BlackRock Credit Allocation Income Trust
BTZ- Exchange
- NYSE
- SEC CIK
- 0001379384
No open-market purchases or sales by BlackRock Credit Allocation Income Trust insiders were filed in the last 90 days; 156 institutions reported holding it in 13F filings for Q2 2026, worth $354.6M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in BlackRock Credit Allocation Income Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 156
- +2 vs. Q1 2026
- Shares held
- 34.6M
- +497.6K (+1.5%) vs. Q1 2026
- Total value
- $354.0M
- +$9.34M (+2.7%) vs. Q1 2026
- New holders
- 20
- 49 more added
- Sold out
- 18
- 47 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BTZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 156 | $354.6M |
| Q1 2026 | 155 | $344.7M |
| Q4 2025 | 156 | $370.8M |
| Q3 2025 | 151 | $367.4M |
| Q2 2025 | 144 | $378.5M |
| Q1 2025 | 146 | $357.4M |
| Q4 2024 | 157 | $350.8M |
| Q3 2024 | 136 | $388.7M |
| Q2 2024 | 140 | $357.9M |
| Q1 2024 | 141 | $460.5M |
| Q4 2023 | 150 | $404.0M |
| Q3 2023 | 134 | $318.2M |
| Q2 2023 | 140 | $333.8M |
| Q1 2023 | 139 | $339.3M |
| Q4 2022 | 151 | $332.5M |
| Q3 2022 | 149 | $315.1M |
| Q2 2022 | 147 | $356.9M |
| Q1 2022 | 137 | $396.9M |
| Q4 2021 | 138 | $463.8M |
| Q3 2021 | 136 | $480.8M |
| Q2 2021 | 136 | $499.8M |
| Q1 2021 | 134 | $489.6M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 6,991,115 | $71.4M | 1.35% | +49,254+0.7% | Added |
| Morgan Stanley | 5,313,606 | $54.3M | 0.00% | +196,890+3.8% | Added |
| Bank of America Corp | 4,748,810 | $48.5M | 0.00% | +154,112+3.4% | Added |
| Guggenheim Capital LLC | 1,853,133 | $18.9M | 0.12% | −66,646−3.5% | Reduced |
| Raymond James Financial Inc | 1,490,582 | $15.2M | 0.00% | −21,670−1.4% | Reduced |
| Invesco Ltd. | 1,257,966 | $12.9M | 0.00% | +11,440+0.9% | Added |
| Wells Fargo & Company | 976,930 | $9.98M | 0.00% | −31,403−3.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 877,138 | $8.96M | 0.01% | +259,937+42.1% | Added |
| Royal Bank of Canada | 799,205 | $8.17M | 0.00% | +36,985+4.9% | Added |
| Sowell Financial Services LLC | 761,468 | $7.78M | 0.25% | +49,167+6.9% | Added |
| Capital Investment Advisors, LLC | 668,720 | $6.83M | 0.09% | −60,592−8.3% | Reduced |
| UBS Group AG | 571,839 | $5.84M | 0.00% | −23,426−3.9% | Reduced |
| LPL Financial LLC | 567,816 | $5.80M | 0.00% | −299,827−34.6% | Reduced |
| D.A. Davidson & Co. | 488,221 | $4.99M | 0.03% | +105,230+27.5% | Added |
| Rareview Capital LLC | 420,186 | $4.59M | 2.57% | +52,274+14.2% | Added |
| Ameriprise Financial Inc | 396,945 | $4.06M | 0.00% | +25,730+6.9% | Added |
| Envestnet Asset Management Inc | 350,797 | $3.59M | 0.00% | +309,902+757.8% | Added |
| Cohen & Steers, Inc. | 331,022 | $3.38M | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 324,985 | $3.32M | 0.02% | +4,674+1.5% | Added |
| Cary Street Partners Financial LLC | 324,822 | $3.32M | 0.07% | +23,041+7.6% | Added |
| Smith Asset Management Co., LLC | 273,343 | $2.79M | 2.20% | −2,945−1.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 245,318 | $2.51M | 0.77% | +245,318 | New |
| Edgemoor Investment Advisors, Inc. | 245,206 | $2.51M | 0.17% | −12,597−4.9% | Reduced |
| Thrivent Financial for Lutherans | 240,311 | $2.46M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 223,860 | $2.29M | 0.00% | +14,177+6.8% | Added |
| Wolverine Asset Management LLC | 163,008 | $1.67M | 0.02% | −31,081−16.0% | Reduced |
| Emissary Wealth LLC | 133,636 | $1.37M | 1.04% | −146,053−52.2% | Reduced |
| Waterfront Wealth Inc. | 122,488 | $1.25M | 0.19% | +6,066+5.2% | Added |
| Karpus Management, Inc. | 120,175 | $1.23M | 0.04% | −1,075−0.9% | Reduced |
| Ibex Wealth Advisors | 106,089 | $1.08M | 0.08% | −2,551−2.3% | Reduced |
| Cetera Investment Advisers | 96,628 | $987.5K | 0.00% | −139,441−59.1% | Reduced |
| Riverbridge Partners LLC | 93,180 | $952.3K | 0.03% | +93,180 | New |
| Marks Group Wealth Management, Inc | 89,273 | $912.4K | 0.08% | 00.0% | Unchanged |
| Stolper Co | 87,774 | $897.0K | 0.23% | +22,002+33.5% | Added |
| Rockefeller Capital Management L.P. | 80,753 | $825.3K | 0.00% | +6,401+8.6% | Added |
| Fell Capital Management | 80,184 | $819.5K | 0.69% | −1,000−1.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 79,458 | $812.1K | 0.02% | −2,100−2.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 78,658 | $803.9K | 0.01% | −2,899−3.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 77,972 | $796.9K | 0.00% | +563+0.7% | Added |
| Colony Group, LLC | 75,420 | $770.8K | 0.00% | −30,400−28.7% | Reduced |
| Advisors Asset Management, Inc. | 72,345 | $739.4K | 0.01% | −55,884−43.6% | Reduced |
| Susquehanna International Group, LLP | 67,473 | $689.6K | 0.00% | +14,798+28.1% | Added |
| RSM US Wealth Management LLC | 64,651 | $660.7K | 0.01% | +33,211+105.6% | Added |
| Principal Securities, Inc. | 64,422 | $658.4K | 0.01% | −4,515−6.5% | Reduced |
| Chicago Partners Investment Group LLC | 57,817 | $576.4K | 0.01% | +761+1.3% | Added |
| Advisor Group Holdings, Inc. | 54,924 | $561.3K | 0.00% | +1,369+2.6% | Added |
| Private Trust Co NA | 54,849 | $560.6K | 0.04% | −80,000−59.3% | Reduced |
| 1607 Capital Partners, LLC | 53,824 | $550.1K | 0.05% | −37,202−40.9% | Reduced |
| Johnson Financial Group, Inc. | 53,707 | $548.9K | 0.02% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 52,533 | $536.9K | 0.25% | +18,500+54.4% | Added |
| Alteri Wealth LLC | 52,262 | $534.1K | 0.15% | +110+0.2% | Added |
| Lido Advisors, LLC | 51,815 | $529.6K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 51,358 | $524.9K | 0.00% | +9,571+22.9% | Added |
| Marex Group plc | 51,000 | $521.2K | 0.00% | +51,000 | New |
| Shulman DeMeo Asset Management LLC | 50,279 | $513.8K | 0.10% | −260−0.5% | Reduced |
| Pin Oak Investment Advisors Inc | 49,680 | $508.0K | 0.36% | 00.0% | Unchanged |
| Jane Street Group, LLC | 47,852 | $489.0K | 0.00% | −49,598−50.9% | Reduced |
| Uncommon Cents Investing LLC | 47,266 | $483.1K | 0.10% | +633+1.4% | Added |
| IMC-Chicago, LLC | 41,558 | $424.7K | 0.00% | +41,558 | New |
| Horizon Kinetics Asset Management LLC | 39,700 | $405.7K | 0.00% | −834−2.1% | Reduced |
| XTX Topco Ltd | 38,056 | $388.9K | 0.01% | +5,563+17.1% | Added |
| Global Retirement Partners, LLC | 36,021 | $368.1K | 0.01% | +36,021 | New |
| Mezzasalma Advisors, LLC | 35,842 | $366.3K | 0.07% | −966−2.6% | Reduced |
| Broyhill Asset Management | 32,500 | $332.1K | 0.30% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 32,255 | $329.6K | 0.01% | −3,200−9.0% | Reduced |
| Closed-End Fund Advisors, Inc. | 32,040 | $327.4K | 0.32% | +450+1.4% | Added |
| Mariner, LLC | 31,010 | $316.9K | 0.00% | +5,118+19.8% | Added |
| Ellis Investment Partners, LLC | 29,912 | $305.7K | 0.05% | −1,036−3.3% | Reduced |
| Concurrent Investment Advisors, LLC | 29,844 | $305.0K | 0.00% | −2,440−7.6% | Reduced |
| Palogic Value Management, L.P. | 29,366 | $300.1K | 0.11% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 27,843 | $284.6K | 0.02% | −127−0.5% | Reduced |
| Truist Financial Corp | 27,832 | $284.4K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 26,779 | $276.2K | 0.01% | +26,779 | New |
| GWM Advisors LLC | 26,885 | $274.8K | 0.00% | −1,800−6.3% | Reduced |
| Park Edge Advisors, LLC | 24,605 | $251.5K | 0.05% | +2,249+10.1% | Added |
| Evergreen Capital Management LLC | 23,830 | $243.5K | 0.00% | +875+3.8% | Added |
| MML Investors Services, LLC | 23,386 | $239.0K | 0.00% | −616−2.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 23,038 | $235.0K | 0.00% | −196−0.8% | Reduced |
| SMH Capital Advisors Inc | 22,212 | $227.0K | 0.89% | +107+0.5% | Added |
| Virtu Financial LLC | 22,114 | $226.0K | 0.01% | −6,166−21.8% | Reduced |
| Mueller Wealth, LLC | 21,662 | $221.4K | 0.15% | +1,419+7.0% | Added |
| Equitable Holdings, Inc. | 20,447 | $209.0K | 0.00% | +6,048+42.0% | Added |
| Merit Financial Group, LLC | 20,254 | $207.0K | 0.00% | +1,701+9.2% | Added |
| Nomura Holdings Inc | 20,000 | $204.4K | 0.00% | −3,000−13.0% | Reduced |
| Dividend Assets Capital, LLC | 20,000 | $204.4K | 0.04% | +20,000 | New |
| Creekside Partners | 19,357 | $197.8K | 0.07% | +46+0.2% | Added |
| Almitas Capital LLC | 18,660 | $190.7K | 0.05% | +18,660 | New |
| 180 Wealth Advisors, LLC | 18,416 | $188.2K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 17,870 | $182.6K | 0.00% | −9,570−34.9% | Reduced |
| Private Advisor Group, LLC | 17,674 | $180.6K | 0.00% | +1,994+12.7% | Added |
| Valley Brook Capital Group | 16,720 | $170.9K | 0.10% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 17,000 | $169.5K | 0.11% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 16,445 | $168.1K | 0.00% | +60.0% | Added |
| Warren Averett Asset Management, LLC | 15,771 | $161.2K | 0.00% | −1,650−9.5% | Reduced |
| Kestra Private Wealth Services, LLC | 15,655 | $160.0K | 0.00% | +1,842+13.3% | Added |
| Janney Montgomery Scott LLC | 15,287 | $156.0K | 0.00% | −500−3.2% | Reduced |
| Stifel Financial Corp | 15,088 | $154.2K | 0.00% | −1,968−11.5% | Reduced |
| Prospera Financial Services Inc | 15,077 | $154.1K | 0.00% | +87+0.6% | Added |
| Park Avenue Securities LLC | 15,037 | $154.0K | 0.00% | +119+0.8% | Added |
| Clearstead Advisors, LLC | 14,122 | $144.3K | 0.00% | +203+1.5% | Added |