Destiny Tech100 Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 11/14/2025 | 99.68 K | $2.12 M | 528.18% | 0.92% |
| LPL FINANCIAL LLC | 11/12/2025 | 68.36 K | $1.46 M | 59.79% | 0.63% |
| MORGAN STANLEY | 11/14/2025 | 48.55 K | $1.03 M | 8.60% | 0.45% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 34.83 K | $741.90 K | 39.23% | 0.32% |
| INVESCO LTD. | 11/13/2025 | 32.72 K | $696.87 K | 81.55% | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 30.57 K | $709.79 K | 390.67% | 0.28% |
| UBS GROUP AG | 11/13/2025 | 29.64 K | $631.31 K | 45.30% | 0.27% |
| CATALYTIC WEALTH RIA, LLC | 11/13/2025 | 28.00 K | $596.40 K | 100.00% | 0.26% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 23.16 K | $493.31 K | 24.18% | 0.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 20.14 K | $429.00 K | -65.57% | 0.19% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 15.20 K | $323.85 K | 40.52% | 0.14% |
| EVANSON ASSET MANAGEMENT, LLC | 10/14/2025 | 15.00 K | $319.50 K | 0.00% | 0.14% |
| MARINER, LLC | 11/14/2025 | 12.83 K | $273.19 K | -24.35% | 0.12% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 10.17 K | $216.56 K | 82.27% | 0.09% |
| HAZLETT, BURT & WATSON, INC. | 11/04/2025 | 8.54 K | $183.00 K | 118.97% | 0.08% |
| HARBOUR INVESTMENTS, INC. | 11/12/2025 | 7.50 K | $159.84 K | 14.71% | 0.07% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 11/12/2025 | 5.25 K | $111.89 K | 100.00% | 0.05% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 4.15 K | $88.40 K | 992.11% | 0.04% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 10/09/2025 | 2.40 K | $51.12 K | 0.00% | 0.02% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 2.20 K | $46.86 K | 100.00% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.35 K | $28.76 K | 0.00% | 0.01% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 1.06 K | $22.62 K | -6.35% | 0.01% |
| ROYAL BANK OF CANADA | 11/14/2025 | 772 | $16.00 K | 2.93% | 0.01% |
| ANCHOR INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 640 | $13.63 K | 0.00% | 0.01% |
| SIGNATUREFD, LLC | 10/21/2025 | 510 | $10.86 K | 0.00% | 0.00% |
| GROUPE LA FRANCAISE | 11/13/2025 | 400 | $7.83 K | 100.00% | 0.00% |
| TD WATERHOUSE CANADA INC. | 11/03/2025 | 250 | $7.04 K | 0.00% | 0.00% |
| 11/25/2025 | 200 | $4.52 K | 100.00% | 0.00% | |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 186 | $3.96 K | -7.00% | 0.00% |
| WEALTHSPIRE ADVISORS, LLC | 11/14/2025 | 186 | $3.96 K | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 165 | $3.52 K | 100.00% | 0.00% |
| CLEARSTEAD ADVISORS, LLC | 11/10/2025 | 102 | $2.17 K | 0.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 100 | $2.13 K | 0.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 11/14/2025 | 95 | $2.02 K | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 92 | $1.96 K | 0.00% | 0.00% |
| AMERITAS ADVISORY SERVICES, LLC | 11/06/2025 | 90 | $1.92 K | 0.00% | 0.00% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 11/12/2025 | 80 | $1.70 K | 100.00% | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 11/17/2025 | 50 | $1.07 K | 100.00% | 0.00% |
| TRADEWINDS CAPITAL MANAGEMENT, LLC | 10/21/2025 | 25 | $533 | 0.00% | 0.00% |
| STRATEGIC WEALTH PARTNERS, LTD. | 11/14/2025 | 20 | $426 | 0.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 11/14/2025 | 7 | $149 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 11/26/2025 | 0 | $0 | -100.00% | 0.00% |
| BARCLAYS PLC | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| TOTH FINANCIAL ADVISORY CORP | 10/09/2025 | 0 | $0 | -100.00% | 0.00% |
| GRIFFIN ASSET MANAGEMENT, INC. | 10/16/2025 | 0 | $0 | -100.00% | 0.00% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 0 | $0 | -100.00% | 0.00% |
| STRATEGY ASSET MANAGERS LLC | 11/04/2025 | 0 | $0 | -100.00% | 0.00% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/24/2025 | 0 | $0 | -100.00% | 0.00% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
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Destiny Tech100 Inc. institutional Ownership - FAQ's
During the previous two years, 66 institutional investors and hedge funds held shares of Destiny Tech100 Inc.. The most heavily invested institutionals were:
JANE STREET GROUP, LLC: 99,679
LPL Financial LLC: 68,357
MORGAN STANLEY: 48,551
Kestra Advisory Services, LLC: 34,831
Invesco Ltd.: 32,717
ADVISOR GROUP HOLDINGS, INC.: 30,569
4.64% of Destiny Tech100 Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 505.07 K shares in the last 24 months. This purchase volume represents approximately $14.75 M in transactions.