CAM
DXYZ

Cresset Asset Management’s Destiny Tech100 DXYZ Stock Holding History

Cresset Asset Management’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 		$262K Buy
9,781
+1,994
+26% +$57.5K ﹤0.01% 1338
2025
Q4 		$239K Buy
+7,787
New +$208K ﹤0.01% 1412
2025
Q1 		– Sell
-7,500
Closed -$441K – 1880
2024
Q4 		$441K Buy
+7,500
New +$256K ﹤0.01% 1150

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Cresset Asset Management's DXYZ Position: Q1 2026 in Review

Cresset Asset Management increased its Destiny Tech100 (DXYZ) stake by 26% in Q1 2026, buying an estimated $57.5K and bringing the position to 9,781 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Cresset Asset Management first reported a position in DXYZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $441K in Q4 2024. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Cresset Asset Management held 9,781 shares of Destiny Tech100 worth $262K as of Q1 2026.
  • Cresset Asset Management bought 1,994 Destiny Tech100 shares in Q1 2026, an estimated $57.5K.
  • Destiny Tech100 made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1338 holding.
  • Cresset Asset Management first reported a position in Destiny Tech100 in Q4 2024 and has held it in 3 quarters since.
  • Cresset Asset Management's Destiny Tech100 position peaked at $441K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.