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BlackRock Tchnlgy nd Prvt Eqty Trm Trst (BTX) Institutional Ownership

$9.10 +0.04 (+0.39%)
Closing price 08/14/2026 03:59 PM Eastern
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$9.12 +0.02 (+0.27%)
As of 08/14/2026 07:54 PM Eastern
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Institutional Ownership Changes (13F Filings) for BlackRock Tchnlgy nd Prvt Eqty Trm Trst (NYSE:BTX)

Current
Institutional Ownership
Percentage
26.00%
Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$151.92M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$3.71M
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BTX Institutional Buying and Selling by Quarter

BlackRock Tchnlgy nd Prvt Eqty Trm Trst Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors20,560$186K0.0%N/A0.035%
7/8/2026 Chapin Davis Inc.77,576$701K0.1%+4.1%0.132%
7/7/2026 CoreCap Advisors LLC9,600$87K0.0%N/A0.016%
6/3/2026 NewEdge Advisors LLC193,504$1.28M0.0%-19.2%0.329%
5/19/2026Bank of America Corp DE447,999$2.96M0.0%+7.4%0.762%
5/18/2026Rivernorth Capital Management LLC2,570,038$16.96M0.9%N/A4.369%
5/18/2026Royal Bank of Canada372,470$2.46M0.0%-3.0%0.633%
5/16/2026 Quantinno Capital Management LP158,168$1.04M0.0%-9.1%0.269%
5/16/2026Saba Capital Management L.P.764,197$5.04M0.1%N/A1.299%
5/16/2026Lazard Asset Management LLC3,364,475$22.21M0.0%-0.4%5.719%
5/15/2026Punch & Associates Investment Management Inc.24,905$164K0.0%N/A0.042%
5/13/2026 Cetera Investment Advisers22,004$145K0.0%+64.5%0.037%
5/12/2026 Quantedge Capital Pte Ltd1,187,179$7.84M4.3%+33.8%2.018%
5/5/2026 SouthState Bank Corp10,413$69K0.0%N/A0.018%
5/1/2026 Fifth Third Bancorp8,658$57K0.0%N/A0.015%
4/30/2026 WPG Advisers LLC7,055$47K0.0%+55.2%0.012%
4/29/2026 Baxter Bros Inc.10,000$66K0.0%N/A0.017%
4/27/2026 PFG Investments LLC18,655$123K0.0%+7.7%0.032%
4/27/2026 Private Advisor Group LLC292,211$1.93M0.0%+51.1%0.497%
4/27/2026 Elevation Point Wealth Partners LLC19,772$130K0.0%N/A0.034%
4/22/2026 Absolute Investment Advisers LLC1,549,398$10.23M1.2%+144.4%2.634%
4/21/2026 Silver Oak Securities Incorporated17,135$113K0.0%+26.5%0.029%
4/20/2026 TrueMark Investments LLC29,708$196K0.0%+5.4%0.051%
4/18/2026 CENTRAL TRUST Co35,200$232K0.0%N/A0.060%
4/16/2026 Tactive Advisors LLC13,115$87K0.0%-12.7%0.022%
4/16/2026 Evolve Private Wealth LLC27,195$179K0.0%+26.4%0.046%
3/17/2026 Rockefeller Capital Management L.P.328,501$2.17M0.0%-4.4%0.558%
2/23/2026 Virtu Financial LLC39,399$260K0.0%N/A0.067%
2/19/2026Invesco Ltd.1,811,362$11.94M0.0%+13.2%3.079%
2/18/2026 NewEdge Advisors LLC239,552$1.58M0.0%+54.9%0.407%
2/18/2026 Virtus Investment Advisers LLC108,899$718K0.2%-19.0%0.185%
2/18/2026Readystate Asset Management LP686,666$4.53M0.2%+102.8%1.167%
2/18/2026 Evolve Private Wealth LLC21,518$142K0.0%N/A0.037%
2/17/2026 Cetera Investment Advisers13,378$88K0.0%-35.5%0.023%
2/17/2026Lazard Asset Management LLC3,378,783$22.27M0.0%N/A5.744%
2/17/2026 Quantedge Capital Pte Ltd887,079$5.85M2.8%+471.1%1.508%
2/17/2026 Kovack Advisors Inc.18,809$124K0.0%N/A0.032%
2/17/2026Osaic Holdings Inc.52,662$347K0.0%-6.3%0.090%
2/17/2026&PARTNERS12,366$81K0.0%-15.4%0.021%
2/17/2026Royal Bank of Canada384,147$2.53M0.0%-17.3%0.653%
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2/16/2026 Mariner LLC35,162$232K0.0%+86.6%0.060%
2/13/2026 Kestra Advisory Services LLC5,749$38K0.0%N/A0.010%
2/13/2026 Thomas J. Herzfeld Advisors Inc.543,195$3.58M1.2%N/A0.923%
2/13/2026 Stifel Financial Corp89,439$589K0.0%-24.1%0.152%
2/13/2026Quarry LP170,066$1.12M0.2%N/A0.289%
2/13/2026Wells Fargo & Company MN40,850$269K0.0%+29.7%0.069%
2/12/2026Advisors Asset Management Inc.514,941$3.39M0.1%+20.4%0.875%
2/12/2026Jane Street Group LLC330,514$2.18M0.0%-12.6%0.562%
2/12/2026 Steward Partners Investment Advisory LLC23,627$156K0.0%-50.7%0.040%
2/12/2026 Wedbush Securities Inc.55,731$367K0.0%-16.0%0.095%
2/12/2026 Kovack Advisors Inc.18,809$125K0.0%N/A0.032%
2/11/2026 Janney Montgomery Scott LLC81,194$535K0.0%+4.6%0.138%
2/11/2026 LPL Financial LLC93,620$617K0.0%-34.5%0.159%
2/11/2026 Closed End Fund Advisors Inc.15,624$103K0.1%N/A0.027%
2/10/2026 Lido Advisors LLC20,109$134K0.0%+65.0%0.034%
2/9/2026 Blue Bell Private Wealth Management LLC240,173$1.58M0.2%+86.1%0.408%
2/9/2026 Accredited Investor Services LLC19,699$130K0.1%N/A0.033%
2/6/2026 Ignite Planners LLC11,123$74K0.0%-16.9%0.019%
2/6/2026 Global Retirement Partners LLC26,661$176K0.0%N/A0.045%
2/3/2026 International Assets Investment Management LLC11,034$73K0.0%N/A0.019%
2/3/2026 Indivisible Partners40,604$268K0.0%N/A0.069%
2/2/2026 Wolverine Asset Management LLC773,052$5.09M0.0%+46.4%1.314%
2/2/2026Mutual Advisors LLC33,425$220K0.0%-8.2%0.057%
2/2/2026 Oppenheimer & Co. Inc.222,520$1.47M0.0%-3.3%0.378%
1/30/2026 Chapin Davis Inc.69,499$458K0.1%-25.3%0.118%
1/29/2026 Matisse Capital571,000$3.76M1.7%+3.6%0.971%
1/29/2026 UBS Group AG596,389$3.93M0.0%-14.1%1.014%
1/29/2026 Sanctuary Advisors LLC92,067$607K0.0%+33.1%0.157%
1/29/2026 Concurrent Investment Advisors LLC18,181$120K0.0%-68.3%0.031%
1/28/2026 WPG Advisers LLC4,546$30K0.0%+122.8%0.008%
1/28/2026 Absolute Investment Advisers LLC633,924$4.30M0.5%N/A1.078%
1/26/2026 Shaker Financial Services LLC194,268$1.28M0.4%+34.9%0.330%
1/26/2026 Merit Financial Group LLC23,549$155K0.0%+97.8%0.040%
1/23/2026 Choreo LLC38,072$254K0.0%N/A0.065%
1/21/2026 Modera Wealth Management LLC19,083$126K0.0%-19.1%0.032%
1/15/2026 Silver Oak Securities Incorporated13,548$90K0.0%N/A0.023%
1/14/2026 TrueMark Investments LLC28,196$186K0.0%N/A0.048%
1/12/2026 Amplius Wealth Advisors LLC11,845$78K0.0%N/A0.020%
1/5/2026 Park Avenue Securities LLC17,958$118K0.0%N/A0.031%
11/17/2025 NewEdge Advisors LLC154,669$1.04M0.0%N/A0.263%
11/17/2025Susquehanna Advisors Group Inc.10,600$71K0.0%N/A0.018%
11/17/2025Susquehanna International Group LLP41,263$276K0.0%N/A0.070%
11/17/2025Millennium Management LLC92,674$621K0.0%N/A0.158%
11/17/2025 Lido Advisors LLC12,190$82K0.0%N/A0.021%
11/17/2025Bank of America Corp DE590,003$3.95M0.0%N/A1.003%
11/17/2025Ameriprise Financial Inc.461,378$3.09M0.0%N/A0.784%
11/14/2025 Creative Planning20,958$140K0.0%N/A0.036%
11/14/2025Raymond James Financial Inc.1,343,222$9M0.0%N/A2.283%
11/14/2025Comerica Bank7,061$47K0.0%N/A0.012%
11/14/2025Newbridge Financial Services Group Inc.6,400$43K0.0%N/A0.011%
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11/13/2025 SeaCrest Wealth Management LLC65,074$452K0.0%N/A0.111%
11/13/2025Invesco Ltd.1,599,817$10.72M0.0%N/A2.720%
11/13/2025 UBS Group AG694,448$4.65M0.0%N/A1.181%
11/13/2025 Private Advisor Group LLC140,177$939K0.0%N/A0.238%
11/13/2025 CreativeOne Wealth LLC15,020$101K0.0%N/A0.026%
11/12/2025Insigneo Advisory Services LLC18,346$123K0.0%N/A0.031%
11/12/2025 Level Four Advisory Services LLC13,635$91K0.0%N/A0.023%
11/10/2025 Clearstead Advisors LLC12,935$87K0.0%N/A0.022%
11/7/2025 NewEdge Wealth LLC10,767$74K0.0%N/A0.018%
11/7/2025Readystate Asset Management LP338,664$2.27M0.1%N/A0.576%


BTX Institutional Ownership - Frequently Asked Questions

During the previous two years, 97 institutional investors and hedge funds held shares of BlackRock Tchnlgy nd Prvt Eqty Trm Trst. The most heavily invested institutionals were Lazard Asset Management LLC ($22.21M), Penserra Capital Management LLC ($18.34M), Rivernorth Capital Management LLC ($16.96M), Invesco Ltd. ($11.94M), Absolute Investment Advisers LLC ($10.23M), Raymond James Financial Inc. ($9M), and Quantedge Capital Pte Ltd ($7.84M).Learn more on BlackRock Tchnlgy nd Prvt Eqty Trm Trst's institutional investors.

26.00% of BlackRock Tchnlgy nd Prvt Eqty Trm Trst's stock is owned by institutional investors. Learn more on BTX's institutional investor holdings.

Of the 88 institutional investors that purchased BlackRock Tchnlgy nd Prvt Eqty Trm Trst's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lazard Asset Management LLC ($3.38M), Penserra Capital Management LLC ($2.74M), Rivernorth Capital Management LLC ($2.57M), Invesco Ltd. ($1.81M), Absolute Investment Advisers LLC ($1.55M), Raymond James Financial Inc. ($1.34M), and Quantedge Capital Pte Ltd ($1.03M).

Institutional investors have bought a total of 22,876,072 shares in the last 24 months. This purchase volume represents approximately $151.92M in transactions.

Of the 22 institutional investors that sold BlackRock Tchnlgy nd Prvt Eqty Trm Trst's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($98.06K), Royal Bank of Canada ($91.82K), LPL Financial LLC ($49.27K), Jane Street Group LLC ($47.57K), NewEdge Advisors LLC ($46.05K), Concurrent Investment Advisors LLC ($39.23K), and Stifel Financial Corp ($28.35K).

Institutional investors have sold a total of 562,168 shares in the last 24 months. This volume of shares sold represents approximately $3.71M in transactions.


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Institutional ownership data for NYSE:BTX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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