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
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

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial's DXYZ Position: Q1 2026 in Review

LPL Financial increased its Destiny Tech100 (DXYZ) stake by 188% in Q1 2026, buying an estimated $3.91M and bringing the position to 207,588 shares worth $5.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2525.

LPL Financial first reported a position in DXYZ in Q1 2024 and has held it in 7 quarters since. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • LPL Financial held 207,588 shares of Destiny Tech100 worth $5.56M as of Q1 2026.
  • LPL Financial bought 135,595 Destiny Tech100 shares in Q1 2026, an estimated $3.91M.
  • Destiny Tech100 made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2525 holding.
  • LPL Financial first reported a position in Destiny Tech100 in Q1 2024 and has held it in 7 quarters since.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.