your badges 52W Range $20–$73 25% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

DXYZ Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $32.80
52W Range $20–$73

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

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value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 164 filers · $215.8M total · As of Sept. 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 164
Value held $215.8M
New positions 67
Exited positions 33
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
67 (+11 vs prior Q) 33 (+25 vs prior Q) 41 (+1 vs prior Q) 20 (+8 vs prior Q) +6.7M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
J. Goldman & Co LP $43,703,102 1,696,549 20.26% Shares
MORGAN STANLEY $23,369,394 907,197 10.83% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $17,959,872 697,200 8.32% Put option
Saba Capital Management, L.P. $16,596,653 644,280 7.69% Shares
CITADEL ADVISORS LLC $13,446,720 522,000 6.23% Put option
SUSQUEHANNA INTERNATIONAL GROUP, LLP $9,777,518 379,562 4.53% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $8,397,760 326,000 3.89% Call option
Anson Funds Management LP $8,325,606 323,199 3.86% Shares
JANE STREET GROUP, LLC $7,676,480 298,000 3.56% Put option
LPL Financial LLC $6,695,565 259,921 3.10% Shares
Jump Financial, LLC $5,995,794 232,756 2.78% Shares
Kestra Advisory Services, LLC $5,748,679 223,163 2.66% Shares
CITADEL ADVISORS LLC $5,620,446 218,185 2.60% Shares
OSAIC HOLDINGS, INC. $3,696,871 143,517 1.71% Shares
Cetera Investment Advisers $3,446,894 133,808 1.60% Shares
&PARTNERS $2,613,455 101,454 1.21% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,902,320 73,848 0.88% Shares
FirstWave Capital Management LLC $1,728,599 67,104 0.80% Shares
AA Financial Advisors, LLC $1,494,080 58,000 0.69% Shares
UBS Group AG $1,426,434 55,374 0.66% Shares
CITADEL ADVISORS LLC $1,202,992 46,700 0.56% Call option
Summit Financial, LLC $1,090,910 42,349 0.51% Shares
T3 Companies, LLC $1,046,397 40,621 0.48% Shares
Sovran Advisors, LLC $1,001,491 44,353 0.46% Shares
Noble Wealth Management PBC $944,534 30,617 0.44% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $826,591 33,290 0.38% Shares
Venture Visionary Partners LLC $773,908 30,043 0.36% Shares
Arrington Capital Management, LLC $772,800 30,000 0.36% Call option
Sowell Financial Services LLC $738,408 28,665 0.34% Shares
Invesco Ltd. $687,045 26,671 0.32% Shares
RAYMOND JAMES FINANCIAL INC $662,933 25,735 0.31% Shares
PFG Investments, LLC $658,168 25,550 0.31% Shares
Merit Financial Group, LLC $655,412 25,443 0.30% Shares
Creative Planning $646,669 25,104 0.30% Shares
Stratos Wealth Partners, LTD. $645,932 25,075 0.30% Shares
Simplicity Wealth,LLC $597,271 23,186 0.28% Shares
MILLENNIUM MANAGEMENT LLC $593,665 23,046 0.28% Shares
Private Advisor Group, LLC $588,382 22,841 0.27% Shares
STIFEL FINANCIAL CORP $536,835 20,840 0.25% Shares
Kovack Advisors, Inc. $533,050 21,468 0.25% Shares
Intrepid Financial Planning Group LLC $508,554 19,742 0.24% Shares
Marex Group Ltd $479,703 18,622 0.22% Shares
JANE STREET GROUP, LLC $466,256 18,100 0.22% Call option
CARY STREET PARTNERS FINANCIAL LLC $405,052 15,724 0.19% Shares
Verity Asset Management, Inc. $396,498 15,392 0.18% Shares
Ignite Planners, LLC $395,802 15,365 0.18% Shares
Genesis Financial Group, LLC $386,400 15,000 0.18% Shares
FSA Advisors, Inc. $349,280 13,559 0.16% Shares
CAPTRUST FINANCIAL ADVISORS $346,970 13,469 0.16% Shares
Concurrent Investment Advisors, LLC $341,626 13,262 0.16% Shares

Show all 164 institutional owners →

Company insiders 3 insiders · 2 officers · 1 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Sohail Prasad President and CEO Sept. 3, 2026 P 64,000 3 0 $1,767,343
Ethan Silver Chief Operating Officer Aug. 31, 2026 P 753 1 0 $24,992
Destiny XYZ Inc. 10% owner April 12, 2024 S 1,082,065 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 1 ETF

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Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PSP · Invesco Exchange-Traded Fund Trust 0.79% 54,098 Oct. 2, 2026 Daily

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