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DXYZ

NewEdge Advisors’s Destiny Tech100 DXYZ Stock Holding History

NewEdge Advisors’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 		$175K Buy
6,807
+5,225
+330% +$197K ﹤0.01% 2810
2026
Q1 		$42.4K Buy
1,582
+863
+120% +$24.9K ﹤0.01% 2977
2025
Q4 		$22K Sell
719
-343
-32% -$9.18K ﹤0.01% 3229
2025
Q3 		$22.6K Sell
1,062
-72
-6% -$2.15K ﹤0.01% 3086
2025
Q2 		$43.2K Buy
1,134
+110
+11% +$4.17K ﹤0.01% 2702
2025
Q1 		$36.2K Buy
1,024
+147
+17% +$6.95K ﹤0.01% 2664
2024
Q4 		$51.6K Buy
+877
New +$29.9K ﹤0.01% 2517

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 374.31% 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 40.91% 1-Year Est. Return

NewEdge Advisors's DXYZ Position: Q2 2026 in Review

NewEdge Advisors increased its Destiny Tech100 (DXYZ) stake by 330% in Q2 2026, buying an estimated $197K and bringing the position to 6,807 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #2810.

NewEdge Advisors first reported a position in DXYZ in Q4 2024 and has held it in 7 quarters since. 153 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • NewEdge Advisors held 6,807 shares of Destiny Tech100 worth $175K as of Q2 2026.
  • NewEdge Advisors bought 5,225 Destiny Tech100 shares in Q2 2026, an estimated $197K.
  • Destiny Tech100 made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2810 holding.
  • NewEdge Advisors first reported a position in Destiny Tech100 in Q4 2024 and has held it in 7 quarters since.
  • 153 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.