Destiny Tech100 Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NEWTYN MANAGEMENT, LLC | 05/15/2026 | 345.00 K | $9.24 M | 100.00% | 2.76% |
| MORGAN STANLEY | 05/15/2026 | 223.85 K | $5.99 M | 158.35% | 1.79% |
| LPL FINANCIAL LLC | 05/06/2026 | 207.59 K | $5.56 M | 188.34% | 1.66% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 167.97 K | $4.50 M | 403.89% | 1.34% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 140.19 K | $3.75 M | 157.78% | 1.12% |
| JANE STREET GROUP, LLC | 05/12/2026 | 139.30 K | $3.73 M | -63.10% | 1.11% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 100.82 K | $2.70 M | 139.05% | 0.81% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 82.81 K | $2.22 M | 100.00% | 0.66% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 63.38 K | $1.70 M | 365.76% | 0.51% |
| AA FINANCIAL ADVISORS, LLC | 04/21/2026 | 61.00 K | $1.63 M | -12.86% | 0.48% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 58.43 K | $1.56 M | 193.92% | 0.47% |
| INVESCO LTD. | 05/12/2026 | 43.86 K | $1.17 M | 52.55% | 0.35% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 40.57 K | $1.09 M | 413.77% | 0.32% |
| UBS GROUP AG | 05/05/2026 | 34.19 K | $915.58 K | 79.44% | 0.27% |
| MAREX GROUP PLC | 05/13/2026 | 29.36 K | $786.29 K | 100.00% | 0.24% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 28.52 K | $763.71 K | -32.23% | 0.23% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 26.27 K | $703.00 K | 173.59% | 0.21% |
| 05/15/2026 | 24.26 K | $649.60 K | 100.00% | 0.19% | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 24.10 K | $645.26 K | 100.00% | 0.19% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 22.74 K | $609.08 K | 100.00% | 0.18% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 20.38 K | $545.68 K | 35.00% | 0.16% |
| TOTAL CLARITY WEALTH MANAGEMENT, INC. | 04/17/2026 | 20.25 K | $542.35 K | 180.11% | 0.16% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 19.67 K | $526.82 K | 54.27% | 0.16% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 19.42 K | $519.93 K | 62.21% | 0.16% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 18.73 K | $502.00 K | -22.77% | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 18.58 K | $497.65 K | 52.78% | 0.15% |
| SOVRAN ADVISORS, LLC | 05/01/2026 | 18.34 K | $597.28 K | 100.00% | 0.15% |
| CATALYTIC WEALTH RIA, LLC | 05/14/2026 | 18.00 K | $482.04 K | 0.00% | 0.14% |
| CREATIVE PLANNING | 05/12/2026 | 17.16 K | $459.45 K | 46.49% | 0.14% |
| GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 05/14/2026 | 16.68 K | $446.66 K | 100.00% | 0.13% |
| WCG WEALTH ADVISORS LLC | 05/12/2026 | 15.66 K | $419.38 K | 100.00% | 0.13% |
| 05/12/2026 | 15.29 K | $409.49 K | 100.00% | 0.12% | |
| 05/18/2026 | 15.00 K | $401.70 K | 50.00% | 0.12% | |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/15/2026 | 14.03 K | $375.62 K | 100.00% | 0.11% |
| HAZLETT, BURT & WATSON, INC. | 05/14/2026 | 13.72 K | $364.00 K | 24.23% | 0.11% |
| COLONY GROUP, LLC | 05/15/2026 | 12.48 K | $334.30 K | 11.13% | 0.10% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 12.13 K | $324.92 K | 100.00% | 0.10% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 11.83 K | $316.86 K | -4.40% | 0.09% |
| IFP ADVISORS, INC | 04/13/2026 | 11.60 K | $310.65 K | 100.00% | 0.09% |
| MARINER, LLC | 05/13/2026 | 11.01 K | $294.85 K | -26.37% | 0.09% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 10.63 K | $325.60 K | 100.00% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 10.37 K | $277.74 K | 45.99% | 0.08% |
| GIBSON CAPITAL, LLC | 04/17/2026 | 10.00 K | $267.80 K | 100.00% | 0.08% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 9.78 K | $261.94 K | 25.61% | 0.08% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 9.20 K | $246.28 K | 100.00% | 0.07% |
| MATHER GROUP, LLC. | 04/13/2026 | 9.03 K | $241.85 K | 100.00% | 0.07% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 8.99 K | $240.67 K | 31.64% | 0.07% |
| IGNITE PLANNERS, LLC | 04/17/2026 | 8.75 K | $234.27 K | 100.00% | 0.07% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 7.87 K | $210.68 K | 100.00% | 0.06% |
| VISIONARY WEALTH ADVISORS | 05/13/2026 | 7.63 K | $204.41 K | -2.73% | 0.06% |
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Destiny Tech100 Inc institutional Ownership - FAQ's
During the previous two years, 135 institutional investors and hedge funds held shares of Destiny Tech100 Inc. The most heavily invested institutionals were:
Newtyn Management, LLC: 345,000
MORGAN STANLEY: 223,847
LPL Financial LLC: 207,588
Cetera Investment Advisers: 167,973
Kestra Advisory Services, LLC: 140,185
JANE STREET GROUP, LLC: 139,301
18.36% of Destiny Tech100 Inc stock is owned by institutional investors.
Institutional investors have bought a total of 2.30 M shares in the last 24 months. This purchase volume represents approximately $59.62 M in transactions.