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Institutionelle Investoren in Destiny Tech100 Inc. (DXYZ)

Alle meldenden Fondsgesellschaften (SEC-Formular 13F) und deren Investment in dieses Wertpapier über die letzten 4 Quartale. Zusätzlich aktuell von 1 Mutual Funds/ETFs gehalten (N-PORT).
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
241.116.295 $+64.456.726 $
+428,7 %
63.139.860 $+9.441.511 $
+83,3 %
35.737.736 $+16.599.870 $
+1.371,6 %
10.791.804 $-2.110.600 $
-3,7 %
J. Goldman & Co LP43.703.102 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP36.135.150 $+35.854.389 $
+12.770,4 %
MORGAN STANLEY23.369.394 $+17.374.772 $
+289,8 %
5.994.622 $+3.340.685 $
+125,9 %
2.653.937 $+1.619.801 $
+156,6 %
1.034.136 $-668.791 $
-39,3 %
CITADEL ADVISORS LLC20.270.158 $
Saba Capital Management, L.P.16.596.653 $
SG Americas Securities, LLC14.174.000 $
JANE STREET GROUP, LLC8.142.736 $+4.412.255 $
+118,3 %
3.730.481 $-7.833.722 $
-67,7 %
11.564.203 $+9.441.040 $
+444,7 %
2.123.163 $+1.518.751 $
+251,3 %
Newtyn Management, LLC9.239.100 $
Anson Funds Management LP8.325.606 $
LPL Financial LLC6.695.565 $+1.136.358 $
+20,4 %
5.559.207 $+3.354.061 $
+152,1 %
2.205.146 $+749.142 $
+51,5 %
1.456.004 $-173.448 $
-10,6 %
Jump Financial, LLC5.995.794 $
Kestra Advisory Services, LLC5.748.679 $+1.994.527 $
+53,1 %
3.754.152 $+2.088.431 $
+125,4 %
1.665.721 $+923.821 $
+124,5 %
741.900 $-210.998 $
-22,1 %
Cetera Investment Advisers3.446.894 $-1.051.423 $
-23,4 %
4.498.317 $+3.477.265 $
+340,6 %
1.021.052 $+807.938 $
+379,1 %
OSAIC HOLDINGS, INC.3.696.871 $+996.998 $
+36,9 %
2.699.873 $+1.408.031 $
+109,0 %
1.291.842 $+582.053 $
+82,0 %
709.789 $+472.485 $
+199,1 %
IMC-Chicago, LLC3.330.768 $
SIMPLEX TRADING, LLC2.686.768 $
Nicht ausgewiesen2.613.455 $+2.093.521 $
+402,7 %
519.934 $+153.324 $
+41,8 %
366.610 $+150.053 $
+69,3 %
216.557 $-16.859 $
-7,2 %
Cambridge Investment Research Advisors, Inc.2.502.000 $+1.416.000 $
+130,4 %
1.086.000 $+844.000 $
+348,8 %
242.000 $-54.000 $
-18,2 %
Thomas J. Herzfeld Advisors, Inc.169.707 $-2.047.838 $
-92,3 %
2.217.545 $
AA Financial Advisors, LLC1.494.080 $-139.500 $
-8,5 %
1.633.580 $-510.520 $
-23,8 %
2.144.100 $
COMMONWEALTH EQUITY SERVICES, LLC1.902.320 $+337.590 $
+21,6 %
1.564.730 $+955.840 $
+157,0 %
608.890 $+179.890 $
+41,9 %
429.000 $-1.799.000 $
-80,7 %
FirstWave Capital Management LLC1.728.599 $
ENVESTNET ASSET MANAGEMENT INC1.697.343 $+1.280.530 $
+307,2 %
416.813 $
UBS Group AG1.426.434 $+510.853 $
+55,8 %
915.581 $+331.987 $
+56,9 %
583.594 $-47.716 $
-7,6 %
631.310 $-145.650 $
-18,7 %
STIFEL FINANCIAL CORP536.835 $-226.879 $
-29,7 %
763.714 $-525.171 $
-40,7 %
1.288.885 $+795.575 $
+161,3 %
493.310 $-217.108 $
-30,6 %
Invesco Ltd.687.045 $-487.579 $
-41,5 %
1.174.624 $+293.950 $
+33,4 %
880.674 $+183.802 $
+26,4 %
696.872 $+10.452 $
+1,5 %
Summit Financial, LLC1.090.910 $
T3 Companies, LLC1.046.397 $
Noble Wealth Management PBC1.030.838 $+1.022.804 $
+12.730,9 %
8.034 $
Sovran Advisors, LLC1.001.491 $+404.210 $
+67,7 %
597.281 $
Venture Visionary Partners LLC954.228 $
GROUP ONE TRADING LLC847.710 $
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC826.591 $
Marex Group Ltd479.703 $-306.585 $
-39,0 %
786.288 $
Arrington Capital Management, LLC772.800 $
Virtu Financial LLC624.000 $+122.000 $
+24,3 %
502.000 $-241.000 $
-32,4 %
743.000 $
Sowell Financial Services LLC738.408 $
WEDBUSH SECURITIES INC341.000 $-362.000 $
-51,5 %
703.000 $+409.000 $
+139,1 %
294.000 $-289.000 $
-49,6 %
RAYMOND JAMES FINANCIAL INC662.933 $+165.280 $
+33,2 %
497.653 $+125.100 $
+33,6 %
372.553 $+325.511 $
+692,0 %
PFG Investments, LLC658.168 $
Merit Financial Group, LLC655.412 $+330.490 $
+101,7 %
324.922 $
Niles Investment Management, LLC649.602 $
Creative Planning646.669 $+187.217 $
+40,7 %
459.452 $+100.713 $
+28,1 %
358.739 $+76.683 $
+27,2 %
Stratos Wealth Partners, LTD.645.932 $+119.116 $
+22,6 %
526.816 $+136.222 $
+34,9 %
390.594 $
KESTRA PRIVATE WEALTH SERVICES, LLC645.264 $
Point72 Asset Management, L.P.609.084 $
Belvedere Trading LLC597.761 $
Simplicity Wealth,LLC597.271 $
GC Wealth Management RIA, LLC482.040 $-69.300 $
-12,6 %
551.340 $-45.060 $
-7,6 %
596.400 $
MILLENNIUM MANAGEMENT LLC593.665 $+382.987 $
+181,8 %
210.678 $
Private Advisor Group, LLC588.382 $+42.707 $
+7,8 %
545.675 $+83.374 $
+18,0 %
462.301 $+138.451 $
+42,8 %
323.850 $-88.284 $
-21,4 %
Total Clarity Wealth Management, Inc.542.349 $+320.894 $
+144,9 %
221.455 $
Kovack Advisors, Inc.533.050 $
Intrepid Financial Planning Group LLC508.554 $
CIBC Private Wealth Group LLC468.363 $+467.411 $
+49.097,8 %
Evanson Asset Management, LLC200.850 $-258.600 $
-56,3 %
459.450 $+139.950 $
+43,8 %
319.500 $-251.850 $
-44,1 %
Mariner, LLC294.848 $-163.171 $
-35,6 %
458.019 $+184.825 $
+67,7 %
273.194 $-372.584 $
-57,7 %
Garden State Investment Advisory Services LLC446.664 $
WCG Wealth Advisors LLC419.375 $
CIBC Bancorp USA Inc.409.493 $
CARY STREET PARTNERS FINANCIAL LLC405.052 $
Genesis Financial Group, LLC386.400 $-15.300 $
-3,8 %
401.700 $+95.400 $
+31,1 %
306.300 $
Verity Asset Management, Inc.396.498 $
Ignite Planners, LLC395.802 $+161.531 $
+69,0 %
234.271 $
Quantinno Capital Management LP316.861 $-62.247 $
-16,4 %
379.108 $
NATIONS FINANCIAL GROUP INC, /IA/ /ADV375.616 $
HAZLETT, BURT & WATSON, INC.356.000 $-8.000 $
-2,2 %
364.000 $+141.000 $
+63,2 %
223.000 $+70.000 $
+45,8 %
153.000 $+5.000 $
+3,4 %
FSA Advisors, Inc.349.280 $
CAPTRUST FINANCIAL ADVISORS346.970 $+100.690 $
+40,9 %
246.280 $
Focus Partners Wealth208.759 $-125.539 $
-37,6 %
334.298 $-9.777 $
-2,8 %
344.075 $
HRT FINANCIAL LP342.000 $
Concurrent Investment Advisors, LLC341.626 $
Baird Financial Group, Inc.341.500 $
CREATIVE FINANCIAL DESIGNS INC /ADV332.304 $+91.632 $
+38,1 %
240.672 $+31.561 $
+15,1 %
209.111 $+97.222 $
+86,9 %
111.889 $
Equitable Holdings, Inc.325.597 $
HighTower Advisors, LLC321.845 $+44.110 $
+15,9 %
277.735 $+60.139 $
+27,6 %
217.596 $
Tidal Investments LLC321.356 $
Avior Wealth Management, LLC311.438 $
IFP Advisors, Inc92.736 $-217.912 $
-70,1 %
310.648 $
CARLSON FINANCIAL, INC.268.719 $-37.556 $
-12,3 %
306.275 $
Scientech Research LLC304.187 $
Cresset Asset Management, LLC302.835 $+40.900 $
+15,6 %
261.935 $+23.419 $
+9,8 %
238.516 $
Beacon Pointe Advisors, LLC285.267 $
CIBC WORLD MARKET INC.276.972 $
Gibson Capital, LLC267.800 $
Avestar Capital, LLC253.736 $
FOUNDATIONS INVESTMENT ADVISORS, LLC253.710 $
MATHER GROUP, LLC.5.152 $-236.698 $
-97,9 %
241.850 $
Visionary Wealth Advisors204.412 $-35.942 $
-15,0 %
240.354 $+1.643 $
+0,7 %
BANK OF MONTREAL /CAN/237.971 $
OPPENHEIMER & CO INC212.468 $
GRIFFIN ASSET MANAGEMENT, INC.207.671 $-50.579 $
-19,6 %
Farther Finance Advisors, LLC180.454 $-21.375 $
-10,6 %
201.829 $+84.210 $
+71,6 %
117.619 $+70.759 $
+151,0 %
46.860 $
SILVER OAK SECURITIES, INCORPORATED200.863 $
PNC FINANCIAL SERVICES GROUP, INC.169.810 $-16.632 $
-8,9 %
186.442 $+30.474 $
+19,5 %
155.968 $+154.008 $
+7.857,6 %
1.960 $-1.544 $
-44,1 %
NewEdge Advisors, LLC175.349 $+132.982 $
+313,9 %
42.367 $+20.344 $
+92,4 %
22.023 $-599 $
-2,6 %
22.622 $-20.575 $
-47,6 %
HARBOUR INVESTMENTS, INC.7.187 $+144 $
+2,0 %
7.043 $-31.918 $
-81,9 %
38.961 $-120.874 $
-75,6 %
159.835 $-89.350 $
-35,9 %
Global Retirement Partners, LLC124.936 $-6.160 $
-4,7 %
131.096 $+42.701 $
+48,3 %
88.395 $+73.921 $
+510,7 %
NFSG Corp119.063 $+110.440 $
+1.280,8 %
8.623 $-1.240 $
-12,6 %
9.863 $
EVOLUTION WEALTH MANAGEMENT INC.102.035 $+1.851 $
+1,8 %
100.184 $
ROYAL BANK OF CANADA97.000 $+59.000 $
+155,3 %
38.000 $+19.000 $
+100,0 %
19.000 $+3.000 $
+18,8 %
16.000 $-40.000 $
-71,4 %
BARTLETT & CO. WEALTH MANAGEMENT LLC61.824 $-30.648 $
-33,1 %
92.472 $+18.960 $
+25,8 %
73.512 $+22.392 $
+43,8 %
51.120 $-40.296 $
-44,1 %
Coston, McIsaac & Partners87.000 $
Westside Investment Management, Inc.82.432 $
Chung Wu Investment Group, LLC80.340 $
Nova Wealth Management, Inc.71.948 $+71.377 $
+12.500,4 %
Advisory Services Network, LLC67.367 $
Allworth Financial LP62.932 $+3.185 $
+5,3 %
59.747 $-7.517 $
-11,2 %
67.264 $
COMPASS FINANCIAL MANAGEMENT LLC59.375 $
JPMORGAN CHASE & CO49.125 $+17.717 $
+56,4 %
31.408 $+20.019 $
+175,8 %
Arax Advisory Partners46.641 $
Clearstead Trust, LLC44.488 $+7.424 $
+20,0 %
37.064 $-5.328 $
-12,6 %
42.392 $
Pilgrim Partners Asia Pte Ltd44.455 $
HM PAYSON & CO44.179 $
BANK OF AMERICA CORP /DE/42.269 $+13.514 $
+47,0 %
28.755 $-22.667 $
-44,1 %
CWM, LLC15.265 $-21.735 $
-58,7 %
37.000 $-59.000 $
-61,5 %
MPWM ADVISORY SOLUTIONS, LLC31.685 $+25.526 $
+414,5 %
6.159 $-886 $
-12,6 %
7.045 $
Larson Financial Group LLC29.959 $-1.186 $
-3,8 %
31.145 $
Atlantic Union Bankshares Corp13.035 $-15.834 $
-54,8 %
28.869 $+7.428 $
+34,6 %
21.441 $
Sunbelt Securities, Inc.24.102 $-3.465 $
-12,6 %
27.567 $
US BANCORP \DE\25.786 $-994 $
-3,7 %
26.780 $
Geneos Wealth Management Inc.25.245 $-999 $
-3,8 %
26.244 $+6.396 $
+32,2 %
19.848 $
FIFTH THIRD BANCORP23.442 $
Financial Management Professionals, Inc.20.608 $
WELLS FARGO & COMPANY/MN7.728 $-12.089 $
-61,0 %
19.817 $+13.538 $
+215,6 %
6.279 $+2.764 $
+78,6 %
3.515 $
Anchor Investment Management, LLC17.139 $-2.464 $
-12,6 %
19.603 $+5.971 $
+43,8 %
13.632 $-10.746 $
-44,1 %
SOA Wealth Advisors, LLC.18.032 $+12.676 $
+236,7 %
5.356 $
Millstone Evans Group, LLC17.749 $
NATIONAL BANK OF CANADA /FI/17.644 $+9.610 $
+119,6 %
8.034 $+7.821 $
+3.671,8 %
213 $+64 $
+43,0 %
149 $-117 $
-44,0 %
Privatperson17.139 $
Burnham & Co LLC16.486 $
CoreCap Advisors, LLC979 $-39 $
-3,8 %
1.018 $-15.461 $
-93,8 %
16.479 $
SIGNATUREFD, LLC11.206 $-2.452 $
-18,0 %
13.658 $-1.963 $
-12,6 %
15.621 $+4.758 $
+43,8 %
10.863 $-8.563 $
-44,1 %
MCF Advisors LLC13.267 $-123 $
-0,9 %
13.390 $-1.925 $
-12,6 %
15.315 $
Physician Wealth Advisors, Inc.12.108 $-479 $
-3,8 %
12.587 $-1.810 $
-12,6 %
14.397 $
Avion Wealth14.000 $+7.000 $
+100,0 %
7.000 $+5.000 $
+250,0 %
2.000 $
LRI Investments, LLC12.880 $-510 $
-3,8 %
13.390 $
GHP Investment Advisors, Inc.11.979 $+2.204 $
+22,5 %
9.775 $-1.405 $
-12,6 %
11.180 $
Steward Partners Investment Advisory, LLC11.000 $+636 $
+6,1 %
10.364 $+838 $
+8,8 %
9.526 $+7.396 $
+347,2 %
2.130 $-1.679 $
-44,1 %
Cornerstone Planning Group LLC202 $-10.767 $
-98,2 %
10.969 $+1.122 $
+11,4 %
9.847 $
Hickory Point Bank & Trust10.304 $-408 $
-3,8 %
10.712 $
TD Capital Management LLC8.913 $-353 $
-3,8 %
9.266 $-1.332 $
-12,6 %
10.598 $
PIN OAK INVESTMENT ADVISORS INC10.000 $
Murphy & Mullick Capital Management Corp9.016 $-357 $
-3,8 %
9.373 $+6.310 $
+206,0 %
3.063 $
N.E.W. Advisory Services LLC9.189 $
Pinnacle Wealth Planning Services, Inc.7.599 $-301 $
-3,8 %
7.900 $-1.136 $
-12,6 %
9.036 $
Highland Investment Advisors LLC9.016 $
BOKF, NA8.810 $
SHP Wealth Management8.398 $-332 $
-3,8 %
8.730 $
Ankerstar Wealth, LLC7.161 $-284 $
-3,8 %
7.445 $-1.070 $
-12,6 %
8.515 $
Privatperson8.501 $+5.957 $
+234,2 %
2.544 $-366 $
-12,6 %
2.910 $+886 $
+43,8 %
2.024 $-1.595 $
-44,1 %
Mosley Wealth Management7.960 $
Privatperson7.833 $
Ritter Daniher Financial Advisory LLC / DE6.440 $-255 $
-3,8 %
6.695 $-963 $
-12,6 %
7.658 $
TD Waterhouse Canada Inc.621 $-6.635 $
-91,4 %
7.256 $-357 $
-4,7 %
7.613 $+573 $
+8,1 %
7.040 $-1.869 $
-21,0 %
Buck Wealth Strategies, LLC7.213 $
KERR FINANCIAL PLANNING Corp258 $-33 $
-11,3 %
291 $-6.163 $
-95,5 %
6.454 $+1.934 $
+42,8 %
4.520 $
MAI Capital Management5.892 $
MRP Capital Investments, LLC5.356 $
Pacific Center for Financial Services5.152 $-204 $
-3,8 %
5.356 $
Triumph Capital Management5.152 $+3.620 $
+236,3 %
1.532 $
Scarborough Advisors, LLC5.061 $
ARMSTRONG ADVISORY GROUP, INC3.658 $-1.324 $
-26,6 %
4.982 $
Nicht ausgewiesen4.920 $
JFS WEALTH ADVISORS, LLC3.864 $-957 $
-19,9 %
4.821 $+226 $
+4,9 %
4.595 $
Cedar Mountain Advisors, LLC4.508 $-179 $
-3,8 %
4.687 $
Continuum Advisory, LLC4.611 $
Blue Trust, Inc.4.379 $-174 $
-3,8 %
4.553 $+3.175 $
+230,4 %
1.378 $
BEACON INVESTMENT ADVISORY SERVICES, INC.4.419 $
Bullock Wealth Management Group2.922 $-1.336 $
-31,4 %
4.258 $
SJS Investment Consulting Inc.4.096 $
Tower Research Capital LLC (TRC)1.982 $-1.980 $
-50,0 %
3.962 $-3.656 $
-48,0 %
Wealthspire Advisors, LLC3.962 $
Markowski Investments3.478 $
MCGUIRE CAPITAL ADVISORS INC2.679 $-561 $
-17,3 %
3.240 $+146 $
+4,7 %
3.094 $
Steigerwald, Gordon & Koch Inc.2.576 $-102 $
-3,8 %
2.678 $-385 $
-12,6 %
3.063 $
Lloyd Advisory Services, LLC.2.576 $-487 $
-15,9 %
3.063 $
Trust Co2.679 $-106 $
-3,8 %
2.785 $+794 $
+39,9 %
1.991 $
Glass Jacobson Investment Advisors llc2.678 $
HHM Wealth Advisors, LLC2.576 $-102 $
-3,8 %
2.678 $
AMERIFLEX GROUP, INC.2.678 $
Stone House Investment Management, LLC2.678 $
TOTH FINANCIAL ADVISORY CORP2.576 $+1.052 $
+69,0 %
Legacy Wealth Managment, LLC/ID2.143 $-308 $
-12,6 %
2.451 $+747 $
+43,8 %
1.704 $
Clearstead Advisors, LLC2.173 $-1.713 $
-44,1 %
Strategic Wealth Partners, Ltd.2.061 $+722 $
+53,9 %
1.339 $+726 $
+118,4 %
613 $+187 $
+43,9 %
426 $-336 $
-44,1 %
HighMark Wealth Management LLC2.060 $
VALLEY NATIONAL ADVISERS INC2.000 $
Ameritas Advisory Services, LLC1.917 $-1.511 $
-44,1 %
Atlantic Edge Private Wealth Management, LLC902 $-437 $
-32,6 %
1.339 $-193 $
-12,6 %
1.532 $
Ascentis Independent Advisors1.339 $
EverSource Wealth Advisors, LLC1.288 $
Private Wealth Management Group, LLC1.082 $-43 $
-3,8 %
1.125 $
Vermillion Wealth Management, Inc.1.082 $
Wall Street Financial Group, Inc.1.044 $
Darwin Wealth Management, LLC875 $-35 $
-3,8 %
910 $
Spire Wealth Management773 $-30 $
-3,7 %
803 $
Investors Research Corp773 $-30 $
-3,7 %
803 $
HIGHLINE WEALTH PARTNERS LLC773 $
Hilton Head Capital Partners, LLC644 $-26 $
-3,9 %
670 $-96 $
-12,5 %
766 $
Tradewinds Capital Management, LLC644 $-26 $
-3,9 %
670 $-96 $
-12,5 %
766 $+233 $
+43,7 %
533 $-420 $
-44,1 %
IFG Advisory, LLC489 $
Greenline Wealth Management LLC459 $
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC258 $-10 $
-3,7 %
268 $-38 $
-12,4 %
306 $
Anfield Capital Management, LLC295 $
HOLLENCREST CAPITAL MANAGEMENT268 $
AdvisorNet Financial, Inc77 $-3 $
-3,8 %
80 $
Dunhill Financial, LLC31 $
FIDUCIARY FINANCIAL ADVISORS0 $
241.116.295 $+64.456.726 $
+428,7 %
63.139.860 $+9.441.511 $
+83,3 %
35.737.736 $+16.599.870 $
+1.371,6 %
10.791.804 $-2.110.600 $
-3,7 %
Erweitert ×