Cetera Investment Advisers
DXYZ

Cetera Investment Advisers’s Destiny Tech100 DXYZ Stock Holding History

Cetera Investment Advisers’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 		$4.5M Buy
167,973
+134,638
+404% +$3.88M ﹤0.01% 1581
2025
Q4 		$1.02M Buy
+33,335
New +$892K ﹤0.01% 2802
2025
Q3 		– Sell
-5,595
Closed -$213K – 4690
2025
Q2 		$213K Sell
5,595
-15,370
-73% -$583K ﹤0.01% 3681
2025
Q1 		$742K Buy
20,965
+808
+4% +$38.2K ﹤0.01% 2510
2024
Q4 		$1.19M Buy
+20,157
New +$688K ﹤0.01% 2045

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

Cetera Investment Advisers's DXYZ Position: Q1 2026 in Review

Cetera Investment Advisers increased its Destiny Tech100 (DXYZ) stake by 404% in Q1 2026, buying an estimated $3.88M and bringing the position to 167,973 shares worth $4.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Cetera Investment Advisers first reported a position in DXYZ in Q4 2024 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Cetera Investment Advisers held 167,973 shares of Destiny Tech100 worth $4.5M as of Q1 2026.
  • Cetera Investment Advisers bought 134,638 Destiny Tech100 shares in Q1 2026, an estimated $3.88M.
  • Destiny Tech100 made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1581 holding.
  • Cetera Investment Advisers first reported a position in Destiny Tech100 in Q4 2024 and has held it in 5 quarters since.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.