ASN
DXYZ

Advisory Services Network’s Destiny Tech100 DXYZ Stock Holding History

Advisory Services Network’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 		$67.4K Buy
+2,516
New +$72.6K ﹤0.01% 2445
2024
Q4 		– Sell
-23,300
Closed -$355K – 1745
2024
Q3 		$355K Hold
23,300
– – 0.01% 1134
2024
Q2 		$355K Buy
+23,300
New +$505K 0.01% 1134

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

Advisory Services Network's DXYZ Position: Q1 2026 in Review

Advisory Services Network opened a new position in Destiny Tech100 (DXYZ) in Q1 2026: 2,516 shares worth $67.4K. The stake represents ﹤0.01% of the portfolio and ranks #2445 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in DXYZ as recently as Q3 2024.

Advisory Services Network first reported a position in DXYZ in Q2 2024 and has held it in 3 quarters since. The position peaked at $355K in Q3 2024. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Advisory Services Network held 2,516 shares of Destiny Tech100 worth $67.4K as of Q1 2026.
  • Destiny Tech100 was a new Advisory Services Network position in Q1 2026.
  • Destiny Tech100 made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2445 holding.
  • Advisory Services Network first reported a position in Destiny Tech100 in Q2 2024 and has held it in 3 quarters since.
  • Advisory Services Network's Destiny Tech100 position peaked at $355K in Q3 2024.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.