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 |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 40,534 | $439.0K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 46,277 | $501.2K | 0.00% | +46,277 | New |
| Uncommon Cents Investing LLC | 46,591 | $504.6K | 0.12% | −1,611−3.3% | Reduced |
| WealthShield Partners, LLC | 49,359 | $534.6K | 0.06% | −954−1.9% | Reduced |
| Pin Oak Investment Advisors Inc | 50,130 | $536.0K | 0.38% | +450+0.9% | Added |
| Susquehanna International Group, LLP | 51,278 | $555.3K | 0.00% | +24,854+94.1% | Added |
| Alteri Wealth LLC | 51,845 | $561.5K | 0.18% | +2,001+4.0% | Added |
| Shaker Financial Services, LLC | 53,561 | $580.1K | 0.18% | +20,561+62.3% | Added |
| Johnson Financial Group, Inc. | 53,707 | $581.6K | 0.02% | −1,793−3.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 54,004 | $584.9K | 0.13% | −90−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 57,056 | $603.1K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 61,952 | $671.0K | 0.00% | +6,026+10.8% | Added |
| Lido Advisors, LLC | 66,816 | $738.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 70,053 | $758.7K | 0.01% | −7,611−9.8% | Reduced |
| Colony Group, LLC | 72,500 | $785.2K | 0.00% | −271−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 77,504 | $839.4K | 0.00% | −2,483−3.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 77,614 | $840.6K | 0.00% | +1,610+2.1% | Added |
| CI Private Wealth, LLC | 78,006 | $844.8K | 0.00% | +78,006 | New |
| Jane Street Group, LLC | 78,164 | $846.5K | 0.00% | +4,373+5.9% | 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 |
| Stolper Co | 82,079 | $889.0K | 0.26% | +1,783+2.2% | Added |
| Fell Capital Management | 84,684 | $917.1K | 0.89% | +84,684 | New |
| Prevail Innovative Wealth Advisors, LLC | 91,191 | $987.6K | 0.18% | +39,136+75.2% | Added |
| Marks Group Wealth Management, Inc | 97,838 | $1.06M | 0.10% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 107,648 | $1.17M | 0.11% | −8,455−7.3% | Reduced |
| Diesslin Group, Inc. | 108,167 | $1.17M | 0.47% | +108,167 | New |
| Waterfront Wealth Inc. | 111,912 | $1.18M | 0.22% | +2,057+1.9% | Added |
| First Trust Advisors LP | 131,186 | $1.42M | 0.00% | +5,295+4.2% | Added |
| Private Trust Co NA | 134,849 | $1.46M | 0.13% | 00.0% | Unchanged |
| Rareview Capital LLC | 142,441 | $1.56M | 1.01% | −37,853−21.0% | Reduced |
| Advisors Asset Management, Inc. | 194,313 | $2.10M | 0.04% | −148,742−43.4% | Reduced |
| Cetera Investment Advisers | 209,031 | $2.26M | 0.00% | +32,482+18.4% | Added |
| Thrivent Financial for Lutherans | 227,673 | $2.47M | 0.00% | −9,438−4.0% | Reduced |
| D.A. Davidson & Co. | 238,778 | $2.59M | 0.02% | +31,006+14.9% | Added |
| Cary Street Partners Financial LLC | 254,378 | $2.75M | 0.07% | +22,229+9.6% | Added |
| Edgemoor Investment Advisors, Inc. | 260,315 | $2.82M | 0.22% | −5,938−2.2% | Reduced |
| Emissary Wealth LLC | 264,350 | $2.86M | 2.41% | +264,350 | New |
| Smith Asset Management Co., LLC | 279,316 | $3.03M | 2.50% | −7,502−2.6% | Reduced |
| Ameriprise Financial Inc | 325,583 | $3.53M | 0.00% | +73,382+29.1% | Added |
| Steward Partners Investment Advisory, LLC | 330,820 | $3.58M | 0.02% | +48,674+17.3% | Added |
| Cohen & Steers, Inc. | 331,022 | $3.58M | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 451,242 | $4.89M | 0.01% | −298,746−39.8% | Reduced |
| Penserra Capital Management LLC | 649,831 | $7.04M | 0.08% | +60,151+10.2% | Added |
| Sowell Financial Services LLC | 654,542 | $7.09M | 0.26% | −4,809−0.7% | Reduced |
| UBS Group AG | 671,245 | $7.27M | 0.00% | +2,425+0.4% | Added |
| Capital Investment Advisors, LLC | 844,152 | $9.14M | 0.14% | −65,322−7.2% | Reduced |
| Royal Bank of Canada | 869,826 | $9.42M | 0.00% | +12,255+1.4% | Added |
| Invesco Ltd. | 995,409 | $10.8M | 0.00% | −270,221−21.4% | Reduced |
| LPL Financial LLC | 995,529 | $10.8M | 0.00% | +23,333+2.4% | Added |
| Wells Fargo & Company | 1,093,342 | $11.8M | 0.00% | +33,774+3.2% | Added |
| Raymond James Financial Inc | 1,513,270 | $16.4M | 0.01% | −7,416−0.5% | Reduced |
| Guggenheim Capital LLC | 1,989,430 | $21.5M | 0.16% | +82,506+4.3% | Added |
| Morgan Stanley | 5,039,088 | $54.6M | 0.00% | −222,730−4.2% | Reduced |
| Bank of America Corp | 5,316,094 | $57.6M | 0.00% | +411,927+8.4% | Added |
| Sit Investment Associates Inc | 6,430,309 | $69.6M | 1.37% | +492,132+8.3% | Added |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −43,627−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −25,411−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −23,970−100.0% | Sold out |
| Adapt Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Northstar Financial Companies, Inc. | 0 | $0 | 0.00% | −14,617−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −11,558−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −11,449−100.0% | Sold out |
| PMG Family Office LLC | 0 | $0 | 0.00% | −10,927−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −9,316−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −7,830−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −6,969−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −1,707−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −1,029−100.0% | Sold out |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Wela Strategies, Inc. | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |