Position in DXYZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$204,411
-$35,942 QoQ
Shares Held
7,633
-2.7% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DXYZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Visionary Wealth Advisors holds $10,549,854 across 16 Asset Management names. DXYZ ranks #14 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
332,204 | $4,743,873 | |
| 2 | APO |
Apollo Global Management, Inc.
|
6,940 | $773,254 | |
| 3 | KKR |
KKR & Co. Inc.
|
6,946 | $642,505 | |
| 4 | BX |
Blackstone Inc.
|
5,209 | $598,982 | |
| 5 | EMF |
Templeton Emerging Markets Fund
|
34,111 | $596,601 | |
| 6 | UTG |
Reaves Utility Income Fund
|
13,333 | $523,720 | |
| 7 | RJF |
Raymond James Financial Inc
|
3,227 | $467,237 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
31,829 | $352,028 |
All Filings in DXYZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,411 | 7,633 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $240,353 | 7,847 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $238,710 | 6,267 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $120,444 | 12,105 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||