Position in DXYZ
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$234,271
New position
Shares Held
8,748
first reported quarter
Ownership
0.029%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Ignite Planners, LLC holds $14,761,246 across 16 Asset Management names. DXYZ ranks #11 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NAC |
Nuveen California Quality Municipal Income Fund
|
359,057 | $4,183,014 | |
| 2 | TSLX |
Sixth Street Specialty Lending, Inc.
|
111,879 | $2,056,336 | |
| 3 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
194,025 | $2,017,860 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
102,982 | $1,710,531 | |
| 5 | DBL |
DoubleLine Opportunistic Credit Fund
|
114,817 | $1,676,328 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
31,786 | $775,260 | |
| 7 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
44,195 | $609,449 | |
| 8 | BLK |
BlackRock, Inc.
|
579 | $556,830 |
All Filings in DXYZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $234,271 | 8,748 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||