DaveManuel.com · Institutional Ownership · Who Owns It
DESTINY TECH100 INC (DXYZ)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
159
Reporting holders
$241.2M
Reported value
6.3%
Calls
17.5%
Puts
+25
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| J. Goldman & Co LP | $43.7M | 1,696,549 | 1.13% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $36.1M incl. $26.4M options CALL+PUT | 379,562 | 0.00% | new | NEW |
| MORGAN STANLEY | $23.4M | 907,197 | 0.00% | 10q | +305.3%+$17.6M |
| CITADEL ADVISORS LLC | $20.3M incl. $14.6M options CALL+PUT | 218,185 | 0.00% | new | NEW |
| Saba Capital Management, L.P. | $16.6M | 644,280 | 0.43% | new | NEW |
| SG Americas Securities, LLC | $14.2M | 550,249 | 0.01% | new | NEW |
| Anson Funds Management LP | $8.3M | 323,199 | 0.49% | new | NEW |
| JANE STREET GROUP, LLC | $8.1M CALL+PUT | options only | 0.00% | 7q | OPTIONS |
| LPL Financial LLC | $6.7M | 259,921 | 0.00% | 7q | +25.2%+$1.3M |
| Jump Financial, LLC | $6.0M | 232,756 | 0.05% | new | NEW |
| Kestra Advisory Services, LLC | $5.7M | 223,163 | 0.02% | 6q | +59.2%+$2.1M |
| OSAIC HOLDINGS, INC. | $3.7M | 143,517 | 0.00% | 9q | +42.3%+$1.1M |
| Cetera Investment Advisers | $3.4M | 133,808 | 0.00% | 3q | -20.3%-$880.1K |
| IMC-Chicago, LLC | $3.3M CALL+PUT | options only | 0.00% | new | OPTIONS |
| SIMPLEX TRADING, LLC | $2.7M CALL+PUT | options only | 0.00% | new | OPTIONS |
| &PARTNERS | $2.6M | 101,454 | 0.01% | 5q | +422.6%+$2.1M |
| Cambridge Investment Research Advisors, Inc. | $2.5M | 97,146 | 0.00% | 3q | +139.5%+$1.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 73,848 | 0.00% | 9q | +26.4%+$397.2K |
| FirstWave Capital Management LLC | $1.7M | 67,104 | 0.76% | new | NEW |
| AA Financial Advisors, LLC | $1.5M | 58,000 | 0.18% | 3q | -4.9%-$77.3K |
| UBS Group AG | $1.4M | 55,374 | 0.00% | 7q | +62.0%+$545.7K |
| Summit Financial, LLC | $1.1M | 42,349 | 0.01% | new | NEW |
| T3 Companies, LLC | $1.0M | 40,621 | 1.12% | new | NEW |
| Noble Wealth Management PBC | $1.0M | 40,017 | 0.46% | 2q | +13239.0%+$1.0M |
| Sovran Advisors, LLC | $1.0M | 44,353 | 0.07% | 2q | +141.8%+$587.3K |
| Venture Visionary Partners LLC | $954.2K incl. $180.3K options CALL | 30,043 | 0.03% | new | NEW |
| GROUP ONE TRADING LLC | $847.7K incl. $767.6K options CALL+PUT | 3,108 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $826.6K | 33,290 | 0.05% | new | NEW |
| Arrington Capital Management, LLC | $772.8K CALL | options only | 0.47% | new | OPTIONS |
| Sowell Financial Services LLC | $738.4K | 28,665 | 0.02% | new | NEW |
| Invesco Ltd. | $687.0K | 26,671 | 0.00% | 7q | -39.2%-$442.8K |
| RAYMOND JAMES FINANCIAL INC | $662.9K | 25,735 | 0.00% | 3q | +38.5%+$184.2K |
| PFG Investments, LLC | $658.2K | 25,550 | 0.03% | new | NEW |
| Merit Financial Group, LLC | $655.4K | 25,443 | 0.00% | 2q | +109.7%+$342.9K |
| Creative Planning | $646.7K | 25,104 | 0.00% | 3q | +46.3%+$204.7K |
| Stratos Wealth Partners, LTD. | $645.9K | 25,075 | 0.01% | 3q | +27.5%+$139.2K |
| Virtu Financial LLC | $624.0K | 24,217 | 0.02% | 3q | +29.3%+$141.3K |
| Belvedere Trading LLC | $597.8K incl. $456.0K options CALL+PUT | 5,505 | 0.00% | new | NEW |
| Simplicity Wealth,LLC | $597.3K | 23,186 | 0.02% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $593.7K | 23,046 | 0.00% | 2q | +192.9%+$391.0K |
| Private Advisor Group, LLC | $588.4K | 22,841 | 0.00% | 6q | +12.1%+$63.5K |
| STIFEL FINANCIAL CORP | $536.8K | 20,840 | 0.00% | 7q | -26.9%-$197.8K |
| Kovack Advisors, Inc. | $533.0K | 21,468 | 0.03% | new | NEW |
| Intrepid Financial Planning Group LLC | $508.6K | 19,742 | 0.17% | new | NEW |
| Marex Group Ltd | $479.7K | 18,622 | 0.00% | 2q | -36.6%-$276.6K |
| CARY STREET PARTNERS FINANCIAL LLC | $405.1K | 15,724 | 0.01% | new | NEW |
| Verity Asset Management, Inc. | $396.5K | 15,392 | 0.15% | new | NEW |
| Ignite Planners, LLC | $395.8K | 15,365 | 0.05% | 2q | +75.6%+$170.5K |
| Genesis Financial Group, LLC | $386.4K | 15,000 | 0.25% | 3q | HELD |
| HAZLETT, BURT & WATSON, INC. | $356.0K | 13,675 | 0.09% | 8q | HELD |
| FSA Advisors, Inc. | $349.3K | 13,559 | 0.16% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $347.0K | 13,469 | 0.00% | 2q | +46.5%+$110.1K |
| HRT FINANCIAL LP | $342.0K | 13,301 | 0.00% | new | NEW |
| Concurrent Investment Advisors, LLC | $341.6K | 13,262 | 0.00% | new | NEW |
| Baird Financial Group, Inc. | $341.5K | 13,257 | 0.00% | new | NEW |
| WEDBUSH SECURITIES INC | $341.0K | 13,230 | 0.01% | 3q | -49.6%-$336.0K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $332.3K | 12,900 | 0.02% | 4q | +43.5%+$100.8K |
| HighTower Advisors, LLC | $321.8K | 12,494 | 0.00% | 3q | +20.5%+$54.7K |
| Tidal Investments LLC | $321.4K | 12,475 | 0.00% | new | NEW |
| Avior Wealth Management, LLC | $311.4K | 12,090 | 0.01% | new | NEW |
| Cresset Asset Management, LLC | $302.8K | 11,756 | 0.00% | 3q | +20.2%+$50.9K |
| Beacon Pointe Advisors, LLC | $285.3K | 11,074 | 0.00% | new | NEW |
| CIBC WORLD MARKET INC. | $277.0K | 10,752 | 0.00% | new | NEW |
| Avestar Capital, LLC | $253.7K | 9,850 | 0.01% | new | NEW |
| Foundations Investment Advisors, LLC | $253.7K | 9,849 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $238.0K incl. $128.8K options CALL | 4,238 | 0.00% | new | NEW |
| OPPENHEIMER & CO INC | $212.5K | 8,248 | 0.00% | new | NEW |
| Focus Partners Wealth | $208.8K | 8,104 | 0.00% | 3q | -35.1%-$112.8K |
| SILVER OAK SECURITIES, INCORPORATED | $200.9K | 7,797 | 0.01% | new | NEW |
| Farther Finance Advisors, LLC | $180.5K | 7,005 | 0.00% | 4q | +1.4%+$2.5K |
| NewEdge Advisors, LLC | $175.3K | 6,807 | 0.00% | 7q | +330.3%+$134.6K |
| PNC Financial Services Group, Inc. | $169.8K | 6,592 | 0.00% | 9q | -5.3%-$9.5K |
| Thomas J. Herzfeld Advisors, Inc. | $169.7K | 6,588 | 0.05% | 2q | -92.0%-$2.0M |
| Global Retirement Partners, LLC | $124.9K | 4,850 | 0.00% | 5q | +13.3%+$14.7K |
| NFSG Corp | $119.1K | 4,622 | 0.01% | 3q | +1335.4%+$110.8K |
| EVOLUTION WEALTH MANAGEMENT INC. | $102.0K | 3,961 | 0.06% | 2q | +5.9%+$5.7K |
| ROYAL BANK OF CANADA | $97.0K | 3,802 | 0.00% | 6q | +164.2%+$60.3K |
| IFP Advisors, Inc | $92.7K | 3,600 | 0.00% | 2q | -69.0%-$206.1K |
| Westside Investment Management, Inc. | $82.4K | 3,200 | 0.01% | new | NEW |
| Nova Wealth Management, Inc. | $71.9K | 2,793 | 0.04% | new | NEW |
| Allworth Financial LP | $62.9K | 2,443 | 0.00% | 3q | +9.5%+$5.5K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $61.8K | 2,400 | 0.00% | 9q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $59.4K | 2,400 | 0.01% | new | FIRST |
| BFC Planning, Inc. | $56.3K | 2,185 | 0.00% | 6q | +337.0%+$43.4K |
| JPMORGAN CHASE & CO | $49.1K | 1,875 | 0.00% | 2q | +59.6%+$18.3K |
| Arax Advisory Partners | $46.6K | 1,811 | 0.00% | new | NEW |
| Clearstead Trust, LLC | $44.5K | 1,727 | 0.01% | 3q | +24.8%+$8.8K |
| HM PAYSON & CO | $44.2K | 1,715 | 0.00% | new | NEW |
| MPWM ADVISORY SOLUTIONS, LLC | $31.7K | 1,230 | 0.01% | 3q | +434.8%+$25.8K |
| Larson Financial Group LLC | $30.0K | 1,163 | 0.00% | 2q | HELD |
| US BANCORP \DE\ | $25.8K | 1,001 | 0.00% | 2q | HELD |
| Geneos Wealth Management Inc. | $25.2K | 980 | 0.00% | 3q | HELD |
| FIFTH THIRD BANCORP | $23.4K | 910 | 0.00% | new | NEW |
| Financial Management Professionals, Inc. | $20.6K | 800 | 0.00% | new | NEW |
| SOA Wealth Advisors, LLC. | $18.0K | 700 | 0.00% | 2q | +250.0%+$12.9K |
| Millstone Evans Group, LLC | $17.7K | 689 | 0.01% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $17.6K | 686 | 0.00% | 10q | +128.7%+$9.9K |
| Burnham & Co LLC | $16.5K | 640 | 0.01% | new | FIRST |
| Avion Wealth | $14.0K | 580 | 0.00% | 3q | +107.1%+$7.2K |
| MCF Advisors LLC | $13.3K | 515 | 0.00% | 3q | +3.0% |
Showing the largest 100 of 159 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-01 | Prasad Sohail | President and CEO | Bought | 33,000 | $1.0M |
| 2026-09-02 | Prasad Sohail | President and CEO | Bought | 13,240 | $417.5K |
| 2026-09-03 | Prasad Sohail | President and CEO | Bought | 9,760 | $313.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 46 | $8.7M | 294,754 | 6 | 7 | 12 | 0.0% |
| Q2 2026 | 159 | $241.2M | 7,139,082 | 64 | 42 | 22 | 23.8% |
| Q1 2026 | 134 | $63.2M | 2,351,099 | 54 | 41 | 13 | 0.0% |
| Q4 2025 | 89 | $35.9M | 1,170,976 | 46 | 17 | 9 | 0.0% |
| Q3 2025 | 42 | $10.8M | 506,261 | 7 | 13 | 5 | 0.0% |
| Q2 2025 | 57 | $16.7M | 436,763 | 18 | 15 | 9 | 0.0% |
| Q1 2025 | 49 | $17.3M | 488,114 | 12 | 12 | 11 | 0.0% |
| Q4 2024 | 57 | $23.9M | 406,155 | 38 | 8 | 5 | 0.0% |
| Q3 2024 | 32 | $3.5M | 339,667 | 8 | 4 | 7 | 0.0% |
| Q2 2024 | 27 | $7.0M | 458,352 | 23 | 3 | 0 | 0.0% |
| Q1 2024 | 6 | $2.1M | 82,595 | 6 | 0 | 0 | 0.0% |