SPIA
DXYZ

Steward Partners Investment Advisory’s Destiny Tech100 DXYZ Stock Holding History

Steward Partners Investment Advisory’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 		$10.4K Buy
387
+76
+24% +$2.19K ﹤0.01% 3541
2025
Q4 		$9.53K Buy
311
+211
+211% +$5.64K ﹤0.01% 3463
2025
Q3 		$2.13K Hold
100
– – ﹤0.01% 3906
2025
Q2 		$3.81K Hold
100
– – ﹤0.01% 3567
2025
Q1 		$3.54K Sell
100
-100
-50% -$4.73K ﹤0.01% 3485
2024
Q4 		$11.8K Buy
+200
New +$6.83K ﹤0.01% 3034

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 $31B AUM 28.39% 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

Steward Partners Investment Advisory's DXYZ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Destiny Tech100 (DXYZ) stake by 24% in Q1 2026, buying an estimated $2.19K and bringing the position to 387 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3541.

Steward Partners Investment Advisory first reported a position in DXYZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.8K in Q4 2024. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Steward Partners Investment Advisory held 387 shares of Destiny Tech100 worth $10.4K as of Q1 2026.
  • Steward Partners Investment Advisory bought 76 Destiny Tech100 shares in Q1 2026, an estimated $2.19K.
  • Destiny Tech100 made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3541 holding.
  • Steward Partners Investment Advisory first reported a position in Destiny Tech100 in Q4 2024 and has held it in 6 quarters since.
  • Steward Partners Investment Advisory's Destiny Tech100 position peaked at $11.8K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.