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 |
|---|---|---|---|---|---|
| Melfa Wealth Management, LLC | 13,236 | $143.3K | 0.08% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 13,205 | $143.0K | 0.00% | +13,205 | New |
| Landscape Capital Management, L.L.C. | 13,190 | $142.8K | 0.01% | +13,190 | New |
| Pinnacle Wealth Planning Services, Inc. | 13,162 | $142.5K | 0.01% | −743−5.3% | Reduced |
| 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 |
| Morris Retirement Advisors, LLC | 12,940 | $140.1K | 0.06% | +134+1.0% | Added |
| Accredited Investor Services, LLC | 12,649 | $137.0K | 0.09% | −796−5.9% | Reduced |
| Millennium Management LLC | 12,580 | $136.2K | 0.00% | +12,580 | New |
| Equitable Holdings, Inc. | 11,830 | $128.1K | 0.00% | +1,614+15.8% | Added |
| Elm3 Financial Group, LLC | 11,400 | $123.5K | 0.10% | −2,000−14.9% | Reduced |
| Wedbush Securities Inc | 11,255 | $122.0K | 0.00% | +56+0.5% | Added |
| Citadel Advisors LLC | 11,258 | $121.9K | 0.00% | +11,258 | New |
| Evolve Private Wealth, LLC | 11,253 | $121.9K | 0.01% | +11,253 | New |
| Canal Capital Management, LLC | 11,138 | $120.6K | 0.02% | −2,000−15.2% | Reduced |
| Tyche Wealth Partners LLC | 11,000 | $119.1K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 10,970 | $118.8K | 0.01% | −3,000−21.5% | Reduced |
| Oak Family Advisors, LLC | 10,929 | $118.4K | 0.04% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 10,747 | $116.4K | 0.02% | +10,747 | New |
| Stratos Wealth Partners, LTD. | 10,502 | $113.7K | 0.00% | +10,502 | New |
| ProVise Management Group, LLC | 10,006 | $108.4K | 0.01% | −511−4.9% | Reduced |
| UMA Financial Services, Inc. | 10,000 | $108.3K | 0.02% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 6,441 | $69.8K | 0.04% | 00.0% | Unchanged |
| Eastern Bank | 5,670 | $61.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5,583 | $60.5K | 0.04% | −441−7.3% | Reduced |
| MAI Capital Management | 5,489 | $59.4K | 0.00% | −571−9.4% | Reduced |
| Sound Income Strategies, LLC | 3,952 | $42.1K | 0.00% | +15+0.4% | Added |
| Comerica Bank | 3,433 | $37.2K | 0.00% | −630−15.5% | Reduced |
| CWM, LLC | 2,830 | $31.0K | 0.00% | +411+17.0% | Added |
| Kentucky Trust Co | 2,718 | $29.4K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,758 | $19.0K | 0.00% | +1,758 | New |
| First PREMIER Bank | 1,700 | $18.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,645 | $17.8K | 0.00% | −297−15.3% | Reduced |
| Turim 21 Investimentos Ltda. | 1,633 | $17.7K | 0.01% | −207−11.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,617 | $17.5K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $14.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $13.4K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12,803 | $12.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,086 | $11.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,049 | $11.4K | 0.00% | +1,049 | New |
| NBC Securities, Inc. | 1,000 | $10.8K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 750 | $8.12K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 677 | $7.33K | 0.00% | −135−16.6% | Reduced |
| Gen-Wealth Partners Inc | 575 | $6.23K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 500 | $5.42K | 0.00% | +500 | New |
| Caitlin John, LLC | 400 | $4.33K | 0.00% | −4,900−92.5% | Reduced |
| Spire Wealth Management | 284 | $3.07K | 0.00% | −635−69.1% | Reduced |
| Geneos Wealth Management Inc. | 240 | $2.60K | 0.00% | 00.0% | Unchanged |
| 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 |
| McGuire Capital Advisors Inc | 100 | $1.08K | 0.00% | +100 | New |
| Tower Research Capital LLC (TRC) | 20 | $217 | 0.00% | +16+400.0% | Added |
| JPMorgan Chase & Co | 11 | $119 | 0.00% | +11 | New |
| Huntington National Bank | – | $22 | 0.00% | – | – |
| Lloyd Advisory Services, LLC. | 1 | $7 | 0.00% | +1 | New |
| 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 |