Position in DXYZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$31,145
New position
Shares Held
1,163
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
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, 2026Larson Financial Group LLC holds $27,901,646 across 128 Asset Management names. DXYZ ranks #53 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
42,923 | $3,970,377 | |
| 2 | MAIN |
Main Street Capital CORP
|
60,400 | $3,198,784 | |
| 3 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
141,989 | $2,905,094 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
107,065 | $2,611,315 | |
| 5 | BX |
Blackstone Inc.
|
21,877 | $2,515,636 | |
| 6 | ARCC |
Ares Capital Corp
|
137,558 | $2,478,795 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
58,322 | $2,066,931 | |
| 8 | FSK |
FS KKR Capital Corp
|
190,383 | $1,938,098 |
All Filings in DXYZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,145 | 1,163 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||