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Equibles

BTX

BlackRock Technology & Private Equity Term Trust
$8.60 -0.43 (-4.76%) At close · Jul 2
Market Cap
$1.00B
Shares
116,710,298

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 109
Total Value: $210,101,571
Total Shares: 31,832,891
Showing 1–100 of 109 holdings by value · page 1 of 2

Institutional Ownership Trend

22 quarters

Holder Concentration

Across 109 13F filers
Top Holder
31.6%
Jun 2023 → Mar 2026 · range 26.7% – 60.2%
of institutional value
Top 5
60.6%
Jun 2023 → Mar 2026 · range 57.1% – 76.4%
of institutional value
Top 10
75.0%
Jun 2023 → Mar 2026 · range 73.3% – 87.0%
of institutional value
HHI
1,297
Jun 2023 → Mar 2026 · range 1,112 – 3,725
Broadly held
Showing 100 of 109
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $66,291,373 31.55% 10,044,148
Large LAZARD ASSET MANAGEMENT LLC $22,205,535 10.57% 3,364,475
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $16,962,250 8.07% 2,570,038
Mega Invesco Ltd. $11,735,915 5.59% 1,778,169
Small ABSOLUTE INVESTMENT ADVISERS, LLC $10,226,026 4.87% 1,549,398
Small Quantedge Capital Pte Ltd $7,835,381 3.73% 1,187,179
Mid Penserra Capital Management LLC $7,163,263 3.41% 1,085,343
Mega RAYMOND JAMES FINANCIAL INC $5,380,154 2.56% 815,175
Mid Saba Capital Management, L.P. $5,043,700 2.40% 764,197
Mid Advisors Asset Management, Inc. $4,725,190 2.25% 715,938
Small Quarry LP $4,504,711 2.14% 682,532
Small Matisse Capital $3,913,800 1.86% 593,000
Mega UBS Group AG $3,836,012 1.83% 581,214
Small Z3 Capital Partners, LLC $3,633,689 1.73% 550,559
Mega BANK OF AMERICA CORP /DE/ Bank $2,956,793 1.41% 447,999
Mega AMERIPRISE FINANCIAL INC $2,948,767 1.40% 446,783
Mega ROYAL BANK OF CANADA Bank $2,458,300 1.17% 372,470
Large Rockefeller Capital Management L.P. $2,168,667 1.03% 328,586
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $2,020,147 0.96% 306,083
Mid Private Advisor Group, LLC $1,928,592 0.92% 292,211
Small Thomas J. Herzfeld Advisors, Inc. $1,852,969 0.88% 280,753
Mid OPPENHEIMER & CO INC $1,434,721 0.68% 217,382
Mid WOLVERINE ASSET MANAGEMENT LLC $1,403,727 0.67% 212,686
Large NewEdge Advisors, LLC $1,277,126 0.61% 193,504
Mega MILLENNIUM MANAGEMENT LLC $1,087,911 0.52% 164,835
Large Quantinno Capital Management LP $1,043,908 0.50% 158,168
Small Shaker Financial Services, LLC $916,792 0.44% 138,908
Mega JANE STREET GROUP, LLC $759,494 0.36% 115,075
Large HighTower Advisors, LLC $685,423 0.33% 103,852
Mid Sanctuary Advisors, LLC $614,677 0.29% 93,133
Mega LPL Financial LLC $564,861 0.27% 85,585
Small Virtus Investment Advisers, LLC $556,419 0.26% 84,306
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $514,086 0.24% 77,892
Small CHAPIN DAVIS, INC. $492,016 0.23% 74,548
Large OSAIC HOLDINGS, INC. $459,465 0.22% 69,616
Large STIFEL FINANCIAL CORP $414,915 0.20% 62,866
Mid WEDBUSH SECURITIES INC Broker-Dealer $410,256 0.20% 62,160
Mid CHOREO, LLC $398,475 0.19% 60,375
Small SeaCrest Wealth Management, LLC $396,587 0.19% 60,089
Mid Concurrent Investment Advisors, LLC $339,365 0.16% 51,419
Small Indivisible Partners $301,626 0.14% 45,701
Mid XTX Topco Ltd $233,118 0.11% 35,321
Mid CENTRAL TRUST Co Bank $232,320 0.11% 35,200
Mid Merit Financial Group, LLC $225,805 0.11% 34,213
Micro ACCREDITED INVESTOR SERVICES, LLC $216,354 0.10% 32,781
Large Mariner, LLC $200,937 0.10% 30,445
Small TrueMark Investments, LLC $196,072 0.09% 29,708
Small CSS LLC/IL $189,420 0.09% 28,700
Small RFG Advisory, LLC $186,984 0.09% 28,331
Mid EVOLVE PRIVATE WEALTH, LLC $179,487 0.09% 27,195
Large Steward Partners Investment Advisory, LLC $174,220 0.08% 26,397
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $164,373 0.08% 24,905
Mega WELLS FARGO & COMPANY/MN $162,775 0.08% 24,663
Large Cetera Investment Advisers $145,226 0.07% 22,004
Micro Closed-End Fund Advisors, Inc. $145,087 0.07% 21,983
Large COMMONWEALTH EQUITY SERVICES, LLC $144,665 0.07% 21,919
Mid Advisory Services Network, LLC $134,428 0.06% 20,368
Large Lido Advisors, LLC $132,567 0.06% 20,086
Mid Vestmark Advisory Solutions, Inc. $130,495 0.06% 19,772
Mid ELEVATION POINT WEALTH PARTNERS, LLC $130,495 0.06% 19,772
Mid Kovack Advisors, Inc. $124,139 0.06% 18,809
Mid PFG Investments, LLC $123,123 0.06% 18,655
Large WESTWOOD HOLDINGS GROUP INC $120,780 0.06% 18,300
Small SILVER OAK SECURITIES, INCORPORATED Broker-Dealer $113,091 0.05% 17,135
Large Creative Planning $111,949 0.05% 16,962
Mid CreativeOne Wealth, LLC $109,045 0.05% 16,522
Small Samalin Investment Counsel, LLC $108,015 0.05% 16,366
Small Pinnacle Wealth Planning Services, Inc. $104,095 0.05% 15,772
Micro Successful Portfolios LLC $100,815 0.05% 15,275
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $98,340 0.05% 14,900
Mid LEVEL FOUR ADVISORY SERVICES, LLC $94,624 0.05% 14,337
Small Occidental Asset Management, LLC $92,914 0.04% 14,078
Micro David J Yvars Group $90,347 0.04% 13,689
Small Delta Investment Management, LLC $87,450 0.04% 13,250
Small Tactive Advisors, LLC $86,559 0.04% 13,115
Small City State Bank Bank $85,225 0.04% 12,913
Small PCM Encore, LLC $79,774 0.04% 12,087
Mid Moors & Cabot, Inc. $79,200 0.04% 12,000
Micro BARRETT & COMPANY, INC. $74,863 0.04% 11,343
Large &PARTNERS $73,847 0.04% 11,189
Large KING LUTHER CAPITAL MANAGEMENT CORP $73,015 0.03% 11,063
Small Catalyst Funds Management Pty Ltd $71,940 0.03% 10,900
Mid NewEdge Wealth, LLC $71,062 0.03% 10,767
Mid SUSQUEHANNA ADVISORS GROUP, INC. $69,960 0.03% 10,600
Mid SouthState Bank Corp Bank $68,725 0.03% 10,413
Mid Sowell Financial Services LLC $68,620 0.03% 10,397
Small Ignite Planners, LLC $67,887 0.03% 10,286
Small BAXTER BROS INC $66,000 0.03% 10,000
Small Plancorp, LLC $66,000 0.03% 10,000
Large CWM, LLC $65,828 0.03% 9,974
Large FIFTH THIRD BANCORP Bank $57,142 0.03% 8,658
Mega BlackRock, Inc. $49,123 0.02% 7,443
Micro WPG Advisers, LLC $46,563 0.02% 7,055
Mid EASTERN BANK Bank $16,859 0.01% 1,867
Mid Atlantic Union Bankshares Corp $16,150 0.01% 2,447
Mid Cullen/Frost Bankers, Inc. Bank $13,457 0.01% 2,039
Large US BANCORP \DE\ Bank $9,900 0.00% 1,500
Micro Clark Wealth Partners $8,844 0.00% 1,340
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $8,151 0.00% 1,235
Micro Osbon Capital Management LLC $8,111 0.00% 1,229
Key facts CIK 1836057 CUSIP 09260Q108 13F (30d) 3 filings 3 filers

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