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Disclosery

BTX BLACKROCK TECH AND PRIVATE E

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SHS BEN INT (common), issuer CIK 1836057

119 managers (120 13F filers) reported a position in BTX shares at 2026-06-30, 34,185,897 shares in all. 27 filers opened a position and 16 filers sold out during the quarter.

Managers
119
13F filers
120
New
27
Added
46
Reduced
23
Sold out
16
Shares held by filers
34,185,897

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY10,650,939$96.2M0.01%+606,79113F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC4,381,111$39.6M0.06%+1,016,63613F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.3,116,387$28.1M0.86%+2,352,19013F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC2,737,496$24.7M1.18%+167,45813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,835,080$16.6M<0.01%+56,91113F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,128,395$10.2M0.08%+43,05213F-HRTimelineGroup
Advisors Asset Management, Inc.810,188$7.32M0.11%+94,25013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC778,442$7.03M<0.01%-36,73313F-HRTimelineGroup
Atlas Wealth LLC646,261$5.84M0.83%new13F-HRTimeline
Z3 Capital Partners, LLC628,692$5.68M1.19%+78,13313F-HRTimeline
UBS Group AGin group UBS Group AG600,373$5.42M<0.01%+19,15913F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.515,402$4.65M1.43%+234,64913F-HRTimeline
Quantedge Capital Pte Ltd513,279$4.63M3.52%-673,90013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…473,264$4.27M0.01%+144,67813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/439,767$3.97M<0.01%-8,23213F-HRTimelineGroup
NewEdge Advisors, LLC414,875$3.75M0.01%+221,37113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC374,103$3.38M0.42%+68,02013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA358,183$3.23M<0.01%-14,28713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC335,618$3.03M<0.01%-111,16513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …223,321$2.02M0.02%+5,93913F-HRTimelineGroup
Senvest Management, LLC200,000$1.81M0.05%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC174,363$1.57M<0.01%+59,28813F-HRTimelineGroup
Quantinno Capital Management LP145,093$1.31M<0.01%-13,07513F-HRTimeline
LPL Financial LLC138,908$1.25M<0.01%+53,32313F-HRTimeline
Steward Partners Investment Advisory, L…132,839$1.2M0.01%+106,44213F-HRTimeline
Cambridge Investment Research Advisors,…122,256$1.1M<0.01%new13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.116,770$1.05M<0.01%+47,15413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP106,051$958K<0.01%+43,18513F-HRTimelineGroup
HighTower Advisors, LLC96,132$868K<0.01%-7,72013F-HRTimeline
Sanctuary Advisors, LLC92,306$834K<0.01%-82713F-HRTimeline
SHP Wealth Management89,671$810K0.06%new13F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.80,000$722K<0.01%new13F-HRTimelineGroup
CHAPIN DAVIS, INC.77,576$701K0.12%+3,02813F-HRTimeline
CHOREO, LLC61,908$559K0.01%+1,53313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP60,189$544K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC56,735$512K0.01%-5,42513F-HRTimeline
SeaCrest Wealth Management, LLC52,113$471K0.05%-7,97613F-HRTimeline
Janney Montgomery Scott LLC51,390$464K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…50,244$454K<0.01%-1,17513F-HRTimelineGroup
Global Retirement Partners, LLC47,224$426K0.01%13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.42,900$387K0.16%new13F-HRTimeline
Indivisible Partners41,679$376K0.02%-4,02213F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC40,697$367K0.05%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN37,989$343K<0.01%+13,32613F-HRTimelineGroup
Closed-End Fund Advisors, Inc.36,438$329K0.32%+14,45513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd35,331$319K<0.01%+1013F-HRTimelineGroup
Merit Financial Group, LLC35,254$318K<0.01%+1,04113F-HR/ATimeline
CENTRAL TRUST Co35,200$318K0.01%013F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…34,761$314K0.07%-49,54513F-HRTimelineGroup
MGO ONE SEVEN LLC34,276$310K0.01%new13F-HRTimeline
Cetera Investment Advisers33,440$302K<0.01%+11,43613F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC31,814$287K0.04%+2,10613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,701$286K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC30,756$278K<0.01%+31113F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC30,428$275K0.16%-2,35313F-HRTimeline
CSS LLC/IL30,100$272K0.01%+1,40013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC29,321$265K0.02%+2,12613F-HRTimeline
RFG Advisory, LLC29,297$265K<0.01%+96613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC29,025$262K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC27,045$244K<0.01%+5,12613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding25,579$231K-62,913Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …25,100$227K<0.01%new13F-HRTimelineGroup
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…24,905$225K0.01%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…20,560$186K0.02%new13F-HRTimeline
Advisory Services Network, LLC20,368$184K<0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC20,118$182K<0.01%+3213F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.19,772$179K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC19,772$179K<0.01%013F-HRTimeline
Kovack Advisors, Inc.18,809$170K0.01%013F-HRTimeline
PFG Investments, LLC18,288$165K0.01%-36713F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC17,851$161K0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning16,962$153K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.16,310$147K0.01%+53813F-HRTimeline
Occidental Asset Management, LLC15,037$136K0.01%+95913F-HRTimeline
HB Wealth Management, LLC14,704$133K<0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,613$132K<0.01%+27613F-HRTimelineGroup
Successful Portfolios LLC15,174$131K0.06%-10113F-HRTimeline
HRT FINANCIAL LP14,360$129K<0.01%new13F-HRTimeline
David J Yvars Group13,790$125K0.06%+10113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,750$124K<0.01%-2,77213F-HRTimelineGroup
Tactive Advisors, LLC13,214$119K0.03%+9913F-HRTimeline
City State Bank12,913$117K0.03%013F-HRTimeline
WHITTIER TRUST CO12,500$109K<0.01%new13F-HRTimeline
Moors & Cabot, Inc.12,000$108K<0.01%013F-HRTimeline
PCM Encore, LLC11,873$107K0.02%-21413F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…11,840$107K0.01%-3,06013F-HRTimeline
BARRETT & COMPANY, INC.11,461$103K0.03%+11813F-HRTimeline
NewEdge Wealth, LLC10,767$97.2K<0.01%013F-HRTimeline
&PARTNERS10,692$96.5K<0.01%-49713F-HRTimeline
Sowell Financial Services LLC10,544$95.2K<0.01%+14713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp10,413$94K<0.01%013F-HRTimelineGroup
Ignite Planners, LLC10,286$92.9K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,116$91.3K<0.01%+1,45813F-HRTimelineGroup
BAXTER BROS INC10,000$90.3K0.01%013F-HRTimeline
Bulldog Investors, LLP10,000$90.3K0.02%new13F-HRTimeline
CoreCap Advisors, LLC9,600$86.7K<0.01%new13F-HRTimeline
Plancorp, LLC10,000$83.9K<0.01%013F-HRTimeline
WPG Advisers, LLC7,185$64.9K0.04%+13013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,000$45.1K<0.01%-2,44313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4,000$36.1K<0.01%+2,50013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,278$29.6K<0.01%+2,04313F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC3,000$27.1K<0.01%-209,68613F-HRTimelineGroup
IFP Advisors, Inc2,567$23.2K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,447$22.1K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,053$18.5K<0.01%+1413F-HRTimelineGroup
EASTERN BANK1,867$16.9K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,611$14.5K<0.01%new13F-HRTimelineGroup
IFG Advisory, LLC1,608$14.5K<0.01%new13F-HRTimeline
Quent Capital, LLC1,500$13.5K<0.01%new13F-HRTimeline
Clark Wealth Partners1,340$12.1K0.01%013F-HRTimeline
Osbon Capital Management LLC1,252$11.3K0.01%+2313F-HRTimeline
Integrated Wealth Concepts LLC877$7.92K<0.01%new13F-HRTimeline
Investors Research Corp848$7.66K<0.01%013F-HRTimeline
SWAN Capital LLC340$3.07K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC352$2.97K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC250$2.26K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC47$425<0.01%013F-HRTimeline
Estabrook Capital Management25$226<0.01%new13F-HRTimeline
Kennebec Savings Bank13$117<0.01%new13F-HRTimeline