LPL Financial
DXYZ

LPL Financial’s Destiny Tech100 DXYZ Stock Holding History

LPL Financial’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 		$6.7M Buy
259,921
+52,333
+25% +$1.97M ﹤0.01% 2523
2026
Q1 		$5.56M Buy
207,588
+135,595
+188% +$3.91M ﹤0.01% 2525
2025
Q4 		$2.21M Buy
71,993
+3,636
+5% +$97.3K ﹤0.01% 3310
2025
Q3 		$1.46M Buy
68,357
+25,578
+60% +$763K ﹤0.01% 3629
2025
Q2 		$1.63M Buy
42,779
+23,795
+125% +$903K ﹤0.01% 3319
2025
Q1 		$672K Buy
18,984
+5,260
+38% +$249K ﹤0.01% 3887
2024
Q4 		$808K Buy
+13,724
New +$468K ﹤0.01% 3686
2024
Q2 		– Sell
-50,805
Closed -$1.27M – 5159
2024
Q1 		$1.27M Buy
+50,805
New +$874K ﹤0.01% 2970

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial's DXYZ Position: Q2 2026 in Review

LPL Financial increased its Destiny Tech100 (DXYZ) stake by 25% in Q2 2026, buying an estimated $1.97M and bringing the position to 259,921 shares worth $6.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

LPL Financial first reported a position in DXYZ in Q1 2024 and has held it in 8 quarters since. 153 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • LPL Financial held 259,921 shares of Destiny Tech100 worth $6.7M as of Q2 2026.
  • LPL Financial bought 52,333 Destiny Tech100 shares in Q2 2026, an estimated $1.97M.
  • Destiny Tech100 made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2523 holding.
  • LPL Financial first reported a position in Destiny Tech100 in Q1 2024 and has held it in 8 quarters since.
  • 153 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.