
Destiny Tech100 is a asset management company in the financial services sector on NYSE, led by Sohail Prasad, with a market cap of $492.0M. As of Q3 2025, 5% of shares are held by 40 institutional investors, with JANE STREET GROUP, LLC as the largest holder at 0.916%.
Overview of institutional ownership in DXYZ as of Q3 2025 with a market cap of $231.7M
Based on market cap of $231.7M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Institutions with the largest positions in DXYZ as of Q3 2025
| Institution | Position Value |
|---|---|
J JANE STREET GROUP, LLC Institution | $2.1M 0.00% of portfolio |
L LPL Financial LLC Institution | $1.5M 0.00% of portfolio |
MORGAN STANLEY RIA/Wealth | $1.0M 0.00% of portfolio |
Kestra Advisory Services, LLC RIA/Wealth | $741.9K 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $709.8K 0.00% of portfolio |
Invesco Ltd. ETF Provider | $696.9K 0.00% of portfolio |
UBS Group AG Institution | $631.3K 0.00% of portfolio |
Catalytic Wealth RIA, LLC RIA/Wealth | $596.4K 0.02% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $493.3K 0.00% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $429.0K 0.00% of portfolio |
Institutional buying and selling activity for DXYZ in Q3 2025
| Institution | Net Bought |
|---|---|
J JANE STREET GROUP, LLC Institution | +$1.8M +83.8K shares |
Catalytic Wealth RIA, LLC RIA/Wealth | +$596.4K +28.0K shares |
A Advisor Group Holdings, Inc. Institution | +$565.1K +24.3K shares |
L LPL Financial LLC Institution | +$544.8K +25.6K shares |
Invesco Ltd. ETF Provider | +$313.0K +14.7K shares |
Kestra Advisory Services, LLC RIA/Wealth | +$209.0K +9.8K shares |
UBS Group AG Institution | +$196.8K +9.2K shares |
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | +$111.9K +5.3K shares |
H HAZLETT, BURT & WATSON, INC. Institution | +$98.8K +4.6K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | +$97.7K +4.6K shares |
| Institution | Net Sold |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$816.9K −38.4K shares |
STRATEGY ASSET MANAGERS LLC RIA/Wealth | −$685.6K −18.0K shares |
WEDBUSH MORGAN SECURITIES INC RIA/Wealth | −$582.6K −15.3K shares |
−$379.3K −10.0K shares | |
O One Capital Management, LLC RIA/Wealth | −$321.7K −8.4K shares |
W WealthPlan Investment Management, LLC RIA/Wealth | −$312.7K −8.2K shares |
−$295.9K −7.8K shares | |
Creative Planning RIA/Wealth | −$282.1K −7.4K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$280.8K −7.4K shares |
G GRIFFIN ASSET MANAGEMENT, INC. Institution | −$258.3K −6.8K shares |
Institutions that initiated new positions or completely exited DXYZ in Q3 2025
| Institution | Position Value |
|---|---|
Catalytic Wealth RIA, LLC RIA/Wealth | $596.4K 28.0K shares |
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | $111.9K 5.3K shares |
Farther Finance Advisors, LLC RIA/Wealth | $46.9K 2.2K shares |
Groupe la Francaise Fund of Funds | $7.8K 400.0 shares |
Sontag Advisory, LLC RIA/Wealth | $4.0K 186.0 shares |
Legacy Wealth Managment, LLC/ID RIA/Wealth | $1.7K 80.0 shares |
Triumph Capital Management RIA/Wealth | $1.1K 50.0 shares |
| Institution | Previous Position |
|---|---|
STRATEGY ASSET MANAGERS LLC RIA/Wealth | $685.6K 18.0K shares |
WEDBUSH MORGAN SECURITIES INC RIA/Wealth | $582.6K 15.3K shares |
$379.3K 10.0K shares | |
O One Capital Management, LLC RIA/Wealth | $321.7K 8.4K shares |
W WealthPlan Investment Management, LLC RIA/Wealth | $312.7K 8.2K shares |
$295.9K 7.8K shares | |
Creative Planning RIA/Wealth | $282.1K 7.4K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $280.8K 7.4K shares |
G GRIFFIN ASSET MANAGEMENT, INC. Institution | $258.3K 6.8K shares |
Visionary Wealth Advisors RIA/Wealth | $238.7K 6.3K shares |
Institutions with the largest Call and Put options positions in DXYZ as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with DXYZ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
H HAZLETT, BURT & WATSON, INC. Institution | 0.07% $181.9K |
Catalytic Wealth RIA, LLC RIA/Wealth | 0.02% $596.4K |
Evanson Asset Management, LLC RIA/Wealth | 0.02% $319.5K |
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | 0.01% $111.9K |
HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.00% $159.8K |
Kestra Advisory Services, LLC RIA/Wealth | 0.00% $741.9K |
J JANE STREET GROUP, LLC Institution | 0.00% $2.1M |
Global Retirement Partners, LLC RIA/Wealth | 0.00% $88.4K |
Private Advisor Group, LLC RIA/Wealth | 0.00% $323.9K |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | 0.00% $216.6K |
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