PAG
DXYZ

Private Advisor Group’s Destiny Tech100 DXYZ Stock Holding History

Private Advisor Group’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 		$546K Buy
20,376
+5,283
+35% +$152K ﹤0.01% 1802
2025
Q4 		$462K Sell
15,093
-111
-0.7% -$2.97K ﹤0.01% 1867
2025
Q3 		$324K Buy
15,204
+4,384
+41% +$131K ﹤0.01% 2037
2025
Q2 		$412K Sell
10,820
-900
-8% -$34.1K ﹤0.01% 1787
2025
Q1 		$415K Buy
+11,720
New +$554K ﹤0.01% 1700

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

Private Advisor Group's DXYZ Position: Q1 2026 in Review

Private Advisor Group increased its Destiny Tech100 (DXYZ) stake by 35% in Q1 2026, buying an estimated $152K and bringing the position to 20,376 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Private Advisor Group first reported a position in DXYZ in Q1 2025 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Private Advisor Group held 20,376 shares of Destiny Tech100 worth $546K as of Q1 2026.
  • Private Advisor Group bought 5,283 Destiny Tech100 shares in Q1 2026, an estimated $152K.
  • Destiny Tech100 made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1802 holding.
  • Private Advisor Group first reported a position in Destiny Tech100 in Q1 2025 and has held it in 5 quarters since.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.