Position in DXYZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$332,304
+$91,633 QoQ
Shares Held
12,900
+43.5% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#51
of 153 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DXYZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $10,565,781 across 70 Asset Management names. DXYZ ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OWL |
Blue Owl Capital Inc.
|
271,113 | $2,372,238 | |
| 2 | TROW |
Price T Rowe Group Inc
|
18,664 | $2,121,910 | |
| 3 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
132,993 | $1,005,427 | |
| 4 | FSCO |
FS Credit Opportunities Corp.
|
166,680 | $831,733 | |
| 5 | FTF |
Franklin Ltd Duration Income Trust
|
136,845 | $792,332 | |
| 6 | CRF |
Cornerstone Total Return Fund Inc
|
86,397 | $620,330 | |
| 7 | DXYZ |
Destiny Tech100 Inc.
This page
|
12,900 | $332,304 | |
| 8 | WIA |
Western Asset Inflation-Linked Income Fund
|
38,573 | $313,598 |
All Filings in DXYZ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,304 | 12,900 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $240,671 | 8,987 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $209,111 | 6,827 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $111,888 | 5,253 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||