AF
DXYZ

Advisornet Financial’s Destiny Tech100 DXYZ Stock Holding History

Advisornet Financial’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$80 Buy
+3
New +$87 ﹤0.01% 2209
2025
Q1 		– Sell
-150
Closed -$8.83K – 2253
2024
Q4 		$8.83K Hold
150
– – ﹤0.01% 1356
2024
Q3 		$1.49K Hold
150
– – ﹤0.01% 1837
2024
Q2 		$2.28K Buy
+150
New +$3.25K ﹤0.01% 1606

Other funds holding DXYZ

NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Advisornet Financial's DXYZ Position: Q1 2026 in Review

Advisornet Financial opened a new position in Destiny Tech100 (DXYZ) in Q1 2026: 3 shares worth $80. The stake represents ﹤0.01% of the portfolio and ranks #2209 among its holdings. This is a return to the name: Advisornet Financial previously reported a position in DXYZ as recently as Q4 2024.

Advisornet Financial first reported a position in DXYZ in Q2 2024 and has held it in 4 quarters since. The position peaked at $8.83K in Q4 2024. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Advisornet Financial held 3 shares of Destiny Tech100 worth $80 as of Q1 2026.
  • Destiny Tech100 was a new Advisornet Financial position in Q1 2026.
  • Destiny Tech100 made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #2209 holding.
  • Advisornet Financial first reported a position in Destiny Tech100 in Q2 2024 and has held it in 4 quarters since.
  • Advisornet Financial's Destiny Tech100 position peaked at $8.83K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.