Envestnet Asset Management
DXYZ

Envestnet Asset Management’s Destiny Tech100 DXYZ Stock Holding History

Envestnet 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 		$1.7M Buy
63,381
+49,773
+366% +$1.44M ﹤0.01% 3118
2025
Q4 		$417K Buy
+13,608
New +$364K ﹤0.01% 3831
2025
Q1 		– Sell
-4,454
Closed -$262K – 4486
2024
Q4 		$262K Buy
+4,454
New +$152K ﹤0.01% 3960

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
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

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

Envestnet Asset Management increased its Destiny Tech100 (DXYZ) stake by 366% in Q1 2026, buying an estimated $1.44M and bringing the position to 63,381 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3118.

Envestnet Asset Management first reported a position in DXYZ in Q4 2024 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Envestnet Asset Management held 63,381 shares of Destiny Tech100 worth $1.7M as of Q1 2026.
  • Envestnet Asset Management bought 49,773 Destiny Tech100 shares in Q1 2026, an estimated $1.44M.
  • Destiny Tech100 made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3118 holding.
  • Envestnet Asset Management first reported a position in Destiny Tech100 in Q4 2024 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.