Position in DXYZ
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$17,139
-$2,464 QoQ
Shares Held
640
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DXYZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Anchor Investment Management, LLC holds $13,051,420 across 45 Asset Management names. DXYZ ranks #32 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
239,802 | $3,035,893 | |
| 2 | TROW |
Price T Rowe Group Inc
|
30,353 | $2,736,019 | |
| 3 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
73,325 | $1,664,477 | |
| 4 | SOR |
Source Capital /De/
|
31,977 | $1,481,174 | |
| 5 | BX |
Blackstone Inc.
|
8,700 | $1,000,413 | |
| 6 | BLK |
BlackRock, Inc.
|
720 | $692,431 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
9,945 | $402,474 | |
| 8 | NIM |
Nuveen Select Maturities Municipal Fund
|
31,553 | $298,175 |
All Filings in DXYZ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,139 | 640 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $19,603 | 640 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $13,632 | 640 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,377 | 640 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $22,649 | 640 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $37,670 | 640 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,368 | 640 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $2,130 | 140 | Shares | Sole | 2024-09-20 | |
| No filing history on record for this holder in this stock. | ||||||