Sovran Advisors
DXYZ icon

Sovran Advisors’s Destiny Tech100 DXYZ Stock Holding History

Sovran 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
Q3 		$1.19M Buy
44,605
+252
+0.6% +$7.3K 0.08% 238
2026
Q2 		$1M Buy
44,353
+26,009
+142% +$978K 0.07% 261
2026
Q1 		$597K Buy
+18,344
New +$529K 0.05% 321

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Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sovran Advisors's DXYZ Position: Q3 2026 in Review

Sovran Advisors increased its Destiny Tech100 (DXYZ) stake by 0.57% in Q3 2026, buying an estimated $7.3K and bringing the position to 44,605 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #238.

Sovran Advisors first reported a position in DXYZ in Q1 2026 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold DXYZ as of Q3 2026.

  • Sovran Advisors held 44,605 shares of Destiny Tech100 worth $1.19M as of Q3 2026.
  • Sovran Advisors bought 252 Destiny Tech100 shares in Q3 2026, an estimated $7.3K.
  • Destiny Tech100 made up 0.08% of Sovran Advisors's portfolio in Q3 2026, its #238 holding.
  • Sovran Advisors first reported a position in Destiny Tech100 in Q1 2026 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2026.

Based on Sovran Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.