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 |
|---|---|---|---|---|---|
| Lloyd Advisory Services, LLC. | 1 | $7 | 0.00% | +1 | New |
| Huntington National Bank | – | $22 | 0.00% | – | – |
| JPMorgan Chase & Co | 11 | $119 | 0.00% | +11 | New |
| Tower Research Capital LLC (TRC) | 20 | $217 | 0.00% | +16+400.0% | Added |
| McGuire Capital Advisors Inc | 100 | $1.08K | 0.00% | +100 | New |
| Wolff Wiese Magana LLC | 200 | $2.17K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 200 | $2.17K | 0.00% | +200 | New |
| Signature Equity Partners, LLC | 200 | $2.17K | 0.00% | +200 | New |
| Geneos Wealth Management Inc. | 240 | $2.60K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 284 | $3.07K | 0.00% | −635−69.1% | Reduced |
| Caitlin John, LLC | 400 | $4.33K | 0.00% | −4,900−92.5% | Reduced |
| Godfrey Financial Associates, Inc. | 500 | $5.42K | 0.00% | +500 | New |
| Gen-Wealth Partners Inc | 575 | $6.23K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 677 | $7.33K | 0.00% | −135−16.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 750 | $8.12K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,000 | $10.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,049 | $11.4K | 0.00% | +1,049 | New |
| CoreCap Advisors, LLC | 1,086 | $11.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12,803 | $12.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $13.4K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $14.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,617 | $17.5K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,633 | $17.7K | 0.01% | −207−11.3% | Reduced |
| Assetmark, Inc | 1,645 | $17.8K | 0.00% | −297−15.3% | Reduced |
| First PREMIER Bank | 1,700 | $18.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,758 | $19.0K | 0.00% | +1,758 | New |
| Kentucky Trust Co | 2,718 | $29.4K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 2,830 | $31.0K | 0.00% | +411+17.0% | Added |
| Comerica Bank | 3,433 | $37.2K | 0.00% | −630−15.5% | Reduced |
| Sound Income Strategies, LLC | 3,952 | $42.1K | 0.00% | +15+0.4% | Added |
| MAI Capital Management | 5,489 | $59.4K | 0.00% | −571−9.4% | Reduced |
| WPG Advisers, LLC | 5,583 | $60.5K | 0.04% | −441−7.3% | Reduced |
| Eastern Bank | 5,670 | $61.4K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 6,441 | $69.8K | 0.04% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10,000 | $108.3K | 0.02% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 10,006 | $108.4K | 0.01% | −511−4.9% | Reduced |
| Stratos Wealth Partners, LTD. | 10,502 | $113.7K | 0.00% | +10,502 | New |
| Integrity Advisory Solutions, LLC | 10,747 | $116.4K | 0.02% | +10,747 | New |
| Oak Family Advisors, LLC | 10,929 | $118.4K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 10,970 | $118.8K | 0.01% | −3,000−21.5% | Reduced |
| Tyche Wealth Partners LLC | 11,000 | $119.1K | 0.02% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 11,138 | $120.6K | 0.02% | −2,000−15.2% | Reduced |
| Evolve Private Wealth, LLC | 11,253 | $121.9K | 0.01% | +11,253 | New |
| Citadel Advisors LLC | 11,258 | $121.9K | 0.00% | +11,258 | New |
| Wedbush Securities Inc | 11,255 | $122.0K | 0.00% | +56+0.5% | Added |
| Elm3 Financial Group, LLC | 11,400 | $123.5K | 0.10% | −2,000−14.9% | Reduced |
| Equitable Holdings, Inc. | 11,830 | $128.1K | 0.00% | +1,614+15.8% | Added |
| Millennium Management LLC | 12,580 | $136.2K | 0.00% | +12,580 | New |
| Accredited Investor Services, LLC | 12,649 | $137.0K | 0.09% | −796−5.9% | Reduced |
| Morris Retirement Advisors, LLC | 12,940 | $140.1K | 0.06% | +134+1.0% | Added |
| Miller Financial Services LLC | 13,000 | $140.8K | 0.17% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 13,000 | $140.8K | 0.03% | +13,000 | New |
| Pinnacle Wealth Planning Services, Inc. | 13,162 | $142.5K | 0.01% | −743−5.3% | Reduced |
| Landscape Capital Management, L.L.C. | 13,190 | $142.8K | 0.01% | +13,190 | New |
| Goldman Sachs Group Inc | 13,205 | $143.0K | 0.00% | +13,205 | New |
| Melfa Wealth Management, LLC | 13,236 | $143.3K | 0.08% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 13,312 | $144.2K | 0.00% | −684−4.9% | Reduced |
| 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 |
| Clearstead Advisors, LLC | 13,723 | $148.6K | 0.00% | +181+1.3% | Added |
| E&G Advisors, LP | 13,892 | $150.4K | 0.03% | −1,800−11.5% | Reduced |
| Affiance Financial, LLC | 14,100 | $152.7K | 0.02% | 00.0% | Unchanged |
| Mueller Wealth, LLC | 14,196 | $153.7K | 0.13% | +14,196 | New |
| Park Avenue Securities LLC | 15,095 | $163.0K | 0.00% | −1,906−11.2% | Reduced |
| Private Advisor Group, LLC | 16,063 | $174.0K | 0.00% | −1,132−6.6% | Reduced |
| Integrated Wealth Concepts LLC | 16,431 | $178.0K | 0.00% | +30.0% | Added |
| Future Financial Wealth Managment LLC | 17,000 | $179.3K | 0.12% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,647 | $180.3K | 0.00% | +30+0.2% | Added |
| Warren Averett Asset Management, LLC | 17,760 | $192.3K | 0.00% | −3,562−16.7% | Reduced |
| Valley Brook Capital Group | 18,220 | $197.3K | 0.13% | −3,390−15.7% | Reduced |
| Merit Financial Group, LLC | 18,390 | $199.2K | 0.00% | −1,409−7.1% | Reduced |
| 180 Wealth Advisors, LLC | 18,416 | $199.4K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 19,267 | $204.8K | 0.01% | −2,000−9.4% | Reduced |
| Janney Montgomery Scott LLC | 20,037 | $217.0K | 0.00% | +2,383+13.5% | Added |
| Park Edge Advisors, LLC | 21,725 | $235.3K | 0.05% | +10,491+93.4% | Added |
| Creekside Partners | 21,774 | $235.8K | 0.10% | +41+0.2% | Added |
| SMH Capital Advisors Inc | 21,869 | $236.8K | 0.48% | −254−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 22,023 | $239.0K | 0.00% | −9,666−30.5% | Reduced |
| Evergreen Capital Management LLC | 22,966 | $248.7K | 0.01% | −410−1.8% | Reduced |
| Prospera Financial Services Inc | 25,830 | $279.8K | 0.00% | +181+0.7% | Added |
| Commonwealth Equity Services, LLC | 27,600 | $298.9K | 0.00% | +1,102+4.2% | Added |
| Truist Financial Corp | 27,832 | $301.4K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 27,908 | $302.2K | 0.00% | +364+1.3% | Added |
| Global Retirement Partners, LLC | 28,357 | $307.1K | 0.01% | +28,258+28,543.4% | Added |
| International Assets Investment Management, LLC | 28,470 | $308.3K | 0.02% | −3,450−10.8% | Reduced |
| MGB Wealth Management, LLC | 29,079 | $315.1K | 0.09% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 29,366 | $318.0K | 0.14% | 00.0% | Unchanged |
| GWM Advisors LLC | 29,385 | $318.2K | 0.00% | −500−1.7% | Reduced |
| HRT Financial LP | 30,915 | $334.0K | 0.00% | +7,102+29.8% | Added |
| Concurrent Investment Advisors, LLC | 31,174 | $337.6K | 0.00% | +188+0.6% | Added |
| Closed-End Fund Advisors, Inc. | 31,590 | $342.1K | 0.20% | +31,590 | New |
| RSM US Wealth Management LLC | 31,425 | $343.3K | 0.00% | −376−1.2% | Reduced |
| MML Investors Services, LLC | 31,823 | $344.6K | 0.00% | −1,207−3.7% | Reduced |
| Pensionmark Financial Group, LLC | 32,114 | $347.8K | 0.01% | −3,940−10.9% | Reduced |
| Broyhill Asset Management | 32,500 | $352.0K | 0.31% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 33,426 | $362.0K | 0.00% | −329−1.0% | Reduced |
| Flagship Harbor Advisors, LLC | 34,455 | $373.1K | 0.02% | +12,565+57.4% | Added |
| Ellis Investment Partners, LLC | 34,647 | $375.2K | 0.07% | −72−0.2% | Reduced |
| Mezzasalma Advisors, LLC | 35,930 | $387.9K | 0.09% | +811+2.3% | Added |