Valley National Advisers’s Destiny Tech100 DXYZ Stock Holding History

Valley National Advisers’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	$2K	Buy	+75	New	+$2.16K	﹤0.01%	791

Other funds holding DXYZ

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Valley National Advisers's DXYZ Position: Q1 2026 in Review

Valley National Advisers opened a new position in Destiny Tech100 (DXYZ) in Q1 2026: 75 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #791 among its holdings.

131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

Valley National Advisers held 75 shares of Destiny Tech100 worth $2K as of Q1 2026.
Destiny Tech100 was a new Valley National Advisers position in Q1 2026.
Destiny Tech100 made up ﹤0.01% of Valley National Advisers's portfolio in Q1 2026, its #791 holding.
131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.