Janney Montgomery Scott LLC
Position in BTX — BlackRock Technology & Private Equity Term Trust
CIK 1329948
PHILADELPHIA, PA
Position in BTX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$464,051
-$71,017 QoQ
Shares Held
51,390
-36.7% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 119 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Janney Montgomery Scott LLC holds $793,422,871 across 245 Asset Management names. BTX ranks #153 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
840,150 | $98,860,450 | |
| 2 | BLK |
BlackRock, Inc.
|
102,643 | $98,697,403 | |
| 3 | APO |
Apollo Global Management, Inc.
|
264,002 | $31,234,076 | |
| 4 | KKR |
KKR & Co. Inc.
|
261,123 | $23,965,868 | |
| 5 | ARCC |
Ares Capital Corp
|
1,094,339 | $20,278,101 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
1,852,474 | $20,136,392 | |
| 7 | TROW |
Price T Rowe Group Inc
|
167,714 | $19,067,404 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
1,803,728 | $17,694,571 |
All Filings in BTX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,051 | 51,390 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $535,068 | 81,194 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $519,893 | 77,596 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $493,923 | 67,292 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $428,033 | 68,376 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $501,031 | 67,343 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $530,583 | 70,276 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $477,678 | 66,069 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $563,174 | 69,186 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $461,672 | 62,984 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $464,663 | 66,762 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $546,587 | 69,629 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $760,023 | 94,648 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $579,565 | 85,105 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $583,657 | 80,283 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $693,336 | 87,322 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,081,138 | 94,920 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $922,548 | 63,449 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $513,334 | 28,361 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $344,660 | 16,970 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||