AIM
DXYZ

Anchor Investment Management’s Destiny Tech100 DXYZ Stock Holding History

Anchor Investment Management’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 		$17.1K Hold
640
– – ﹤0.01% 758
2025
Q4 		$19.6K Hold
640
– – ﹤0.01% 730
2025
Q3 		$13.6K Hold
640
– – ﹤0.01% 773
2025
Q2 		$24.4K Hold
640
– – ﹤0.01% 696
2025
Q1 		$22.6K Hold
640
– – ﹤0.01% 691
2024
Q4 		$37.7K Hold
640
– – ﹤0.01% 609
2024
Q3 		$6.37K Buy
640
+500
+357% +$6.06K ﹤0.01% 852
2024
Q2 		$2.13K Buy
+140
New +$3.04K ﹤0.01% 904

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

Anchor Investment Management's DXYZ Position: Q1 2026 in Review

Anchor Investment Management held its Destiny Tech100 (DXYZ) position steady in Q1 2026 at 640 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Anchor Investment Management first reported a position in DXYZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $37.7K in Q4 2024. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Anchor Investment Management held 640 shares of Destiny Tech100 worth $17.1K as of Q1 2026.
  • Anchor Investment Management left its Destiny Tech100 share count unchanged in Q1 2026.
  • Destiny Tech100 made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #758 holding.
  • Anchor Investment Management first reported a position in Destiny Tech100 in Q2 2024 and has held it in 8 quarters since.
  • Anchor Investment Management's Destiny Tech100 position peaked at $37.7K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.