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BTZ

BTZ

BlackRock Credit Allocation Income TrustFinancial Services

Institutional holders
157
As of Q2 2026
Total 13F value
$366.9M
Sum of disclosed positions
New positions
21
This quarter
Sold positions
19
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange
SIT INVESTMENT ASSOCIATES INC

Sit Investment Associates Inc

$71.4M6.99M1.35%+0.7%
MORGAN STANLEY

Morgan Stanley

$54.3M5.31M0.00%+3.9%
BANK OF AMERICA CORP /DE/

Bank Of America

$48.5M4.75M0.00%+3.4%
GUGGENHEIM CAPITAL LLC

Guggenheim Capital Llc

$18.9M1.85M0.09%-3.5%
RAYMOND JAMES FINANCIAL INC

Raymond James Financial Inc

$15.2M1.49M0.00%-1.4%
Invesco Ltd.

Invesco Ltd.

$12.9M1.26M0.00%+0.9%
Axiom Investment Management LLC

Axiom Investment Management Llc

$10.2M9990.00%-14.8%
WELLS FARGO & COMPANY/MN

Wells Fargo & Company/Mn

$10M976.9K0.00%-3.1%
Allspring Global Investments Holdings, LLC

Allspring Global Investments Holdings, Llc

$9M877.1K0.01%+42.1%
ROYAL BANK OF CANADA

Royal Bank Of Canada

$8.2M799.2K0.00%+4.8%
Sowell Financial Services LLC

Sowell Financial Services Llc

$7.8M761.5K0.25%+6.9%
Capital Investment Advisors, LLC

Capital Investment Advisors, Llc

$6.8M668.7K0.09%New Position
UBS Group AG

Ubs Group Ag

$5.8M571.8K0.00%-3.9%
LPL Financial LLC

Lpl Financial Llc

$5.8M567.8K0.00%-34.6%
D.A. DAVIDSON & CO.

D.A. Davidson & Co.

$5M488.2K0.03%+27.5%
Rareview Capital LLC

Rareview Capital Llc

$4.6M420.2K2.57%+14.2%
AMERIPRISE FINANCIAL INC

Ameriprise Financial Inc

$4.1M396.9K0.00%+6.9%
ENVESTNET ASSET MANAGEMENT INC

Envestnet Asset Management Inc

$3.6M350.8K0.00%+757.8%
COHEN & STEERS, INC.

Cohen & Steers, Inc.

$3.4M331.0K0.01%Unchanged
Steward Partners Investment Advisory, LLC

Steward Partners Investment Advisory, Llc

$3.3M325.0K0.02%+1.5%
CARY STREET PARTNERS FINANCIAL LLC

Cary Street Partners Financial Llc

$3.3M324.8K0.07%+7.6%
Smith Asset Management Co., LLC

Smith Asset Management Co., Llc

$2.8M273.3K2.20%-1.1%
Thomas J. Herzfeld Advisors, Inc.

Thomas J. Herzfeld Advisors, Inc.

$2.5M245.3K0.77%New Position
Edgemoor Investment Advisors, Inc.

Edgemoor Investment Advisors, Inc.

$2.5M245.2K0.17%-4.9%
THRIVENT FINANCIAL FOR LUTHERANS

Thrivent Financial For Lutherans

$2.5M240.3K0.00%Unchanged
FIRST TRUST ADVISORS LP

First Trust Advisors Lp

$2.3M223.9K0.00%+6.8%
WOLVERINE ASSET MANAGEMENT LLC

Wolverine Asset Management Llc

$1.7M163.0K0.01%-16.0%
1607 Capital Partners, LLC

1607 Capital Partners, Llc

$1.7M161.5K0.05%-40.9%
Emissary Wealth LLC

Emissary Wealth Llc

$1.4M133.6K1.04%-52.2%
Waterfront Wealth Inc.

Waterfront Wealth Inc.

$1.3M122.5K0.19%+5.2%
Karpus Management, Inc.

Karpus Management, Inc.

$1.2M120.2K0.04%-0.9%
IBEX WEALTH ADVISORS

Ibex Wealth Advisors

$1.1M106.1K0.09%-2.4%
PIN OAK INVESTMENT ADVISORS INC

Pin Oak Investment Advisors Inc

$1M99.4K0.36%Unchanged
Cetera Investment Advisers

Cetera Investment Advisers

$988K96.6K0.00%-59.1%
RIVERBRIDGE PARTNERS LLC

Riverbridge Partners Llc

$952K93.2K0.03%New Position
Marks Group Wealth Management, Inc

Marks Group Wealth Management, Inc

$912K89.3K0.08%Unchanged
Stolper Co

Stolper Co

$897K87.8K0.23%+33.5%
Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P.

$825K80.8K0.00%+8.6%
FELL CAPITAL MANAGEMENT /ADV

Fell Capital Management /Adv

$819K80.2K0.69%-1.2%
ELEVATION POINT WEALTH PARTNERS, LLC

Mount Yale Investment Advisors, Llc

$812K79.5K0.01%-2.6%
Vestmark Advisory Solutions, Inc.

Vestmark Advisory Solutions, Inc.

$804K78.7K0.01%-3.5%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Northwestern Mutual Wealth Management Co

$797K78.0K0.00%+0.7%
Focus Partners Wealth

Colony Group Llc

$771K75.4K0.00%-28.7%
Advisors Asset Management, Inc.

Advisors Asset Management, Inc.

$739K72.3K0.01%-43.6%
SUSQUEHANNA INTERNATIONAL GROUP, LLP

Susquehanna International Group, Llp

$690K67.5K0.00%+28.1%
Broyhill Asset Management, LLC

Broyhill Asset Management

$664K65.0K0.30%Unchanged
CHOREO, LLC

Choreo, Llc

$661K64.7K0.01%+105.6%
PRINCIPAL SECURITIES, INC.

Principal Securities, Inc.

$658K64.4K0.01%-6.5%
Chicago Partners Investment Group LLC

Chicago Partners Investment Group Llc

$576K57.8K0.01%+1.3%
OSAIC HOLDINGS, INC.

Advisor Group Holdings, Inc.

$561K54.9K0.00%+2.6%

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