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BlackRock SCI & Tech TRM TR (BSTZ)

CUSIP: 09260K101 | US | Financial Services · Asset Management | Small Cap | 367 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wedbush Securities Inc1,236,826
2.3% of portfolio›$36.4M
Flagship Harbor Advisors, LLC335,263
0.4% of portfolio›$9.9M
Oppenheimer & Co Inc312,187
0.1% of portfolio›$9.2M
Blue Bell Private Wealth Management, LLC190,230
0.7% of portfolio›$5.6M
Wealth Enhancement Advisory Services, LLC184,827
0.0% of portfolio›$5.5M
RFG Advisory, LLC100,261
0.0% of portfolio›$2.9M
Independent Financial Group, LLC91,975
0.0% of portfolio›$2.7M
PMG Family Office LLC58,427
1.6% of portfolio›$1.7M
Noble Wealth Management PBC48,250
0.6% of portfolio›$1.4M
Commonwealth Equity Services, LLC46,622
0.0% of portfolio›$1.4M
NWF Advisory Services Inc.46,616
0.1% of portfolio›$1.4M
Formidable Asset Management, LLC43,864
0.2% of portfolio›$1.3M
Apollon Wealth Management, LLC42,380
0.0% of portfolio›$1.2M
D.A. Davidson & Co.37,009
0.0% of portfolio›$1.1M
Kestra Advisory Services, LLC31,595
0.0% of portfolio›$929.5K
Creative Planning29,360
0.0% of portfolio›$863.8K
Truist Financial Corp26,477
0.0% of portfolio›$779.0K
Focus Financial Network, Inc.25,181
0.0% of portfolio›$740.8K
Prevail Innovative Wealth Advisors, LLC23,287
0.1% of portfolio›$716.8K
Uhlmann Price Securities, LLC20,582
0.0% of portfolio›$605.5K
Indivisible Partners20,355
0.0% of portfolio›$598.8K
Allspring Global Investments Holdings, LLC20,005
0.0% of portfolio›$588.5K
Anchor Capital Management Group Inc20,000
0.5% of portfolio›$588.4K
SeaCrest Wealth Management, LLC18,710
0.1% of portfolio›$550.4K
Cambridge Investment Research Advisors, Inc.16,612
0.0% of portfolio›$489.0K
Amplius Wealth Advisors, LLC15,456
0.0% of portfolio›$454.7K
MGO One Seven LLC14,078
0.0% of portfolio›$414.2K
1900 Wealth Management LLC13,524
0.0% of portfolio›$397.9K
B. Riley Wealth Advisors, Inc.13,385
0.0% of portfolio›$393.8K
Stockman Wealth Management, Inc.12,720
0.0% of portfolio›$374.2K
Mather Group, Llc.12,000
0.0% of portfolio›$353.0K
Citigroup Inc11,581
0.0% of portfolio›$340.7K
Stablepoint Partners, LLC11,293
0.0% of portfolio›$332.2K
Advocate Investing Services LLC10,300
0.2% of portfolio›$303.0K
Closed-End Fund Advisors, Inc.10,268
0.3% of portfolio›$302.1K
Sentinel Trust Co LBA10,022
0.0% of portfolio›$295.0K
Biltmore Family Office, LLC9,791
0.0% of portfolio›$288.1K
Left Brain Wealth Management, LLC9,568
0.1% of portfolio›$281.5K
Kathmere Capital Management, LLC9,300
0.0% of portfolio›$273.6K
Concurrent Investment Advisors, LLC9,263
0.0% of portfolio›$272.5K
Wealth Effects LLC8,719
0.1% of portfolio›$256.5K
Imc-Chicago, LLC8,354
0.0% of portfolio›$245.8K
Abel Hall, LLC8,000
0.0% of portfolio›$235.4K
International Assets Investment Management, LLC7,617
0.0% of portfolio›$235.3K
Accredited Investor Services, LLC6,883
0.1% of portfolio›$202.5K
Fiduciary Financial Group, LLC6,800
0.0% of portfolio›$200.1K
Parallel Advisors, LLC3,688
0.0% of portfolio›$108.5K
Farther Finance Advisors, LLC3,556
0.0% of portfolio›$104.6K
SJS Investment Consulting Inc.2,396
0.0% of portfolio›$70.5K
Assetmark, Inc2,016
0.0% of portfolio›$59.3K
Root Financial Partners, LLC1,952
0.0% of portfolio›$57.4K
Pinnacle Wealth Planning Services, Inc.1,924
0.0% of portfolio›$56.6K
First Bancorp, Inc1,610
0.0% of portfolio›$47.4K
Lanark Financial, Inc.1,179
0.0% of portfolio›$34.7K
Larson Financial Group LLC1,155
0.0% of portfolio›$34.0K
WPG Advisers, LLC1,019
0.0% of portfolio›$30.0K
Latitude Advisors, LLC892
0.0% of portfolio›$26.2K
Activest Wealth Management800
0.0% of portfolio›$23.5K
Ascentis Wealth Management, LLC723
0.0% of portfolio›$21.3K
North Star Investment Management Corp.600
0.0% of portfolio›$17.7K
United Community Bank303
0.0% of portfolio›$8.9K
Valley National Advisers Inc175
0.0% of portfolio›$5.1K
StyleTurnoverLocationFiled
Wedbush Securities Inc
1,236,826$36.4M2.3%CoreLowPasadena, CA2026-10-22
Flagship Harbor Advisors, LLC
335,263$9.9M0.4%ETFMediumBoston, MA2026-10-26
Oppenheimer & Co Inc
312,187$9.2M0.1%CoreLowNew York, NY2026-10-26
Blue Bell Private Wealth Management, LLC
190,230$5.6M0.7%YieldVery LowBlue Bell, PA2026-10-29
Wealth Enhancement Advisory Services, LLC
184,827$5.5M0.0%CoreLowPlymouth, MN2026-10-13
RFG Advisory, LLC
100,261$2.9M0.0%ETFMediumBirmingham, AL2026-11-03
Independent Financial Group, LLC
91,975$2.7M0.0%GrowthLowSan Diego, CA2026-10-13
PMG Family Office LLC
58,427$1.7M1.6%YieldVery LowPlano, TX2026-10-19
Noble Wealth Management PBC
48,250$1.4M0.6%YieldMediumGreenwood Village, CO2026-10-01
Commonwealth Equity Services, LLC
46,622$1.4M0.0%ETFLowWaltham, MA2026-11-02
NWF Advisory Services Inc.
46,616$1.4M0.1%GARPLowLos Angeles, CA2026-10-19
Formidable Asset Management, LLC
43,864$1.3M0.2%CoreLowCincinnati, OH2026-11-03
Apollon Wealth Management, LLC
42,380$1.2M0.0%GrowthLowMount Pleasant, SC2026-10-23
D.A. Davidson & Co.
37,009$1.1M0.0%CoreLowGreat Falls, MT2026-10-28
Kestra Advisory Services, LLC
31,595$929.5K0.0%CoreLowAustin, TX2026-11-02
Creative Planning
29,360$863.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Truist Financial Corp
26,477$779.0K0.0%CoreLowCharlotte, NC2026-10-30
Focus Financial Network, Inc.
25,181$740.8K0.0%ETFLowMinneapolis, MN2026-10-14
Prevail Innovative Wealth Advisors, LLC
23,287$716.8K0.1%CoreVery HighLeawood, KS2026-10-20
Uhlmann Price Securities, LLC
20,582$605.5K0.0%Agg GrowthLowSkokie, IL2026-11-03
Indivisible Partners
20,355$598.8K0.0%GrowthMediumClearwater, FL2026-10-26
Allspring Global Investments Holdings, LLC
20,005$588.5K0.0%CoreMediumCharlotte, NC2026-11-04
Anchor Capital Management Group Inc
20,000$588.4K0.5%ETFLowAliso Viejo, CA2026-11-02
SeaCrest Wealth Management, LLC
18,710$550.4K0.1%GrowthLowPurchase, NY2026-10-21
Cambridge Investment Research Advisors, Inc.
16,612$489.0K0.0%ETFLowFairfield, IA2026-11-02
Amplius Wealth Advisors, LLC
15,456$454.7K0.0%ETFLowBlue Bell, PA2026-10-20
MGO One Seven LLC
14,078$414.2K0.0%GrowthLowBeachwood, OH2026-10-28
1900 Wealth Management LLC
13,524$397.9K0.0%ETFLowSan Antonio, TX2026-10-13
B. Riley Wealth Advisors, Inc.
13,385$393.8K0.0%GrowthLowMemphis, TN2026-10-13
Stockman Wealth Management, Inc.
12,720$374.2K0.0%CoreLowBillings, MT2026-10-27
Mather Group, Llc.
12,000$353.0K0.0%ETFMediumChicago, IL2026-10-14
Citigroup Inc
11,581$340.7K0.0%CoreMediumNew York, NY2026-11-04
Stablepoint Partners, LLC
11,293$332.2K0.0%CoreLowBraintree, MA2026-11-03
Advocate Investing Services LLC
10,300$303.0K0.2%ETFLowWoodbine, MD2026-10-26
Closed-End Fund Advisors, Inc.
10,268$302.1K0.3%YieldMediumRichmond, VA2026-11-04
Sentinel Trust Co LBA
10,022$295.0K0.0%ETFVery LowHouston, TX2026-11-03
Biltmore Family Office, LLC
9,791$288.1K0.0%GrowthLowCharlotte, NC2026-11-03
Left Brain Wealth Management, LLC
9,568$281.5K0.1%MomentumHighNaperville, IL2026-10-28
Kathmere Capital Management, LLC
9,300$273.6K0.0%ETFLowWayne, PA2026-10-20
Concurrent Investment Advisors, LLC
9,263$272.5K0.0%GrowthMediumTampa, FL2026-10-16
Wealth Effects LLC
8,719$256.5K0.1%GrowthLowBoston, MA2026-10-23
Imc-Chicago, LLC
8,354$245.8K0.0%GARPVery HighChicago, IL2026-11-05
Abel Hall, LLC
8,000$235.4K0.0%CoreMediumBaton Rouge, LA2026-10-19
International Assets Investment Management, LLC
7,617$235.3K0.0%CoreVery HighOrlando, FL2026-11-02
Accredited Investor Services, LLC
6,883$202.5K0.1%ETFVery LowSt. Cloud, MN2026-10-22
Fiduciary Financial Group, LLC
6,800$200.1K0.0%ETFLowSan Rafael, CA2026-10-13
Parallel Advisors, LLC
3,688$108.5K0.0%IndexLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
3,556$104.6K0.0%IndexLowSan Francisco, CA2026-10-08
SJS Investment Consulting Inc.
2,396$70.5K0.0%ETFVery LowSylvania, OH2026-10-26
Assetmark, Inc
2,016$59.3K0.0%ETFLowConcord, CA2026-10-21
Root Financial Partners, LLC
1,952$57.4K0.0%ETFMediumEncinitas, CA2026-10-21
Pinnacle Wealth Planning Services, Inc.
1,924$56.6K0.0%GARPLowMansfield, OH2026-10-27
First Bancorp, Inc
1,610$47.4K0.0%ValueVery LowDamariscotta, ME2026-10-26
Lanark Financial, Inc.
1,179$34.7K0.0%CoreMediumBirmingham, AL2026-10-26
Larson Financial Group LLC
1,155$34.0K0.0%GrowthLowSt Louis, MO2026-11-05
WPG Advisers, LLC
1,019$30.0K0.0%CoreLowBaltimore, MD2026-10-27
Latitude Advisors, LLC
892$26.2K0.0%ETFLowYorkville, IL2026-10-27
Activest Wealth Management
800$23.5K0.0%ETFLowAventura, FL2026-10-15
Ascentis Wealth Management, LLC
723$21.3K0.0%Agg GrowthLowDallas, TX2026-11-03
North Star Investment Management Corp.
600$17.7K0.0%CoreLowChicago, IL2026-10-27
United Community Bank
303$8.9K0.0%CoreLowGreenville, SC2026-10-28
Valley National Advisers Inc
175$5.1K0.0%ETFLowBethlehem, PA2026-10-23