Who Holds BlackRock Technology & Private Equity Term Trust (BTX)? 120 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 120 holders, $295 million in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| MORGAN STANLEY | 10,650,939 | $96 million | +6% | 13F |
| LAZARD ASSET MANAGEMENT LLC | 4,381,111 | $40 million | +30% | 13F |
| Saba Capital Management, L.P. | 3,116,387 | $28 million | +308% | 13F |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 2,737,496 | $25 million | +7% | 13F |
| Invesco Ltd. | 1,835,080 | $17 million | +3% | 13F |
| Advisors Asset Management, Inc. | 810,188 | $7 million | +13% | 13F |
| RAYMOND JAMES FINANCIAL INC | 778,442 | $7 million | -5% | 13F |
| Atlas Wealth LLC | 646,261 | $6 million | New | 13F |
| Z3 Capital Partners, LLC | 628,692 | $6 million | +14% | 13F |
| UBS Group AG | 600,373 | $5 million | +3% | 13F |
| Thomas J. Herzfeld Advisors, Inc. | 515,402 | $5 million | +84% | 13F |
| Quantedge Capital Pte Ltd | 513,279 | $5 million | -57% | 13F |
| Rockefeller Capital Management L.P. | 473,264 | $4 million | +44% | 13F |
| BANK OF AMERICA CORP /DE/ | 439,767 | $4 million | -2% | 13F |
| NewEdge Advisors, LLC | 414,875 | $4 million | +114% | 13F |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 374,103 | $3 million | +22% | 13F |
| ROYAL BANK OF CANADA | 358,183 | $3 million | -4% | 13F |
| AMERIPRISE FINANCIAL INC | 335,618 | $3 million | -25% | 13F |
| OPPENHEIMER & CO INC | 223,321 | $2 million | +3% | 13F |
| Senvest Management, LLC | 200,000 | $2 million | New | 13F |
| JANE STREET GROUP, LLC | 174,363 | $2 million | +52% | 13F |
| Quantinno Capital Management LP | 145,093 | $1 million | -8% | 13F |
| LPL Financial LLC | 138,908 | $1 million | +62% | 13F |
| Steward Partners Investment Advisory, LLC | 132,839 | $1 million | +403% | 13F |
| OSAIC HOLDINGS, INC. | 116,770 | $1 million | +68% | 13F |
| STIFEL FINANCIAL CORP | 106,051 | $957,636 | +69% | 13F |
| HighTower Advisors, LLC | 96,132 | $868,076 | -7% | 13F |
| Sanctuary Advisors, LLC | 92,306 | $833,520 | -1% | 13F |
| SHP Wealth Management | 89,671 | $809,725 | New | 13F |
| CHAPIN DAVIS, INC. | 77,576 | $700,515 | +4% | 13F |
| CHOREO, LLC | 61,908 | $559,029 | +3% | 13F |
| FIRST TRUST ADVISORS LP | 60,189 | $543,506 | New | 13F |
| SeaCrest Wealth Management, LLC | 52,113 | $470,580 | -13% | 13F |
| Concurrent Investment Advisors, LLC | 50,244 | $453,707 | -2% | 13F |
| Global Retirement Partners, LLC | 47,224 | $426,433 | New | 13F |
| WESTBOURNE INVESTMENTS, INC. | 42,900 | $387,387 | New | 13F |
| Indivisible Partners | 41,679 | $376,358 | -9% | 13F |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 40,697 | $367,494 | New | 13F |
| WELLS FARGO & COMPANY/MN | 37,989 | $343,040 | +54% | 13F |
| Closed-End Fund Advisors, Inc. | 36,438 | $329,035 | +66% | 13F |
| XTX Topco Ltd | 35,331 | $319,039 | +0% | 13F |
| Merit Financial Group, LLC | 35,254 | $318,344 | +3% | 13F |
| CENTRAL TRUST Co | 35,200 | $317,856 | +0% | 13F |
| Virtus Investment Advisers, LLC | 34,761 | $313,892 | -59% | 13F |
| MGO ONE SEVEN LLC | 34,276 | $309,515 | New | 13F |
| Cetera Investment Advisers | 33,440 | $301,971 | +52% | 13F |
| TrueMark Investments, LLC | 31,814 | $287,280 | +7% | 13F |
| CITADEL ADVISORS LLC | 31,701 | $286,260 | New | 13F |
| Mariner, LLC | 30,756 | $277,727 | +1% | 13F |
| ACCREDITED INVESTOR SERVICES, LLC | 30,428 | $274,765 | -7% | 13F |
| CSS LLC/IL | 30,100 | $271,803 | +5% | 13F |
| EVOLVE PRIVATE WEALTH, LLC | 29,321 | $264,769 | +8% | 13F |
| RFG Advisory, LLC | 29,297 | $264,552 | +3% | 13F |
| COMMONWEALTH EQUITY SERVICES, LLC | 27,045 | $244,220 | +23% | 13F |
| Allspring Global Investments Holdings, LLC | 25,100 | $226,653 | New | 13F |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 24,905 | $224,892 | +0% | 13F |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,560 | $185,653 | New | 13F |
| Advisory Services Network, LLC | 20,368 | $183,923 | +0% | 13F |
| Lido Advisors, LLC | 20,118 | $181,663 | +0% | 13F |
| ELEVATION POINT WEALTH PARTNERS, LLC | 19,772 | $178,541 | +0% | 13F |
| Vestmark Advisory Solutions, Inc. | 19,772 | $178,541 | +0% | 13F |
| Kovack Advisors, Inc. | 18,809 | $169,845 | +0% | 13F |
| PFG Investments, LLC | 18,288 | $165,140 | -2% | 13F |
| Creative Planning | 16,962 | $153,167 | +0% | 13F |
| Pinnacle Wealth Planning Services, Inc. | 16,310 | $147,279 | +3% | 13F |
| Occidental Asset Management, LLC | 15,037 | $135,784 | +7% | 13F |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,979 | $135,260 | -81% | 13F |
| HB Wealth Management, LLC | 14,704 | $132,783 | New | 13F |
| LEVEL FOUR ADVISORY SERVICES, LLC | 14,613 | $131,960 | +2% | 13F |
| Successful Portfolios LLC | 15,174 | $130,904 | -1% | 13F |
| David J Yvars Group | 13,790 | $124,524 | +1% | 13F |
| CreativeOne Wealth, LLC | 13,750 | $124,163 | -17% | 13F |
| Tactive Advisors, LLC | 13,214 | $119,322 | +1% | 13F |
| City State Bank | 12,913 | $116,604 | +0% | 13F |
| WHITTIER TRUST CO | 12,500 | $108,625 | New | 13F |
| Moors & Cabot, Inc. | 12,000 | $108,360 | +0% | 13F |
| PCM Encore, LLC | 11,873 | $107,213 | -2% | 13F |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 11,840 | $106,915 | -21% | 13F |
| BARRETT & COMPANY, INC. | 11,461 | $103,493 | +1% | 13F |
| NewEdge Wealth, LLC | 10,767 | $97,226 | +0% | 13F |
| &PARTNERS | 10,692 | $96,549 | -4% | 13F |
| SUSQUEHANNA ADVISORS GROUP, INC. | 10,600 | $95,718 | +0% | 13F |
| Sowell Financial Services LLC | 10,544 | $95,211 | +1% | 13F |
| SouthState Bank Corp | 10,413 | $94,029 | +0% | 13F |
| Ignite Planners, LLC | 10,286 | $92,883 | +0% | 13F |
| FIFTH THIRD BANCORP | 10,116 | $91,348 | +17% | 13F |
| Bulldog Investors, LLP | 10,000 | $90,300 | New | 13F |
| BAXTER BROS INC | 10,000 | $90,300 | +0% | 13F |
| CoreCap Advisors, LLC | 9,600 | $86,688 | New | 13F |
| Plancorp, LLC | 10,000 | $83,900 | +0% | 13F |
| WPG Advisers, LLC | 7,185 | $64,881 | +2% | 13F |
| BlackRock, Inc. | 5,000 | $45,150 | -33% | 13F |
| US BANCORP \DE\ | 4,000 | $36,120 | +167% | 13F |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,278 | $29,600 | +165% | 13F |
| WOLVERINE ASSET MANAGEMENT LLC | 3,000 | $27,090 | -99% | 13F |
| IFP Advisors, Inc | 2,567 | $23,180 | New | 13F |
| Atlantic Union Bankshares Corp | 2,447 | $22,096 | +0% | 13F |
| Cullen/Frost Bankers, Inc. | 2,053 | $18,542 | +1% | 13F |
| EASTERN BANK | 1,867 | $16,859 | +0% | 13F |
| Tower Research Capital LLC (TRC) | 1,611 | $14,547 | New | 13F |
Questions and answers
- How many institutions hold BlackRock Technology & Private Equity Term Trust?
- 120 managers reported BlackRock Technology & Private Equity Term Trust on Form 13F for the quarter ended 30 June 2026, against 109 the quarter before.
- Who is the largest institutional holder of BlackRock Technology & Private Equity Term Trust?
- MORGAN STANLEY, with 10,650,939 shares worth $96 million on its 13F for Q2 2026.
- How many institutions bought or sold out of BlackRock Technology & Private Equity Term Trust in Q2 2026?
- 28 managers reported a new position and 17 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds BlackRock Technology & Private Equity Term Trust, Q2 2026", https://app.tamarly.ai/holders/blackrock-technology-private-equity-term-trust, built from SEC EDGAR.
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