Destiny Tech100 Ownership | Who Owns Destiny Tech100?

Destiny Tech100 Ownership Summary

Destiny Tech100 is owned by 1.67% institutional investors, 4.93% insiders, and 93.40% retail investors. Lpl financial is the largest institutional shareholder, holding 1.66% of DXYZ shares.

DXYZ Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Destiny Tech100	1.67%	4.93%	93.40%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Asset Management Stocks	45.25%	8.61%	46.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Lpl financial	207.59K	1.66%	$5.56M
Cetera investment advisers	167.97K	1.34%	$4.50M
Kestra advisory services	140.19K	1.12%	$3.75M
Jane street group	139.30K	1.11%	$3.73M
Morgan stanley	86.64K	0.80%	$2.65M
Thomas j. herzfeld advisors	82.81K	0.66%	$2.22M
Envestnet asset management	63.38K	0.51%	$1.70M
Aa financial advisors	61.00K	0.49%	$1.63M
Commonwealth equity services	58.43K	0.47%	$1.56M
Invesco	43.86K	0.35%	$1.17M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Thomas j. herzfeld advisors	82.81K	0.75%	$2.22M
Aa financial advisors	61.00K	0.23%	$1.63M
Total clarity wealth management	20.25K	0.13%	$542.35K
Hazlett, burt & watson	13.71K	0.11%	$364.00K
Garden state investment advisory services	16.68K	0.10%	$446.66K
Evolution wealth management	3.74K	0.07%	$100.18K
Chung wu investment group	3.00K	0.07%	$80.34K
Gibson capital	10.00K	0.05%	$267.80K
Sovran advisors	18.34K	0.05%	$597.28K
Ignite planners	8.75K	0.04%	$234.27K

Top Buyers

Holder	Shares	% Assets	Change
Lpl financial	207.59K	0.00%	135.59K
Cetera investment advisers	167.97K	0.00%	134.64K
Kestra advisory services	140.19K	0.01%	85.80K
Thomas j. herzfeld advisors	82.81K	0.75%	82.81K
Envestnet asset management	63.38K	0.00%	49.77K

Top Sellers

Holder	Shares	% Assets	Change
Jane street group	139.30K	0.00%	-238.24K
Aristides capital	-	-	-28.35K
Strategy asset managers	-	-	-18.00K
Stifel financial	28.52K	0.00%	-13.56K
Quintet private bank (europe)	-	-	-10.50K

New Positions

Holder	Shares	% Assets	Change	Value
Thomas j. herzfeld advisors	82.81K	0.75%	82.81K	$2.22M
Marex group	29.36K	0.01%	29.36K	$786.29K
Kestra private wealth services	24.09K	0.01%	24.09K	$645.26K
Sovran advisors	18.34K	0.05%	18.34K	$597.28K
Garden state investment advisory services	16.68K	0.10%	16.68K	$446.66K

Sold Out

Holder	Change
Dunhill financial	-1.00
Parallel advisors	-10.00
Nova wealth management	-15.00
Org partners	-20.00
Toth financial advisory	-40.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	32	-21.95%	181,648	-64.05%	1	7.74%	24	4.35%	2	-50.00%
Sep 30, 2025	12	-78.57%	53,502	-87.86%	-	3.00%	3	-91.43%	1	-88.89%
Jun 30, 2025	55	14.58%	439,107	-9.87%	4	20.13%	34	41.67%	10	-9.09%
Mar 31, 2025	48	-12.73%	487,214	24.61%	4	34.67%	24	-45.45%	11	120.00%
Dec 31, 2024	57	78.13%	405,215	19.39%	3	38.27%	46	283.33%	5	-37.50%

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 16, 2025	Prasad Sohail	President and CEO	Sell	$12.97M
Jul 16, 2025	Prasad Sohail	President and CEO	Sell	$1.01M
Apr 12, 2024	Prasad Sohail	President and CEO	Sell	$4.93M
Apr 12, 2024	Destiny XYZ Inc.	-	Sell	$4.93M
Mar 18, 2024	Destiny XYZ Inc.	-	Sell	-

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	2
2024 Q2	-	5
2024 Q1	-	2
2023 Q4	-	-

DXYZ Ownership FAQ

Who Owns Destiny Tech100?

Destiny Tech100 shareholders are primarily institutional investors at 1.67%, followed by 4.93% insiders and 93.40% retail investors. The average institutional ownership in Destiny Tech100's industry, Asset Management Stocks, is 45.25%, which Destiny Tech100 falls below.

Who owns the most shares of Destiny Tech100?

Destiny Tech100’s largest shareholders are Lpl financial (207.59K shares, 1.66%), Cetera investment advisers (167.97K shares, 1.34%), and Kestra advisory services (140.18K shares, 1.12%). Together, they hold 4.13% of Destiny Tech100’s total shares outstanding.

Does Blackrock own Destiny Tech100?

BlackRock is not among the top 10 institutional shareholders of Destiny Tech100.

Who is Destiny Tech100’s biggest shareholder by percentage of total assets invested?

Thomas j. herzfeld advisors is Destiny Tech100’s biggest shareholder by percentage of total assets invested, with 0.75% of its assets in 82.81K Destiny Tech100 shares, valued at 2.22M$.

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