CIA
DXYZ

Concurrent Investment Advisors’s Destiny Tech100 DXYZ Stock Holding History

Concurrent Investment 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
2026
Q2 		$342K Buy
+13,262
New +$499K ﹤0.01% 1620

Other funds holding DXYZ

JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
Morgan Stanley
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
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 374.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JF
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Concurrent Investment Advisors's DXYZ Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Destiny Tech100 (DXYZ) in Q2 2026: 13,262 shares worth $342K. The stake represents ﹤0.01% of the portfolio and ranks #1620 among its holdings.

153 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • Concurrent Investment Advisors held 13,262 shares of Destiny Tech100 worth $342K as of Q2 2026.
  • Destiny Tech100 was a new Concurrent Investment Advisors position in Q2 2026.
  • Destiny Tech100 made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1620 holding.
  • 153 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.