DXYZ — DESTINY TECH100 INC
As of Q2 2026, 8 SEC-registered investment managers reported holding DXYZ (DESTINY TECH100 INC) in their latest 13F filings, with a combined reported value of $46.57M across 1.81M shares. That is +431.4% by share count (+1.47M shares) versus the previous quarter, while reported value moved +411.2%. Ownership is concentrated: the five largest holders account for 99.5% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 3 added to existing stakes, 3 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 907.20K | $23.37M | 0.00% | Add |
| Citadel Advisors history | 786.88K | $20.27M | 0.00% | New |
| UBS Group AG history | 55.37K | $1.43M | 0.00% | Add |
| Invesco Ltd history | 26.67K | $687.04K | 0.00% | Reduce |
| Millennium Management history | 23.05K | $593.66K | 0.00% | Add |
| PNC Financial Services history | 6.59K | $169.81K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.88K | $49.12K | 0.00% | New |
| Wells Fargo & Co history | 300 | $7.73K | 0.00% | Reduce |
Q1 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 223.85K | $5.99M | 0.00% | Add |
| Invesco Ltd history | 43.86K | $1.17M | 0.00% | Add |
| UBS Group AG history | 34.19K | $915.58K | 0.00% | Add |
| Point72 Asset Management history | 22.74K | $609.08K | 0.00% | New |
| Millennium Management history | 7.87K | $210.68K | 0.00% | New |
| PNC Financial Services history | 6.96K | $186.44K | 0.00% | Add |
| Wells Fargo & Co history | 740 | $19.82K | 0.00% | Add |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 86.64K | $2.65M | 0.00% | Add |
| Invesco Ltd history | 28.75K | $880.67K | 0.00% | Reduce |
| UBS Group AG history | 19.05K | $583.59K | 0.00% | Reduce |
| PNC Financial Services history | 5.09K | $155.97K | 0.00% | Add |
| Bank of America Corp history | 1.38K | $42.27K | 0.00% | Add |
| Wells Fargo & Co history | 205 | $6.28K | 0.00% | Add |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 48.55K | $1.03M | 0.00% | Add |
| Invesco Ltd history | 32.72K | $696.87K | 0.00% | Add |
| UBS Group AG history | 29.64K | $631.31K | 0.00% | Add |
| Bank of America Corp history | 1.35K | $28.75K | 0.00% | Hold |
| Wells Fargo & Co history | 165 | $3.52K | 0.00% | New |
| PNC Financial Services history | 92 | $1.96K | 0.00% | Hold |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 44.71K | $1.70M | 0.00% | Reduce |
| UBS Group AG history | 20.40K | $776.96K | 0.00% | Add |
| Invesco Ltd history | 18.02K | $686.42K | 0.00% | Reduce |
| Bank of America Corp history | 1.35K | $51.42K | 0.00% | Add |
| JPMorgan Chase & Co history | 299 | $11.39K | 0.00% | New |
| PNC Financial Services history | 92 | $3.50K | 0.00% | Hold |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 111.58K | $3.95M | 0.00% | Add |
| Invesco Ltd history | 19.85K | $702.35K | 0.00% | Add |
| UBS Group AG history | 10.51K | $371.77K | 0.00% | Add |
| Bank of America Corp history | 1.00K | $35.39K | 0.00% | Reduce |
| Wells Fargo & Co history | 165 | $5.84K | 0.00% | Hold |
| PNC Financial Services history | 92 | $3.26K | 0.00% | Hold |
New Positions (Q2 2026)
- Citadel Advisors 786.88K sh · $20.27M
- JPMorgan Chase & Co 1.88K sh · $49.12K
Fully Exited (vs previous quarter)
- Point72 Asset Management sold 22.74K sh · $609.08K
Fund Position History — shares by quarter (top 11 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 907.20K | 223.85K | 86.64K | 48.55K | 44.71K | 111.58K | 33.04K | 18.66K | 115.75K | 282 |
| Citadel Advisors | 786.88K | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 55.37K | 34.19K | 19.05K | 29.64K | 20.40K | 10.51K | 2.99K | — | 23.90K | 1.36K |
| Invesco Ltd | 26.67K | 43.86K | 28.75K | 32.72K | 18.02K | 19.85K | 10.73K | — | — | — |
| Millennium Management | 23.05K | 7.87K | — | — | — | — | — | 29.04K | 76.76K | — |
| PNC Financial Services | 6.59K | 6.96K | 5.09K | 92 | 92 | 92 | 92 | 92 | 492 | — |
| JPMorgan Chase & Co | 1.88K | — | — | — | 299 | — | 3.02K | 251 | 251 | — |
| Wells Fargo & Co | 300 | 740 | 205 | 165 | — | 165 | 165 | 2.43K | 7.91K | — |
| Point72 Asset Management | — | 22.74K | — | — | — | — | — | — | — | — |
| Bank of America Corp | — | — | 1.38K | 1.35K | 1.35K | 1.00K | 2.30K | 500 | — | — |
| Balyasny Asset Management | — | — | — | — | — | — | 8.54K | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details