DXYZ Institutional Ownership & Shareholders
DESTINY TECH100 INC (DXYZ) is currently held by 149 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $180.96M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
J. Goldman & Co Lp is currently the largest disclosed institutional shareholder of DXYZ tracked by InsiderSet, reporting ownership valued at approximately $43.70M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $43.31M, representing an estimated loss of -0.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed DXYZ value among the investors covered in this analysis. Major shareholders include J. Goldman & Co Lp, Morgan Stanley, Saba Capital Management, L.P., and several other long-term asset managers with concentrated positions in DESTINY TECH100 INC (DXYZ).
This page ranks the largest institutional DXYZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
149
Total Reported Value
$180.96M
Largest Holder
J. Goldman & Co Lp
Largest Position
$43.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
159
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| J. Goldman & Co Lp | 1.54% | 1,696,549 | $43,703,102 | $43,312,896 | -$390,206 | -0.89% | |
| Morgan Stanley | 0.00% | 907,197 | $23,369,394 | $23,160,739 | -$208,655 | -0.89% | |
| Saba Capital Management, L.P. | 0.51% | 644,280 | $16,596,653 | $16,448,468 | -$148,185 | -0.89% | |
| Sg Americas Securities, Llc | 0.01% | 550,249 | $14,174,000 | $14,047,857 | -$126,143 | -0.89% | |
| Susquehanna International Group, Llp | 0.01% | 379,562 | $9,777,518 | $9,690,218 | -$87,300 | -0.89% | |
| Anson Funds Management Lp | 0.76% | 323,199 | $8,325,606 | $8,251,270 | -$74,336 | -0.89% | |
| Lpl Financial Llc | 0.00% | 259,921 | $6,695,565 | $6,635,783 | -$59,782 | -0.89% | |
| Jump Financial, Llc | 0.05% | 232,756 | $5,995,794 | $5,942,261 | -$53,533 | -0.89% | |
| Citadel Advisors Llc | 0.00% | 218,185 | $5,620,446 | $5,570,263 | -$50,183 | -0.89% | |
| Kestra Advisory Services, Llc | 0.01% | 163,581 | $5,046,474 | $4,176,223 | -$870,251 | -17.24% | |
| Osaic Holdings, Inc. | 0.00% | 143,517 | $3,696,871 | $3,663,989 | -$32,882 | -0.89% | |
| Cetera Investment Advisers | 0.00% | 133,808 | $3,446,894 | $3,416,118 | -$30,776 | -0.89% | |
| Aa Financial Advisors, Llc | 0.36% | 96,800 | $2,986,280 | $2,471,304 | -$514,976 | -17.24% | |
| &Partners | 0.01% | 101,454 | $2,613,455 | $2,590,121 | -$23,334 | -0.89% | |
| Commonwealth Equity Services, Llc | 0.00% | 58,247 | $1,796,922 | $1,487,046 | -$309,876 | -17.24% | |
| Firstwave Capital Management Llc | 0.76% | 67,104 | $1,728,599 | $1,713,165 | -$15,434 | -0.89% | |
| Ubs Group Ag | 0.00% | 55,374 | $1,426,434 | $1,413,698 | -$12,736 | -0.89% | |
| Sovran Advisors, Llc | 0.08% | 44,605 | $1,194,968 | $1,138,766 | -$56,202 | -4.70% | |
| Summit Financial, Llc | 0.01% | 42,349 | $1,090,910 | $1,081,170 | -$9,740 | -0.89% | |
| Centerbook Partners Lp | 0.05% | 33,453 | $1,032,025 | $854,055 | -$177,970 | -17.24% | |
| Noble Wealth Management Pbc | 0.43% | 30,617 | $944,534 | $781,652 | -$162,882 | -17.24% | |
| Sowell Financial Services Llc | 0.03% | 28,538 | $880,389 | $728,575 | -$151,814 | -17.24% | |
| International Assets Investment Management, Llc | 0.05% | 27,890 | $871,284 | $712,032 | -$159,252 | -18.28% | |
| Invesco Ltd. | 0.00% | 26,671 | $687,045 | $680,911 | -$6,134 | -0.89% | |
| Creative Planning | 0.00% | 22,009 | $678,985 | $561,890 | -$117,095 | -17.25% | |
| Raymond James Financial Inc | 0.00% | 25,735 | $662,933 | $657,015 | -$5,918 | -0.89% | |
| Pfg Investments, Llc | 0.03% | 25,550 | $658,168 | $652,292 | -$5,877 | -0.89% | |
| Merit Financial Group, Llc | 0.00% | 25,443 | $655,412 | $649,560 | -$5,852 | -0.89% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 25,075 | $645,932 | $640,165 | -$5,767 | -0.89% | |
| Virtu Financial Llc | 0.02% | 24,217 | $624,000 | $618,260 | -$5,740 | -0.92% | |
| Millennium Management Llc | 0.00% | 23,046 | $593,665 | $588,364 | -$5,301 | -0.89% | |
| Private Advisor Group, Llc | 0.00% | 22,841 | $588,382 | $583,131 | -$5,251 | -0.89% | |
| Stifel Financial Corp | 0.00% | 20,840 | $536,835 | $532,045 | -$4,790 | -0.89% | |
| Kovack Advisors, Inc. | 0.03% | 21,468 | $533,050 | $548,078 | +$15,028 | +2.82% | |
| Intrepid Financial Planning Group Llc | 0.17% | 19,742 | $508,554 | $504,013 | -$4,541 | -0.89% | |
| Verity Asset Management, Inc. | 0.19% | 16,188 | $499,400 | $413,280 | -$86,120 | -17.24% | |
| Marex Group Plc | 0.00% | 18,622 | $479,703 | $475,420 | -$4,283 | -0.89% | |
| Ignite Planners, Llc | 0.06% | 13,892 | $428,568 | $354,663 | -$73,905 | -17.24% | |
| Avior Wealth Management, Llc | 0.01% | 13,289 | $409,966 | $339,268 | -$70,698 | -17.24% | |
| Cary Street Partners Financial Llc | 0.01% | 15,724 | $405,052 | $401,434 | -$3,618 | -0.89% | |
| Genesis Financial Group, Llc | 0.25% | 15,000 | $386,400 | $382,950 | -$3,450 | -0.89% | |
| Fsa Advisors, Inc. | 0.16% | 13,559 | $349,280 | $346,161 | -$3,119 | -0.89% | |
| Captrust Financial Advisors | 0.00% | 13,469 | $346,970 | $343,864 | -$3,106 | -0.90% | |
| Hrt Financial Lp | 0.00% | 13,301 | $342,000 | $339,575 | -$2,425 | -0.71% | |
| Baird Financial Group, Inc. | 0.00% | 13,257 | $341,500 | $338,451 | -$3,049 | -0.89% | |
| Creative Financial Designs Inc | 0.02% | 12,900 | $332,304 | $329,337 | -$2,967 | -0.89% | |
| Tidal Investments Llc | 0.00% | 12,475 | $321,356 | $318,487 | -$2,869 | -0.89% | |
| Cresset Asset Management, Llc | 0.00% | 11,756 | $302,835 | $300,131 | -$2,704 | -0.89% | |
| Beacon Pointe Advisors, Llc | 0.00% | 11,074 | $285,267 | $282,719 | -$2,548 | -0.89% | |
| Able Wealth Management Llc | 0.06% | 8,544 | $278,107 | $218,128 | -$59,979 | -21.57% |
Frequently asked questions about DXYZ
Who are the largest institutional holders of DXYZ?
The largest institutional holders of DXYZ reported in the latest SEC Form 13F filings include J. Goldman & Co Lp, Morgan Stanley, Saba Capital Management, L.P., Sg Americas Securities, Llc, and Susquehanna International Group, Llp. InsiderSet ranks institutional holders by their latest reported DXYZ position.
What is DXYZ institutional ownership?
This page tracks DXYZ positions reported by institutional investment managers through SEC Form 13F. DESTINY TECH100 INC (DXYZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DXYZ?
InsiderSet currently tracks 149 institutional managers reporting DXYZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DXYZ shareholders.
How much DXYZ stock do institutions own?
Institutional investment managers disclosed approximately $180.96M in DXYZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DXYZ institutional ownership last updated?
The latest DXYZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DXYZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DXYZ position after the reporting date.
Are institutions buying or selling DXYZ?
Institutional buying and selling can be analyzed by comparing DXYZ positions across consecutive 13F reporting periods. InsiderSet's DXYZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DXYZ ownership changes.
How has DXYZ institutional ownership changed over time?
InsiderSet tracks DXYZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.