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 $354.0M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in BlackRock Credit Allocation Income Trust as of Jun 30, 2025. 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
- 144
- −1 vs. Q1 2025
- Shares held
- 33.6M
- +300.4K (+0.9%) vs. Q1 2025
- Total value
- $367.1M
- +$9.99M (+2.8%) vs. Q1 2025
- New holders
- 15
- 39 more added
- Sold out
- 16
- 50 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $354.0M |
| Q1 2026 | 155 | $344.7M |
| Q4 2025 | 156 | $370.0M |
| Q3 2025 | 151 | $367.4M |
| Q2 2025 | 144 | $367.1M |
| Q1 2025 | 146 | $357.2M |
| Q4 2024 | 157 | $344.7M |
| Q3 2024 | 136 | $354.8M |
| Q2 2024 | 140 | $357.9M |
| Q1 2024 | 141 | $356.2M |
| Q4 2023 | 150 | $353.6M |
| Q3 2023 | 134 | $318.2M |
| Q2 2023 | 140 | $333.8M |
| Q1 2023 | 138 | $331.1M |
| Q4 2022 | 151 | $332.5M |
| Q3 2022 | 149 | $315.1M |
| Q2 2022 | 147 | $356.8M |
| Q1 2022 | 137 | $396.9M |
| Q4 2021 | 138 | $462.9M |
| Q3 2021 | 136 | $480.8M |
| Q2 2021 | 136 | $499.8M |
| Q1 2021 | 134 | $489.3M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Wealth Management Inc. | 65 | $710 | 0.00% | +65 | New |
| Global Retirement Partners, LLC | 99 | $1.08K | 0.00% | +99 | New |
| Wolff Wiese Magana LLC | 200 | $2.18K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 217 | $2.37K | 0.00% | −495−69.5% | Reduced |
| Spire Wealth Management | 283 | $3.09K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 400 | $4.37K | 0.00% | −177−30.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 413 | $4.51K | 0.00% | +413 | New |
| Huntington National Bank | – | $5.65K | 0.00% | – | – |
| Gen-Wealth Partners Inc | 575 | $6.28K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 812 | $8.87K | 0.00% | −143−15.0% | Reduced |
| NBC Securities, Inc. | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 999 | $10.9K | 0.00% | −84−7.8% | Reduced |
| CoreCap Advisors, LLC | 1,086 | $11.9K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12,803 | $12.8K | 0.00% | −290−2.2% | Reduced |
| North Star Investment Management Corp. | 1,233 | $13.5K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $15.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,718 | $18.8K | 0.00% | −2,979−63.4% | Reduced |
| First PREMIER Bank | 1,700 | $19.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,964 | $21.4K | 0.01% | −1,000−33.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,250 | $24.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,419 | $26.0K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 2,718 | $29.7K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,922 | $42.8K | 0.00% | −764−16.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,400 | $48.0K | 0.00% | +400+10.0% | Added |
| The PNC Financial Services Group, Inc. | 4,472 | $48.8K | 0.00% | −4,899−52.3% | Reduced |
| Eastern Bank | 5,670 | $61.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6,070 | $66.3K | 0.00% | +90+1.5% | Added |
| WPG Advisers, LLC | 6,193 | $67.6K | 0.06% | −1,207−16.3% | Reduced |
| Ameritas Advisory Services, LLC | 6,969 | $76.1K | 0.00% | +6,969 | New |
| Newbridge Financial Services Group, Inc. | 7,830 | $85.5K | 0.01% | +7,830 | New |
| UMA Financial Services, Inc. | 10,000 | $109.2K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,280 | $112.3K | 0.00% | +10,280 | New |
| ProVise Management Group, LLC | 10,517 | $114.8K | 0.01% | −1,576−13.0% | Reduced |
| Oak Family Advisors, LLC | 10,929 | $119.3K | 0.04% | −1,000−8.4% | Reduced |
| Park Edge Advisors, LLC | 10,982 | $119.9K | 0.03% | +10,982 | New |
| Tyche Wealth Partners LLC | 11,000 | $120.1K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,449 | $125.0K | 0.00% | −873−7.1% | Reduced |
| Oarsman Capital, Inc. | 11,558 | $126.2K | 0.02% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 11,762 | $128.4K | 0.06% | +111+1.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,674 | $138.4K | 0.02% | −335−2.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,704 | $138.7K | 0.00% | +561+4.6% | Added |
| Miller Financial Services LLC | 13,000 | $142.0K | 0.18% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 13,236 | $144.5K | 0.09% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13,366 | $146.0K | 0.00% | +177+1.3% | Added |
| Elm3 Financial Group, LLC | 13,400 | $146.3K | 0.12% | +1,000+8.1% | Added |
| Investors Asset Management of Georgia Inc | 13,500 | $147.4K | 0.07% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 13,500 | $147.4K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,827 | $151.0K | 0.00% | −1,496−9.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 13,970 | $152.6K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 14,000 | $152.9K | 0.02% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 14,007 | $153.0K | 0.12% | −807−5.4% | Reduced |
| Wedbush Securities Inc | 14,170 | $155.0K | 0.01% | −799−5.3% | Reduced |
| Northstar Financial Companies, Inc. | 14,617 | $159.6K | 0.17% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 14,834 | $162.0K | 0.00% | −794−5.1% | Reduced |
| Wetherby Asset Management Inc | 15,125 | $165.2K | 0.01% | +15,125 | New |
| Franklin Resources Inc | 15,313 | $167.2K | 0.00% | +15,313 | New |
| Janney Montgomery Scott LLC | 15,654 | $171.0K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 15,745 | $171.9K | 0.15% | +15,745 | New |
| E&G Advisors, LP | 16,192 | $176.8K | 0.05% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,281 | $177.8K | 0.00% | +1,088+7.2% | Added |
| Park Avenue Securities LLC | 16,365 | $179.0K | 0.00% | −1,449−8.1% | Reduced |
| Integrated Wealth Concepts LLC | 16,423 | $179.3K | 0.00% | +50.0% | Added |
| Private Advisor Group, LLC | 16,602 | $181.3K | 0.00% | +89+0.5% | Added |
| Future Financial Wealth Managment LLC | 17,000 | $185.6K | 0.13% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 18,000 | $196.6K | 0.07% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 18,416 | $201.1K | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 19,984 | $218.2K | 0.00% | +6,860+52.3% | Added |
| Affiance Financial, LLC | 20,000 | $218.4K | 0.04% | 00.0% | Unchanged |
| Valley Brook Capital Group | 21,534 | $235.1K | 0.18% | +77+0.4% | Added |
| Creekside Partners | 21,693 | $236.9K | 0.11% | +40+0.2% | Added |
| SMH Capital Advisors Inc | 21,831 | $238.4K | 0.54% | −228−1.0% | Reduced |
| Flagship Harbor Advisors, LLC | 21,890 | $239.0K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 22,067 | $243.3K | 0.01% | +22,067 | New |
| Concurrent Investment Advisors, LLC | 22,375 | $244.3K | 0.00% | −44−0.2% | Reduced |
| Warren Averett Asset Management, LLC | 22,845 | $249.5K | 0.00% | −650−2.8% | Reduced |
| Evergreen Capital Management LLC | 27,097 | $295.9K | 0.01% | −379,631−93.3% | Reduced |
| Oppenheimer & Co Inc | 27,687 | $302.3K | 0.00% | −1,975−6.7% | Reduced |
| Truist Financial Corp | 27,832 | $303.9K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 28,270 | $308.7K | 0.00% | +9,870+53.6% | Added |
| Mariner, LLC | 28,525 | $311.5K | 0.00% | −5,086−15.1% | Reduced |
| Prospera Financial Services Inc | 28,772 | $314.2K | 0.01% | +28,772 | New |
| GWM Advisors LLC | 28,785 | $314.3K | 0.00% | +4,990+21.0% | Added |
| Palogic Value Management, L.P. | 29,366 | $320.7K | 0.13% | −1,718−5.5% | Reduced |
| StoneX Group Inc. | 29,631 | $323.6K | 0.02% | −37,557−55.9% | Reduced |
| Commonwealth Equity Services, LLC | 30,979 | $338.0K | 0.00% | +1,378+4.7% | Added |
| Envestnet Asset Management Inc | 31,753 | $346.7K | 0.00% | +6,309+24.8% | Added |
| International Assets Investment Management, LLC | 31,920 | $348.6K | 0.03% | 00.0% | Unchanged |
| Broyhill Asset Management | 32,500 | $354.9K | 0.32% | 00.0% | Unchanged |
| MML Investors Services, LLC | 32,496 | $355.0K | 0.00% | +32,496 | New |
| Cambridge Investment Research Advisors, Inc. | 32,599 | $356.0K | 0.00% | −6,318−16.2% | Reduced |
| Ellis Investment Partners, LLC | 34,341 | $375.0K | 0.07% | +381+1.1% | Added |
| Mezzasalma Advisors, LLC | 35,876 | $391.8K | 0.12% | +813+2.3% | Added |
| RSM US Wealth Management LLC | 36,949 | $403.5K | 0.01% | −300−0.8% | Reduced |
| MGB Wealth Management, LLC | 38,424 | $419.6K | 0.14% | +38,424 | New |
| Wela Strategies, Inc. | 43,406 | $474.0K | 0.19% | −43−0.1% | Reduced |
| Alteri Wealth LLC | 48,216 | $526.5K | 0.20% | +7,286+17.8% | Added |
| Uncommon Cents Investing LLC | 48,465 | $529.2K | 0.14% | −167−0.3% | Reduced |
| Pin Oak Investment Advisors Inc | 49,680 | $532.0K | 0.45% | −483−1.0% | Reduced |
| WealthShield Partners, LLC | 50,937 | $556.2K | 0.07% | −6,500−11.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 51,023 | $557.2K | 0.01% | 00.0% | Unchanged |