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Destiny Tech100 Inc. (DXYZ)
USD26.35
+0.40 (+1.54%)
US NYSE Financial Services Asset Management
Address
1401 Lavaca Street
Austin, MD, US
Austin, MD, US
CEO
Sohail Prasad
Website
destiny.xyz/tech100
IPO
2024-03-26
CIK 1843974 ISIN US25063F1075
Description
Destiny Tech100, Inc. functions as a specialized investment entity, structured as a non-diversified, closed-end management company. This firm was established on November 18, 2020, and its primary corporate office is located in Austin, Texas.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD26.35
+0.40 (+1.54%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
5.11
Float Shares
10.17M
Free Float %
93.5%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.98% | -26.96% | +61.24% | +84.73% | +133.23% | +71.40% | +23.65% | +483.33% | +483.33% | +483.33% | +483.33% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
26.35
DCF (Unlevered)
0.91
-96.5%
DCF (Levered)
0.38
-98.5%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Quality scores
Altman Z-Score
119.30
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
4 / 5
High
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+22,195.2% ★ Q4'25: +438.8% (vs Q4'23)
-
EPS growth Asset Management: +22.7%+121.3% ★ Q4'25: +2,285.7% (vs Q4'23)
-
FCF margin FCF growth · Asset Management: +27.7%-1,370.6% Q4'25: -672.7% (vs Q4'23)
-
EBIT margin Asset Management: +50.6%-1,562.4% Q4'25: +2,598.5% (vs Q4'23)
-
ROIC Asset Management: +6.5%+19.0% ★ Q4'25: +67.0% (vs Q4'23)
-
Share dilution Asset Management: +0.0%+14.8% Q4'25: +17.2% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.00× ★ Q4'25: 0.00× (vs Q4'23)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-27 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-26 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-22 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-21 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-20 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-19 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-18 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-15 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-14 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-13 | A- | 4/5 | 2/5 | 3/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-12 | A- | 4/5 | 2/5 | 3/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-11 | A- | 4/5 | 2/5 | 3/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 2/5 | 3/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-07 | A- | 4/5 | 2/5 | 3/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-06 | A- | 4/5 | 2/5 | 3/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-05 | A- | 4/5 | 2/5 | 3/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-04 | A- | 4/5 | 2/5 | 3/5 | 5/5 | 4/5 | 3/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 2/5 | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 2/5 | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 2/5 | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 2/5 | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 2/5 | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
Owner's Earnings history not available.
Owner alignment
Owner's Earnings TTM
—
OE per share TTM
—
Owner's Yield
—
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
—
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
130
Total invested
62.83M
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
130
+44 vs prev Q
New positions
56
Closed positions
12
Increased
96
Reduced
12
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 10.0K +10.0K (+100.0%) | 306.30M +306.3M (+100.0%) | 0.09% +0.092 pp | 0.18% +0.178 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 2 | JANE STREET GROUP, LLC | 377.5K +277.9K (+278.8%) | 11.56M +9.4M (+444.7%) | 3.47% +2.554 pp | 0.00% +0.001 pp | USD29.75 +3.0% | 8 qtrs — |
| 3 | MORGAN STANLEY | 86.6K +38.1K (+78.5%) | 2.65M +1.6M (+156.6%) | 0.80% +0.350 pp | 0.00% +0.000 pp | USD32.35 -5.3% | 8 qtrs — |
| 4 | LPL FINANCIAL LLC | 72.0K +3.6K (+5.3%) | 2.21M +749.1K (+51.5%) | 0.66% +0.033 pp | 0.00% +0.000 pp | USD35.51 -13.7% | 5 qtrs — |
| 5 | AA FINANCIAL ADVISORS, LLC | 70.0K +70.0K (+100.0%) | 2.14M +2.1M (+100.0%) | 0.64% +0.643 pp | 0.40% +0.396 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 6 | KESTRA ADVISORY SERVICES, LLC | 54.4K +19.6K (+56.1%) | 1.67M +923.8K (+124.5%) | 0.50% +0.180 pp | 0.01% +0.004 pp | USD31.57 -3.0% | 4 qtrs — |
| 7 | ADVISOR GROUP HOLDINGS, INC. | 42.2K +11.6K (+38.0%) | 1.29M +582.1K (+82.0%) | 0.39% +0.107 pp | 0.00% +0.001 pp | USD24.51 +25.0% | 7 qtrs — |
| 8 | STIFEL FINANCIAL CORP | 42.1K +18.9K (+81.7%) | 1.29M +795.6K (+161.3%) | 0.39% +0.174 pp | 0.00% +0.001 pp | USD38.40 -20.2% | 5 qtrs — |
| 9 | CETERA INVESTMENT ADVISERS | 33.3K +33.3K (+100.0%) | 1.02M +1.0M (+100.0%) | 0.31% +0.306 pp | 0.00% +0.001 pp | USD30.63 +0.0% | 5 qtrs — |
| 10 | INVESCO LTD. | 28.8K -4.0K (-12.1%) | 880.7K +183.8K (+26.4%) | 0.26% -0.036 pp | 0.00% +0.000 pp | USD36.05 -15.0% | 5 qtrs — |
| 11 | VIRTU FINANCIAL LLC | 24.3K +24.3K (+100.0%) | 743.0K +743.0K (+100.0%) | 0.22% +0.223 pp | 0.03% +0.029 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 19.9K -264.0 (-1.3%) | 608.9K +179.9K (+41.9%) | 0.18% -0.002 pp | 0.00% +0.000 pp | USD15.51 +97.5% | 7 qtrs — |
| 13 | UBS GROUP AG | 19.1K -10.6K (-35.7%) | 583.6K -47.7K (-7.6%) | 0.18% -0.097 pp | 0.00% +0.000 pp | USD34.26 -10.6% | 8 qtrs — |
| 14 | CATALYTIC WEALTH RIA, LLC | 18.0K -10.0K (-35.7%) | 551.3K -45.1K (-7.6%) | 0.17% -0.092 pp | 0.02% +0.001 pp | USD21.30 +43.8% | 2 qtrs — |
| 15 | CIBC PRIVATE WEALTH GROUP, LLC | 15.3K +15.3K (+100.0%) | 468.4K +468.4K (+100.0%) | 0.14% +0.141 pp | 0.00% +0.001 pp | USD30.63 +0.0% | 3 qtrs — |
| 16 | PRIVATE ADVISOR GROUP, LLC | 15.1K -111.0 (-0.7%) | 462.3K +138.5K (+42.8%) | 0.14% -0.001 pp | 0.00% +0.001 pp | USD31.33 -2.2% | 4 qtrs — |
| 17 | EVANSON ASSET MANAGEMENT, LLC | 15.0K +— (+0.0%) | 459.5K +140.0K (+43.8%) | 0.14% +0.000 pp | 0.02% +0.007 pp | USD9.95 +207.8% | 6 qtrs — |
| 18 | MARINER, LLC | 15.0K +2.1K (+16.6%) | 458.0K +184.8K (+67.7%) | 0.14% +0.020 pp | 0.00% +0.000 pp | USD43.33 -29.3% | 5 qtrs — |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 13.6K +13.6K (+100.0%) | 416.8K +416.8K (+100.0%) | 0.13% +0.125 pp | 0.00% +0.000 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 20 | STRATOS WEALTH PARTNERS, LTD. | 12.8K +12.8K (+100.0%) | 390.6K +390.6K (+100.0%) | 0.12% +0.117 pp | 0.00% +0.004 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 21 | QUANTINNO CAPITAL MANAGEMENT LP | 12.4K +12.4K (+100.0%) | 379.1K +379.1K (+100.0%) | 0.11% +0.114 pp | 0.00% +0.001 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 22 | RAYMOND JAMES FINANCIAL INC | 12.2K +12.2K (+100.0%) | 372.6K +372.6K (+100.0%) | 0.11% +0.112 pp | 0.00% +0.000 pp | USD30.63 +0.0% | 3 qtrs — |
| 23 | WILEY BROS.-AINTREE CAPITAL, LLC | 12.0K +1.8K (+17.7%) | 366.6K +150.1K (+69.3%) | 0.11% +0.017 pp | 0.00% +0.001 pp | USD30.53 +0.3% | 3 qtrs — |
| 24 | CREATIVE PLANNING | 11.7K +11.7K (+100.0%) | 358.7K +358.7K (+100.0%) | 0.11% +0.108 pp | 0.00% +0.000 pp | USD30.63 +0.0% | 5 qtrs — |
| 25 | COLONY GROUP, LLC | 11.2K +11.2K (+100.0%) | 344.1K +344.1K (+100.0%) | 0.10% +0.103 pp | 0.00% +0.000 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 26 | HAZLETT, BURT & WATSON, INC. | 11.0K +2.5K (+29.3%) | 337.0K +154.0K (+84.2%) | 0.10% +0.023 pp | 0.11% +0.043 pp | USD27.88 +9.9% | 6 qtrs — |
| 27 | SCIENTECH RESEARCH LLC | 9.9K +9.9K (+100.0%) | 304.2K +304.2K (+100.0%) | 0.09% +0.091 pp | 0.19% +0.191 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 28 | WEDBUSH SECURITIES INC | 9.6K +9.6K (+100.0%) | 294.0K +294.0K (+100.0%) | 0.09% +0.088 pp | 0.01% +0.009 pp | USD30.63 +0.0% | 4 qtrs — |
| 29 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 7.9K +7.9K (+100.0%) | 242.0K +242.0K (+100.0%) | 0.07% +0.073 pp | 0.00% +0.001 pp | USD30.63 +0.0% | 3 qtrs — |
| 30 | VISIONARY WEALTH ADVISORS | 7.8K +7.8K (+100.0%) | 240.4K +240.4K (+100.0%) | 0.07% +0.072 pp | 0.01% +0.011 pp | USD30.63 +0.0% | 3 qtrs — |
| 31 | CRESSET ASSET MANAGEMENT, LLC | 7.8K +7.8K (+100.0%) | 238.5K +238.5K (+100.0%) | 0.07% +0.072 pp | 0.00% +0.001 pp | USD30.63 +0.0% | 5 qtrs — |
| 32 | TOTAL CLARITY WEALTH MANAGEMENT, INC. | 7.2K +7.2K (+100.0%) | 221.5K +221.5K (+100.0%) | 0.07% +0.067 pp | 0.05% +0.054 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 33 | HIGHTOWER ADVISORS, LLC | 7.1K +7.1K (+100.0%) | 217.6K +217.6K (+100.0%) | 0.07% +0.065 pp | 0.00% +0.000 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 34 | CREATIVE FINANCIAL DESIGNS INC /ADV | 6.8K +1.6K (+30.0%) | 209.1K +97.2K (+86.9%) | 0.06% +0.015 pp | 0.01% +0.006 pp | USD23.45 +30.6% | 2 qtrs — |
| 35 | GRIFFIN ASSET MANAGEMENT, INC. | 6.8K +6.8K (+100.0%) | 207.7K +207.7K (+100.0%) | 0.06% +0.062 pp | 0.02% +0.023 pp | USD30.63 +0.0% | 5 qtrs — |
| 36 | PNC FINANCIAL SERVICES GROUP, INC. | 5.1K +5.0K (+5,434.8%) | 156.0K +154.0K (+7,857.6%) | 0.05% +0.046 pp | 0.00% +0.000 pp | USD30.32 +1.0% | 7 qtrs — |
| 37 | GLOBAL RETIREMENT PARTNERS, LLC | 4.3K +130.0 (+3.1%) | 131.1K +42.7K (+48.3%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD23.07 +32.8% | 3 qtrs — |
| 38 | FARTHER FINANCE ADVISORS, LLC | 3.8K +1.6K (+74.5%) | 117.6K +70.8K (+151.0%) | 0.04% +0.015 pp | 0.00% +0.001 pp | USD25.28 +21.2% | 2 qtrs — |
| 39 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 2.4K +— (+0.0%) | 73.5K +22.4K (+43.8%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD13.59 +125.4% | 7 qtrs — |
| 40 | ALLWORTH FINANCIAL LP | 2.2K +2.2K (+100.0%) | 67.3K +67.3K (+100.0%) | 0.02% +0.020 pp | 0.00% +0.000 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 41 | CLEARSTEAD TRUST, LLC | 1.4K +1.4K (+100.0%) | 42.4K +42.4K (+100.0%) | 0.01% +0.013 pp | 0.01% +0.007 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 42 | BANK OF AMERICA CORP /DE/ | 1.4K +30.0 (+2.2%) | 42.3K +13.5K (+47.0%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD45.27 -32.3% | 6 qtrs — |
| 43 | HARBOUR INVESTMENTS, INC. | 1.3K -6.2K (-83.0%) | 39.0K -120.9K (-75.6%) | 0.01% -0.057 pp | 0.00% -0.003 pp | USD35.37 -13.4% | 4 qtrs — |
| 44 | CWM, LLC | 1.2K +1.2K (+100.0%) | 37.0K +37.0K (+100.0%) | 0.01% +0.011 pp | 0.00% +0.000 pp | USD30.63 +0.0% | 5 qtrs — |
| 45 | SUNBELT SECURITIES, INC. | 900.00 +900.0 (+100.0%) | 27.6K +27.6K (+100.0%) | 0.01% +0.008 pp | 0.00% +0.002 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 46 | NEWEDGE ADVISORS, LLC | 719.00 -343.0 (-32.3%) | 22.0K -599.0 (-2.6%) | 0.01% -0.003 pp | 0.00% +0.000 pp | USD53.80 -43.1% | 5 qtrs — |
| 47 | ATLANTIC UNION BANKSHARES CORP | 700.00 +700.0 (+100.0%) | 21.4K +21.4K (+100.0%) | 0.01% +0.006 pp | 0.00% +0.000 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 48 | GENEOS WEALTH MANAGEMENT INC. | 648.00 +648.0 (+100.0%) | 19.8K +19.8K (+100.0%) | 0.01% +0.006 pp | 0.00% +0.001 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 49 | ANCHOR INVESTMENT MANAGEMENT, LLC | 640.00 +— (+0.0%) | 19.6K +6.0K (+43.8%) | 0.01% +0.000 pp | 0.00% +0.001 pp | USD10.75 +184.9% | 7 qtrs — |
| 50 | ROYAL BANK OF CANADA | 622.00 -150.0 (-19.4%) | 19.0K +3.0K (+18.8%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD37.43 -18.2% | 4 qtrs — |
| 51 | CORECAP ADVISORS, LLC | 538.00 +538.0 (+100.0%) | 16.5K +16.5K (+100.0%) | 0.00% +0.005 pp | 0.00% +0.001 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 52 | SIGNATUREFD, LLC | 510.00 +— (+0.0%) | 15.6K +4.8K (+43.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD11.41 +168.4% | 7 qtrs — |
| 53 | MCF ADVISORS LLC | 500.00 +500.0 (+100.0%) | 15.3K +15.3K (+100.0%) | 0.00% +0.005 pp | 0.00% +0.001 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 54 | PHYSICIAN WEALTH ADVISORS, INC. | 470.00 +470.0 (+100.0%) | 14.4K +14.4K (+100.0%) | 0.00% +0.004 pp | 0.00% +0.002 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 55 | GHP INVESTMENT ADVISORS, INC. | 365.00 +365.0 (+100.0%) | 11.2K +11.2K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.001 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 56 | TD CAPITAL MANAGEMENT LLC | 346.00 +346.0 (+100.0%) | 10.6K +10.6K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.001 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 57 | NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 322.00 +322.0 (+100.0%) | 9.9K +9.9K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.002 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 58 | CORNERSTONE PLANNING GROUP LLC | 278.00 +278.0 (+100.0%) | 9.8K +9.8K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.002 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 59 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 311.00 +211.0 (+211.0%) | 9.5K +7.4K (+347.2%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD39.70 -22.8% | 5 qtrs — |
| 60 | N.E.W. ADVISORY SERVICES LLC | 300.00 +300.0 (+100.0%) | 9.2K +9.2K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.001 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 61 | PINNACLE WEALTH PLANNING SERVICES, INC. | 295.00 +295.0 (+100.0%) | 9.0K +9.0K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.001 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 62 | RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 250.00 +250.0 (+100.0%) | 7.7K +7.7K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.001 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 63 | TD WATERHOUSE CANADA INC. | 250.00 +— (+0.0%) | 7.6K +573.0 (+8.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD38.09 -19.6% | 3 qtrs — |
| 64 | MPWM ADVISORY SOLUTIONS, LLC | 230.00 +230.0 (+100.0%) | 7.0K +7.0K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.004 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 65 | WELLS FARGO & COMPANY/MN | 205.00 +40.0 (+24.2%) | 6.3K +2.8K (+78.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.12 +32.5% | 7 qtrs — |
| 66 | JFS WEALTH ADVISORS, LLC | 150.00 +150.0 (+100.0%) | 4.6K +4.6K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 67 | MURPHY & MULLICK CAPITAL MANAGEMENT CORP | 100.00 +100.0 (+100.0%) | 3.1K +3.1K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.002 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 68 | STEIGERWALD, GORDON & KOCH INC. | 100.00 +100.0 (+100.0%) | 3.1K +3.1K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 69 | LLOYD ADVISORY SERVICES, LLC. | 100.00 +100.0 (+100.0%) | 3.1K +3.1K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.001 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 70 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 95.00 +— (+0.0%) | 2.9K +886.0 (+43.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.58 +125.6% | 7 qtrs — |
| 71 | LEGACY WEALTH MANAGMENT, LLC/ID | 80.00 +— (+0.0%) | 2.5K +747.0 (+43.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.30 +43.8% | 2 qtrs — |
| 72 | AVION WEALTH | 80.00 +80.0 (+100.0%) | 2.0K +2.0K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD30.63 +0.0% | 1 qtrs NEW |
| 73 | TRUST CO | 65.00 +65.0 (+100.0%) | 2.0K +2.0K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD30.62 +0.0% | 1 qtrs NEW |
| 74 | ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | 50.00 +50.0 (+100.0%) | 1.5K +1.5K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD30.62 +0.0% | 1 qtrs NEW |
| 75 | TRIUMPH CAPITAL MANAGEMENT | 50.00 +— (+0.0%) | 1.5K +467.0 (+43.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.30 +43.8% | 2 qtrs — |
| 76 | RONALD BLUE TRUST, INC. | 45.00 +45.0 (+100.0%) | 1.4K +1.4K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD30.62 +0.0% | 1 qtrs NEW |
| 77 | TRADEWINDS CAPITAL MANAGEMENT, LLC | 25.00 +— (+0.0%) | 766.00 +233.0 (+43.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD58.84 -47.9% | 5 qtrs — |
| 78 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10.00 +10.0 (+100.0%) | 306.00 +306.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD30.60 +0.1% | 1 qtrs NEW |
| 79 | NATIONAL BANK OF CANADA /FI/ | 7.00 +— (+0.0%) | 213.00 +64.0 (+43.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD24.29 +26.1% | 8 qtrs — |
| 80 | DUNHILL FINANCIAL, LLC | 1.00 +1.0 (+100.0%) | 31.00 +31.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD30.00 +2.1% | 1 qtrs NEW |
| 81 | BARCLAYS PLC | — -1.0K (-100.0%) | — -10.4K (-100.0%) | 0.00% -0.010 pp | 0.00% +0.000 pp | USD— | 7 qtrs SOLD |
| 82 | WEALTHSPIRE ADVISORS, LLC | — -186.0 (-100.0%) | — -4.0K (-100.0%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 83 | CLEARSTEAD ADVISORS, LLC | — -102.0 (-100.0%) | — -2.2K (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 3 qtrs SOLD |
| 84 | GROUPE LA FRANCAISE | — -400.0 (-100.0%) | — -7.8K (-100.0%) | 0.00% -0.004 pp | 0.00% 0.000 pp | USD— | 2 qtrs SOLD |
| 85 | AMERITAS ADVISORY SERVICES, LLC | — -90.0 (-100.0%) | — -1.9K (-100.0%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD— | 3 qtrs SOLD |
| 86 | TOWER RESEARCH CAPITAL LLC (TRC) | — -186.0 (-100.0%) | — -4.0K (-100.0%) | 0.00% -0.002 pp | 0.00% 0.000 pp | USD— | 7 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 2 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | LOGIQ Contrarian Opportunities ETF LCO | 0.62% | 374.8K | 1.13% |
| 2 | Invesco Global Listed Private Equity ETF PSP | 0.33% | 738.2K | 1.80% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
2
Shares acquired
—
Shares disposed
409.5K
Cash buys
—
Cash sales
2.00
Net activity
-409,500
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-28 | Rodland Nathan Richard | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-11-28 | Jacobson Charles M | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-11-28 | Chacko Marissa | Director | — | — | Common Stock | 0 | 0.00 | — | 189 | D | ↗ |
| 2025-07-16 | Prasad Sohail | Director / Officer / 10% Owner | S-Sale | D | Common Stock, par value $0.00001 per share | 380,000 | 34.14 | 12.97M | 702,065 | I | ↗ |
| 2024-04-12 | Prasad Sohail | Director / Officer / 10% Owner | S-Sale | D | Common Stock, par value $0.00001 per share | 200,000 | 24.65 | 4.93M | 1,082,065 | — | ↗ |
| 2024-04-12 | Destiny XYZ Inc. | 10% Owner | S-Sale | D | Common Stock, par value $0.00001 per share | 200,000 | 24.65 | 4.93M | 1,082,065 | — | ↗ |
| 2024-04-04 | Prasad Sohail | Director / Officer / 10% Owner | S-Sale | D | Common Stock, par value $0.00001 per share | 12,500 | 30.00 | 375.0K | 37,500 | — | ↗ |
| 2024-04-04 | Destiny XYZ Inc. | 10% Owner | S-Sale | D | Common Stock, par value $0.00001 per share | 150,000 | 30.00 | 4.50M | 1,282,065 | — | ↗ |
| 2024-03-18 | Prasad Sohail | Director / Officer / 10% Owner | S-Sale | D | Common Stock, par value $0.00001 per share | 23,211 | 0.00 | — | 1,432,065 | — | ↗ |
| 2024-03-18 | Destiny XYZ Inc. | 10% Owner | S-Sale | D | Common Stock, par value $0.00001 per share | 23,211 | 0.00 | — | 1,432,065 | — | ↗ |
| 2024-03-13 | Daley Lee Curtis | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-22 | SATTELMAIR PETER | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-22 | Prasad Sohail | Director / Officer / 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 1,455,276 | — | ↗ |
| 2023-12-22 | Nelson Lisa | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-22 | Mason Travis G. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-22 | Gossard Cory J | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-22 | Destiny XYZ Inc. | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 1,455,276 | — | ↗ |
| 2023-12-22 | Destiny Advisors LLC | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
Shares Outstanding
10.88M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Cory Gossard | Chief Compliance Officer | — | male |
| Ethan L. Silver | Chief Operating Officer | — | male |
| Peter T. Sattelmair | Chief Financial Officer & Treasurer | — | male |
| Sohail Prasad | Chairman, President & Chief Executive Officer | — | male |
ESG Score History
No data available for this company.
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for DXYZ
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
