BlackRock Technology & Private Equity Term Trust
BTX- Exchange
- NYSE
- SEC CIK
- 0001836057
No open-market purchases or sales by BlackRock Technology & Private Equity Term Trust insiders were filed in the last 90 days; 119 institutions reported holding it in 13F filings for Q2 2026, worth $308.7M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in BlackRock Technology & Private Equity Term Trust as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 109
- +14 vs. Q4 2025
- Shares held
- 31.8M
- +4.58M (+16.8%) vs. Q4 2025
- Total value
- $210.1M
- +$30.4M (+16.9%) vs. Q4 2025
- New holders
- 28
- 36 more added
- Sold out
- 14
- 29 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BTX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 119 | $308.7M |
| Q1 2026 | 109 | $210.1M |
| Q4 2025 | 97 | $180.0M |
| Q3 2025 | 91 | $128.0M |
| Q2 2025 | 117 | $744.5M |
| Q1 2025 | 115 | $652.2M |
| Q4 2024 | 111 | $743.7M |
| Q3 2024 | 112 | $740.1M |
| Q2 2024 | 121 | $703.8M |
| Q1 2024 | 110 | $733.9M |
| Q4 2023 | 117 | $597.6M |
| Q3 2023 | 114 | $450.2M |
| Q2 2023 | 106 | $481.9M |
| Q1 2023 | 106 | $460.3M |
| Q4 2022 | 111 | $371.5M |
| Q3 2022 | 107 | $294.3M |
| Q2 2022 | 92 | $294.1M |
| Q1 2022 | 83 | $373.6M |
| Q4 2021 | 81 | $507.2M |
| Q3 2021 | 51 | $279.8M |
| Q2 2021 | 42 | $211.0M |
| Q1 2021 | 27 | $85.8M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding BlackRock Technology & Private Equity Term Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 47 | $311 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 250 | $1.65K | 0.00% | +250 | New |
| SWAN Capital LLC | 340 | $2.24K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 352 | $2.38K | 0.00% | +352 | New |
| Highline Wealth Partners LLC | 500 | $3.30K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 684 | $4.51K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 847 | $5.59K | 0.00% | +847 | New |
| Investors Research Corp | 848 | $5.60K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,000 | $6.60K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 1,229 | $8.11K | 0.01% | +29+2.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,235 | $8.15K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 1,340 | $8.84K | 0.01% | +1,340 | New |
| US Bancorp | 1,500 | $9.90K | 0.00% | +1,500 | New |
| Eastern Bank | 1,867 | $12.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,039 | $13.5K | 0.00% | +789+63.1% | Added |
| Atlantic Union Bankshares Corp | 2,447 | $16.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 7,055 | $46.6K | 0.03% | +2,509+55.2% | Added |
| BlackRock, Inc. | 7,443 | $49.1K | 0.00% | +2,443+48.9% | Added |
| Fifth Third Bancorp | 8,658 | $57.1K | 0.00% | +8,658 | New |
| CWM, LLC | 9,974 | $65.8K | 0.00% | +193+2.0% | Added |
| Baxter Bros Inc | 10,000 | $66.0K | 0.01% | +10,000 | New |
| Ignite Planners, LLC | 10,286 | $67.9K | 0.01% | −837−7.5% | Reduced |
| Sowell Financial Services LLC | 10,397 | $68.6K | 0.00% | +186+1.8% | Added |
| South State Corp. | 10,413 | $68.7K | 0.00% | +10,413 | New |
| Susquehanna Advisors Group, Inc. | 10,600 | $70.0K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 10,767 | $71.1K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 10,900 | $71.9K | 0.01% | +10,900 | New |
| Plancorp, LLC | 10,000 | $72.3K | 0.00% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 11,063 | $73.0K | 0.00% | +11,063 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,189 | $73.8K | 0.00% | −1,177−9.5% | Reduced |
| Barrett & Company, Inc. | 11,343 | $74.9K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,000 | $79.2K | 0.00% | +12,000 | New |
| PCM Encore, LLC | 12,087 | $79.8K | 0.02% | +12,087 | New |
| City State Bank | 12,913 | $85.2K | 0.02% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 13,115 | $86.6K | 0.02% | −1,906−12.7% | Reduced |
| Delta Investment Management, LLC | 13,250 | $87.5K | 0.02% | +13,250 | New |
| David J Yvars Group | 13,689 | $90.3K | 0.05% | −73−0.5% | Reduced |
| Occidental Asset Management, LLC | 14,078 | $92.9K | 0.01% | +14,078 | New |
| Level Four Advisory Services, LLC | 14,337 | $94.6K | 0.00% | +350+2.5% | Added |
| Successful Portfolios LLC | 15,275 | $97.1K | 0.05% | −200−1.3% | Reduced |
| City of London Investment Management Co Ltd | 14,900 | $98.3K | 0.01% | −6,100−29.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 15,772 | $104.1K | 0.01% | +4,859+44.5% | Added |
| Samalin Investment Counsel, LLC | 16,366 | $108.0K | 0.04% | +16,366 | New |
| Change Path, LLC | 16,522 | $109.0K | 0.00% | +39+0.2% | Added |
| Creative Planning | 16,962 | $111.9K | 0.00% | +16,962 | New |
| Silver Oak Securities, Inc | 17,135 | $113.1K | 0.01% | +3,587+26.5% | Added |
| Westwood Holdings Group Inc. | 18,300 | $120.8K | 0.00% | +18,300 | New |
| PFG Investments, LLC | 18,655 | $123.1K | 0.01% | +1,340+7.7% | Added |
| Kovack Advisors, Inc. | 18,809 | $127.1K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 19,772 | $130.5K | 0.00% | +19,772 | New |
| Mount Yale Investment Advisors, LLC | 19,772 | $130.5K | 0.00% | +19,772 | New |
| Lido Advisors, LLC | 20,086 | $132.6K | 0.00% | −23−0.1% | Reduced |
| Advisory Services Network, LLC | 20,368 | $134.4K | 0.00% | +20,368 | New |
| Commonwealth Equity Services, LLC | 21,919 | $144.7K | 0.00% | +21,919 | New |
| Closed-End Fund Advisors, Inc. | 21,983 | $145.1K | 0.15% | +6,359+40.7% | Added |
| Cetera Investment Advisers | 22,004 | $145.2K | 0.00% | +8,626+64.5% | Added |
| Wells Fargo & Company | 24,663 | $162.8K | 0.00% | −16,187−39.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 24,905 | $164.4K | 0.01% | +24,905 | New |
| Steward Partners Investment Advisory, LLC | 26,397 | $174.2K | 0.00% | +2,770+11.7% | Added |
| Evolve Private Wealth, LLC | 27,195 | $179.5K | 0.01% | +5,677+26.4% | Added |
| RFG Advisory, LLC | 28,331 | $187.0K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 28,700 | $189.4K | 0.01% | +28,700 | New |
| Mariner, LLC | 30,445 | $191.5K | 0.00% | −4,717−13.4% | Reduced |
| TrueMark Investments, LLC | 29,708 | $196.1K | 0.04% | +1,512+5.4% | Added |
| Accredited Investor Services, LLC | 32,781 | $216.4K | 0.14% | +13,082+66.4% | Added |
| Merit Financial Group, LLC | 34,213 | $225.8K | 0.00% | +10,664+45.3% | Added |
| Central Trust Co | 35,200 | $232.3K | 0.00% | +35,200 | New |
| XTX Topco Ltd | 35,321 | $233.1K | 0.00% | +35,321 | New |
| Indivisible Partners | 45,701 | $301.6K | 0.03% | +5,097+12.6% | Added |
| Concurrent Investment Advisors, LLC | 51,419 | $339.4K | 0.00% | +33,238+182.8% | Added |
| SeaCrest Wealth Management, LLC | 60,089 | $396.6K | 0.04% | −5,371−8.2% | Reduced |
| RSM US Wealth Management LLC | 60,375 | $398.5K | 0.00% | +22,303+58.6% | Added |
| Wedbush Securities Inc | 62,160 | $410.0K | 0.01% | +6,429+11.5% | Added |
| Stifel Financial Corp | 62,866 | $414.9K | 0.00% | −26,573−29.7% | Reduced |
| Advisor Group Holdings, Inc. | 69,616 | $459.5K | 0.00% | +16,954+32.2% | Added |
| Chapin Davis, Inc. | 74,548 | $492.0K | 0.11% | +5,049+7.3% | Added |
| Susquehanna International Group, LLP | 77,892 | $514.1K | 0.00% | −12,549−13.9% | Reduced |
| Virtus Investment Advisers, Inc. | 84,306 | $556.4K | 0.15% | −24,593−22.6% | Reduced |
| LPL Financial LLC | 85,585 | $564.9K | 0.00% | −8,035−8.6% | Reduced |
| Sanctuary Advisors, LLC | 93,133 | $614.7K | 0.00% | +1,066+1.2% | Added |
| HighTower Advisors, LLC | 103,852 | $685.4K | 0.00% | +31,956+44.4% | Added |
| Jane Street Group, LLC | 115,075 | $759.5K | 0.00% | −215,439−65.2% | Reduced |
| Shaker Financial Services, LLC | 138,908 | $916.8K | 0.32% | −55,360−28.5% | Reduced |
| Quantinno Capital Management LP | 158,168 | $1.04M | 0.00% | −15,852−9.1% | Reduced |
| Millennium Management LLC | 164,835 | $1.09M | 0.00% | +164,835 | New |
| GWM Advisors LLC | 193,504 | $1.28M | 0.00% | −46,048−19.2% | Reduced |
| Wolverine Asset Management LLC | 212,686 | $1.40M | 0.02% | −560,366−72.5% | Reduced |
| Oppenheimer & Co Inc | 217,382 | $1.43M | 0.02% | −5,138−2.3% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 280,753 | $1.85M | 0.63% | −262,442−48.3% | Reduced |
| Private Advisor Group, LLC | 292,211 | $1.93M | 0.01% | +98,800+51.1% | Added |
| Blue Bell Private Wealth Management, LLC | 306,083 | $2.02M | 0.29% | +65,910+27.4% | Added |
| Rockefeller Capital Management L.P. | 328,586 | $2.17M | 0.00% | +850.0% | Added |
| Royal Bank of Canada | 372,470 | $2.46M | 0.00% | −11,677−3.0% | Reduced |
| Ameriprise Financial Inc | 446,783 | $2.95M | 0.00% | −7,278−1.6% | Reduced |
| Bank of America Corp | 447,999 | $2.96M | 0.00% | +30,745+7.4% | Added |
| Z3 Capital Partners, LLC | 550,559 | $3.63M | 0.92% | −16,829−3.0% | Reduced |
| UBS Group AG | 581,214 | $3.84M | 0.00% | −15,175−2.5% | Reduced |
| Matisse Capital | 593,000 | $3.91M | 1.68% | +22,000+3.9% | Added |
| Quarry LP | 682,532 | $4.50M | 0.91% | +512,466+301.3% | Added |
| Advisors Asset Management, Inc. | 715,938 | $4.73M | 0.08% | +200,997+39.0% | Added |