BlackRock Tech & Priv EqtyBTX
13F holders, Q2 2026 (June 30)119holders +10
26new positions
16sold out
1famous investor
$9.03avg. 13F price*
At the end of Q2 2026, 119 institutions reported holding BlackRock Tech & Priv Eqty (BTX) in their 13F filings, up 10 from Q1 2026. 26 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($96.2M), Lazard Asset Management LLC ($39.6M) and Saba Capital Management, L.P. ($28.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- BlackRock Tech & Priv Eqty
- CUSIP
- 09260Q108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $14.1M |
| Exits | 16 | $23.2M |
All 13F filers, Q1 2026 → Q2 2026: 7,044,296 shares bought and 4,729,417 shares sold, net +2,314,879 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Morgan Stanley | 0.01% | Add +6.0% | 10,650,939 | $96.2M |
| Lazard Asset Management LLC | 0.06% | Add +30.2% | 4,381,111 | $39.6M |
| Saba Capital Management, L.P. | 0.87% | Add +307.8% | 3,116,387 | $28.1M |
| Rivernorth Capital Management, LLC | 1.18% | Add +6.5% | 2,737,496 | $24.7M |
| Invesco Ltd. | 0.00% | Add +3.2% | 1,835,080 | $16.6M |
| Penserra Capital Management LLC | 0.08% | Add +4.0% | 1,128,395 | $10.2M |
| Advisors Asset Management, Inc. | 0.11% | Add +13.2% | 810,188 | $7.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.5% | 778,442 | $7.0M |
| Atlas Wealth LLC | 0.94% | New | 646,261 | $5.8M |
| Z3 Capital Partners, LLC | 1.19% | Add +14.2% | 628,692 | $5.7M |
| UBS Group AG | 0.00% | Add +3.3% | 600,373 | $5.4M |
| Thomas J. Herzfeld Advisors, Inc. | 1.43% | Add +83.6% | 515,402 | $4.7M |
| Quantedge Capital Pte Ltd | 3.52% | Reduce -56.8% | 513,279 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +44.0% | 473,264 | $4.3M |
| Bank of America Corp. | 0.00% | Reduce -1.8% | 439,767 | $4.0M |
| NewEdge Advisors, LLC | 0.01% | Add +114.4% | 414,875 | $3.7M |
| Blue Bell Private Wealth Management, LLC | 0.42% | Add +22.2% | 374,103 | $3.4M |
| Royal Bank of Canada | 0.00% | Reduce -3.8% | 358,183 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -24.9% | 335,618 | $3.0M |
| Oppenheimer & Co. Inc. | 0.02% | Add +2.7% | 223,321 | $2.0M |
| Senvest Management, LLC | 0.05% | New | 200,000 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +51.5% | 174,363 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Reduce -8.3% | 145,093 | $1.3M |
| LPL Financial LLC | 0.00% | Add +62.3% | 138,908 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +403.2% | 132,839 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 122,256 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +67.7% | 116,770 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +68.7% | 106,051 | $958K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.4% | 96,132 | $868K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.9% | 92,306 | $834K |
| SHP Wealth Management | 0.06% | New | 89,671 | $810K |
| Cohen & Steers, Inc. | 0.00% | New | 80,000 | $722K |
| Chapin Davis, Inc. | 0.12% | Add +4.1% | 77,576 | $701K |
| Choreo, LLC | 0.01% | Add +2.5% | 61,908 | $559K |
| First Trust Advisors LP | 0.00% | New | 60,189 | $544K |
| Wedbush Securities Inc. | 0.01% | Reduce -8.7% | 56,735 | $512K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -13.3% | 52,113 | $471K |
| Janney Montgomery Scott LLC | 0.00% | New | 51,390 | $464K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -2.3% | 50,244 | $454K |
| Global Retirement Partners, LLC | 0.01% | — | 47,224 | $426K |
| Westbourne Investments, Inc. | 0.16% | New | 42,900 | $387K |
| Indivisible Partners | 0.02% | Reduce -8.8% | 41,679 | $376K |
| Prevail Innovative Wealth Advisors, LLC | 0.05% | New | 40,697 | $367K |
| Wells Fargo & Company | 0.00% | Add +54.0% | 37,989 | $343K |
| Closed-End Fund Advisors, Inc. | 0.32% | Add +65.8% | 36,438 | $329K |
| XTX Topco Ltd | 0.00% | Add +0.0% | 35,331 | $319K |
| Merit Financial Group, LLC | 0.00% | Add +3.0% | 35,254 | $318K |
| CENTRAL TRUST Co | 0.01% | No change | 35,200 | $318K |
| Virtus Investment Advisers, LLC | 0.07% | Reduce -58.8% | 34,761 | $314K |
| Mgo One Seven LLC | 0.01% | New | 34,276 | $310K |
| Cetera Investment Advisers | 0.00% | Add +52.0% | 33,440 | $302K |
| TrueMark Investments, LLC | 0.04% | Add +7.1% | 31,814 | $287K |
| Citadel Advisors | 0.00% | New | 31,701 | $286K |
| Mariner, LLC | 0.00% | Add +1.0% | 30,756 | $278K |
| Accredited Investor Services, LLC | 0.16% | Reduce -7.2% | 30,428 | $275K |
| CSS LLC | 0.04% | Add +4.9% | 30,100 | $272K |
| Evolve Private Wealth, LLC | 0.02% | Add +7.8% | 29,321 | $265K |
| RFG Advisory, LLC | 0.00% | Add +3.4% | 29,297 | $265K |
| Park Avenue Securities LLC | 0.00% | New | 29,025 | $262K |
| Commonwealth Equity Services, LLC | 0.00% | Add +23.4% | 27,045 | $244K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 25,100 | $227K |
| Punch & Associates Investment Management, Inc. | 0.01% | No change | 24,905 | $225K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | New | 20,560 | $186K |
| Advisory Services Network, LLC | 0.00% | No change | 20,368 | $184K |
| Lido Advisors, LLC | 0.00% | Add +0.2% | 20,118 | $182K |
| Elevation Point Wealth Partners, LLC | 0.00% | No change | 19,772 | $179K |
| Vestmark Advisory Solutions, Inc. | 0.00% | No change | 19,772 | $179K |
| Kovack Advisors, Inc. | 0.01% | No change | 18,809 | $170K |
| PFG Investments, LLC | 0.01% | Reduce -2.0% | 18,288 | $165K |
| Virtu Financial LLC | 0.01% | New | 17,851 | $161K |
| Creative Planning | 0.00% | No change | 16,962 | $153K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +3.4% | 16,310 | $147K |
| Occidental Asset Management, LLC | 0.01% | Add +6.8% | 15,037 | $136K |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.8% | 14,979 | $135K |
| HB Wealth Management, LLC | 0.00% | New | 14,704 | $133K |
| Level Four Advisory Services, LLC | 0.00% | Add +1.9% | 14,613 | $132K |
| Successful Portfolios LLC | 0.06% | Reduce -0.7% | 15,174 | $131K |
| HRT Financial LP | 0.00% | New | 14,360 | $129K |
| David J Yvars Group | 0.06% | Add +0.7% | 13,790 | $125K |
| CreativeOne Wealth, LLC | 0.00% | Reduce -16.8% | 13,750 | $124K |
| Tactive Advisors, LLC | 0.03% | Add +0.8% | 13,214 | $119K |
| City State Bank | 0.03% | No change | 12,913 | $117K |
| Whittier Trust Co. | 0.00% | New | 12,500 | $109K |
| Moors & Cabot, Inc. | 0.00% | No change | 12,000 | $108K |
| PCM Encore, LLC | 0.02% | Reduce -1.8% | 11,873 | $107K |
| City of London Investment Management Co. Ltd. | 0.01% | Reduce -20.5% | 11,840 | $107K |
| Barrett & Company, Inc. | 0.03% | Add +1.0% | 11,461 | $103K |
| NewEdge Wealth, LLC | 0.00% | No change | 10,767 | $97K |
| &partners | 0.00% | Reduce -4.4% | 10,692 | $97K |
| Susquehanna Advisors Group, Inc. | 0.00% | No change | 10,600 | $96K |
| Sowell Financial Services LLC | 0.00% | Add +1.4% | 10,544 | $95K |
| SouthState Bank Corp | 0.00% | No change | 10,413 | $94K |
| Ignite Planners, LLC | 0.01% | No change | 10,286 | $93K |
| Fifth Third Bancorp | 0.00% | Add +16.8% | 10,116 | $91K |
| Bulldog Investors, LLP | 0.02% | New | 10,000 | $90K |
| Baxter Bros Inc. | 0.01% | No change | 10,000 | $90K |
| CoreCap Advisors, LLC | 0.00% | New | 9,600 | $87K |
| Plancorp, LLC | 0.00% | No change | 10,000 | $84K |
| WPG Advisers, LLC | 0.04% | Add +1.8% | 7,185 | $65K |
| BlackRock, Inc. | 0.00% | Reduce -32.8% | 5,000 | $45K |
| US Bancorp \de | 0.00% | Add +166.7% | 4,000 | $36K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +165.4% | 3,278 | $30K |
| Wolverine Asset Management LLC | 0.00% | Reduce -98.6% | 3,000 | $27K |
| IFP Advisors, Inc | 0.00% | New | 2,567 | $23K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2,447 | $22K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.7% | 2,053 | $19K |
| Eastern Bank | 0.00% | No change | 1,867 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,611 | $15K |
| IFG Advisory, LLC | 0.00% | New | 1,608 | $15K |
| Quent Capital, LLC | 0.00% | New | 1,500 | $14K |
| Clark Wealth Partners | 0.01% | No change | 1,340 | $12K |
| Osbon Capital Management LLC | 0.01% | Add +1.9% | 1,252 | $11K |
| Investors Research Corp | 0.00% | No change | 848 | $8K |
| SWAN Capital LLC | 0.00% | No change | 340 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 352 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 250 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 47 | $425 |
| Estabrook Capital Management | 0.00% | New | 25 | $226 |
| Kennebec Savings Bank | 0.00% | New | 13 | $117 |
"% of holder's portfolio" is BTX's weight in each manager's 13F, not the share of BlackRock Tech & Priv Eqty the manager owns.