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Disclosery

BTX BLACKROCK TECH AND PRIVATE E

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SHS BEN INT (fund), issuer CIK 1836057

96 managers (97 13F filers) reported a position in BTX shares at 2025-12-31, 27,286,122 shares in all. 20 filers opened a position and 18 filers sold out during the quarter.

Managers
96
13F filers
97
New
20
Added
34
Reduced
23
Sold out
18
Shares held by filers
27,286,122

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY7,293,873$48.1M<0.01%+1,929,65013F-HR/ATimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC3,378,783$22.3M0.04%new13F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…3,017,237$19.9M0.24%+279,26413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,811,362$11.9M<0.01%+211,54513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC916,449$6.04M<0.01%-426,77313F-HRTimelineGroup
Quantedge Capital Pte Ltd887,079$5.85M2.79%+731,75013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC773,052$5.09M0.07%+245,01613F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP686,666$4.53M0.2%+348,00213F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC633,924$4.3M0.49%new13F-HRTimeline
UBS Group AGin group UBS Group AG596,389$3.93M<0.01%-98,05913F-HRTimelineGroup
Matisse Capital571,000$3.76M1.68%+20,00013F-HRTimeline
Z3 Capital Partners, LLC567,388$3.74M0.9%13F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.543,195$3.58M1.21%new13F-HRTimeline
Advisors Asset Management, Inc.514,941$3.39M0.06%+87,21713F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC454,061$2.99M<0.01%-7,31713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/417,254$2.75M<0.01%-172,74913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA384,147$2.53M<0.01%-80,14113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC330,514$2.18M<0.01%-47,57213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…328,501$2.16M<0.01%-15,24213F-HR/ATimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC240,173$1.58M0.23%+111,14113F-HRTimeline
NewEdge Advisors, LLC239,552$1.58M0.01%+84,88313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …222,520$1.47M0.02%-7,52813F-HRTimelineGroup
Shaker Financial Services, LLC194,268$1.28M0.41%+50,27013F-HRTimeline
Private Advisor Group, LLC193,411$1.27M0.01%+53,23413F-HRTimeline
Quantinno Capital Management LP174,020$1.15M<0.01%+10,00013F-HRTimeline
Quarry LP170,066$1.12M0.18%new13F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…108,899$718K0.2%-25,60813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding101,041$666K+49,178Timeline
LPL Financial LLC93,620$617K<0.01%-49,26813F-HRTimeline
Sanctuary Advisors, LLC92,067$607K<0.01%+22,91013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP89,439$589K<0.01%-28,34713F-HRTimelineGroup
Janney Montgomery Scott LLC81,194$535K<0.01%+3,59813F-HRTimeline
HighTower Advisors, LLC71,896$474K<0.01%+14613F-HRTimeline
CHAPIN DAVIS, INC.69,499$458K0.11%-23,60013F-HRTimeline
SeaCrest Wealth Management, LLC65,460$446K0.05%+38613F-HRTimeline
WEDBUSH SECURITIES INC55,731$367K0.01%-10,60813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,662$347K<0.01%-3,56413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN40,850$269K<0.01%+9,36613F-HRTimelineGroup
Indivisible Partners40,604$268K0.03%13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC39,399$260K0.01%new13F-HRTimelineGroup
CHOREO, LLC38,072$254K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC35,162$232K<0.01%+16,31413F-HRTimelineGroup
Mutual Advisors, LLC33,425$220K<0.01%-3,00013F-HRTimeline
RFG Advisory, LLC28,331$187K<0.01%+1,00013F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC28,196$186K0.04%new13F-HRTimelineGroup
Global Retirement Partners, LLC26,661$176K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,172$159K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…23,627$156K<0.01%-24,25813F-HRTimeline
Merit Financial Group, LLC23,549$155K<0.01%+11,64313F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC21,518$142K0.01%13F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…21,000$138K0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC20,109$134K<0.01%+7,91913F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC19,699$130K0.09%new13F-HRTimeline
Modera Wealth Management, LLC19,083$126K<0.01%-4,50013F-HRTimeline
Kovack Advisors, Inc.18,809$124K0.01%new13F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,181$120K<0.01%-39,22813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,958$118K<0.01%new13F-HRTimelineGroup
PFG Investments, LLC17,315$114K0.01%+29513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,483$109K<0.01%+1,46313F-HRTimelineGroup
Successful Portfolios LLC15,475$105K0.05%+10013F-HRTimeline
Closed-End Fund Advisors, Inc.15,624$103K0.06%13F-HRTimeline
Tactive Advisors, LLC15,021$99K0.03%-1,13713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,987$92.2K<0.01%+35213F-HRTimelineGroup
David J Yvars Group13,762$90.7K0.05%+12913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,548$89.7K0.01%new13F-HRTimeline
Cetera Investment Advisers13,378$88.2K<0.01%-7,35013F-HRTimeline
City State Bank12,913$85.1K0.02%013F-HRTimeline
&PARTNERS12,366$81.5K<0.01%-2,24413F-HRTimeline
Amplius Wealth Advisors, LLC11,845$78.1K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.11,343$74.8K0.02%013F-HRTimeline
Ignite Planners, LLC11,123$74.3K0.01%-2,26013F-HRTimeline
J.W. COLE ADVISORS, INC.11,067$72.9K<0.01%+25413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,034$72.7K<0.01%new13F-HRTimeline
4WEALTH ADVISORS, INC.11,021$72.6K0.06%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.10,913$71.9K0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,778$71K<0.01%013F-HRTimelineGroup
NewEdge Wealth, LLC10,767$71K<0.01%013F-HRTimeline
Sowell Financial Services LLC10,211$67.3K<0.01%+17613F-HRTimeline
Plancorp, LLC10,000$65.9K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC9,781$64K<0.01%+18313F-HRTimelineGroup
COMERICA BANK7,876$51.9K<0.01%+81513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,749$37.9K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,000$33K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC4,546$30K0.02%+2,50613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,447$16.1K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC2,040$13.4K<0.01%new13F-HRTimeline
EASTERN BANK1,867$12.3K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,250$8.24K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,235$8.14K<0.01%+15013F-HR/ATimelineGroup
Osbon Capital Management LLC1,200$7.91K0.01%13F-HRTimeline
Caldwell Trust Co1,000$6.59K<0.01%-1,00013F-HRTimeline
Investors Research Corp848$5.59K<0.01%013F-HRTimeline
MAI Capital Management684$4.51K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC500$3.29K<0.01%013F-HRTimeline
SWAN Capital LLC340$2.24K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC47$310<0.01%013F-HRTimeline