AI Holders Summary · Q2 2026

163 institutions reported DXYZ in Q2 2026. J. Goldman & Co LP leads at 23.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

J. Goldman & Co LP

CIK 0001412741

$44M1.7M1.13%Q2 2026 02

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$36M1.4M0.00%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$23M907K0.00%Q2 2026 04

CITADEL ADVISORS LLC

CIK 0001423053

$20M787K0.00%Q2 2026 05

Saba Capital Management, L.P.

CIK 0001510281

$17M644K0.43%Q2 2026 06

Anson Funds Management LP

CIK 0001491072

$8M323K0.49%Q2 2026 07

LPL Financial LLC

CIK 0001403438

$7M260K0.00%Q2 2026 08

Jump Financial, LLC

CIK 0001831577

$6M233K0.05%Q2 2026 09

Kestra Advisory Services, LLC

CIK 0001830819

$6M223K0.02%Q2 2026 10

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$4M139K0.00%Q1 2026 11

OSAIC HOLDINGS, INC.

CIK 0001677044

$4M144K0.00%Q2 2026 12

Cetera Investment Advisers

CIK 0001666741

$3M134K0.00%Q2 2026 13

&PARTNERS

CIK 0000107136

$3M101K0.01%Q2 2026 14

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M74K0.00%Q2 2026 15

FirstWave Capital Management LLC

CIK 0002093108

$2M67K0.76%Q2 2026 16

AA Financial Advisors, LLC

CIK 0002016899

$1M58K0.18%Q2 2026 17

UBS Group AG

CIK 0001610520

$1M55K0.00%Q2 2026 18

Summit Financial, LLC

CIK 0001765536

$1M42K0.01%Q2 2026 19

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$1M41K0.00%Q1 2026 20

T3 Companies, LLC

CIK 0002052441

$1M41K1.12%Q2 2026

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