Ancora Advisors’s Destiny Tech100 DXYZ Stock Holding History

Ancora Advisors’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
2025 Q3	–	Sell	-150	Closed	-$5.71K	–	2077
2025 Q2	$5.71K	Buy	+150	New	+$5.69K	﹤0.01%	1472

Other funds holding DXYZ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ancora Advisors's DXYZ Position: Q3 2025 in Review

Ancora Advisors sold out of Destiny Tech100 (DXYZ) in Q3 2025, closing a stake of 150 shares — an estimated $5.71K sold.

Ancora Advisors first reported a position in DXYZ in Q2 2025 and held it in 1 quarter. The position peaked at $5.71K in Q2 2025. 40 funds tracked by Wall St. Rank hold DXYZ as of Q3 2025.

Ancora Advisors reported no remaining Destiny Tech100 position as of Q3 2025 after selling out during the quarter.
Ancora Advisors sold 150 Destiny Tech100 shares in Q3 2025, an estimated $5.71K.
Ancora Advisors first reported a position in Destiny Tech100 in Q2 2025 and held it in 1 quarter.
Ancora Advisors's Destiny Tech100 position peaked at $5.71K in Q2 2025.
40 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2025.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.