Commonwealth Equity Services’s Destiny Tech100 DXYZ Stock Holding History

Commonwealth Equity Services’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 Q2	$1.9M	Buy	73,848 +15,419	+26%	+$580K	﹤0.01%	2161
2026 Q1	$1.56M	Buy	58,429 +38,550	+194%	+$1.11M	﹤0.01%	2225
2025 Q4	$609K	Sell	19,879 -264	-1%	-$7.06K	﹤0.01%	3014
2025 Q3	$429K	Sell	20,143 -38,354	-66%	-$1.14M	﹤0.01%	3313
2025 Q2	$2.23M	Buy	58,497 +4,594	+9%	+$174K	﹤0.01%	1890
2025 Q1	$1.91M	Sell	53,903 -2,776	-5%	-$131K	﹤0.01%	1943
2024 Q4	$3.34M	Sell	56,679 -64,435	-53%	-$2.2M	﹤0.01%	1512
2024 Q3	$1.21M	Sell	121,114 -591	-0.5%	-$7.16K	﹤0.01%	2204
2024 Q2	$1.85M	Buy	+121,705	New	+$2.64M	﹤0.01%	1836

Other funds holding DXYZ

JGC

J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Commonwealth Equity Services's DXYZ Position: Q2 2026 in Review

Commonwealth Equity Services increased its Destiny Tech100 (DXYZ) stake by 26% in Q2 2026, buying an estimated $580K and bringing the position to 73,848 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

Commonwealth Equity Services first reported a position in DXYZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.34M in Q4 2024. 153 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

Commonwealth Equity Services held 73,848 shares of Destiny Tech100 worth $1.9M as of Q2 2026.
Commonwealth Equity Services bought 15,419 Destiny Tech100 shares in Q2 2026, an estimated $580K.
Destiny Tech100 made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2161 holding.
Commonwealth Equity Services first reported a position in Destiny Tech100 in Q2 2024 and has held it in 9 quarters since.
Commonwealth Equity Services's Destiny Tech100 position peaked at $3.34M in Q4 2024.
153 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.