Creative Planning
DXYZ

Creative Planning’s Destiny Tech100 DXYZ Stock Holding History

Creative Planning’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 		$647K Buy
25,104
+7,947
+46% +$299K ﹤0.01% 2990
2026
Q1 		$459K Buy
17,157
+5,445
+46% +$157K ﹤0.01% 3090
2025
Q4 		$359K Buy
+11,712
New +$313K ﹤0.01% 3116
2025
Q3 		– Sell
-7,405
Closed -$282K – 4036
2025
Q2 		$282K Sell
7,405
-1,001
-12% -$38K ﹤0.01% 2952
2025
Q1 		$297K Buy
8,406
+1,443
+21% +$68.3K ﹤0.01% 2760
2024
Q4 		$410K Buy
+6,963
New +$238K ﹤0.01% 2409

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 373.57% 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 40.89% 1-Year Est. Return

Creative Planning's DXYZ Position: Q2 2026 in Review

Creative Planning increased its Destiny Tech100 (DXYZ) stake by 46% in Q2 2026, buying an estimated $299K and bringing the position to 25,104 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #2990.

Creative Planning first reported a position in DXYZ in Q4 2024 and has held it in 6 quarters since. 153 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • Creative Planning held 25,104 shares of Destiny Tech100 worth $647K as of Q2 2026.
  • Creative Planning bought 7,947 Destiny Tech100 shares in Q2 2026, an estimated $299K.
  • Destiny Tech100 made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2990 holding.
  • Creative Planning first reported a position in Destiny Tech100 in Q4 2024 and has held it in 6 quarters since.
  • 153 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.