BTX β€” BLACKROCK TECH AND PRIVATE E

Ownership history in Virtus Investment Advisers, LLC  Β·  4 quarters on record

AI Ownership Summary

Virtus Investment Advisers, LLC reported BLACKROCK TECH AND PRIVATE E (BTX) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.35% in 2025 Q2. The latest visible filing shows BTX at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Virtus Investment Advisers, LLC's position in BLACKROCK TECH AND PRIVATE E, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BTX was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Virtus Investment Advisers, LLC held BTX β€” position size vs. price
% of Fund (quarterly)    BTX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 108,899 -25,608 -19.0% 0.20% $718K 2026-02-14 (Est.) $6.43
2025 Q3 REDUCED 134,507 -6,396 -4.5% 0.26% $901K 2025-11-14 $6.42
2025 Q2 REDUCED 140,903 -5,421 -3.7% 0.35% $1.0M 2025-08-13 $6.95
2025 Q1 INITIATED 146,324 β€” β€” 0.25% $916K 2025-05-15 $6.14

🏒 Other funds also holding BTX

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.01% Investors Research Corp 3Y 7Y 0.0%

FAQ About Virtus Investment Advisers, LLC and BTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Virtus Investment Advisers, LLC reported owning BTX?

Virtus Investment Advisers, LLC reported BTX across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported BTX position in Virtus Investment Advisers, LLC's portfolio?

The largest reported portfolio weight for BTX was 0.35% in 2025 Q2.

What is the latest reported BTX position on this page?

The most recent filing on this page is 2025 Q4, when Virtus Investment Advisers, LLC reported 108,899 shares, equal to 0.20% of portfolio, with an estimated market value of $718K.

What does the chart on this BTX ownership page compare?

The chart compares Virtus Investment Advisers, LLC's quarterly BTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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