Home › BTX

Who holds BTX

BLACKROCK TECH AND PRIVATE E · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
MORGAN STANLEY10.7M$96.2M0.0%
LAZARD ASSET MANAGEMENT LLC4.4M$39.6M0.1%
Saba Capital Management, L.P.3.1M$28.1M0.7%
RIVERNORTH CAPITAL MANAGEMENT, LLC2.7M$24.7M1.2%
Invesco Ltd.1.8M$16.6M0.0%
Penserra Capital Management LLC1.1M$10.2M0.1%
RAYMOND JAMES FINANCIAL INC778.4K$7.0M0.0%
Atlas Wealth LLC646.3K$5.8M0.8%
Z3 Capital Partners, LLC628.7K$5.7M1.2%
UBS Group AG600.4K$5.4M0.0%
Thomas J. Herzfeld Advisors, Inc.515.4K$4.7M1.4%
Quantedge Capital Pte Ltd513.3K$4.6M3.5%
Rockefeller Capital Management L.P.473.3K$4.3M0.0%
BANK OF AMERICA CORP /DE/439.8K$4.0M0.0%
NewEdge Advisors, LLC414.9K$3.7M0.0%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC374.1K$3.4M0.4%
ROYAL BANK OF CANADA358.2K$3.2M0.0%
AMERIPRISE FINANCIAL INC335.6K$3.0M0.0%
OPPENHEIMER & CO INC223.3K$2.0M0.0%
Senvest Management, LLC200.0K$1.8M0.1%
JANE STREET GROUP, LLC174.4K$1.6M0.0%
Quantinno Capital Management LP145.1K$1.3M0.0%
LPL Financial LLC138.9K$1.3M0.0%
Steward Partners Investment Advisory, LLC132.8K$1.2M0.0%
Cambridge Investment Research Advisors, Inc.122.3K$1.1M0.0%
OSAIC HOLDINGS, INC.116.8K$1.1M0.0%
STIFEL FINANCIAL CORP106.1K$957,6360.0%
Sanctuary Advisors, LLC92.3K$833,5200.0%
SHP Wealth Management89.7K$809,7250.1%
COHEN & STEERS, INC.80.0K$722,0000.0%
CHAPIN DAVIS, INC.77.6K$700,5150.1%
CHOREO, LLC61.9K$559,0290.0%
FIRST TRUST ADVISORS LP60.2K$543,5060.0%
WEDBUSH SECURITIES INC56.7K$512,0000.0%
SeaCrest Wealth Management, LLC52.1K$470,5800.1%
Janney Montgomery Scott LLC51.4K$464,0000.0%
Concurrent Investment Advisors, LLC50.2K$453,7070.0%
Global Retirement Partners, LLC47.2K$426,4330.0%
WESTBOURNE INVESTMENTS, INC.42.9K$387,3870.2%
Indivisible Partners41.7K$376,3580.0%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC40.7K$367,4940.1%
WELLS FARGO & COMPANY/MN38.0K$343,0400.0%
Closed-End Fund Advisors, Inc.36.4K$329,0350.3%
XTX Topco Ltd35.3K$319,0390.0%
Merit Financial Group, LLC35.3K$318,3440.0%
CENTRAL TRUST Co35.2K$317,8560.0%
Virtus Investment Advisers, LLC34.8K$313,8920.1%
MGO ONE SEVEN LLC34.3K$309,5150.0%
Cetera Investment Advisers33.4K$301,9710.0%
TrueMark Investments, LLC31.8K$287,2800.0%
CITADEL ADVISORS LLC31.7K$286,2600.0%
Mariner, LLC30.8K$277,7270.0%
ACCREDITED INVESTOR SERVICES, LLC30.4K$274,7650.2%
CSS LLC/IL30.1K$271,8030.0%
EVOLVE PRIVATE WEALTH, LLC29.3K$264,7690.0%
RFG Advisory, LLC29.3K$264,5520.0%
PARK AVENUE SECURITIES LLC29.0K$262,0000.0%
COMMONWEALTH EQUITY SERVICES, LLC27.0K$244,2200.0%
Allspring Global Investments Holdings, LLC25.1K$226,6530.0%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.24.9K$224,8920.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings {{ activeFund.holdingsCountLabel }}

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.companyLabel }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}