BTX · BlackRock Technology & Private Equity Term Trust · Shareholders & Ownership

$7.92 -0.08 (-1.00%) At close · Nov 12

Market Cap

$924.35M

116.71M

Volume · Nov 12 971.68K Avg daily vol (3M) 514.57K

Every disclosed holder of BTX in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns BTX

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: shares outstanding cannot be set against these holders.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	123	34,323,872	—	Yes
Insiders (Forms 3, 4, 5)	3	7,046	—	Yes
13D/G-only blocks	0	0	—	Yes
Registered funds (N-PORT, not summed)	13	5,096,050	—	No

% Out is unavailable: no shares outstanding count is on record.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of BTX

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	10,650,939	—	+606,791	Jun 30, 2026	carried, not yet filed for the newest quarter
2	LAZARD ASSET MANAGEMENT LLC 13F CIK 1207017 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,381,111	—	+1,016,636	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Saba Capital Management, L.P. 13F CIK 1510281 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,116,387	—	+2,352,190	Jun 30, 2026	carried, not yet filed for the newest quarter
4	RIVERNORTH CAPITAL MANAGEMENT, LLC 13F CIK 1447578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,737,496	—	+167,458	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Invesco Ltd. 13F CIK 914208 · Investment adviser · Sep 30, 2026	1,716,459	—	-118,621	Sep 30, 2026
5.1	Invesco CEF Income Composite ETF Fund S000027370 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,696,791	—	-96,866	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
6	Penserra Capital Management LLC 13F CIK 1593324 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,128,395	—	+43,052	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Amplify CEF High Income ETF Fund S000065408 · Registered fund · Jun 30, 2026 Amplify ETF Trust, not summed	1,123,019	—	+41,276	Jun 30, 2026	Amplify ETF Trust, not summed
8	Saba Opportunistically Hedged Closed-End Funds ETF Fund S000056657 · Registered fund · Aug 31, 2026 Exchange Listed Funds Trust, not summed	1,090,031	—	+301,189	Aug 31, 2026	Exchange Listed Funds Trust, not summed
9	Advisors Asset Management, Inc. 13F CIK 1297376 · Registered investment adviser · Sep 30, 2026	835,640	—	+25,452	Sep 30, 2026
10	Z3 Capital Partners, LLC 13F CIK 2127787 · Registered investment adviser · Sep 30, 2026	799,941	—	+171,249	Sep 30, 2026
11	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Sep 30, 2026	669,721	—	-108,721	Sep 30, 2026
12	Atlas Wealth LLC 13F CIK 1964106 · Registered investment adviser · Sep 30, 2026	662,240	—	+15,979	Sep 30, 2026
13	RiverNorth Opportunities Fund Inc. Fund · Registered fund · Jun 30, 2026 RIVERNORTH OPPORTUNITIES FUND INC., not summed	625,000	—	—	Jun 30, 2026	RIVERNORTH OPPORTUNITIES FUND INC., not summed
14	UBS Group AG 13F CIK 1610520 · Bank · Sep 30, 2026	611,745	—	+11,372	Sep 30, 2026
15	Rockefeller Capital Management L.P. 13F CIK 1739439 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	473,264	—	+144,678	Jun 30, 2026	carried, not yet filed for the newest quarter
16	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	439,767	—	-8,232	Jun 30, 2026	carried, not yet filed for the newest quarter
17	NewEdge Advisors, LLC 13F CIK 1633516 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	414,875	—	+221,371	Jun 30, 2026	carried, not yet filed for the newest quarter
18	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 13F CIK 1352860 · Registered investment adviser · Sep 30, 2026	374,976	—	+873	Sep 30, 2026
19	Modern Capital Tactical Income Fund Fund S000069477 · Registered fund · Jun 30, 2026 Modern Capital Funds Trust, not summed	364,691	—	+212,310	Jun 30, 2026	Modern Capital Funds Trust, not summed
20	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	358,183	—	-14,287	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Thomas J. Herzfeld Advisors, Inc. 13F CIK 1509510 · Registered investment adviser · Sep 30, 2026	337,409	—	-177,993	Sep 30, 2026
22	Private Advisor Group, LLC 13F CIK 1567755 · Registered investment adviser · Sep 30, 2026	336,271	—	+336,271	Sep 30, 2026
23	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	335,618	—	-111,165	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Sep 30, 2026	305,698	—	+280,598	Sep 30, 2026
25	Quantedge Capital Pte Ltd 13F CIK 1561418 · Exempt reporting adviser · Sep 30, 2026	236,579	—	-276,700	Sep 30, 2026
26	OPPENHEIMER & CO INC 13F CIK 822581 · Unknown · Sep 30, 2026	227,594	—	+4,273	Sep 30, 2026
27	Senvest Management, LLC 13F CIK 1328785 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	200,000	—	+200,000	Jun 30, 2026	carried, not yet filed for the newest quarter
28	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Sep 30, 2026	166,869	—	+27,961	Sep 30, 2026
29	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	145,093	—	-13,075	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Steward Partners Investment Advisory, LLC 13F CIK 1723397 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	132,839	—	+106,442	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Cambridge Investment Research Advisors, Inc. 13F CIK 1419186 · Unknown · Sep 30, 2026	125,761	—	+3,505	Sep 30, 2026
32	OSAIC HOLDINGS, INC. 13F CIK 1677044 · Holding company · Sep 30, 2026	112,000	—	-4,770	Sep 30, 2026
33	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Sep 30, 2026	100,525	—	-5,526	Sep 30, 2026
34	Sanctuary Advisors, LLC 13F CIK 1777271 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	92,306	—	-827	Jun 30, 2026	carried, not yet filed for the newest quarter
35	SHP Wealth Management 13F CIK 1807060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	89,671	—	+89,671	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Compound Planning, Inc. 13F CIK 1978879 · Registered investment adviser · Sep 30, 2026	81,605	—	+81,605	Sep 30, 2026
37	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Sep 30, 2026	81,424	—	+21,235	Sep 30, 2026
37.1	First Trust Income Opportunities ETF Fund S000053967 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	36,025	—	—	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
38	Cohen & Steers Closed-End Opportunity Fund, Inc. Fund · Registered fund · Jun 30, 2026 Cohen & Steers Closed-End Opportunity Fund, Inc., not summed	80,000	—	—	Jun 30, 2026	Cohen & Steers Closed-End Opportunity Fund, Inc., not summed
39	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	80,000	—	+80,000	Jun 30, 2026	carried, not yet filed for the newest quarter
40	HighTower Advisors, LLC 13F CIK 1462245 · Registered investment adviser · Sep 30, 2026	79,590	—	-16,542	Sep 30, 2026
41	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 13F CIK 1989941 · Registered investment adviser · Sep 30, 2026	77,516	—	+36,819	Sep 30, 2026
42	CHAPIN DAVIS, INC. 13F CIK 872098 · Unknown · Sep 30, 2026	76,804	—	-772	Sep 30, 2026
43	WEDBUSH SECURITIES INC 13F CIK 1142495 · Registered investment adviser · Sep 30, 2026	52,604	—	-4,131	Sep 30, 2026
44	CHOREO, LLC 13F CIK 1679031 · Registered investment adviser · Sep 30, 2026	50,946	—	-10,962	Sep 30, 2026
45	Concurrent Investment Advisors, LLC 13F CIK 2001015 · Registered investment adviser · Sep 30, 2026	48,709	—	-1,535	Sep 30, 2026
46	SeaCrest Wealth Management, LLC 13F CIK 1728121 · Registered investment adviser · Sep 30, 2026	47,346	—	-4,767	Sep 30, 2026
47	Global Retirement Partners, LLC 13F CIK 1749744 · Unknown · Sep 30, 2026	46,641	—	-583	Sep 30, 2026
48	Janney Montgomery Scott LLC 13F CIK 1329948 · Investment adviser · Sep 30, 2026	45,596	—	-5,794	Sep 30, 2026
49	WESTBOURNE INVESTMENTS, INC. 13F CIK 932929 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	42,900	—	+42,900	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Indivisible Partners 13F CIK 2098400 · Registered investment adviser · Sep 30, 2026	41,923	—	+244	Sep 30, 2026

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 135 holders

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Key facts CIK 1836057 CUSIP 09260Q108 13F (30d) 83 filings 74 filers