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Disclosery

BTX BLACKROCK TECH AND PRIVATE E

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SHS BEN INT (fund), issuer CIK 1836057

108 managers (109 13F filers) reported a position in BTX shares at 2026-03-31, 31,832,891 shares in all. 28 filers opened a position and 14 filers sold out during the quarter.

Managers
108
13F filers
109
New
28
Added
36
Reduced
29
Sold out
14
Shares held by filers
31,832,891

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY10,044,148$66.3M<0.01%+2,750,27513F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC3,364,475$22.2M0.04%-14,30813F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC2,570,038$17M0.86%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,778,169$11.7M<0.01%-33,19313F-HRTimelineGroup
ABSOLUTE INVESTMENT ADVISERS, LLC1,549,398$10.2M1.2%+915,47413F-HRTimeline
Quantedge Capital Pte Ltd1,187,179$7.84M4.29%+300,10013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,085,343$7.16M0.08%-1,931,89413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC815,175$5.38M<0.01%-101,27413F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.764,197$5.04M0.16%new13F-HRTimelineGroup
Advisors Asset Management, Inc.715,938$4.73M0.08%+200,99713F-HRTimeline
Quarry LP682,532$4.5M0.91%+512,46613F-HRTimeline
Matisse Capital593,000$3.91M1.68%+22,00013F-HRTimeline
UBS Group AGin group UBS Group AG581,214$3.84M<0.01%-15,17513F-HRTimelineGroup
Z3 Capital Partners, LLC550,559$3.63M0.92%-16,82913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/447,999$2.96M<0.01%+30,74513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC446,783$2.95M<0.01%-7,27813F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA372,470$2.46M<0.01%-11,67713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…328,586$2.17M<0.01%+8513F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC306,083$2.02M0.29%+65,91013F-HRTimeline
Private Advisor Group, LLC292,211$1.93M0.01%+98,80013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.280,753$1.85M0.63%-262,44213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …217,382$1.43M0.02%-5,13813F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC212,686$1.4M0.02%-560,36613F-HRTimelineGroup
NewEdge Advisors, LLC193,504$1.28M<0.01%-46,04813F-HR/ATimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC164,835$1.09M<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP158,168$1.04M<0.01%-15,85213F-HRTimeline
Shaker Financial Services, LLC138,908$917K0.32%-55,36013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC115,075$759K<0.01%-215,43913F-HRTimelineGroup
HighTower Advisors, LLC103,852$685K<0.01%+31,95613F-HRTimeline
Sanctuary Advisors, LLC93,133$615K<0.01%+1,06613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding88,492$584K-12,549Timeline
LPL Financial LLC85,585$565K<0.01%-8,03513F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…84,306$556K0.15%-24,59313F-HRTimelineGroup
CHAPIN DAVIS, INC.74,548$492K0.11%+5,04913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.69,616$459K<0.01%+16,95413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP62,866$415K<0.01%-26,57313F-HRTimelineGroup
WEDBUSH SECURITIES INC62,160$410K0.01%+6,42913F-HRTimeline
CHOREO, LLC60,375$398K<0.01%+22,30313F-HRTimeline
SeaCrest Wealth Management, LLC60,089$397K0.04%-5,37113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…51,419$339K<0.01%+33,23813F-HRTimelineGroup
Indivisible Partners45,701$302K0.03%+5,09713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd35,321$233K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co35,200$232K<0.01%new13F-HRTimeline
Merit Financial Group, LLC34,213$226K<0.01%+10,66413F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC32,781$216K0.14%+13,08213F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC29,708$196K0.04%+1,51213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC30,445$191K<0.01%-4,71713F-HRTimelineGroup
CSS LLC/IL28,700$189K0.01%new13F-HRTimeline
RFG Advisory, LLC28,331$187K<0.01%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC27,195$179K0.01%+5,67713F-HRTimeline
Steward Partners Investment Advisory, L…26,397$174K<0.01%+2,77013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…24,905$164K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN24,663$163K<0.01%-16,18713F-HR/ATimelineGroup
Cetera Investment Advisers22,004$145K<0.01%+8,62613F-HRTimeline
Closed-End Fund Advisors, Inc.21,983$145K0.15%+6,35913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,919$145K<0.01%new13F-HRTimeline
Advisory Services Network, LLC20,368$134K<0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC20,086$133K<0.01%-2313F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.19,772$130K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC19,772$130K<0.01%new13F-HRTimeline
Kovack Advisors, Inc.18,809$127K0.01%013F-HRTimeline
PFG Investments, LLC18,655$123K0.01%+1,34013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC18,300$121K<0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED17,135$113K0.01%+3,58713F-HRTimeline
Creative Planningin group Creative Planning16,962$112K<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,522$109K<0.01%+3913F-HRTimelineGroup
Samalin Investment Counsel, LLC16,366$108K0.04%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.15,772$104K0.01%+4,85913F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…14,900$98.3K0.01%-6,10013F-HRTimeline
Successful Portfolios LLC15,275$97.1K0.05%-20013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,337$94.6K<0.01%+35013F-HRTimelineGroup
Occidental Asset Management, LLC14,078$92.9K0.01%new13F-HRTimeline
David J Yvars Group13,689$90.3K0.05%-7313F-HRTimeline
Delta Investment Management, LLC13,250$87.5K0.02%new13F-HRTimeline
Tactive Advisors, LLC13,115$86.6K0.02%-1,90613F-HRTimeline
City State Bank12,913$85.2K0.02%013F-HRTimeline
PCM Encore, LLC12,087$79.8K0.02%new13F-HRTimeline
Moors & Cabot, Inc.12,000$79.2K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.11,343$74.9K0.03%013F-HRTimeline
&PARTNERS11,189$73.8K<0.01%-1,17713F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP11,063$73K<0.01%new13F-HRTimeline
Plancorp, LLC10,000$72.3K<0.01%013F-HRTimeline
Catalyst Funds Management Pty Ltd10,900$71.9K0.01%new13F-HRTimeline
NewEdge Wealth, LLC10,767$71.1K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp10,413$68.7K<0.01%new13F-HRTimelineGroup
Sowell Financial Services LLC10,397$68.6K<0.01%+18613F-HRTimeline
Ignite Planners, LLC10,286$67.9K0.01%-83713F-HRTimeline
BAXTER BROS INC10,000$66K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC9,974$65.8K<0.01%+19313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,658$57.1K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.7,443$49.1K<0.01%+2,44313F-HRTimelineGroup
WPG Advisers, LLC7,055$46.6K0.03%+2,50913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,447$16.1K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,039$13.5K<0.01%+78913F-HRTimelineGroup
EASTERN BANK1,867$12.3K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,500$9.9K<0.01%new13F-HRTimelineGroup
Clark Wealth Partners1,340$8.84K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,235$8.15K<0.01%013F-HRTimelineGroup
Osbon Capital Management LLC1,229$8.11K0.01%+2913F-HRTimeline
Caldwell Trust Co1,000$6.6K<0.01%013F-HRTimeline
Investors Research Corp848$5.6K<0.01%013F-HRTimeline
Root Financial Partners, LLC847$5.59K<0.01%new13F-HRTimeline
MAI Capital Management684$4.51K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC500$3.3K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC352$2.38K<0.01%new13F-HRTimeline
SWAN Capital LLC340$2.24K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC250$1.65K<0.01%new13F-HRTimelineGroup
Prestige Wealth Management Group LLC47$311<0.01%013F-HRTimeline