Who owns BlackRock Science and Technology Trust II (BSTZ)
Which tracked institutional funds hold BSTZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BSTZ company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
18 tracked funds added or opened BSTZ while 19 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BSTZ’s largest tracked holder by dollar value, Saba Capital Management, L.P., sizes it at 4.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BSTZ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 133 tracked filers holding BSTZ, 75 increased or opened the position and 46 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BSTZ between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- ABSOLUTE INVESTMENT ADVISERS, LLC$3M
- MILLENNIUM MANAGEMENT LLC$2M
- Quarry LP$1M
- Apollon Wealth Management, LLC$915K
- WNY Asset Management, LLC$850K
- Anchor Capital Management Group Inc$775K
Full exits 4
- Penserra Capital Management LLC$23M
- Potrero Capital Research LLC$12M
- WEALTH EFFECTS LLC$698K
- NewEdge Advisors, LLC$645K
Largest adds
- Saba Capital Management, L.P.$19M
- MORGAN STANLEY$8M
- Karpus Management, Inc.$4M
- Rockefeller Capital Management L.P.$3M
- OPPENHEIMER & CO INC$961K
- 1607 Capital Partners, LLC$831K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$10M
- Thomas J. Herzfeld Advisors, Inc.$3M
- WEDBUSH SECURITIES INC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- BANK OF AMERICA CORP /DE/$1M
- WOLVERINE ASSET MANAGEMENT LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Saba Capital Management, L.P. added | 5,531,595 | $123M | 24.1% | 2026-Q1 |
| MORGAN STANLEY added | 3,411,719 | $76M | 14.9% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 1,493,937 | $33M | 6.5% | 2026-Q1 |
| UBS Group AG added | 1,203,362 | $27M | 5.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 975,387 | $22M | 4.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 925,939 | $21M | 4.0% | 2026-Q1 |
| Invesco Ltd. added | 925,242 | $20M | 4.0% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 677,993 | $15M | 3.0% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 657,087 | $15M | 2.9% | 2026-Q1 |
| Karpus Management, Inc. added | 409,931 | $9M | 1.8% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 315,207 | $7M | 1.4% | 2026-Q1 |
| Z3 Capital Partners, LLC added | 307,408 | $7M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 301,952 | $7M | 1.3% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 233,441 | $5M | 1.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 221,159 | $5M | 1.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 199,623 | $4M | 0.9% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 166,052 | $4M | 0.7% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 154,534 | $3M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 140,056 | $3M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 138,074 | $3M | 0.6% | 2026-Q1 |
| ABSOLUTE INVESTMENT ADVISERS, LLC added | 137,302 | $3M | 0.6% | 2026-Q1 |
| RFG Advisory, LLC added | 96,304 | $2M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 92,841 | $2M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 91,244 | $2M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC new | 86,592 | $2M | 0.4% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 82,672 | $2M | 0.4% | 2026-Q1 |
| INTREPID FAMILY OFFICE LLC | 80,000 | $2M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 66,709 | $1M | 0.3% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 66,485 | $1M | 0.3% | 2026-Q1 |
| Quarry LP added | 65,821 | $1M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 65,406 | $1M | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 63,100 | $1M | 0.3% | 2026-Q1 |
| 1607 Capital Partners, LLC added | 61,400 | $1M | 0.3% | 2026-Q1 |
| TrueMark Investments, LLC added | 59,839 | $1M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 59,282 | $1M | 0.3% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC added | 58,259 | $1M | 0.3% | 2026-Q1 |
| PMG Family Office LLC added | 57,207 | $1M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 55,915 | $1M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 53,737 | $1M | 0.2% | 2026-Q1 |
| Formidable Asset Management, LLC added | 48,531 | $1M | 0.2% | 2026-Q1 |
| Summit Financial, LLC added | 49,414 | $1M | 0.2% | 2026-Q1 |
| NWF Advisory Services Inc. added | 45,297 | $1M | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC new | 41,322 | $915K | 0.2% | 2026-Q1 |
| Quantedge Capital Pte Ltd added | 40,600 | $899K | 0.2% | 2026-Q1 |
| WNY Asset Management, LLC added | 38,387 | $850K | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 38,298 | $848K | 0.2% | 2026-Q1 |
| Anchor Capital Management Group Inc new | 35,000 | $775K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 31,537 | $699K | 0.1% | 2026-Q1 |
| PFG Investments, LLC trimmed | 31,412 | $696K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 31,070 | $688K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 29,899 | $662K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 28,168 | $624K | 0.1% | 2026-Q1 |
| Indivisible Partners added | 25,637 | $568K | 0.1% | 2026-Q1 |
| Fund Advisors of America Inc/FL added | 24,872 | $551K | 0.1% | 2026-Q1 |
| SeaCrest Wealth Management, LLC trimmed | 22,317 | $494K | 0.1% | 2026-Q1 |
| Creative Planning added | 21,791 | $483K | 0.1% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 21,572 | $478K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 21,492 | $476K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 20,999 | $465K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 20,468 | $448K | 0.1% | 2026-Q1 |
| Mathes Company, Inc. | 19,700 | $436K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 19,273 | $427K | 0.1% | 2026-Q1 |
| UHLMANN PRICE SECURITIES, LLC added | 18,502 | $410K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC | 15,518 | $344K | 0.1% | 2026-Q1 |
| SPIREPOINT PRIVATE CLIENT, LLC added | 14,880 | $330K | 0.1% | 2026-Q1 |
| Amplius Wealth Advisors, LLC trimmed | 14,783 | $327K | 0.1% | 2026-Q1 |
| CSS LLC/IL | 14,306 | $317K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 14,148 | $313K | 0.1% | 2026-Q1 |
| Delta Investment Management, LLC | 13,600 | $301K | 0.1% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC | 13,524 | $300K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 13,392 | $297K | 0.1% | 2026-Q1 |
| Dakota Wealth Management trimmed | 13,218 | $293K | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 13,066 | $289K | 0.1% | 2026-Q1 |
| World Investment Advisors new | 12,964 | $287K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 12,633 | $280K | 0.1% | 2026-Q1 |
| Stockman Wealth Management, Inc. added | 12,303 | $273K | 0.1% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. added | 12,838 | $272K | 0.1% | 2026-Q1 |
| Painted Porch Advisors LLC added | 12,293 | $272K | 0.1% | 2026-Q1 |
| Stablepoint Partners, LLC trimmed | 12,122 | $269K | 0.1% | 2026-Q1 |
| MATHER GROUP, LLC. | 12,000 | $266K | 0.1% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 11,950 | $265K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 11,285 | $255K | 0.1% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. added | 10,781 | $239K | 0.0% | 2026-Q1 |
| Advocate Investing Services LLC | 10,300 | $228K | 0.0% | 2026-Q1 |
| Penserra Capital Management LLC added | 1,034,410 | $23M | 4.6% | 2025-Q4 stale |
| Potrero Capital Research LLC trimmed | 538,710 | $12M | 2.4% | 2025-Q4 stale |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 87,676 | $2M | 0.4% | 2025-Q2 stale |
| AQR Arbitrage LLC trimmed | 96,237 | $2M | 0.3% | 2025-Q1 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 79,839 | $2M | 0.3% | 2025-Q2 stale |
| North Ground Capital trimmed | 84,374 | $1M | 0.3% | 2025-Q1 stale |
| Allspring Global Investments Holdings, LLC trimmed | 65,819 | $1M | 0.2% | 2025-Q1 stale |
| HBK INVESTMENTS L P new | 52,222 | $1M | 0.2% | 2025-Q2 stale |
| WEALTH EFFECTS LLC new | 30,886 | $698K | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 28,519 | $645K | 0.1% | 2025-Q4 stale |
| Walleye Capital LLC trimmed | 20,705 | $430K | 0.1% | 2025-Q2 stale |
| MERCER GLOBAL ADVISORS INC /ADV new | 18,167 | $403K | 0.1% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 18,233 | $378K | 0.1% | 2025-Q2 stale |
| CITY HOLDING CO new | 20,000 | $355K | 0.1% | 2025-Q1 stale |
| EVOKE WEALTH, LLC new | 13,122 | $297K | 0.1% | 2025-Q4 stale |
| Advisor Resource Council new | 15,541 | $276K | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.