BLACKROCK CREDIT ALLOCATION INCOME TRUST (BTZ) — Institutional Holders, Q2 2026 (page 2)
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 101 to 156. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BTZ 13F holders ranked 101–156 of 156
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | NWAM#101 · 14,048 sh | 14,048 | $143.6K | <0.01% | -27.1% |
| 102 | E&G Advisors#102 · 13,792 sh | 13,792 | $141.0K | — | -0.7% |
| 103 | Crescent Grove Advisors#103 · 13,500 sh | 13,500 | $138.0K | — | 0.0% |
| 104 | INVESTORS ASSET MANAGEMENT OF GEORGIA /GA#104 · 13,500 sh | 13,500 | $138.0K | — | 0.0% |
| 105 | Kovack Advisors#105 · 13,348 sh | 13,348 | $136.4K | <0.01% | New |
| 106 | OPPENHEIMER#106 · 13,298 sh | 13,298 | $135.9K | — | 0.0% |
| 107 | MRA Advisory Group#107 · 13,238 sh | 13,238 | $135.3K | — | +1.2% |
| 108 | MELFA WEALTH MANAGEMENT#108 · 13,236 sh | 13,236 | $135.3K | 0.07% | 0.0% |
| 109 | Shaker Financial Services#109 · 13,149 sh | 13,149 | $134.4K | — | -82.7% |
| 110 | Northstar Financial Companies#110 · 13,004 sh | 13,004 | $132.9K | 0.09% | 0.0% |
| 111 | Miller Financial Services#111 · 13,000 sh | 13,000 | $132.9K | — | 0.0% |
| 112 | CHAPIN DAVIS#112 · 13,000 sh | 13,000 | $132.9K | — | 0.0% |
| 113 | WILEY BROS.-AINTREE CAPITAL#113 · 12,352 sh | 12,352 | $126.2K | <0.01% | -10.0% |
| 114 | World Investment Advisors#114 · 12,444 sh | 12,444 | $125.7K | <0.01% | 0.0% |
| 115 | Beacon Pointe Advisors#115 · 12,098 sh | 12,098 | $123.6K | <0.01% | New |
| 116 | ACCREDITED INVESTOR SERVICES#116 · 11,861 sh | 11,861 | $121.2K | — | +3.1% |
| 117 | WEALTH ENHANCEMENT ADVISORY SERVICES#117 · 11,508 sh | 11,508 | $117.5K | — | New |
| 118 | SRS Capital Advisors#118 · 11,450 sh | 11,450 | $117.0K | <0.01% | New |
| 119 | Pinnacle Wealth Planning Services#119 · 11,376 sh | 11,376 | $116.3K | 0.01% | +4.0% |
| 120 | WEDBUSH SECURITIES#120 · 11,377 sh | 11,377 | $116.0K | — | +0.5% |
| 121 | Tyche Wealth Partners#121 · 11,000 sh | 11,000 | $112.4K | 0.02% | 0.0% |
| 122 | OAK FAMILY ADVISORS#122 · 10,929 sh | 10,929 | $111.7K | — | 0.0% |
| 123 | STEPHENS#123 · 10,543 sh | 10,543 | $107.7K | <0.01% | 0.0% |
| 124 | SHP Wealth Management#124 · 10,477 sh | 10,477 | $107.1K | <0.01% | New |
| 125 | Sound View Wealth Advisors Group#125 · 10,400 sh | 10,400 | $106.3K | <0.01% | 0.0% |
| 126 | GILL CAPITAL PARTNERS#126 · 10,204 sh | 10,204 | $104.3K | — | +100.0% |
| 127 | BOOTHBAY FUND MANAGEMENT#127 · 10,046 sh | 10,046 | $102.7K | <0.01% | -43.0% |
| 128 | Physician Wealth Advisors#128 · 10,000 sh | 10,000 | $102.2K | — | 0.0% |
| 129 | WPG Advisers#129 · 6,503 sh | 6,503 | $66.5K | 0.04% | +4.1% |
| 130 | BARTLETT & WEALTH MANAGEMENT#130 · 6,000 sh | 6,000 | $61.3K | <0.01% | New |
| 131 | EASTERN BANK#131 · 5,670 sh | 5,670 | $57.9K | — | 0.0% |
| 132 | Clear Street Group#132 · 5,664 sh | 5,664 | $57.9K | <0.01% | New |
| 133 | Kentucky#133 · 2,718 sh | 2,718 | $27.8K | — | 0.0% |
| 134 | FIFTH THIRD BANCORP#134 · 2,689 sh | 2,689 | $27.5K | 0.00% | -19.3% |
| 135 | HARBOUR INVESTMENTS#135 · 2,615 sh | 2,615 | $26.7K | <0.01% | -7.1% |
| 136 | Institute for Wealth Management#136 · 2,150 sh | 2,150 | $22.0K | <0.01% | New |
| 137 | Farther Finance Advisors#137 · 1,758 sh | 1,758 | $18.0K | — | 0.0% |
| 138 | First PREMIER Bank#138 · 1,700 sh | 1,700 | $17.0K | — | 0.0% |
| 139 | PNC FINANCIAL SERVICES GROUP#139 · 1,617 sh | 1,617 | $16.5K | 0.00% | 0.0% |
| 140 | WEBSTER BANK, N. A.#140 · 1,378 sh | 1,378 | $14.1K | <0.01% | 0.0% |
| 141 | North Star Investment Management#141 · 1,233 sh | 1,233 | $12.6K | <0.01% | 0.0% |
| 142 | Pacifica Partners#142 · 1,106 sh | 1,106 | $11.3K | — | +2.5% |
| 143 | NBC SECURITIES#143 · 1,000 sh | 1,000 | $10.2K | — | 0.0% |
| 144 | Axiom Investment Management#144 · 999 sh | 999 | $10.2K | <0.01% | -14.8% |
| 145 | Measured Wealth Private Client Group#145 · 750 sh | 750 | $7.7K | <0.01% | 0.0% |
| 146 | BESSEMER GROUP#146 · 553 sh | 553 | $6.0K | 0.00% | New |
| 147 | Caldwell#147 · 525 sh | 525 | $5.4K | <0.01% | -50.0% |
| 148 | Godfrey Financial Associates#148 · 500 sh | 500 | $5.1K | <0.01% | 0.0% |
| 149 | HIGHLINE WEALTH PARTNERS#149 · 280 sh | 280 | $2.9K | — | 0.0% |
| 150 | Geneos Wealth Management#150 · 240 sh | 240 | $2.5K | <0.01% | 0.0% |
| 151 | WOLFF WIESE MAGANA#151 · 200 sh | 200 | $2.0K | — | 0.0% |
| 152 | Key Capital Management#152 · 110 sh | 110 | $1.1K | <0.01% | New |
| 153 | MCGUIRE CAPITAL ADVISORS#153 · 100 sh | 100 | $1.0K | <0.01% | 0.0% |
| 154 | CENTRAL#154 · 100 sh | 100 | $1.0K | 0.00% | New |
| 155 | Russell Investments Group, Ltd.#155 · 40 sh | 40 | $404.00 | 0.00% | New |
| 156 | HUNTINGTON NATIONAL BANK#156 · 2 sh | 2 | $20.00 | 0.00% | 0.0% |
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.