BTX — BlackRock Tech And Private E Institutional Holders · Q3 2026
Who owns BlackRock Tech And Private E (BTX)? 9 institutions reported holding $1.13M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Chapin Davis, Inc. ($689,705), Successful Portfolios LLC ($140,863), David J Yvars Group ($124,674).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CHAPIN DAVIS, INC. | $689,705 | 76,804 | Trimmed |
| 2 | Successful Portfolios LLC | $140,863 | 15,174 | Hold |
| 3 | David J Yvars Group | $124,674 | 13,884 | Added |
| 4 | CoreCap Advisors, LLC | $95,188 | 10,600 | Added |
| 5 | Noble Wealth Management PBC | $31,430 | 3,500 | New |
| 6 | Farther Finance Advisors, LLC | $20,183 | 2,248 | New |
| 7 | EASTERN BANK | $16,766 | 1,867 | Hold |
| 8 | Investors Research Corp | $7,615 | 848 | Hold |
| 9 | Tactive Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30