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, Q4 2025
Institutional positions in BlackRock Credit Allocation Income Trust as of Dec 31, 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
- 156
- +7 vs. Q3 2025
- Shares held
- 34.2M
- +964.7K (+2.9%) vs. Q3 2025
- Total value
- $370.0M
- +$3.18M (+0.9%) vs. Q3 2025
- New holders
- 24
- 45 more added
- Sold out
- 17
- 52 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 6,430,309 | $69.6M | 1.37% | +492,132+8.3% | Added |
| Bank of America Corp | 5,316,094 | $57.6M | 0.00% | +411,927+8.4% | Added |
| Morgan Stanley | 5,039,088 | $54.6M | 0.00% | −222,730−4.2% | Reduced |
| Guggenheim Capital LLC | 1,989,430 | $21.5M | 0.16% | +82,506+4.3% | Added |
| Raymond James Financial Inc | 1,513,270 | $16.4M | 0.01% | −7,416−0.5% | Reduced |
| Wells Fargo & Company | 1,093,342 | $11.8M | 0.00% | +33,774+3.2% | Added |
| LPL Financial LLC | 995,529 | $10.8M | 0.00% | +23,333+2.4% | Added |
| Invesco Ltd. | 995,409 | $10.8M | 0.00% | −270,221−21.4% | Reduced |
| Royal Bank of Canada | 869,826 | $9.42M | 0.00% | +12,255+1.4% | Added |
| Capital Investment Advisors, LLC | 844,152 | $9.14M | 0.14% | −65,322−7.2% | Reduced |
| UBS Group AG | 671,245 | $7.27M | 0.00% | +2,425+0.4% | Added |
| Sowell Financial Services LLC | 654,542 | $7.09M | 0.26% | −4,809−0.7% | Reduced |
| Penserra Capital Management LLC | 649,831 | $7.04M | 0.08% | +60,151+10.2% | Added |
| Allspring Global Investments Holdings, LLC | 451,242 | $4.89M | 0.01% | −298,746−39.8% | Reduced |
| Cohen & Steers, Inc. | 331,022 | $3.58M | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 330,820 | $3.58M | 0.02% | +48,674+17.3% | Added |
| Ameriprise Financial Inc | 325,583 | $3.53M | 0.00% | +73,382+29.1% | Added |
| Smith Asset Management Co., LLC | 279,316 | $3.03M | 2.50% | −7,502−2.6% | Reduced |
| Emissary Wealth LLC | 264,350 | $2.86M | 2.41% | +264,350 | New |
| Edgemoor Investment Advisors, Inc. | 260,315 | $2.82M | 0.22% | −5,938−2.2% | Reduced |
| Cary Street Partners Financial LLC | 254,378 | $2.75M | 0.07% | +22,229+9.6% | Added |
| D.A. Davidson & Co. | 238,778 | $2.59M | 0.02% | +31,006+14.9% | Added |
| Thrivent Financial for Lutherans | 227,673 | $2.47M | 0.00% | −9,438−4.0% | Reduced |
| Cetera Investment Advisers | 209,031 | $2.26M | 0.00% | +32,482+18.4% | Added |
| Advisors Asset Management, Inc. | 194,313 | $2.10M | 0.04% | −148,742−43.4% | Reduced |
| Rareview Capital LLC | 142,441 | $1.56M | 1.01% | −37,853−21.0% | Reduced |
| Private Trust Co NA | 134,849 | $1.46M | 0.13% | 00.0% | Unchanged |
| First Trust Advisors LP | 131,186 | $1.42M | 0.00% | +5,295+4.2% | Added |
| Waterfront Wealth Inc. | 111,912 | $1.18M | 0.22% | +2,057+1.9% | Added |
| Diesslin Group, Inc. | 108,167 | $1.17M | 0.47% | +108,167 | New |
| Ibex Wealth Advisors | 107,648 | $1.17M | 0.11% | −8,455−7.3% | Reduced |
| Marks Group Wealth Management, Inc | 97,838 | $1.06M | 0.10% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 91,191 | $987.6K | 0.18% | +39,136+75.2% | Added |
| Fell Capital Management | 84,684 | $917.1K | 0.89% | +84,684 | New |
| Stolper Co | 82,079 | $889.0K | 0.26% | +1,783+2.2% | Added |
| Mount Yale Investment Advisors, LLC | 81,558 | $883.3K | 0.04% | +1,332+1.7% | Added |
| Vestmark Advisory Solutions, Inc. | 81,558 | $883.3K | 0.01% | +81,558 | New |
| Jane Street Group, LLC | 78,164 | $846.5K | 0.00% | +4,373+5.9% | Added |
| CI Private Wealth, LLC | 78,006 | $844.8K | 0.00% | +78,006 | New |
| Northwestern Mutual Wealth Management Co | 77,614 | $840.6K | 0.00% | +1,610+2.1% | Added |
| Rockefeller Capital Management L.P. | 77,504 | $839.4K | 0.00% | −2,483−3.1% | Reduced |
| Colony Group, LLC | 72,500 | $785.2K | 0.00% | −271−0.4% | Reduced |
| Principal Securities, Inc. | 70,053 | $758.7K | 0.01% | −7,611−9.8% | Reduced |
| Lido Advisors, LLC | 66,816 | $738.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 61,952 | $671.0K | 0.00% | +6,026+10.8% | Added |
| Chicago Partners Investment Group LLC | 57,056 | $603.1K | 0.01% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 54,004 | $584.9K | 0.13% | −90−0.2% | Reduced |
| Johnson Financial Group, Inc. | 53,707 | $581.6K | 0.02% | −1,793−3.2% | Reduced |
| Shaker Financial Services, LLC | 53,561 | $580.1K | 0.18% | +20,561+62.3% | Added |
| Alteri Wealth LLC | 51,845 | $561.5K | 0.18% | +2,001+4.0% | Added |
| Susquehanna International Group, LLP | 51,278 | $555.3K | 0.00% | +24,854+94.1% | Added |
| Pin Oak Investment Advisors Inc | 50,130 | $536.0K | 0.38% | +450+0.9% | Added |
| WealthShield Partners, LLC | 49,359 | $534.6K | 0.06% | −954−1.9% | Reduced |
| Uncommon Cents Investing LLC | 46,591 | $504.6K | 0.12% | −1,611−3.3% | Reduced |
| EP Wealth Advisors, LLC | 46,277 | $501.2K | 0.00% | +46,277 | New |
| Horizon Kinetics Asset Management LLC | 40,534 | $439.0K | 0.01% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 35,930 | $387.9K | 0.09% | +811+2.3% | Added |
| Ellis Investment Partners, LLC | 34,647 | $375.2K | 0.07% | −72−0.2% | Reduced |
| Flagship Harbor Advisors, LLC | 34,455 | $373.1K | 0.02% | +12,565+57.4% | Added |
| Envestnet Asset Management Inc | 33,426 | $362.0K | 0.00% | −329−1.0% | Reduced |
| Broyhill Asset Management | 32,500 | $352.0K | 0.31% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 32,114 | $347.8K | 0.01% | −3,940−10.9% | Reduced |
| MML Investors Services, LLC | 31,823 | $344.6K | 0.00% | −1,207−3.7% | Reduced |
| RSM US Wealth Management LLC | 31,425 | $343.3K | 0.00% | −376−1.2% | Reduced |
| Closed-End Fund Advisors, Inc. | 31,590 | $342.1K | 0.20% | +31,590 | New |
| Concurrent Investment Advisors, LLC | 31,174 | $337.6K | 0.00% | +188+0.6% | Added |
| HRT Financial LP | 30,915 | $334.0K | 0.00% | +7,102+29.8% | Added |
| GWM Advisors LLC | 29,385 | $318.2K | 0.00% | −500−1.7% | Reduced |
| Palogic Value Management, L.P. | 29,366 | $318.0K | 0.14% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 29,079 | $315.1K | 0.09% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 28,470 | $308.3K | 0.02% | −3,450−10.8% | Reduced |
| Global Retirement Partners, LLC | 28,357 | $307.1K | 0.01% | +28,258+28,543.4% | Added |
| Mariner, LLC | 27,908 | $302.2K | 0.00% | +364+1.3% | Added |
| Truist Financial Corp | 27,832 | $301.4K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 27,600 | $298.9K | 0.00% | +1,102+4.2% | Added |
| Prospera Financial Services Inc | 25,830 | $279.8K | 0.00% | +181+0.7% | Added |
| Evergreen Capital Management LLC | 22,966 | $248.7K | 0.01% | −410−1.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 22,023 | $239.0K | 0.00% | −9,666−30.5% | Reduced |
| SMH Capital Advisors Inc | 21,869 | $236.8K | 0.48% | −254−1.1% | Reduced |
| Creekside Partners | 21,774 | $235.8K | 0.10% | +41+0.2% | Added |
| Park Edge Advisors, LLC | 21,725 | $235.3K | 0.05% | +10,491+93.4% | Added |
| Janney Montgomery Scott LLC | 20,037 | $217.0K | 0.00% | +2,383+13.5% | Added |
| Nwam LLC | 19,267 | $204.8K | 0.01% | −2,000−9.4% | Reduced |
| 180 Wealth Advisors, LLC | 18,416 | $199.4K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 18,390 | $199.2K | 0.00% | −1,409−7.1% | Reduced |
| Valley Brook Capital Group | 18,220 | $197.3K | 0.13% | −3,390−15.7% | Reduced |
| Warren Averett Asset Management, LLC | 17,760 | $192.3K | 0.00% | −3,562−16.7% | Reduced |
| Stifel Financial Corp | 16,647 | $180.3K | 0.00% | +30+0.2% | Added |
| Future Financial Wealth Managment LLC | 17,000 | $179.3K | 0.12% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 16,431 | $178.0K | 0.00% | +30.0% | Added |
| Private Advisor Group, LLC | 16,063 | $174.0K | 0.00% | −1,132−6.6% | Reduced |
| Park Avenue Securities LLC | 15,095 | $163.0K | 0.00% | −1,906−11.2% | Reduced |
| Mueller Wealth, LLC | 14,196 | $153.7K | 0.13% | +14,196 | New |
| Affiance Financial, LLC | 14,100 | $152.7K | 0.02% | 00.0% | Unchanged |
| E&G Advisors, LP | 13,892 | $150.4K | 0.03% | −1,800−11.5% | Reduced |
| Clearstead Advisors, LLC | 13,723 | $148.6K | 0.00% | +181+1.3% | Added |
| Mayflower Financial Advisors, LLC | 13,500 | $146.2K | 0.02% | −500−3.6% | Reduced |
| Investors Asset Management of Georgia Inc | 13,500 | $146.2K | 0.06% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 13,500 | $146.2K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 13,312 | $144.2K | 0.00% | −684−4.9% | Reduced |