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, Q2 2026
Institutional positions in BlackRock Technology & Private Equity Term Trust as of Jun 30, 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
- 119
- +11 vs. Q1 2026
- Shares held
- 34.2M
- +2.36M (+7.4%) vs. Q1 2026
- Total value
- $308.7M
- +$98.6M (+47.0%) vs. Q1 2026
- New holders
- 27
- 46 more added
- Sold out
- 16
- 23 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding BlackRock Technology & Private Equity Term Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kennebec Savings Bank | 13 | $117 | 0.00% | +13 | New |
| Estabrook Capital Management | 25 | $226 | 0.00% | +25 | New |
| Prestige Wealth Management Group LLC | 47 | $425 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 250 | $2.26K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 352 | $2.97K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 340 | $3.07K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 848 | $7.66K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 1,252 | $11.3K | 0.01% | +23+1.9% | Added |
| Clark Wealth Partners | 1,340 | $12.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,500 | $13.5K | 0.00% | +1,500 | New |
| IFG Advisory, LLC | 1,608 | $14.5K | 0.00% | +1,608 | New |
| Tower Research Capital LLC (TRC) | 1,611 | $14.5K | 0.00% | +1,611 | New |
| Eastern Bank | 1,867 | $16.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,053 | $18.5K | 0.00% | +14+0.7% | Added |
| Atlantic Union Bankshares Corp | 2,447 | $22.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,567 | $23.2K | 0.00% | +2,567 | New |
| Wolverine Asset Management LLC | 3,000 | $27.1K | 0.00% | −209,686−98.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,278 | $29.6K | 0.00% | +2,043+165.4% | Added |
| US Bancorp | 4,000 | $36.1K | 0.00% | +2,500+166.7% | Added |
| BlackRock, Inc. | 5,000 | $45.1K | 0.00% | −2,443−32.8% | Reduced |
| WPG Advisers, LLC | 7,185 | $64.9K | 0.04% | +130+1.8% | Added |
| Plancorp, LLC | 10,000 | $83.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9,600 | $86.7K | 0.00% | +9,600 | New |
| Baxter Bros Inc | 10,000 | $90.3K | 0.01% | 00.0% | Unchanged |
| Bulldog Investors, LLP | 10,000 | $90.3K | 0.02% | +10,000 | New |
| Fifth Third Bancorp | 10,116 | $91.3K | 0.00% | +1,458+16.8% | Added |
| Ignite Planners, LLC | 10,286 | $92.9K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 10,413 | $94.0K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 10,544 | $95.2K | 0.00% | +147+1.4% | Added |
| Susquehanna Advisors Group, Inc. | 10,600 | $95.7K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 10,692 | $96.5K | 0.00% | −497−4.4% | Reduced |
| NewEdge Wealth, LLC | 10,767 | $97.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 11,461 | $103.5K | 0.03% | +118+1.0% | Added |
| City of London Investment Management Co Ltd | 11,840 | $106.9K | 0.01% | −3,060−20.5% | Reduced |
| PCM Encore, LLC | 11,873 | $107.2K | 0.02% | −214−1.8% | Reduced |
| Moors & Cabot, Inc. | 12,000 | $108.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 12,500 | $108.6K | 0.00% | +12,500 | New |
| City State Bank | 12,913 | $116.6K | 0.03% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 13,214 | $119.3K | 0.03% | +99+0.8% | Added |
| Change Path, LLC | 13,750 | $124.2K | 0.00% | −2,772−16.8% | Reduced |
| David J Yvars Group | 13,790 | $124.5K | 0.06% | +101+0.7% | Added |
| HRT Financial LP | 14,360 | $129.0K | 0.00% | +14,360 | New |
| Successful Portfolios LLC | 15,174 | $130.9K | 0.06% | −101−0.7% | Reduced |
| Level Four Advisory Services, LLC | 14,613 | $132.0K | 0.00% | +276+1.9% | Added |
| HB Wealth Management, LLC | 14,704 | $132.8K | 0.00% | +14,704 | New |
| Susquehanna International Group, LLP | 14,979 | $135.3K | 0.00% | −62,913−80.8% | Reduced |
| Occidental Asset Management, LLC | 15,037 | $135.8K | 0.01% | +959+6.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 16,310 | $147.3K | 0.01% | +538+3.4% | Added |
| Creative Planning | 16,962 | $153.2K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 17,851 | $161.0K | 0.01% | +17,851 | New |
| PFG Investments, LLC | 18,288 | $165.1K | 0.01% | −367−2.0% | Reduced |
| Kovack Advisors, Inc. | 18,809 | $169.8K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 19,772 | $178.5K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 19,772 | $178.5K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 20,118 | $181.7K | 0.00% | +32+0.2% | Added |
| Advisory Services Network, LLC | 20,368 | $183.9K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,560 | $185.7K | 0.02% | +20,560 | New |
| Punch & Associates Investment Management, Inc. | 24,905 | $224.9K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 25,100 | $226.7K | 0.00% | +25,100 | New |
| Commonwealth Equity Services, LLC | 27,045 | $244.2K | 0.00% | +5,126+23.4% | Added |
| Park Avenue Securities LLC | 29,025 | $262.0K | 0.00% | +29,025 | New |
| RFG Advisory, LLC | 29,297 | $264.6K | 0.00% | +966+3.4% | Added |
| Evolve Private Wealth, LLC | 29,321 | $264.8K | 0.02% | +2,126+7.8% | Added |
| CSS LLC | 30,100 | $271.8K | 0.01% | +1,400+4.9% | Added |
| Accredited Investor Services, LLC | 30,428 | $274.8K | 0.16% | −2,353−7.2% | Reduced |
| Mariner, LLC | 30,756 | $277.7K | 0.00% | +311+1.0% | Added |
| Citadel Advisors LLC | 31,701 | $286.3K | 0.00% | +31,701 | New |
| TrueMark Investments, LLC | 31,814 | $287.3K | 0.04% | +2,106+7.1% | Added |
| Cetera Investment Advisers | 33,440 | $302.0K | 0.00% | +11,436+52.0% | Added |
| We Are One Seven, LLC | 34,276 | $309.5K | 0.01% | +34,276 | New |
| Virtus Investment Advisers, Inc. | 34,761 | $313.9K | 0.07% | −49,545−58.8% | Reduced |
| Central Trust Co | 35,200 | $317.9K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 35,254 | $318.3K | 0.00% | +1,041+3.0% | Added |
| XTX Topco Ltd | 35,331 | $319.0K | 0.00% | +100.0% | Added |
| Closed-End Fund Advisors, Inc. | 36,438 | $329.0K | 0.32% | +14,455+65.8% | Added |
| Wells Fargo & Company | 37,989 | $343.0K | 0.00% | +13,326+54.0% | Added |
| Prevail Innovative Wealth Advisors, LLC | 40,697 | $367.5K | 0.05% | +40,697 | New |
| Indivisible Partners | 41,679 | $376.4K | 0.02% | −4,022−8.8% | Reduced |
| Westbourne Investments, Inc. | 42,900 | $387.4K | 0.16% | +42,900 | New |
| Global Retirement Partners, LLC | 47,224 | $426.4K | 0.01% | +47,224 | New |
| Concurrent Investment Advisors, LLC | 50,244 | $453.7K | 0.00% | −1,175−2.3% | Reduced |
| Janney Montgomery Scott LLC | 51,390 | $464.0K | 0.00% | +51,390 | New |
| SeaCrest Wealth Management, LLC | 52,113 | $470.6K | 0.05% | −7,976−13.3% | Reduced |
| Wedbush Securities Inc | 56,735 | $512.0K | 0.01% | −5,425−8.7% | Reduced |
| First Trust Advisors LP | 60,189 | $543.5K | 0.00% | +60,189 | New |
| RSM US Wealth Management LLC | 61,908 | $559.0K | 0.01% | +1,533+2.5% | Added |
| Chapin Davis, Inc. | 77,576 | $700.5K | 0.12% | +3,028+4.1% | Added |
| Cohen & Steers, Inc. | 80,000 | $722.0K | 0.00% | +80,000 | New |
| SHP Wealth Management | 89,671 | $809.7K | 0.06% | +89,671 | New |
| Sanctuary Advisors, LLC | 92,306 | $833.5K | 0.00% | −827−0.9% | Reduced |
| HighTower Advisors, LLC | 96,132 | $868.1K | 0.00% | −7,720−7.4% | Reduced |
| Stifel Financial Corp | 106,051 | $957.6K | 0.00% | +43,185+68.7% | Added |
| Advisor Group Holdings, Inc. | 116,770 | $1.05M | 0.00% | +47,154+67.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 122,256 | $1.10M | 0.00% | +122,256 | New |
| Steward Partners Investment Advisory, LLC | 132,839 | $1.20M | 0.01% | +106,442+403.2% | Added |
| LPL Financial LLC | 138,908 | $1.25M | 0.00% | +53,323+62.3% | Added |
| Quantinno Capital Management LP | 145,093 | $1.31M | 0.00% | −13,075−8.3% | Reduced |
| Jane Street Group, LLC | 174,363 | $1.57M | 0.00% | +59,288+51.5% | Added |
| Senvest Management, LLC | 200,000 | $1.81M | 0.05% | +200,000 | New |
| Oppenheimer & Co Inc | 223,321 | $2.02M | 0.02% | +5,939+2.7% | Added |