6 institutions reported holding $1.3M of DESTINY TECH100 INC (DXYZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Noble Wealth Management PBC ($1.0M), Avior Wealth Management, LLC ($311,438), Cedar Mountain Advisors, LLC ($4,508), CoreCap Advisors, LLC ($979), KERR FINANCIAL PLANNING Corp ($258). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Noble Wealth Management PBC | $1.0M | 40,017 | Added |
| 2 | Avior Wealth Management, LLC | $311,438 | 12,090 | New |
| 3 | Cedar Mountain Advisors, LLC | $4,508 | 175 | Hold |
| 4 | CoreCap Advisors, LLC | $979 | 38 | Hold |
| 5 | KERR FINANCIAL PLANNING Corp | $258 | 10 | Hold |
| 6 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30