WILMINGTON, DE
BLACKROCK CREDIT ALLOCATION INCOME TRUSTBTZ— Latest position per institution from SEC 13F filings
15
Institutional holders
31.09M
Total shares held
243.51M
Estimated value
1.55M
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
6.99M
Value
71.45K
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
5.31M
Value
54.31M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
4.75M
Value
48.53M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.85M
Value
18.94M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.49M
Value
15.23M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
1.26M
Value
12.86M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
1.01M
Value
11.40M
Filed
Sep 30, 2024
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
976.93K
Value
9.98M
Filed
Jun 30, 2026
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
877.14K
Value
8.96M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
799.21K
Value
8.17M
Filed
Jun 30, 2026
SOWELL FINANCIAL SERVICES LLC
CIK 1633697
Shares
761.47K
Value
7.78M
Filed
Jun 30, 2026
SPECTRUM ASSET MANAGEMENT, INC.
CIK 1318293
Shares
723.13K
Value
7M
Filed
Sep 30, 2023
CAPITAL INVESTMENT ADVISORS, LLC
CIK 1582732
Shares
668.72K
Value
6.83M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
649.83K
Value
7.04K
Filed
Dec 31, 2025
UBS GROUP AG
CIK 1610520
Shares
571.84K
Value
5.84M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
567.82K
Value
5.80M
Filed
Jun 30, 2026
RELATIVE VALUE PARTNERS GROUP, LLC
CIK 1649910
Shares
521.87K
Value
8.15M
Filed
Mar 31, 2023
D.A. DAVIDSON & CO.
CIK 1080107
Shares
488.22K
Value
4.99M
Filed
Jun 30, 2026
RAREVIEW CAPITAL LLC
CIK 2044533
Shares
420.19K
Value
4.59M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
396.94K
Value
4.06M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 769317 | 6.99M | 71.45K | Jun 30, 2026 |
| 2 | MORGAN STANLEY | 895421 | 5.31M | 54.31M | Jun 30, 2026 |
| 3 | BANK OF AMERICA CORP /DE/ | 70858 | 4.75M | 48.53M | Jun 30, 2026 |
| 4 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.85M | 18.94M | Jun 30, 2026 |
| 5 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.49M | 15.23M | Jun 30, 2026 |
| 6 | INVESCO LTD. | 914208 | 1.26M | 12.86M | Jun 30, 2026 |
| 7 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 1.01M | 11.40M | Sep 30, 2024 |
| 8 | WELLS FARGO & COMPANY/MN | 72971 | 976.93K | 9.98M | Jun 30, 2026 |
| 9 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 877.14K | 8.96M | Jun 30, 2026 |
| 10 | ROYAL BANK OF CANADA | 1000275 | 799.21K | 8.17M | Jun 30, 2026 |
| 11 | SOWELL FINANCIAL SERVICES LLC | 1633697 | 761.47K | 7.78M | Jun 30, 2026 |
| 12 | SPECTRUM ASSET MANAGEMENT, INC. | 1318293 | 723.13K | 7M | Sep 30, 2023 |
| 13 | CAPITAL INVESTMENT ADVISORS, LLC | 1582732 | 668.72K | 6.83M | Jun 30, 2026 |
| 14 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 649.83K | 7.04K | Dec 31, 2025 |
| 15 | UBS GROUP AG | 1610520 | 571.84K | 5.84M | Jun 30, 2026 |
| 16 | LPL FINANCIAL LLC | 1403438 | 567.82K | 5.80M | Jun 30, 2026 |
| 17 | RELATIVE VALUE PARTNERS GROUP, LLC | 1649910 | 521.87K | 8.15M | Mar 31, 2023 |
| 18 | D.A. DAVIDSON & CO. | 1080107 | 488.22K | 4.99M | Jun 30, 2026 |
| 19 | RAREVIEW CAPITAL LLC | 2044533 | 420.19K | 4.59M | Jun 30, 2026 |
| 20 | AMERIPRISE FINANCIAL INC | 820027 | 396.94K | 4.06M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.