DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
BTX

BLACKROCK TECH AND PRIVATE E

117 institutions still hold BLACKROCK TECH AND PRIVATE E as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09260Q108·117 13F holders·last filed Mar 31, 2026
Market cap
7.2%
vs prior quarter
13F value held
$185M
48.0% inst. owned
of float
Holders
117
-2 QoQ
filers reporting
Activity
+42 / −85
+860 added · −845 reduced
this quarter
Concentration
35.78%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

117 institutions reported BTX in Q1 2026. MORGAN STANLEY leads at 35.8% of the visible book. -2 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$66M10.0M0.00%Q1 2026
02
LAZARD ASSET MANAGEMENT LLC
CIK 0001207017
$22M3.4M0.04%Q1 2026
03
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$17M2.6M0.85%Q1 2026
04
Invesco Ltd.
CIK 0000914208
$12M1.8M0.00%Q1 2026
05
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 0001316187
$10M1.5M1.20%Q1 2026
06
Quantedge Capital Pte Ltd
CIK 0001561418
$8M1.2M4.29%Q1 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M815K0.00%Q1 2026
08
Saba Capital Management, L.P.
CIK 0001510281
$5M764K0.14%Q1 2026
09
Advisors Asset Management, Inc.
CIK 0001297376
$5M716K0.08%Q1 2026
10
READYSTATE ASSET MANAGEMENT LP
CIK 0001900923
$5M687K0.18%Q4 2025
11
Quarry LP
CIK 0001965207
$5M683K0.81%Q1 2026
12
Matisse Capital
CIK 0001668256
$4M593K1.67%Q1 2026
13
UBS Group AG
CIK 0001610520
$4M581K0.00%Q1 2026
14
Z3 Capital Partners, LLC
CIK 0002127787
$4M551K0.92%Q1 2026
15
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M448K0.00%Q1 2026
16
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M447K0.00%Q1 2026
17
ROYAL BANK OF CANADA
CIK 0001000275
$2M372K0.00%Q1 2026
18
Rockefeller Capital Management L.P.
CIK 0001739439
$2M329K0.00%Q1 2026
19
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$2M306K0.29%Q1 2026
20
Private Advisor Group, LLC
CIK 0001567755
$2M292K0.01%Q1 2026
Page 1 of 6
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