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Disclosery

BTX BLACKROCK TECH AND PRIVATE E

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SHS BEN INT (fund), issuer CIK 1836057

90 managers (91 13F filers) reported a position in BTX shares at 2025-09-30, 19,099,340 shares in all. 16 filers opened a position and 42 filers sold out during the quarter.

Managers
90
13F filers
91
New
16
Added
32
Reduced
30
Sold out
42
Shares held by filers
19,099,340

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY5,364,223$35.9M<0.01%-196,76613F-HR/ATimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…2,737,973$18.3M0.22%+487,71713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,599,817$10.7M<0.01%-1,200,79813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,343,222$9M<0.01%-1,145,30513F-HRTimelineGroup
UBS Group AGin group UBS Group AG694,448$4.65M<0.01%-434,45413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/590,003$3.95M<0.01%-563,89813F-HR/ATimelineGroup
Matisse Capital551,000$3.69M1.66%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC528,036$3.54M0.05%+516,00213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA464,288$3.11M<0.01%-78,27213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC461,378$3.09M<0.01%+6,46513F-HRTimelineGroup
Advisors Asset Management, Inc.427,724$2.87M0.05%+252,42613F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC378,086$2.53M<0.01%+291,58013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…343,743$2.3M<0.01%-13,83313F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP338,664$2.27M0.11%+227,88413F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management289,409$1.94M<0.01%+72,25913F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …230,048$1.54M0.02%+5,03913F-HRTimelineGroup
Quantinno Capital Management LP164,020$1.1M<0.01%+18,00013F-HRTimeline
Quantedge Capital Pte Ltd155,329$1.04M0.57%+142,60013F-HRTimeline
NewEdge Advisors, LLC154,669$1.04M<0.01%+97,04513F-HRTimeline
Shaker Financial Services, LLC143,998$965K0.33%new13F-HRTimeline
LPL Financial LLC142,888$957K<0.01%+66,90313F-HRTimeline
Private Advisor Group, LLC140,177$939K<0.01%-11,69913F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…134,507$901K0.26%-6,39613F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC129,032$865K0.13%-234,93413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP117,786$789K<0.01%-25,26713F-HRTimelineGroup
CHAPIN DAVIS, INC.93,099$624K0.15%-11213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC92,674$621K<0.01%+78,77213F-HRTimelineGroup
Janney Montgomery Scott LLC77,596$520K<0.01%+10,30413F-HRTimeline
HRT FINANCIAL LP74,026$495K<0.01%new13F-HRTimeline
HighTower Advisors, LLC71,750$481K<0.01%-8,38913F-HRTimeline
Sanctuary Advisors, LLC69,157$463K<0.01%+26,81613F-HR/ATimeline
SeaCrest Wealth Management, LLC65,074$452K0.05%+8,08313F-HRTimeline
WEDBUSH SECURITIES INC66,339$444K0.01%-18,87313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…57,409$385K0.01%+22,13513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,226$383K<0.01%-4,73313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding51,863$347K+41,263Timeline
Steward Partners Investment Advisory, L…47,885$321K<0.01%-40,14413F-HRTimeline
DRW Securities, LLC37,100$249K0.01%new13F-HRTimeline
Mutual Advisors, LLC36,425$242K0.01%+5,95013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN31,484$211K<0.01%+23,21913F-HRTimelineGroup
RFG Advisory, LLC27,331$183K<0.01%-1,70013F-HRTimeline
Ballew Advisors, Inc27,210$183K0.1%new13F-HRTimeline
Modera Wealth Management, LLC23,583$158K<0.01%+60113F-HRTimeline
Creative Planningin group Creative Planning20,958$140K<0.01%+7,82613F-HRTimelineGroup
Cetera Investment Advisers20,728$139K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC18,848$126K<0.01%+7,84813F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC18,346$123K0.01%+3,24613F-HRTimeline
HB Wealth Management, LLC17,683$118K<0.01%+3,93313F-HRTimeline
PFG Investments, LLC17,020$114K0.01%-76913F-HRTimeline
OBSIDIAN CIO, LLC16,985$114K0.01%-50,25013F-HRTimeline
Tactive Advisors, LLC16,158$108K0.03%new13F-HRTimeline
Successful Portfolios LLC15,375$103K0.06%+1,81013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,020$101K<0.01%-4,84613F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd15,000$100K<0.01%new13F-HRTimelineGroup
&PARTNERS14,610$97.9K<0.01%-99113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,635$91.4K<0.01%+73913F-HRTimelineGroup
David J Yvars Group13,633$91.3K0.05%+20913F-HRTimeline
Redhawk Wealth Advisors, Inc.13,501$90.5K0.01%-21,41513F-HRTimeline
Ignite Planners, LLC13,383$89.7K0.01%-91113F-HRTimeline
Clearstead Advisors, LLC12,935$86.7K<0.01%+22313F-HRTimeline
B. Riley Wealth Advisors, Inc.12,924$86.6K<0.01%-18413F-HRTimeline
City State Bank12,913$86.5K0.02%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP12,837$86K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,307$82.5K<0.01%-15,60113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC12,190$81.7K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC11,906$79.8K<0.01%-1,63413F-HR/ATimeline
BARRETT & COMPANY, INC.11,343$76K0.03%-15013F-HRTimeline
NewEdge Wealth, LLC10,767$74.4K<0.01%013F-HRTimeline
4WEALTH ADVISORS, INC.11,021$73.8K0.07%013F-HRTimeline
J.W. COLE ADVISORS, INC.10,813$72.5K<0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,778$72.2K<0.01%+11613F-HRTimelineGroup
Sowell Financial Services LLC10,035$67.2K<0.01%new13F-HRTimeline
Plancorp, LLC10,000$67K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC9,598$64K<0.01%+25913F-HRTimelineGroup
COMERICA BANK7,061$47.3K<0.01%-29413F-HRTimeline
NFSG Corp6,400$42.9K0.01%-59013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,000$33.5K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC2,822$18.9K<0.01%+9213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,447$16.4K<0.01%new13F-HRTimelineGroup
WPG Advisers, LLC2,040$13.7K0.01%-74813F-HRTimeline
Caldwell Trust Co2,000$13.4K<0.01%013F-HRTimeline
EASTERN BANK1,867$12.5K<0.01%013F-HRTimeline
Pineridge Advisors LLC1,350$9.04K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,085$7.27K<0.01%+20513F-HRTimelineGroup
Advisory Services Network, LLC900$6.03K<0.01%new13F-HRTimeline
Investors Research Corp848$5.68K<0.01%013F-HRTimeline
MAI Capital Management684$4.58K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC500$3.35K<0.01%new13F-HRTimeline
SWAN Capital LLC340$2.28K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC47$315<0.01%013F-HR/ATimeline