BlackRock Tech and Private E (BTX): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it (+1 vs last quarter) with a median weight of 0.1%.
Quarter flow (concentrated managers)
Change in managers (0 → 1): 1 opened · 0 exited = +1
Net flow in the quarter: +$1.8M (+200 K shares) · bought $1.8M and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
The set of concentrated managers changed between quarters: with the set as it was then, 1 held it last quarter (the chart point); with today's set, 0 (the base for the change).
Concentrated managers holding it
- Senvest ManagementNew$1.8M0.1%+0.1 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of BTX (all 13F filers)
- Morgan Stanley10.7 MBank or trading desk+607 K
- Lazard Asset Management4.4 MInvestment firm+1.0 M
- Saba Capital Management3.1 MInvestment firm+2.4 M
- Rivernorth Capital Management2.7 MType not verified+167 K
- Invesco1.8 MInvestment firm+57 K
- Penserra Capital Management1.1 MType not verified+43 K
- Advisors Asset Management810 KType not verified+94 K
- Raymond James Financial778 KWealth adviser−37 K
- Atlas Wealth646 KWealth adviser+646 K
- Z3 Capital Partners629 KType not verified+78 K
- Shares
- 10.7 M
- Change
- +607 K
See more
- Type
- Bank or trading desk
- Value
- $96.2M
- Shares
- 4.4 M
- Change
- +1.0 M
See more
- Type
- Investment firm
- Value
- $39.6M
- Shares
- 3.1 M
- Change
- +2.4 M
See more
- Type
- Investment firm
- Value
- $28.1M
- Shares
- 2.7 M
- Change
- +167 K
See more
- Type
- Type not verified
- Value
- $24.7M
- Shares
- 1.8 M
- Change
- +57 K
See more
- Type
- Investment firm
- Value
- $16.6M
- Shares
- 1.1 M
- Change
- +43 K
See more
- Type
- Type not verified
- Value
- $10.2M
- Shares
- 810 K
- Change
- +94 K
See more
- Type
- Type not verified
- Value
- $7.3M
- Shares
- 778 K
- Change
- −37 K
See more
- Type
- Wealth adviser
- Value
- $7.0M
- Atlas Wealth
- Shares
- 646 K
- Change
- +646 K
See more
- Type
- Wealth adviser
- Value
- $5.8M
- Z3 Capital Partners
- Shares
- 629 K
- Change
- +78 K
See more
- Type
- Type not verified
- Value
- $5.7M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Morgan Stanley5.3%13Gfiling ↗Event: Mar 31, 2026 · filed: May 11, 2026
- Saba Capital Managementfell below 5%13D · amendmentfiling ↗Event: Jul 9, 2025 · filed: Jul 11, 2025
- Saba Capital Management27.73%13D · amendmentfiling ↗Event: Jan 20, 2025 · filed: Jan 21, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗