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 2026
Institutional positions in BlackRock Credit Allocation Income Trust as of Jun 30, 2026. 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
- +2 vs. Q1 2026
- Shares held
- 34.6M
- +497.6K (+1.5%) vs. Q1 2026
- Total value
- $354.0M
- +$9.34M (+2.7%) vs. Q1 2026
- New holders
- 20
- 49 more added
- Sold out
- 18
- 47 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $20 | 0.00% | – | – |
| Russell Investments Group, Ltd. | 40 | $404 | 0.00% | +40 | New |
| McGuire Capital Advisors Inc | 100 | $1.02K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 100 | $1.02K | 0.00% | +100 | New |
| Key Capital Management, INC | 110 | $1.12K | 0.00% | +110 | New |
| Wolff Wiese Magana LLC | 200 | $2.04K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 240 | $2.45K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 280 | $2.86K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 500 | $5.11K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 525 | $5.37K | 0.00% | −524−50.0% | Reduced |
| Bessemer Group Inc | 553 | $6.00K | 0.00% | +553 | New |
| Measured Wealth Private Client Group, LLC | 750 | $7.67K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 999 | $10.2K | 0.01% | −173−14.8% | Reduced |
| NBC Securities, Inc. | 1,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,106 | $11.3K | 0.00% | +27+2.5% | Added |
| North Star Investment Management Corp. | 1,233 | $12.6K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $14.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,617 | $16.5K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $17.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,758 | $18.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 2,150 | $22.0K | 0.00% | +2,150 | New |
| Harbour Investments, Inc. | 2,615 | $26.7K | 0.00% | −199−7.1% | Reduced |
| Fifth Third Bancorp | 2,689 | $27.5K | 0.00% | −645−19.3% | Reduced |
| Kentucky Trust Co | 2,718 | $27.8K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 5,102 | $52.1K | 0.01% | 00.0% | Unchanged |
| Clear Street Group Inc. | 5,664 | $57.9K | 0.00% | +5,664 | New |
| Eastern Bank | 5,670 | $57.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6,000 | $61.3K | 0.00% | +6,000 | New |
| WPG Advisers, LLC | 6,503 | $66.5K | 0.04% | +258+4.1% | Added |
| UMA Financial Services, Inc. | 10,000 | $102.2K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 10,046 | $102.7K | 0.00% | −7,573−43.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 10,400 | $106.3K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 10,477 | $107.1K | 0.01% | +10,477 | New |
| Stephens Inc | 10,543 | $107.7K | 0.00% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 10,929 | $111.7K | 0.03% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,000 | $112.4K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,377 | $116.0K | 0.00% | +62+0.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,376 | $116.3K | 0.01% | +441+4.0% | Added |
| SRS Capital Advisors, Inc. | 11,450 | $117.0K | 0.00% | +11,450 | New |
| Wealth Enhancement Advisory Services, LLC | 11,508 | $117.5K | 0.00% | +11,508 | New |
| Accredited Investor Services, LLC | 11,861 | $121.2K | 0.07% | +360+3.1% | Added |
| Beacon Pointe Advisors, LLC | 12,098 | $123.6K | 0.00% | +12,098 | New |
| Pensionmark Financial Group, LLC | 12,444 | $125.7K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 12,352 | $126.2K | 0.00% | −1,373−10.0% | Reduced |
| Chapin Davis, Inc. | 13,000 | $132.9K | 0.02% | 00.0% | Unchanged |
| Miller Financial Services LLC | 13,000 | $132.9K | 0.11% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 13,004 | $132.9K | 0.09% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 13,149 | $134.4K | 0.04% | −62,990−82.7% | Reduced |
| Melfa Wealth Management, LLC | 13,236 | $135.3K | 0.07% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 13,238 | $135.3K | 0.05% | +151+1.2% | Added |
| Oppenheimer & Co Inc | 13,298 | $135.9K | 0.00% | +60.0% | Added |
| Kovack Advisors, Inc. | 13,348 | $136.4K | 0.01% | +13,348 | New |
| Investors Asset Management of Georgia Inc | 13,500 | $138.0K | 0.05% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 13,500 | $138.0K | 0.01% | 00.0% | Unchanged |
| E&G Advisors, LP | 13,792 | $141.0K | 0.03% | −100−0.7% | Reduced |
| Nwam LLC | 14,048 | $143.6K | 0.01% | −5,219−27.1% | Reduced |
| Clearstead Advisors, LLC | 14,122 | $144.3K | 0.00% | +203+1.5% | Added |
| Park Avenue Securities LLC | 15,037 | $154.0K | 0.00% | +119+0.8% | Added |
| Prospera Financial Services Inc | 15,077 | $154.1K | 0.00% | +87+0.6% | Added |
| Stifel Financial Corp | 15,088 | $154.2K | 0.00% | −1,968−11.5% | Reduced |
| Janney Montgomery Scott LLC | 15,287 | $156.0K | 0.00% | −500−3.2% | Reduced |
| Kestra Private Wealth Services, LLC | 15,655 | $160.0K | 0.00% | +1,842+13.3% | Added |
| Warren Averett Asset Management, LLC | 15,771 | $161.2K | 0.00% | −1,650−9.5% | Reduced |
| Integrated Wealth Concepts LLC | 16,445 | $168.1K | 0.00% | +60.0% | Added |
| Future Financial Wealth Managment LLC | 17,000 | $169.5K | 0.11% | 00.0% | Unchanged |
| Valley Brook Capital Group | 16,720 | $170.9K | 0.10% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 17,674 | $180.6K | 0.00% | +1,994+12.7% | Added |
| Commonwealth Equity Services, LLC | 17,870 | $182.6K | 0.00% | −9,570−34.9% | Reduced |
| 180 Wealth Advisors, LLC | 18,416 | $188.2K | 0.02% | 00.0% | Unchanged |
| Almitas Capital LLC | 18,660 | $190.7K | 0.05% | +18,660 | New |
| Creekside Partners | 19,357 | $197.8K | 0.07% | +46+0.2% | Added |
| Nomura Holdings Inc | 20,000 | $204.4K | 0.00% | −3,000−13.0% | Reduced |
| Dividend Assets Capital, LLC | 20,000 | $204.4K | 0.04% | +20,000 | New |
| Merit Financial Group, LLC | 20,254 | $207.0K | 0.00% | +1,701+9.2% | Added |
| Equitable Holdings, Inc. | 20,447 | $209.0K | 0.00% | +6,048+42.0% | Added |
| Mueller Wealth, LLC | 21,662 | $221.4K | 0.15% | +1,419+7.0% | Added |
| Virtu Financial LLC | 22,114 | $226.0K | 0.01% | −6,166−21.8% | Reduced |
| SMH Capital Advisors Inc | 22,212 | $227.0K | 0.89% | +107+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,038 | $235.0K | 0.00% | −196−0.8% | Reduced |
| MML Investors Services, LLC | 23,386 | $239.0K | 0.00% | −616−2.6% | Reduced |
| Evergreen Capital Management LLC | 23,830 | $243.5K | 0.00% | +875+3.8% | Added |
| Park Edge Advisors, LLC | 24,605 | $251.5K | 0.05% | +2,249+10.1% | Added |
| GWM Advisors LLC | 26,885 | $274.8K | 0.00% | −1,800−6.3% | Reduced |
| StoneX Group Inc. | 26,779 | $276.2K | 0.01% | +26,779 | New |
| Truist Financial Corp | 27,832 | $284.4K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 27,843 | $284.6K | 0.02% | −127−0.5% | Reduced |
| Palogic Value Management, L.P. | 29,366 | $300.1K | 0.11% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 29,844 | $305.0K | 0.00% | −2,440−7.6% | Reduced |
| Ellis Investment Partners, LLC | 29,912 | $305.7K | 0.05% | −1,036−3.3% | Reduced |
| Mariner, LLC | 31,010 | $316.9K | 0.00% | +5,118+19.8% | Added |
| Closed-End Fund Advisors, Inc. | 32,040 | $327.4K | 0.32% | +450+1.4% | Added |
| Flagship Harbor Advisors, LLC | 32,255 | $329.6K | 0.01% | −3,200−9.0% | Reduced |
| Broyhill Asset Management | 32,500 | $332.1K | 0.30% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 35,842 | $366.3K | 0.07% | −966−2.6% | Reduced |
| Global Retirement Partners, LLC | 36,021 | $368.1K | 0.01% | +36,021 | New |
| XTX Topco Ltd | 38,056 | $388.9K | 0.01% | +5,563+17.1% | Added |
| Horizon Kinetics Asset Management LLC | 39,700 | $405.7K | 0.00% | −834−2.1% | Reduced |
| IMC-Chicago, LLC | 41,558 | $424.7K | 0.00% | +41,558 | New |
| Uncommon Cents Investing LLC | 47,266 | $483.1K | 0.10% | +633+1.4% | Added |
| Jane Street Group, LLC | 47,852 | $489.0K | 0.00% | −49,598−50.9% | Reduced |