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BlackRock Tech & Priv Eqty (BTX)

CUSIP: 09260Q108 | US | Financial Services · Asset Management | Small Cap | 354 institutional holders

Quarters

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

Blue Bell Private Wealth Management, LLC374,976
0.4% of portfolio›$3.4M
Allspring Global Investments Holdings, LLC305,698
0.0% of portfolio›$2.7M
Oppenheimer & Co Inc227,594
0.0% of portfolio›$2.0M
Cambridge Investment Research Advisors, Inc.125,761
0.0% of portfolio›$1.1M
Compound Planning, Inc.81,605
0.0% of portfolio›$732.8K
Prevail Innovative Wealth Advisors, LLC77,516
0.1% of portfolio›$728.7K
Chapin Davis, Inc.76,804
0.1% of portfolio›$689.7K
Wedbush Securities Inc52,604
0.0% of portfolio›$472.0K
Choreo, LLC50,946
0.0% of portfolio›$457.5K
Concurrent Investment Advisors, LLC48,709
0.0% of portfolio›$437.4K
SeaCrest Wealth Management, LLC47,346
0.0% of portfolio›$425.2K
Indivisible Partners41,923
0.0% of portfolio›$376.5K
Closed-End Fund Advisors, Inc.36,408
0.3% of portfolio›$326.9K
D.A. Davidson & Co.35,804
0.0% of portfolio›$321.5K
Central Trust Co35,200
0.0% of portfolio›$316.1K
TrueMark Investments, LLC33,794
0.0% of portfolio›$303.5K
MGO One Seven LLC29,199
0.0% of portfolio›$262.2K
Park Avenue Securities LLC28,234
0.0% of portfolio›$254.0K
Accredited Investor Services, LLC27,893
0.1% of portfolio›$250.5K
RFG Advisory, LLC25,797
0.0% of portfolio›$231.7K
Elevation Point Wealth Partners, LLC19,772
0.0% of portfolio›$177.6K
Creative Planning18,400
0.0% of portfolio›$165.2K
Commonwealth Equity Services, LLC17,055
0.0% of portfolio›$153.2K
Successful Portfolios LLC15,174
0.1% of portfolio›$140.9K
Occidental Asset Management, LLC14,987
0.0% of portfolio›$134.6K
Lido Advisors, LLC14,636
0.0% of portfolio›$131.4K
Pinnacle Wealth Planning Services, Inc.14,298
0.0% of portfolio›$128.4K
David J Yvars Group13,884
0.1% of portfolio›$124.7K
City State Bank12,913
0.0% of portfolio›$116.0K
Barrett & Company, Inc.12,127
0.0% of portfolio›$108.9K
Plancorp, LLC12,000
0.0% of portfolio›$101.3K
Advisory Advocates, LLC11,640
0.1% of portfolio›$104.5K
HB Wealth Management, LLC11,031
0.0% of portfolio›$99.1K
Sowell Financial Services LLC10,692
0.0% of portfolio›$96.0K
CoreCap Advisors, LLC10,600
0.0% of portfolio›$95.2K
Fifth Third Bancorp10,113
0.0% of portfolio›$90.8K
Baxter Bros Inc10,000
0.0% of portfolio›$89.8K
City of London Investment Management Co LTD10,000
0.0% of portfolio›$89.8K
WPG Advisers, LLC7,164
0.0% of portfolio›$64.3K
US Bancorp \de\4,606
0.0% of portfolio›$41.4K
Noble Wealth Management PBC3,500
0.0% of portfolio›$31.4K
Assetmark, Inc2,462
0.0% of portfolio›$22.1K
Farther Finance Advisors, LLC2,248
0.0% of portfolio›$20.2K
Eastern Bank1,867
0.0% of portfolio›$16.8K
Clark Wealth Partners1,340
0.0% of portfolio›$12.0K
Cassaday & Co Wealth Management LLC1,260
0.0% of portfolio›$11.3K
Investors Research Corp848
0.0% of portfolio›$7.6K
Root Financial Partners, LLC847
0.0% of portfolio›$7.6K
Trust Co of Vermont20
0.0% of portfolio›$180
StyleTurnoverLocationFiled
Blue Bell Private Wealth Management, LLC
374,976$3.4M0.4%YieldVery LowBlue Bell, PA2026-10-29
Allspring Global Investments Holdings, LLC
305,698$2.7M0.0%CoreMediumCharlotte, NC2026-11-04
Oppenheimer & Co Inc
227,594$2.0M0.0%CoreLowNew York, NY2026-10-26
Cambridge Investment Research Advisors, Inc.
125,761$1.1M0.0%ETFLowFairfield, IA2026-11-02
Compound Planning, Inc.
81,605$732.8K0.0%CoreLowNew York, NY2026-11-05
Prevail Innovative Wealth Advisors, LLC
77,516$728.7K0.1%CoreVery HighLeawood, KS2026-10-20
Chapin Davis, Inc.
76,804$689.7K0.1%GrowthHighBaltimore, MD2026-10-09
Wedbush Securities Inc
52,604$472.0K0.0%CoreLowPasadena, CA2026-10-22
Choreo, LLC
50,946$457.5K0.0%IndexLowRockford, IL2026-10-28
Concurrent Investment Advisors, LLC
48,709$437.4K0.0%GrowthMediumTampa, FL2026-10-16
SeaCrest Wealth Management, LLC
47,346$425.2K0.0%GrowthLowPurchase, NY2026-10-21
Indivisible Partners
41,923$376.5K0.0%GrowthMediumClearwater, FL2026-10-26
Closed-End Fund Advisors, Inc.
36,408$326.9K0.3%YieldMediumRichmond, VA2026-11-04
D.A. Davidson & Co.
35,804$321.5K0.0%CoreLowGreat Falls, MT2026-10-28
Central Trust Co
35,200$316.1K0.0%CoreLowJefferson City, MO2026-11-05
TrueMark Investments, LLC
33,794$303.5K0.0%YieldHighChicago, IL2026-11-05
MGO One Seven LLC
29,199$262.2K0.0%GrowthLowBeachwood, OH2026-10-28
Park Avenue Securities LLC
28,234$254.0K0.0%ETFMediumNew York, NY2026-10-26
Accredited Investor Services, LLC
27,893$250.5K0.1%ETFVery LowSt. Cloud, MN2026-10-22
RFG Advisory, LLC
25,797$231.7K0.0%ETFMediumBirmingham, AL2026-11-03
Elevation Point Wealth Partners, LLC
19,772$177.6K0.0%CoreHighDenver, CO2026-11-05
Creative Planning
18,400$165.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Commonwealth Equity Services, LLC
17,055$153.2K0.0%ETFLowWaltham, MA2026-11-02
Successful Portfolios LLC
15,174$140.9K0.1%CoreVery LowClearwater, FL2026-10-09
Occidental Asset Management, LLC
14,987$134.6K0.0%GrowthLowBurlingame, CA2026-11-05
Lido Advisors, LLC
14,636$131.4K0.0%GrowthLowLos Angeles, CA2026-11-04
Pinnacle Wealth Planning Services, Inc.
14,298$128.4K0.0%GARPLowMansfield, OH2026-10-27
David J Yvars Group
13,884$124.7K0.1%GrowthLowUniversity Park, FL2026-10-09
City State Bank
12,913$116.0K0.0%GrowthVery LowNorwalk, IA2026-10-20
Barrett & Company, Inc.
12,127$108.9K0.0%ETFLowProvidence, RI2026-10-22
Plancorp, LLC
12,000$101.3K0.0%ETFLowSaint Louis, MO2026-11-03
Advisory Advocates, LLC
11,640$104.5K0.1%YieldMediumGrand Rapids, MI2026-11-05
HB Wealth Management, LLC
11,031$99.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Sowell Financial Services LLC
10,692$96.0K0.0%CoreLowNorth Little Rock, AR2026-10-23
CoreCap Advisors, LLC
10,600$95.2K0.0%ETFMediumSouthfield, MI2026-10-08
Fifth Third Bancorp
10,113$90.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Baxter Bros Inc
10,000$89.8K0.0%CoreLowRiverside, CT2026-11-04
City of London Investment Management Co LTD
10,000$89.8K0.0%YieldMediumLondon, United Kingdom2026-10-30
WPG Advisers, LLC
7,164$64.3K0.0%CoreLowBaltimore, MD2026-10-27
US Bancorp \de\
4,606$41.4K0.0%IndexLowMinneapolis, MN2026-11-05
Noble Wealth Management PBC
3,500$31.4K0.0%YieldMediumGreenwood Village, CO2026-10-01
Assetmark, Inc
2,462$22.1K0.0%ETFLowConcord, CA2026-10-21
Farther Finance Advisors, LLC
2,248$20.2K0.0%IndexLowSan Francisco, CA2026-10-08
Eastern Bank
1,867$16.8K0.0%GrowthMediumBoston, MA2026-10-05
Clark Wealth Partners
1,340$12.0K0.0%ETFVery LowO'Fallon, IL2026-10-19
Cassaday & Co Wealth Management LLC
1,260$11.3K0.0%ETFVery LowMclean, VA2026-10-27
Investors Research Corp
848$7.6K0.0%ETFLowAtlanta, GA2026-10-07
Root Financial Partners, LLC
847$7.6K0.0%ETFMediumEncinitas, CA2026-10-21
Trust Co of Vermont
20$1800.0%CoreVery LowBrattleboro, VT2026-10-21