Destiny Tech100 Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 02/12/2026 | 377.55 K | $11.56 M | 278.76% | 3.47% |
| MORGAN STANLEY | 02/13/2026 | 86.65 K | $2.65 M | 78.46% | 0.80% |
| LPL FINANCIAL LLC | 02/11/2026 | 71.99 K | $2.21 M | 5.32% | 0.66% |
| AA FINANCIAL ADVISORS, LLC | 01/14/2026 | 70.00 K | $2.14 M | 100.00% | 0.64% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 54.38 K | $1.67 M | 56.13% | 0.50% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 42.18 K | $1.29 M | 37.97% | 0.39% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 42.08 K | $1.29 M | 81.69% | 0.39% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 33.34 K | $1.02 M | 100.00% | 0.31% |
| INVESCO LTD. | 02/19/2026 | 28.75 K | $880.67 K | -12.12% | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 19.88 K | $608.89 K | -1.31% | 0.18% |
| UBS GROUP AG | 01/29/2026 | 19.05 K | $583.59 K | -35.72% | 0.18% |
| CATALYTIC WEALTH RIA, LLC | 01/30/2026 | 18.00 K | $551.34 K | -35.71% | 0.17% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 15.29 K | $468.36 K | 100.00% | 0.14% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 15.09 K | $462.30 K | -0.73% | 0.14% |
| EVANSON ASSET MANAGEMENT, LLC | 01/12/2026 | 15.00 K | $459.45 K | 0.00% | 0.14% |
| MARINER, LLC | 02/13/2026 | 14.95 K | $458.02 K | 16.58% | 0.14% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 13.61 K | $416.81 K | 100.00% | 0.13% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 12.75 K | $390.59 K | 100.00% | 0.12% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 12.16 K | $372.55 K | 100.00% | 0.11% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 11.97 K | $366.61 K | 17.72% | 0.11% |
| COLONY GROUP, LLC | 02/13/2026 | 11.23 K | $344.08 K | 100.00% | 0.10% |
| HAZLETT, BURT & WATSON, INC. | 02/10/2026 | 11.04 K | $337.00 K | 29.27% | 0.10% |
| 01/16/2026 | 10.00 K | $306.30 M | 100.00% | 0.09% | |
| WEDBUSH SECURITIES INC | 02/12/2026 | 9.60 K | $294.00 K | 100.00% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 7.90 K | $242.00 K | 100.00% | 0.07% |
| VISIONARY WEALTH ADVISORS | 02/13/2026 | 7.85 K | $240.35 K | 100.00% | 0.07% |
| TOTAL CLARITY WEALTH MANAGEMENT, INC. | 02/02/2026 | 7.23 K | $221.46 K | 100.00% | 0.07% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 7.10 K | $217.60 K | 100.00% | 0.07% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 6.83 K | $209.11 K | 29.96% | 0.06% |
| GRIFFIN ASSET MANAGEMENT, INC. | 02/06/2026 | 6.78 K | $207.67 K | 100.00% | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 5.09 K | $155.97 K | 5,434.78% | 0.05% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 4.28 K | $131.10 K | 3.13% | 0.04% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 3.84 K | $117.62 K | 74.55% | 0.04% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 01/22/2026 | 2.40 K | $73.51 K | 0.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 2.20 K | $67.26 K | 100.00% | 0.02% |
| CLEARSTEAD TRUST, LLC | 02/09/2026 | 1.38 K | $42.39 K | 100.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.38 K | $42.27 K | 2.22% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 1.27 K | $38.96 K | -83.05% | 0.01% |
| CWM, LLC | 01/26/2026 | 1.20 K | $37.00 K | 100.00% | 0.01% |
| SUNBELT SECURITIES, INC. | 02/20/2026 | 900 | $27.57 K | 100.00% | 0.01% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 719 | $22.02 K | -32.30% | 0.01% |
| ATLANTIC UNION BANKSHARES CORP | 02/04/2026 | 700 | $21.44 K | 100.00% | 0.01% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 648 | $19.85 K | 100.00% | 0.01% |
| ROYAL BANK OF CANADA | 02/17/2026 | 622 | $19.00 K | -19.43% | 0.01% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 538 | $16.48 K | 100.00% | 0.00% |
| SIGNATUREFD, LLC | 01/20/2026 | 510 | $15.62 K | 0.00% | 0.00% |
| MCF ADVISORS LLC | 02/11/2026 | 500 | $15.32 K | 100.00% | 0.00% |
| PHYSICIAN WEALTH ADVISORS, INC. | 01/29/2026 | 470 | $14.40 K | 100.00% | 0.00% |
| GHP INVESTMENT ADVISORS, INC. | 01/27/2026 | 365 | $11.18 K | 100.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 01/21/2026 | 322 | $9.86 K | 100.00% | 0.00% |
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Destiny Tech100 Inc institutional Ownership - FAQ's
During the previous two years, 78 institutional investors and hedge funds held shares of Destiny Tech100 Inc. The most heavily invested institutionals were:
JANE STREET GROUP, LLC: 377,545
MORGAN STANLEY: 86,645
LPL Financial LLC: 71,993
AA Financial Advisors, LLC: 70,000
Kestra Advisory Services, LLC: 54,382
ADVISOR GROUP HOLDINGS, INC.: 42,176
10.16% of Destiny Tech100 Inc stock is owned by institutional investors.
Institutional investors have bought a total of 1.04 M shares in the last 24 months. This purchase volume represents approximately $29.23 M in transactions.