Position in DXYZ
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$324,921
New position
Shares Held
12,133
first reported quarter
Ownership
0.040%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Merit Financial Group, LLC holds $98,330,926 across 115 Asset Management names. DXYZ ranks #56 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
15,912 | $15,302,725 | |
| 2 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
442,588 | $10,046,746 | |
| 3 | ARCC |
Ares Capital Corp
|
398,372 | $7,178,663 | |
| 4 | BX |
Blackstone Inc.
|
56,013 | $6,440,931 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
361,962 | $4,064,832 | |
| 6 | AMP |
Ameriprise Financial Inc
|
8,401 | $3,733,402 | |
| 7 | KKR |
KKR & Co. Inc.
|
33,372 | $3,086,909 | |
| 8 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
145,180 | $2,002,032 |
All Filings in DXYZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $324,921 | 12,133 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||