Position in DXYZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$395,802
+$161,531 QoQ
Shares Held
15,365
+75.6% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#42
of 153 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DXYZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ignite Planners, LLC holds $16,707,975 across 15 Asset Management names. DXYZ ranks #10 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NAC |
Nuveen California Quality Municipal Income Fund
|
476,800 | $5,778,816 | |
| 2 | TSLX |
Sixth Street Specialty Lending, Inc.
|
128,218 | $2,201,503 | |
| 3 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
194,025 | $2,132,334 | |
| 4 | DBL |
DoubleLine Opportunistic Credit Fund
|
112,190 | $1,613,292 | |
| 5 | BPRE |
Bluerock Private Real Estate Fund
|
100,670 | $1,309,716 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
35,417 | $668,318 | |
| 7 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
43,212 | $628,302 | |
| 8 | BLK |
BlackRock, Inc.
|
621 | $597,128 |
All Filings in DXYZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,802 | 15,365 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $234,271 | 8,748 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||