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 |
|---|---|---|---|---|---|
| Pin Oak Investment Advisors Inc | 49,680 | $508.0K | 0.36% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 50,279 | $513.8K | 0.10% | −260−0.5% | Reduced |
| Marex Group plc | 51,000 | $521.2K | 0.00% | +51,000 | New |
| EP Wealth Advisors, LLC | 51,358 | $524.9K | 0.00% | +9,571+22.9% | Added |
| Lido Advisors, LLC | 51,815 | $529.6K | 0.00% | 00.0% | Unchanged |
| Alteri Wealth LLC | 52,262 | $534.1K | 0.15% | +110+0.2% | Added |
| Noble Wealth Management PBC | 52,533 | $536.9K | 0.25% | +18,500+54.4% | Added |
| Johnson Financial Group, Inc. | 53,707 | $548.9K | 0.02% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 53,824 | $550.1K | 0.05% | −37,202−40.9% | Reduced |
| Private Trust Co NA | 54,849 | $560.6K | 0.04% | −80,000−59.3% | Reduced |
| Advisor Group Holdings, Inc. | 54,924 | $561.3K | 0.00% | +1,369+2.6% | Added |
| Chicago Partners Investment Group LLC | 57,817 | $576.4K | 0.01% | +761+1.3% | Added |
| Principal Securities, Inc. | 64,422 | $658.4K | 0.01% | −4,515−6.5% | Reduced |
| RSM US Wealth Management LLC | 64,651 | $660.7K | 0.01% | +33,211+105.6% | Added |
| Susquehanna International Group, LLP | 67,473 | $689.6K | 0.00% | +14,798+28.1% | Added |
| Advisors Asset Management, Inc. | 72,345 | $739.4K | 0.01% | −55,884−43.6% | Reduced |
| Colony Group, LLC | 75,420 | $770.8K | 0.00% | −30,400−28.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 77,972 | $796.9K | 0.00% | +563+0.7% | Added |
| Vestmark Advisory Solutions, Inc. | 78,658 | $803.9K | 0.01% | −2,899−3.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 79,458 | $812.1K | 0.02% | −2,100−2.6% | Reduced |
| Fell Capital Management | 80,184 | $819.5K | 0.69% | −1,000−1.2% | Reduced |
| Rockefeller Capital Management L.P. | 80,753 | $825.3K | 0.00% | +6,401+8.6% | Added |
| Stolper Co | 87,774 | $897.0K | 0.23% | +22,002+33.5% | Added |
| Marks Group Wealth Management, Inc | 89,273 | $912.4K | 0.08% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 93,180 | $952.3K | 0.03% | +93,180 | New |
| Cetera Investment Advisers | 96,628 | $987.5K | 0.00% | −139,441−59.1% | Reduced |
| Ibex Wealth Advisors | 106,089 | $1.08M | 0.08% | −2,551−2.3% | Reduced |
| Karpus Management, Inc. | 120,175 | $1.23M | 0.04% | −1,075−0.9% | Reduced |
| Waterfront Wealth Inc. | 122,488 | $1.25M | 0.19% | +6,066+5.2% | Added |
| Emissary Wealth LLC | 133,636 | $1.37M | 1.04% | −146,053−52.2% | Reduced |
| Wolverine Asset Management LLC | 163,008 | $1.67M | 0.02% | −31,081−16.0% | Reduced |
| First Trust Advisors LP | 223,860 | $2.29M | 0.00% | +14,177+6.8% | Added |
| Thrivent Financial for Lutherans | 240,311 | $2.46M | 0.00% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 245,206 | $2.51M | 0.17% | −12,597−4.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 245,318 | $2.51M | 0.77% | +245,318 | New |
| Smith Asset Management Co., LLC | 273,343 | $2.79M | 2.20% | −2,945−1.1% | Reduced |
| Cary Street Partners Financial LLC | 324,822 | $3.32M | 0.07% | +23,041+7.6% | Added |
| Steward Partners Investment Advisory, LLC | 324,985 | $3.32M | 0.02% | +4,674+1.5% | Added |
| Cohen & Steers, Inc. | 331,022 | $3.38M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 350,797 | $3.59M | 0.00% | +309,902+757.8% | Added |
| Ameriprise Financial Inc | 396,945 | $4.06M | 0.00% | +25,730+6.9% | Added |
| Rareview Capital LLC | 420,186 | $4.59M | 2.57% | +52,274+14.2% | Added |
| D.A. Davidson & Co. | 488,221 | $4.99M | 0.03% | +105,230+27.5% | Added |
| LPL Financial LLC | 567,816 | $5.80M | 0.00% | −299,827−34.6% | Reduced |
| UBS Group AG | 571,839 | $5.84M | 0.00% | −23,426−3.9% | Reduced |
| Capital Investment Advisors, LLC | 668,720 | $6.83M | 0.09% | −60,592−8.3% | Reduced |
| Sowell Financial Services LLC | 761,468 | $7.78M | 0.25% | +49,167+6.9% | Added |
| Royal Bank of Canada | 799,205 | $8.17M | 0.00% | +36,985+4.9% | Added |
| Allspring Global Investments Holdings, LLC | 877,138 | $8.96M | 0.01% | +259,937+42.1% | Added |
| Wells Fargo & Company | 976,930 | $9.98M | 0.00% | −31,403−3.1% | Reduced |
| Invesco Ltd. | 1,257,966 | $12.9M | 0.00% | +11,440+0.9% | Added |
| Raymond James Financial Inc | 1,490,582 | $15.2M | 0.00% | −21,670−1.4% | Reduced |
| Guggenheim Capital LLC | 1,853,133 | $18.9M | 0.12% | −66,646−3.5% | Reduced |
| Bank of America Corp | 4,748,810 | $48.5M | 0.00% | +154,112+3.4% | Added |
| Morgan Stanley | 5,313,606 | $54.3M | 0.00% | +196,890+3.8% | Added |
| Sit Investment Associates Inc | 6,991,115 | $71.4M | 1.35% | +49,254+0.7% | Added |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −100,594−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −50,991−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −41,099−100.0% | Sold out |
| Diesslin Group, Inc. | 0 | $0 | 0.00% | −34,928−100.0% | Sold out |
| Integrity Advisory Solutions, LLC | 0 | $0 | 0.00% | −12,183−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Elm3 Financial Group, LLC | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −11,223−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −11,018−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,459−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −9,586−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −5,489−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −4,025−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −12,803−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Hamrick Investment Counsel, llc | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |