Destiny Tech100 Ownership | Who Owns Destiny Tech100?
Destiny Tech100 Ownership Summary
Destiny Tech100 is owned by 4.04% institutional investors, 10.02% insiders, and 85.95% retail investors. Commonwealth equity services is the largest institutional shareholder, holding 0.19% of DXYZ shares.
DXYZ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Destiny Tech100 | 4.04% | 10.02% | 85.95% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Asset Management Stocks | 51.84% | 9.46% | 38.70% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Commonwealth equity services | 20.14K | 0.19% | $429.00K |
| Mariner | 16.95K | 0.16% | $645.78K |
| Evanson asset management | 15.00K | 0.14% | $319.50K |
| Private advisor group | 10.82K | 0.10% | $412.13K |
| Hazlett, burt & watson | 8.54K | 0.08% | $183.00K |
| One capital management | 8.45K | 0.08% | $321.75K |
| Harbour investments | 6.54K | 0.06% | $249.19K |
| Visionary wealth advisors | 6.27K | 0.06% | $238.71K |
| Cresset asset management | 5.80K | 0.05% | $221.06K |
| Cetera investment advisers | 5.59K | 0.05% | $213.11K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Hazlett, burt & watson | 8.54K | 0.06% | $183.00K |
| Evanson asset management | 15.00K | 0.02% | $319.50K |
| Visionary wealth advisors | 6.27K | 0.01% | $238.71K |
| One capital management | 8.45K | 0.01% | $321.75K |
| Harbour investments | 6.54K | 0.01% | $249.19K |
| Private advisor group | 10.82K | 0.00% | $412.13K |
| Global retirement partners | 4.15K | 0.00% | $88.39K |
| Wiley bros.-aintree capital | 5.58K | 0.00% | $233.42K |
| Cresset asset management | 5.80K | 0.00% | $221.06K |
| Mariner | 16.95K | 0.00% | $645.78K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mariner | 16.95K | 0.00% | 10.95K |
| Visionary wealth advisors | 6.27K | 0.01% | 6.27K |
| Cresset asset management | 5.80K | 0.00% | 5.80K |
| Wiley bros.-aintree capital | 5.58K | 0.00% | 5.58K |
| Harbour investments | 6.54K | 0.01% | 4.96K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Commonwealth equity services | 20.14K | 0.00% | -38.35K |
| Aristides capital | - | - | -28.35K |
| Strategy asset managers | - | - | -18.00K |
| Cetera investment advisers | 5.59K | 0.00% | -15.37K |
| Wedbush securities | - | - | -15.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Visionary wealth advisors | 6.27K | 0.01% | 6.27K | $238.71K |
| Wiley bros.-aintree capital | 5.58K | 0.00% | 5.58K | $233.42K |
| Farther finance advisors | 2.20K | 0.00% | 2.20K | $46.86K |
| Raymond james financial | 1.24K | - | 1.24K | $47.04K |
| Mount yale investment advisors | 193.00 | 0.00% | 193.00 | $7.35K |
Sold Out
| Holder | Change |
|---|---|
| Nova wealth management | -15.00 |
| Org partners | -20.00 |
| Toth financial advisory | -40.00 |
| Psi advisors | -50.00 |
| Montag a & associates | -127.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 32 | 18.52% | 339,416 | -25.91% | 3 | 17.60% | 12 | -53.85% | 8 | - |
| Jun 30, 2024 | 27 | 350.00% | 458,101 | 458.45% | 4 | 742.93% | 26 | 333.33% | - | - |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools