |
| 15 | STIFEL FINANCIAL CORP | 29K | $764K | -32.2% | 0.262% | 0.00% |
| 16 | Niles Investment Management, LLC | 24K | $650K | — | 0.223% | 0.58% |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | 24K | $645K | — | 0.222% | 0.01% |
| 18 | Point72 Asset Management, L.P. | 23K | $609K | — | 0.209% | 0.00% |
| 19 | Sovran Advisors, LLC | 18K | $597K | — | 0.169% | 0.05% |
| 20 | Private Advisor Group, LLC | 20K | $546K | +35.0% | 0.187% | 0.00% |
| 21 | Total Clarity Wealth Management, Inc. | 20K | $542K | +180.1% | 0.186% | 0.13% |
| 22 | Stratos Wealth Partners, LTD. | 20K | $527K | +54.3% | 0.181% | 0.01% |
| 23 | WILEY BROS.-AINTREE CAPITAL, LLC | 19K | $520K | +62.2% | 0.178% | 0.00% |
| 24 | RAYMOND JAMES FINANCIAL INC | 19K | $498K | +52.8% | 0.171% | 0.00% |
| 25 | GC Wealth Management RIA, LLC | 18K | $482K | 0.0% | 0.165% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in DXYZ — a direct measure of their conviction.
Filings activity in DXYZ during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 129 | +52% | 19.05% | +8.30 pp | $60M | +77% |
| Q4 2025 | 85 | +107% | 10.75% | +7.51 pp | $34M | +232% |
| Q3 2025 | 41 | 27% | 3.24% | 1.04 pp | $10M | 24% |
| Q2 2025 | 56 | +14% | 4.28% | 0.11 pp | $13M | 2.5% |
| Q1 2025 | 49 | 16% | 4.39% | 1.65 pp | $14M | 27% |
| Q4 2024 | 58 | +81% | 6.04% | +5.44 pp | $19M | +910% |
| Q3 2024 | 32 | +23% | 0.60% | 0.88 pp | $2M | 60% |
| Q2 2024 | 26 | — | 1.48% | — | $5M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying DXYZ stock.
Based on Q1 2026 13F filings, institutional ownership of Destiny Tech100 Inc. stands at 19.1%, held across 129 reporting institutions.
Newtyn Management, LLC is the largest reported institutional holder of DXYZ, with approximately 345,000 shares worth $0.01B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of DXYZ, including JANE STREET GROUP, LLC, Point72 Asset Management, L.P..
Our composite Smart Money Score for DXYZ is 79 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
55 institutions opened new positions in DXYZ during Q1 2026, while 11 fully exited. 39 added to existing positions and 35 trimmed.
DXYZ institutional ownership rose by 8.30 percentage points quarter-over-quarter, with a net change of +44 holders.
The top 10 institutions account for 68.3% of all reported 13F value in DXYZ, and the top 25 account for 86.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Destiny Tech100 Inc. (DXYZ) Institutional Ownership