Vault-13

BLACKROCK INNOVATION AND GRW BTX

SHS BEN INT · Closed-End Fund · CUSIP 09260Q108

120 institutional holders +11 vs Q1 2026
34,288,38134.3m shares reported held*
$309.6mreported value*
27 new 46 added 23 reduced 16 sold out net bought ≈ $22.0m (+2.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($178.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $9.03.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 107Q4 22: 112Q1 23: 106Q2 23: 108Q3 23: 115Q4 23: 118Q1 24: 111Q2 24: 122Q3 24: 114Q4 24: 114Q1 25: 116Q2 25: 119Q3 25: 91Q4 25: 97Q1 26: 109Q2 26: 120120Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022107
Q4 2022112
Q1 2023106
Q2 2023108
Q3 2023115
Q4 2023118
Q1 2024111
Q2 2024122
Q3 2024114
Q4 2024114
Q1 2025116
Q2 2025119
Q3 202591
Q4 202597
Q1 2026109
Q2 2026120

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 44 bought or addedQ3 24: 76 cut or sold outQ4 24: 48 bought or addedQ4 24: 61 cut or sold outQ4 24Q1 25: 65 bought or addedQ1 25: 56 cut or sold outQ2 25: 57 bought or addedQ2 25: 59 cut or sold outQ2 25Q3 25: 48 bought or addedQ3 25: 72 cut or sold outQ4 25: 54 bought or addedQ4 25: 41 cut or sold outQ4 25Q1 26: 64 bought or addedQ1 26: 43 cut or sold outQ2 26: 73 bought or addedQ2 26: 39 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244476
Q4 20244861
Q1 20256556
Q2 20255759
Q3 20254872
Q4 20255441
Q1 20266443
Q2 20267339

Biggest buyers

Saba Capital Management, L.P. Added +2,352,190+2.4m
LAZARD ASSET MANAGEMENT LLC Added +1,016,636+1.0m
Atlas Wealth LLC New +646,261+646.3k
MORGAN STANLEY Added +606,791+606.8k
Cambridge Investment Research Advisors, Inc. New +244,512+244.5k
Thomas J. Herzfeld Advisors, Inc. Added +234,649+234.6k
NewEdge Advisors, LLC Added +221,371+221.4k
Senvest Management, LLC New +200,000+200.0k
RIVERNORTH CAPITAL MANAGEMENT, LLC Added +167,458+167.5k
Rockefeller Capital Management L.P. Added +144,678+144.7k

Biggest sellers

ABSOLUTE INVESTMENT ADVISERS, LLC Sold out -1,549,398-1.5m
Quarry LP Sold out -682,532-682.5k
Quantedge Capital Pte Ltd Reduced -673,900-673.9k
Matisse Capital Sold out -593,000-593.0k
Private Advisor Group, LLC Sold out -292,211-292.2k
WOLVERINE ASSET MANAGEMENT LLC Reduced -209,686-209.7k
MILLENNIUM MANAGEMENT LLC Sold out -164,835-164.8k
Shaker Financial Services, LLC Sold out -138,908-138.9k
AMERIPRISE FINANCIAL INC Reduced -111,165-111.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -62,913-62.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
MORGAN STANLEY 13G · institution new · filed 2026-05-11 5.3% new 6.2m≈ $56.0m 2026-05-11

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 1 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—1$143.0k—
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 10,650,93910.7m $96.2m $96.2m 0.01% Added +606.8k +606,791
2 LAZARD ASSET MANAGEMENT LLC 0.06% of their portfolio NEW YORK, NY 4,381,1114.4m $39.6m $39.6m 0.06% Added +1.0m +1,016,636
3 Saba Capital Management, L.P. 0.86% of their portfolio NEW YORK, NY 3,116,3873.1m $28.1m $28.1m 0.86% Added +2.4m +2,352,190
4 RIVERNORTH CAPITAL MANAGEMENT, LLC 1.18% of their portfolio WEST PALM BEACH, FL 2,737,4962.7m $24.7m $24.7m 1.18% Added +167.5k +167,458
5 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,835,0801.8m $16.6m $16.6m 0.00% Added +56.9k +56,911
6 Penserra Capital Management LLC 0.08% of their portfolio ORINDA, CA 1,128,3951.1m $10.2m $10.2m 0.08% Added +43.1k +43,052
7 Advisors Asset Management, Inc. 0.11% of their portfolio Monument, CO 810,188810.2k $7.3m $7.3m 0.11% Added +94.2k +94,250
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 778,442778.4k $7.0m $7.0m 0.00% Reduced -36.7k -36,733
9 Atlas Wealth LLC 0.83% of their portfolio CINCINNATI, OH 646,261646.3k $5.8m $5.8m 0.83% New
10 Z3 Capital Partners, LLC 1.19% of their portfolio RICHMOND, VA 628,692628.7k $5.7m $5.7m 1.19% Added +78.1k +78,133
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 600,373600.4k $5.4m $5.4m 0.00% Added +19.2k +19,159
12 Thomas J. Herzfeld Advisors, Inc. 1.43% of their portfolio MIAMI BEACH, FL 515,402515.4k $4.7m $4.7m 1.43% Added +234.6k +234,649
13 Quantedge Capital Pte Ltd 3.52% of their portfolio Singapore, U0 513,279513.3k $4.6m $4.6m 3.52% Reduced -673.9k -673,900
14 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 473,264473.3k $4.3m $4.3m 0.01% Added +144.7k +144,678
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 439,767439.8k $4.0m $4.0m 0.00% Reduced -8.2k -8,232
16 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 414,875414.9k $3.7m $3.7m 0.01% Added +221.4k +221,371
17 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.42% of their portfolio BLUE BELL, PA 374,103374.1k $3.4m $3.4m 0.42% Added +68.0k +68,020
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 358,183358.2k $3.2m $3.2m 0.00% Reduced -14.3k -14,287
19 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 335,618335.6k $3.0m $3.0m 0.00% Reduced -111.2k -111,165
20 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 244,512244.5k $2.2m $2.2m 0.00% New
21 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 223,321223.3k $2.0m $2.0m 0.02% Added +5.9k +5,939
22 Senvest Management, LLC 0.05% of their portfolio New York, NY 200,000200.0k $1.8m $1.8m 0.05% New
23 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 174,363174.4k $1.6m $1.6m 0.00% Added +59.3k +59,288
24 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 145,093145.1k $1.3m $1.3m 0.00% Reduced -13.1k -13,075
25 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 138,908138.9k $1.3m $1.3m 0.00% Added +53.3k +53,323
26 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 132,839132.8k $1.2m $1.2m 0.01% Added +106.4k +106,442
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 116,770116.8k $1.1m $1.1m 0.00% Added +47.2k +47,154
28 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 106,051106.1k $957.6k $957.6k 0.00% Added +43.2k +43,185
29 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 96,13296.1k $868.1k $868.1k 0.00% Reduced -7.7k -7,720
30 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 92,30692.3k $833.5k $833.5k 0.00% Reduced -827 -827
31 SHP Wealth Management 0.06% of their portfolio PLYMOUTH, MA 89,67189.7k $809.7k $809.7k 0.06% New
32 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 80,00080.0k $722.0k $722.0k 0.00% New
33 CHAPIN DAVIS, INC. 0.12% of their portfolio BALTIMORE, MD 77,57677.6k $700.5k $700.5k 0.12% Added +3.0k +3,028
34 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 61,90861.9k $559.0k $559.0k 0.01% Added +1.5k +1,533
35 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 60,18960.2k $543.5k $543.5k 0.00% New
36 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 56,73556.7k $512.0k $512.0k 0.01% Reduced -5.4k -5,425
37 SeaCrest Wealth Management, LLC 0.05% of their portfolio PURCHASE, NY 52,11352.1k $470.6k $470.6k 0.05% Reduced -8.0k -7,976
38 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 51,39051.4k $464.0k $464.0k 0.00% New
39 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 50,24450.2k $453.7k $453.7k 0.00% Reduced -1.2k -1,175
40 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 47,22447.2k $426.4k $426.4k 0.01% First filing
41 WESTBOURNE INVESTMENTS, INC. 0.16% of their portfolio ALEXANDRIA, VA 42,90042.9k $387.4k $387.4k 0.16% New
42 Indivisible Partners 0.02% of their portfolio CLEARWATER, FL 41,67941.7k $376.4k $376.4k 0.02% Reduced -4.0k -4,022
43 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.05% of their portfolio LEAWOOD, KS 40,69740.7k $367.5k $367.5k 0.05% New
44 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 37,98938.0k $343.0k $343.0k 0.00% Added +13.3k +13,326
45 Closed-End Fund Advisors, Inc. 0.32% of their portfolio RICHMOND, VA 36,43836.4k $329.0k $329.0k 0.32% Added +14.5k +14,455
46 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 35,33135.3k $319.0k $319.0k 0.00% Added +10 +10
47 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 35,25435.3k $318.3k $318.3k 0.00% Added +1.0k +1,041
48 CENTRAL TRUST Co 0.01% of their portfolio JEFFERSON CITY, MO 35,20035.2k $317.9k $317.9k 0.01% Unchanged
49 Virtus Investment Advisers, LLC 0.07% of their portfolio HARTFORD, CT 34,76134.8k $313.9k $313.9k 0.07% Reduced -49.5k -49,545
50 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 34,27634.3k $309.5k $309.5k 0.01% New
51 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 33,44033.4k $302.0k $302.0k 0.00% Added +11.4k +11,436
52 TrueMark Investments, LLC 0.04% of their portfolio CHICAGO, IL 31,81431.8k $287.3k $287.3k 0.04% Added +2.1k +2,106
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 31,70131.7k $286.3k $286.3k 0.00% New
54 Mariner, LLC 0.00% of their portfolio Overland Park, KS 30,75630.8k $277.7k $277.7k 0.00% Added +311 +311
55 ACCREDITED INVESTOR SERVICES, LLC 0.16% of their portfolio ST. CLOUD, MN 30,42830.4k $274.8k $274.8k 0.16% Reduced -2.4k -2,353
56 CSS LLC/IL 0.01% of their portfolio CHICAGO, IL 30,10030.1k $271.8k $271.8k 0.01% Added +1.4k +1,400
57 EVOLVE PRIVATE WEALTH, LLC 0.02% of their portfolio LOS ANGELES, CA 29,32129.3k $264.8k $264.8k 0.02% Added +2.1k +2,126
58 RFG Advisory, LLC 0.00% of their portfolio BIRMINGHAM, AL 29,29729.3k $264.6k $264.6k 0.00% Added +966 +966
59 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 29,02529.0k $262.0k $262.0k 0.00% New
60 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 27,04527.0k $244.2k $244.2k 0.00% Added +5.1k +5,126
61 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 25,10025.1k $226.7k $226.7k 0.00% New
62 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.01% of their portfolio EDINA, MN 24,90524.9k $224.9k $224.9k 0.01% Unchanged
63 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% of their portfolio CONCORD, MA 20,56020.6k $185.7k $185.7k 0.02% New
64 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 20,36820.4k $183.9k $183.9k 0.00% Unchanged
65 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 20,11820.1k $181.7k $181.7k 0.00% Added +32 +32
66 Vestmark Advisory Solutions, Inc. 0.00% of their portfolio Wakefield, MA 19,77219.8k $178.5k $178.5k 0.00% Unchanged
67 ELEVATION POINT WEALTH PARTNERS, LLC 0.00% of their portfolio DENVER, CO 19,77219.8k $178.5k $178.5k 0.00% Unchanged
68 Kovack Advisors, Inc. 0.01% of their portfolio FT. LAUDERDALE, FL 18,80918.8k $169.8k $169.8k 0.01% Unchanged
69 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 18,28818.3k $165.1k $165.1k 0.01% Reduced -367 -367
70 Virtu Financial LLC 0.01% of their portfolio New York, NY 17,85117.9k $161.0k $161.0k 0.01% New
71 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 16,96217.0k $153.2k $153.2k 0.00% Unchanged
72 Pinnacle Wealth Planning Services, Inc. 0.01% of their portfolio MANSFIELD, OH 16,31016.3k $147.3k $147.3k 0.01% Added +538 +538
73 Successful Portfolios LLC 0.06% of their portfolio CLEARWATER, FL 15,17415.2k $130.9k $130.9k 0.06% Reduced -101 -101
74 Occidental Asset Management, LLC 0.01% of their portfolio Burlingame, CA 15,03715.0k $135.8k $135.8k 0.01% Added +959 +959
75 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,97915.0k $135.3k $135.3k 0.00% Reduced -62.9k -62,913
76 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 14,70414.7k $132.8k $132.8k 0.00% New
77 LEVEL FOUR ADVISORY SERVICES, LLC 0.00% of their portfolio DALLAS, TX 14,61314.6k $132.0k $132.0k 0.00% Added +276 +276
78 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 14,36014.4k $129.0k $129.0k 0.00% New
79 David J Yvars Group 0.06% of their portfolio UNIVERSITY PARK, FL 13,79013.8k $124.5k $124.5k 0.06% Added +101 +101
80 CreativeOne Wealth, LLC 0.00% of their portfolio OVERLAND PARK, KS 13,75013.8k $124.2k $124.2k 0.00% Reduced -2.8k -2,772
81 Tactive Advisors, LLC 0.03% of their portfolio Jacksonville, FL 13,21413.2k $119.3k $119.3k 0.03% Added +99 +99
82 City State Bank 0.03% of their portfolio NORWALK, IA 12,91312.9k $116.6k $116.6k 0.03% Unchanged
83 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 12,50012.5k $108.6k $108.6k 0.00% New
84 Moors & Cabot, Inc. 0.00% of their portfolio BOSTON, MA 12,00012.0k $108.4k $108.4k 0.00% Unchanged
85 PCM Encore, LLC 0.02% of their portfolio Aspen, CO 11,87311.9k $107.2k $107.2k 0.02% Reduced -214 -214
86 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.01% of their portfolio London, X0 11,84011.8k $106.9k $106.9k 0.01% Reduced -3.1k -3,060
87 BARRETT & COMPANY, INC. 0.03% of their portfolio PROVIDENCE, RI 11,46111.5k $103.5k $103.5k 0.03% Added +118 +118
88 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 10,76710.8k $97.2k $97.2k 0.00% Unchanged
89 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 10,69210.7k $96.5k $96.5k 0.00% Reduced -497 -497
90 SUSQUEHANNA ADVISORS GROUP, INC. 0.00% of their portfolio BALA CYNWYD, PA 10,60010.6k $95.7k $95.7k 0.00% Unchanged
91 Sowell Financial Services LLC 0.00% of their portfolio NORTH LITTLE ROCK, AR 10,54410.5k $95.2k $95.2k 0.00% Added +147 +147
92 SouthState Bank Corp 0.00% of their portfolio Winter Haven, FL 10,41310.4k $94.0k $94.0k 0.00% Unchanged
93 Ignite Planners, LLC 0.01% of their portfolio SAN CLEMENTE, CA 10,28610.3k $92.9k $92.9k 0.01% Unchanged
94 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 10,11610.1k $91.3k $91.3k 0.00% Added +1.5k +1,458
95 BAXTER BROS INC 0.01% of their portfolio RIVERSIDE, CT 10,00010.0k $90.3k $90.3k 0.01% Unchanged
96 Bulldog Investors, LLP 0.02% of their portfolio SADDLE BROOK, NJ 10,00010.0k $90.3k $90.3k 0.02% New
97 Plancorp, LLC 0.00% of their portfolio SAINT LOUIS, MO 10,00010.0k $83.9k $83.9k 0.00% Unchanged
98 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 9,6009.6k $86.7k $86.7k 0.00% New
99 WPG Advisers, LLC 0.04% of their portfolio BALTIMORE, MD 7,1857.2k $64.9k $64.9k 0.04% Added +130 +130
100 BlackRock, Inc. 0.00% of their portfolio New York, NY 5,0005.0k $45.1k $45.1k 0.00% Reduced -2.4k -2,443