BLACKROCK CREDIT ALLOCATION INCOME TRUST (BTZ) — Institutional Holders, Q2 2026
156 institutional investment managers reported a BTZ position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $354.3M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BTZ in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Capital Investment AdvisorsNew · +668,720 sh+$6.8M
- ENVESTNET ASSET MANAGEMENTAdded · +309,902 sh+$3.2M
- Allspring Global InvestmentsAdded · +259,937 sh+$2.7M
- Thomas J. Herzfeld AdvisorsNew · +245,318 sh+$2.5M
- MORGAN STANLEYAdded · +196,890 sh+$2.0M
Biggest sellers
- LPL FinancialTrimmed · -299,827 sh-$3.1M
- Emissary WealthTrimmed · -146,053 sh-$1.5M
- Cetera Investment AdvisersTrimmed · -139,441 sh-$1.4M
- READYSTATE ASSET MANAGEMENTSold out · -100,594 sh-$1.0M
- PRIVATE NATrimmed · -80,000 sh-$817.6K
BTZ 13F holders ranked 1–100 of 156
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES#1 · 6,991,115 sh | 6,991,115 | $71.4M | 1.35% | +0.7% |
| 2 | MORGAN STANLEY#2 · 5,313,606 sh | 5,313,606 | $54.3M | <0.01% | +3.8% |
| 3 | BANK OF AMERICA#3 · 4,748,810 sh | 4,748,810 | $48.5M | <0.01% | +3.4% |
| 4 | GUGGENHEIM CAPITAL#4 · 1,853,133 sh | 1,853,133 | $18.9M | 0.12% | -3.5% |
| 5 | RAYMOND JAMES FINANCIAL#5 · 1,490,582 sh | 1,490,582 | $15.2M | <0.01% | -1.4% |
| 6 | Invesco Ltd.#6 · 1,257,966 sh | 1,257,966 | $12.9M | <0.01% | +0.9% |
| 7 | WELLS FARGO & COMPANY#7 · 976,930 sh | 976,930 | $10.0M | <0.01% | -3.1% |
| 8 | Allspring Global Investments#8 · 877,138 sh | 877,138 | $9.0M | 0.01% | +42.1% |
| 9 | ROYAL BANK OF CANADA#9 · 799,205 sh | 799,205 | $8.2M | <0.01% | +4.9% |
| 10 | Sowell Financial Services#10 · 761,468 sh | 761,468 | $7.8M | — | +6.9% |
| 11 | Capital Investment Advisors#11 · 668,720 sh | 668,720 | $6.8M | — | New |
| 12 | UBS Group AG#12 · 571,839 sh | 571,839 | $5.8M | <0.01% | -3.9% |
| 13 | LPL Financial#13 · 567,816 sh | 567,816 | $5.8M | <0.01% | -34.6% |
| 14 | D.A. DAVIDSON#14 · 488,221 sh | 488,221 | $5.0M | 0.03% | +27.5% |
| 15 | Rareview Capital#15 · 420,186 sh | 420,186 | $4.6M | 2.57% | +14.2% |
| 16 | AMERIPRISE FINANCIAL#16 · 396,945 sh | 396,945 | $4.1M | <0.01% | +6.9% |
| 17 | ENVESTNET ASSET MANAGEMENT#17 · 350,797 sh | 350,797 | $3.6M | <0.01% | +757.8% |
| 18 | COHEN & STEERS#18 · 331,022 sh | 331,022 | $3.4M | <0.01% | 0.0% |
| 19 | Steward Partners Investment Advisory#19 · 324,985 sh | 324,985 | $3.3M | 0.02% | +1.5% |
| 20 | CARY STREET PARTNERS FINANCIAL#20 · 324,822 sh | 324,822 | $3.3M | 0.07% | +7.6% |
| 21 | Smith Asset Management#21 · 273,343 sh | 273,343 | $2.8M | — | -1.1% |
| 22 | Thomas J. Herzfeld Advisors#22 · 245,318 sh | 245,318 | $2.5M | 0.77% | New |
| 23 | Edgemoor Investment Advisors#23 · 245,206 sh | 245,206 | $2.5M | 0.17% | -4.9% |
| 24 | THRIVENT FINANCIAL FOR LUTHERANS#24 · 240,311 sh | 240,311 | $2.5M | <0.01% | 0.0% |
| 25 | FIRST ADVISORS#25 · 223,860 sh | 223,860 | $2.3M | <0.01% | +6.8% |
| 26 | WOLVERINE ASSET MANAGEMENT#26 · 163,008 sh | 163,008 | $1.7M | 0.01% | -16.0% |
| 27 | Emissary Wealth#27 · 133,636 sh | 133,636 | $1.4M | 1.04% | -52.2% |
| 28 | Waterfront Wealth#28 · 122,488 sh | 122,488 | $1.3M | 0.19% | +5.2% |
| 29 | Karpus Management#29 · 120,175 sh | 120,175 | $1.2M | 0.04% | -0.9% |
| 30 | IBEX WEALTH ADVISORS#30 · 106,089 sh | 106,089 | $1.1M | 0.09% | -2.3% |
| 31 | Cetera Investment Advisers#31 · 96,628 sh | 96,628 | $987.5K | <0.01% | -59.1% |
| 32 | RIVERBRIDGE PARTNERS#32 · 93,180 sh | 93,180 | $952.3K | 0.03% | New |
| 33 | Marks Group Wealth Management#33 · 89,273 sh | 89,273 | $912.4K | 0.08% | 0.0% |
| 34 | Stolper#34 · 87,774 sh | 87,774 | $897.0K | — | +33.5% |
| 35 | Rockefeller Capital Management L.P.#35 · 80,753 sh | 80,753 | $825.3K | <0.01% | +8.6% |
| 36 | FELL CAPITAL MANAGEMENT#36 · 80,184 sh | 80,184 | $819.5K | — | -1.2% |
| 37 | Mount Yale Investment Advisors#37 · 79,458 sh | 79,458 | $812.1K | 0.01% | -2.6% |
| 38 | Vestmark Advisory Solutions#38 · 78,658 sh | 78,658 | $803.9K | <0.01% | -3.6% |
| 39 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#39 · 77,972 sh | 77,972 | $796.9K | <0.01% | +0.7% |
| 40 | Focus Partners Wealth#40 · 75,420 sh | 75,420 | $770.8K | <0.01% | -28.7% |
| 41 | Advisors Asset Management#41 · 72,345 sh | 72,345 | $739.4K | 0.01% | -43.6% |
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#42 · 67,473 sh | 67,473 | $689.6K | <0.01% | +28.1% |
| 43 | CHOREO#43 · 64,651 sh | 64,651 | $660.7K | <0.01% | +105.6% |
| 44 | PRINCIPAL SECURITIES#44 · 64,422 sh | 64,422 | $658.4K | <0.01% | -6.5% |
| 45 | Chicago Partners Investment Group#45 · 57,817 sh | 57,817 | $576.4K | — | +1.3% |
| 46 | OSAIC#46 · 54,924 sh | 54,924 | $561.3K | <0.01% | +2.6% |
| 47 | PRIVATE NA#47 · 54,849 sh | 54,849 | $560.6K | — | -59.3% |
| 48 | 1607 Capital Partners#48 · 53,824 sh | 53,824 | $550.1K | 0.05% | -40.9% |
| 49 | Johnson Financial Group#49 · 53,707 sh | 53,707 | $548.9K | 0.02% | 0.0% |
| 50 | Noble Wealth Management PBC#50 · 52,533 sh | 52,533 | $536.9K | — | +54.4% |
| 51 | Alteri Wealth#51 · 52,262 sh | 52,262 | $534.1K | 0.15% | +0.2% |
| 52 | Lido Advisors#52 · 51,815 sh | 51,815 | $529.6K | <0.01% | 0.0% |
| 53 | EP Wealth Advisors#53 · 51,358 sh | 51,358 | $524.9K | <0.01% | +22.9% |
| 54 | Marex Group plc#54 · 51,000 sh | 51,000 | $521.2K | <0.01% | New |
| 55 | Shulman DeMeo Asset Management#55 · 50,279 sh | 50,279 | $513.8K | — | -0.5% |
| 56 | PIN OAK INVESTMENT ADVISORS#56 · 49,680 sh | 49,680 | $502.0K | 0.36% | 0.0% |
| 57 | JANE STREET GROUP#57 · 47,852 sh | 47,852 | $489.0K | 0.00% | -50.9% |
| 58 | Uncommon Cents Investing#58 · 47,266 sh | 47,266 | $483.1K | — | +1.4% |
| 59 | IMC-Chicago#59 · 41,558 sh | 41,558 | $424.7K | <0.01% | New |
| 60 | Equitable#60 · 40,894 sh | 40,894 | $417.9K | <0.01% | +184.0% |
| 61 | HORIZON KINETICS ASSET MANAGEMENT#61 · 39,700 sh | 39,700 | $405.7K | <0.01% | -2.1% |
| 62 | XTX Topco Ltd#62 · 38,056 sh | 38,056 | $388.9K | <0.01% | +17.1% |
| 63 | Global Retirement Partners#63 · 36,021 sh | 36,021 | $368.1K | <0.01% | — |
| 64 | Mezzasalma Advisors#64 · 35,842 sh | 35,842 | $366.3K | — | -2.6% |
| 65 | Broyhill Asset Management#65 · 32,500 sh | 32,500 | $332.1K | 0.30% | 0.0% |
| 66 | FLAGSHIP HARBOR ADVISORS#66 · 32,255 sh | 32,255 | $329.6K | — | -9.0% |
| 67 | Closed-End Fund Advisors#67 · 32,040 sh | 32,040 | $327.4K | 0.32% | +1.4% |
| 68 | Mariner#68 · 31,010 sh | 31,010 | $316.9K | <0.01% | +19.8% |
| 69 | Ellis Investment Partners#69 · 29,912 sh | 29,912 | $305.7K | — | -3.3% |
| 70 | Concurrent Investment Advisors#70 · 29,844 sh | 29,844 | $305.0K | — | -7.6% |
| 71 | Palogic Value Management, L.P.#71 · 29,366 sh | 29,366 | $300.1K | 0.10% | 0.0% |
| 72 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#72 · 27,843 sh | 27,843 | $284.6K | 0.02% | -0.5% |
| 73 | TRUIST FINANCIAL#73 · 27,832 sh | 27,832 | $284.4K | <0.01% | 0.0% |
| 74 | StoneX Group#74 · 26,779 sh | 26,779 | $276.2K | 0.01% | New |
| 75 | NewEdge Advisors#75 · 26,885 sh | 26,885 | $274.8K | <0.01% | -6.3% |
| 76 | Park Edge Advisors#76 · 24,605 sh | 24,605 | $251.5K | 0.05% | +10.1% |
| 77 | EVERGREEN CAPITAL MANAGEMENT#77 · 23,830 sh | 23,830 | $243.5K | — | +3.8% |
| 78 | MML INVESTORS SERVICES#78 · 23,386 sh | 23,386 | $239.0K | <0.01% | -2.6% |
| 79 | Cambridge Investment Research Advisors#79 · 23,038 sh | 23,038 | $235.0K | <0.01% | -0.8% |
| 80 | SMH CAPITAL ADVISORS#80 · 22,212 sh | 22,212 | $227.0K | 0.89% | +9860.5% |
| 81 | Virtu Financial#81 · 22,114 sh | 22,114 | $226.0K | <0.01% | -21.8% |
| 82 | Mueller Wealth#82 · 21,662 sh | 21,662 | $221.4K | 0.15% | +7.0% |
| 83 | Merit Financial Group#83 · 20,254 sh | 20,254 | $207.0K | <0.01% | +9.2% |
| 84 | NOMURA#84 · 20,000 sh | 20,000 | $204.4K | <0.01% | -13.0% |
| 85 | DIVIDEND ASSETS CAPITAL#85 · 20,000 sh | 20,000 | $204.4K | 0.04% | New |
| 86 | Creekside Partners#86 · 19,357 sh | 19,357 | $197.8K | 0.07% | +0.2% |
| 87 | Almitas Capital#87 · 18,660 sh | 18,660 | $190.7K | 0.05% | New |
| 88 | 180 WEALTH ADVISORS#88 · 18,416 sh | 18,416 | $188.2K | 0.02% | 0.0% |
| 89 | COMMONWEALTH EQUITY SERVICES#89 · 17,870 sh | 17,870 | $182.6K | <0.01% | -34.9% |
| 90 | Private Advisor Group#90 · 17,674 sh | 17,674 | $180.6K | <0.01% | +12.7% |
| 91 | Valley Brook Capital Group#91 · 16,720 sh | 16,720 | $170.9K | — | 0.0% |
| 92 | Integrated Wealth Concepts#92 · 16,692 sh | 16,692 | $170.6K | <0.01% | +1.5% |
| 93 | Future Financial Wealth Managment#93 · 17,000 sh | 17,000 | $169.5K | — | 0.0% |
| 94 | Waverly Advisors#94 · 15,771 sh | 15,771 | $161.2K | <0.01% | -9.5% |
| 95 | KESTRA PRIVATE WEALTH SERVICES#95 · 15,655 sh | 15,655 | $160.0K | <0.01% | +13.3% |
| 96 | Janney Montgomery Scott#96 · 15,287 sh | 15,287 | $156.0K | <0.01% | -3.2% |
| 97 | STIFEL FINANCIAL#97 · 15,088 sh | 15,088 | $154.2K | <0.01% | -11.5% |
| 98 | Prospera Financial Services#98 · 15,077 sh | 15,077 | $154.1K | <0.01% | +0.6% |
| 99 | PARK AVENUE SECURITIES#99 · 15,037 sh | 15,037 | $154.0K | — | +0.8% |
| 100 | Clearstead Advisors#100 · 14,122 sh | 14,122 | $144.3K | <0.01% | +1.5% |
Funds that sold out of BTZ in Q2 2026 (19)
Held BTZ at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| READYSTATE ASSET MANAGEMENT100,594 sh | 100,594 | $1.0M |
| Logan Stone Capital50,991 sh | 50,991 | $515.0K |
| WealthShield Partners41,099 sh | 41,099 | $415.1K |
| Diesslin Group34,928 sh | 34,928 | $352.8K |
| Integrity Advisory Solutions12,183 sh | 12,183 | $123.0K |
| NORTHERN12,000 sh | 12,000 | $121.2K |
| Elm3 Financial Group11,400 sh | 11,400 | $115.1K |
| EVOLVE PRIVATE WEALTH11,223 sh | 11,223 | $113.4K |
| HighTower Advisors11,018 sh | 11,018 | $111.3K |
| HRT FINANCIAL10,459 sh | 10,459 | $105.0K |
| Advisory Services Network9,586 sh | 9,586 | $96.8K |
| MAI Capital Management5,489 sh | 5,489 | $55.4K |
| Sound Income Strategies4,025 sh | 4,025 | $40.9K |
| SOA Wealth Advisors12,803 sh | 12,803 | $12.8K |
| Western Wealth Management372 sh | 372 | $3.8K |
| Spire Wealth Management283 sh | 283 | $2.9K |
| Signature Equity Partners200 sh | 200 | $2.0K |
| Hamrick Investment Counsel35 sh | 35 | $355.00 |
| Tower Research Capital (TRC)29 sh | 29 | $293.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.