DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK SCIENCE & TECHNOLO (BSTZ)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
152
Reporting holders
$660.3M
Reported value
0.0%
Calls
0.0%
Puts
+18
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | $171.1M | 5,696,873 | 4.39% | 15q | +3.0%+$5.0M |
| MORGAN STANLEY | $100.2M | 3,336,626 | 0.01% | 29q | -2.2%-$2.3M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $45.4M | 1,511,481 | 2.16% | 11q | +1.2%+$526.8K |
| UBS Group AG | $34.0M | 1,132,868 | 0.00% | 29q | -5.9%-$2.1M |
| BANK OF AMERICA CORP /DE/ | $29.8M | 993,064 | 0.00% | 29q | +7.2%+$2.0M |
| RAYMOND JAMES FINANCIAL INC | $28.3M | 941,190 | 0.01% | 7q | -3.5%-$1.0M |
| Invesco Ltd. | $25.4M | 844,911 | 0.00% | 25q | -9.8%-$2.7M |
| WEDBUSH SECURITIES INC | $22.9M | 763,870 | 0.59% | 25q | +16.3%+$3.2M |
| LAZARD ASSET MANAGEMENT LLC | $20.4M | 677,993 | 0.03% | 22q | HELD |
| Karpus Management, Inc. | $14.5M | 483,321 | 0.42% | 26q | +17.9%+$2.2M |
| FLAGSHIP HARBOR ADVISORS, LLC | $9.7M | 323,702 | 0.37% | 9q | +2.7%+$255.1K |
| Z3 Capital Partners, LLC | $9.5M | 316,562 | 2.00% | 3q | +3.0%+$274.9K |
| ROYAL BANK OF CANADA | $9.5M | 315,033 | 0.00% | 29q | +4.3%+$392.8K |
| Rockefeller Capital Management L.P. | $8.5M | 283,241 | 0.01% | 25q | +28.1%+$1.9M |
| OPPENHEIMER & CO INC | $7.7M | 257,568 | 0.08% | 25q | +10.3%+$724.5K |
| Steward Partners Investment Advisory, LLC | $7.3M | 243,765 | 0.04% | 27q | +57.7%+$2.7M |
| LPL Financial LLC | $5.8M | 193,382 | 0.00% | 25q | -3.1%-$187.4K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $5.7M | 190,304 | 0.71% | 26q | +14.6%+$728.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.2M | 176,994 | 0.01% | 12q | +28.2%+$1.1M |
| Potrero Capital Research LLC | $5.0M | 167,198 | 2.79% | new | NEW |
| Thomas J. Herzfeld Advisors, Inc. | $5.0M | 166,033 | 1.53% | 25q | +100.8%+$2.5M |
| OSAIC HOLDINGS, INC. | $4.5M | 150,764 | 0.01% | 26q | +7.6%+$321.6K |
| Summit Financial, LLC | $4.1M | 138,072 | 0.05% | 4q | +179.4%+$2.7M |
| RFG Advisory, LLC | $2.9M | 97,792 | 0.05% | 6q | +1.5%+$44.7K |
| STIFEL FINANCIAL CORP | $2.8M | 94,558 | 0.00% | 29q | +3.6%+$99.5K |
| Sanctuary Advisors, LLC | $2.8M | 93,497 | 0.01% | 9q | +0.7%+$19.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.7M | 91,500 | 0.05% | 5q | -2.6%-$73.6K |
| INTREPID FAMILY OFFICE LLC | $2.4M | 80,000 | 1.78% | 7q | HELD |
| Cetera Investment Advisers | $2.3M | 75,649 | 0.00% | 10q | +13.4%+$268.5K |
| 1607 Capital Partners, LLC | $2.0M | 66,250 | 0.17% | 3q | +7.9%+$145.6K |
| TrueMark Investments, LLC | $1.9M | 64,075 | 0.24% | 4q | +7.1%+$127.2K |
| PMG Family Office LLC | $1.7M | 57,799 | 1.60% | 4q | +1.0%+$17.8K |
| EVOLVE PRIVATE WEALTH, LLC | $1.7M | 56,833 | 0.10% | 3q | -2.4%-$42.8K |
| Janney Montgomery Scott LLC | $1.7M | 56,323 | 0.00% | 27q | +4.8%+$77.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 53,776 | 0.00% | 3q | -9.3%-$165.3K |
| Family Manage LLC | $1.6M | 53,556 | 0.17% | new | NEW |
| HighTower Advisors, LLC | $1.6M | 52,501 | 0.00% | 13q | -19.7%-$387.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 52,134 | 0.00% | 24q | -6.8%-$113.5K |
| Atlas Wealth LLC | $1.5M | 50,993 | 0.22% | new | NEW |
| WELLS FARGO & COMPANY/MN | $1.5M | 50,643 | 0.00% | 29q | +32.2%+$370.7K |
| Noble Wealth Management PBC | $1.4M | 48,025 | 0.65% | 2q | +3330.4%+$1.4M |
| NWF Advisory Services Inc. | $1.3M | 44,315 | 0.13% | 6q | -2.2%-$29.5K |
| Apollon Wealth Management, LLC | $1.3M | 42,292 | 0.02% | 2q | +2.3%+$29.1K |
| WNY Asset Management, LLC | $1.2M | 38,501 | 0.10% | 12q | HELD |
| NewEdge Advisors, LLC | $1.2M | 38,384 | 0.00% | 15q | +27.2%+$246.3K |
| AMERIPRISE FINANCIAL INC | $1.1M | 37,720 | 0.00% | 25q | +33.9%+$287.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.1M | 37,585 | 0.00% | new | NEW |
| LM Advisors LLC | $1.1M | 37,591 | 0.13% | 11q | +4281.2%+$1.1M |
| Formidable Asset Management, LLC | $1.1M | 47,582 | 0.17% | 6q | -2.0%-$21.0K |
| Anchor Capital Management Group Inc | $1.1M | 35,000 | 0.72% | 2q | HELD |
| JANE STREET GROUP, LLC | $1.0M | 33,393 | 0.00% | 8q | +55.4%+$357.4K |
| Cambridge Investment Research Advisors, Inc. | $998.0K | 33,226 | 0.00% | 4q | +148.1%+$595.7K |
| HARBOUR INVESTMENTS, INC. | $996.9K | 33,198 | 0.01% | 4q | +72.3%+$418.2K |
| MILLENNIUM MANAGEMENT LLC | $959.9K | 31,966 | 0.00% | 2q | -63.1%-$1.6M |
| XTX Topco Ltd | $955.3K | 31,811 | 0.01% | new | NEW |
| Quantinno Capital Management LP | $942.5K | 31,385 | 0.00% | 5q | +5.0%+$44.6K |
| WOLVERINE ASSET MANAGEMENT LLC | $918.2K | 30,576 | 0.01% | 5q | -54.0%-$1.1M |
| PFG Investments, LLC | $871.2K | 29,012 | 0.03% | 10q | -7.6%-$72.1K |
| BFC Planning, Inc. | $857.2K | 28,545 | 0.03% | 7q | +107.9%+$445.0K |
| Fund Advisors of America Inc/FL | $847.8K | 28,232 | 0.77% | 3q | +13.5%+$100.9K |
| Almitas Capital LLC | $805.1K | 26,810 | 0.19% | new | NEW |
| Compound Planning, Inc. | $791.6K | 26,361 | 0.02% | 6q | +120.6%+$432.8K |
| TRUIST FINANCIAL CORP | $766.3K | 25,517 | 0.00% | 27q | -17.9%-$166.8K |
| CITADEL ADVISORS LLC | $730.7K | 24,332 | 0.00% | 4q | +150.1%+$438.6K |
| HRT FINANCIAL LP | $729.0K | 24,283 | 0.00% | 2q | +15.6%+$98.6K |
| Focus Financial Network, Inc. | $719.5K | 23,960 | 0.02% | 13q | +11.1%+$71.7K |
| AQR CAPITAL MANAGEMENT LLC | $679.2K | 22,618 | 0.00% | 5q | +45.8%+$213.2K |
| Indivisible Partners | $671.0K | 22,344 | 0.04% | 3q | -12.8%-$98.9K |
| UHLMANN PRICE SECURITIES, LLC | $627.7K | 20,902 | 0.02% | 8q | +13.0%+$72.1K |
| Mathes Company, Inc. | $592.0K | 19,700 | 0.18% | 12q | HELD |
| MGO ONE SEVEN LLC | $572.6K | 19,068 | 0.01% | new | NEW |
| Mariner, LLC | $571.4K | 19,026 | 0.00% | 4q | -7.0%-$43.3K |
| Quantedge Capital Pte Ltd | $570.6K | 19,000 | 0.43% | 3q | -53.2%-$648.6K |
| SeaCrest Wealth Management, LLC | $561.7K | 18,705 | 0.06% | 7q | -16.2%-$108.5K |
| SPIREPOINT PRIVATE CLIENT, LLC | $521.9K | 17,380 | 0.04% | 3q | +16.8%+$75.1K |
| Corient Private Wealth LP | $508.8K | 16,944 | 0.00% | 8q | -5.2%-$28.1K |
| Amplius Wealth Advisors, LLC | $436.2K | 14,525 | 0.03% | 19q | -1.7%-$7.7K |
| Delta Investment Management, LLC | $408.4K | 13,600 | 0.07% | 27q | HELD |
| 1900 WEALTH MANAGEMENT LLC | $406.1K | 13,524 | 0.02% | 4q | HELD |
| Dakota Wealth Management | $404.4K | 13,466 | 0.01% | 2q | +1.9%+$7.4K |
| Kestra Advisory Services, LLC | $394.6K | 13,139 | 0.00% | 3q | -58.3%-$552.5K |
| Creative Planning | $392.1K | 13,057 | 0.00% | 3q | -40.1%-$262.3K |
| Stablepoint Partners, LLC | $385.3K | 12,832 | 0.05% | 7q | +5.9%+$21.3K |
| CAPTRUST FINANCIAL ADVISORS | $379.4K | 12,633 | 0.00% | 5q | HELD |
| Stockman Wealth Management, Inc. | $375.8K | 12,515 | 0.04% | 22q | +1.7%+$6.4K |
| Painted Porch Advisors LLC | $375.5K | 12,504 | 0.16% | 9q | +1.7%+$6.3K |
| B. Riley Wealth Advisors, Inc. | $372.9K | 12,696 | 0.02% | 14q | -1.1%-$4.2K |
| CSS LLC/IL | $369.5K | 12,306 | 0.01% | 4q | -14.0%-$60.1K |
| EP Wealth Advisors, LLC | $365.2K | 12,163 | 0.00% | new | NEW |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $364.4K | 12,136 | 0.05% | new | NEW |
| Merit Financial Group, LLC | $364.0K | 12,122 | 0.00% | 5q | -14.3%-$60.8K |
| MATHER GROUP, LLC. | $360.4K | 12,000 | 0.00% | 8q | HELD |
| D.A. DAVIDSON & CO. | $355.6K | 11,842 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $354.2K | 11,796 | 0.00% | 26q | +17.6%+$53.1K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $342.8K | 11,285 | 0.02% | 13q | HELD |
| Focus Partners Wealth | $332.4K | 11,069 | 0.00% | 3q | +14.6%+$42.5K |
| Closed-End Fund Advisors, Inc. | $317.3K | 10,567 | 0.31% | 3q | -2.0%-$6.4K |
| NewEdge Wealth, LLC | $310.7K | 10,347 | 0.00% | 17q | -20.8%-$81.7K |
| Advocate Investing Services LLC | $309.3K | 10,300 | 0.24% | 3q | HELD |
| SENTINEL TRUST CO LBA | $301.0K | 10,022 | 0.03% | 5q | HELD |
Showing the largest 100 of 152 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 43 | $83.9M | 2,849,941 | 6 | 17 | 7 | 0.0% |
| Q2 2026 | 152 | $660.3M | 22,006,948 | 26 | 59 | 37 | 0.0% |
| Q1 2026 | 134 | $465.7M | 21,035,632 | 20 | 55 | 30 | 0.0% |
| Q4 2025 | 125 | $466.4M | 20,625,269 | 15 | 42 | 32 | 0.0% |
| Q3 2025 | 114 | $420.5M | 18,984,781 | 17 | 50 | 22 | 0.0% |
| Q2 2025 | 116 | $403.5M | 19,446,960 | 19 | 38 | 38 | 0.0% |
| Q1 2025 | 107 | $367.3M | 20,705,817 | 15 | 32 | 39 | 0.0% |
| Q4 2024 | 111 | $475.7M | 22,964,875 | 14 | 25 | 47 | 0.0% |
| Q3 2024 | 101 | $487.6M | 25,023,025 | 13 | 30 | 43 | 0.0% |
| Q2 2024 | 97 | $517.7M | 26,004,209 | 15 | 31 | 32 | 0.0% |
| Q1 2024 | 99 | $580.2M | 29,912,848 | 12 | 40 | 26 | 0.0% |
| Q4 2023 | 106 | $401.1M | 24,002,898 | 15 | 40 | 32 | 0.0% |
| Q3 2023 | 103 | $267.9M | 16,239,056 | 22 | 39 | 19 | 0.0% |
| Q2 2023 | 89 | $281.5M | 15,544,461 | 7 | 37 | 21 | 0.0% |
| Q1 2023 | 93 | $291.8M | 15,611,805 | 13 | 26 | 33 | 0.0% |
| Q4 2022 | 103 | $271.4M | 17,327,017 | 32 | 27 | 29 | 0.0% |
| Q3 2022 | 82 | $349.8M | 19,819,764 | 11 | 28 | 27 | 0.0% |
| Q2 2022 | 90 | $399.0M | 20,362,321 | 13 | 29 | 26 | 0.0% |
| Q1 2022 | 97 | $579.8M | 19,616,061 | 13 | 34 | 28 | 0.0% |
| Q4 2021 | 109 | $703.2M | 18,168,914 | 17 | 29 | 26 | 0.0% |
| Q3 2021 | 101 | $692.1M | 17,934,379 | 11 | 32 | 26 | 0.0% |
| Q2 2021 | 93 | $711.8M | 17,067,831 | 13 | 36 | 22 | 0.0% |
| Q1 2021 | 87 | $619.2M | 17,353,415 | 26 | 36 | 11 | 0.0% |
| Q4 2020 | 70 | $572.3M | 15,733,763 | 14 | 23 | 18 | 0.0% |
| Q3 2020 | 59 | $386.3M | 15,061,830 | 15 | 27 | 10 | 0.0% |
| Q2 2020 | 46 | $272.9M | 12,028,030 | 15 | 18 | 7 | 0.0% |
| Q1 2020 | 39 | $170.2M | 10,197,029 | 13 | 17 | 3 | 0.0% |
| Q4 2019 | 31 | $117.4M | 5,724,206 | 15 | 5 | 3 | 0.0% |
| Q3 2019 | 16 | $78.0M | 3,764,535 | 4 | 7 | 1 | 0.0% |
| Q2 2019 | 13 | $14.4M | 690,401 | 13 | 0 | 0 | 0.0% |