WILMINGTON, DE
BLACKROCK CREDIT ALLOCATION INCOME TRUSTBTZ— Latest position per institution from SEC 13F filings
15
Institutional holders
30.77M
Total shares held
238.82M
Estimated value
1.54M
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
6.94M
Value
70.11K
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
5.12M
Value
51.68M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
4.59M
Value
46.41M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.92M
Value
19.39M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.51M
Value
15.27M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
1.25M
Value
12.59M
Filed
Mar 31, 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
1.01M
Value
10.18M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
867.64K
Value
8.76M
Filed
Mar 31, 2026
CAPITAL INVESTMENT ADVISORS, LLC
CIK 1582732
Shares
844.15K
Value
9.14M
Filed
Dec 31, 2025
ROYAL BANK OF CANADA
CIK 1000275
Shares
762.22K
Value
7.70M
Filed
Mar 31, 2026
SPECTRUM ASSET MANAGEMENT, INC.
CIK 1318293
Shares
723.13K
Value
7M
Filed
Sep 30, 2023
SOWELL FINANCIAL SERVICES LLC
CIK 1633697
Shares
712.30K
Value
7.19M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
649.83K
Value
7.04K
Filed
Dec 31, 2025
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
617.20K
Value
6.23M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
595.26K
Value
6.01M
Filed
Mar 31, 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
382.99K
Value
3.87M
Filed
Mar 31, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
371.21K
Value
3.75M
Filed
Mar 31, 2026
RAREVIEW CAPITAL LLC
CIK 2044533
Shares
367.91K
Value
4.02M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 769317 | 6.94M | 70.11K | Mar 31, 2026 |
| 2 | MORGAN STANLEY | 895421 | 5.12M | 51.68M | Mar 31, 2026 |
| 3 | BANK OF AMERICA CORP /DE/ | 70858 | 4.59M | 46.41M | Mar 31, 2026 |
| 4 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.92M | 19.39M | Mar 31, 2026 |
| 5 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.51M | 15.27M | Mar 31, 2026 |
| 6 | INVESCO LTD. | 914208 | 1.25M | 12.59M | Mar 31, 2026 |
| 7 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 1.01M | 11.40M | Sep 30, 2024 |
| 8 | WELLS FARGO & COMPANY/MN | 72971 | 1.01M | 10.18M | Mar 31, 2026 |
| 9 | LPL FINANCIAL LLC | 1403438 | 867.64K | 8.76M | Mar 31, 2026 |
| 10 | CAPITAL INVESTMENT ADVISORS, LLC | 1582732 | 844.15K | 9.14M | Dec 31, 2025 |
| 11 | ROYAL BANK OF CANADA | 1000275 | 762.22K | 7.70M | Mar 31, 2026 |
| 12 | SPECTRUM ASSET MANAGEMENT, INC. | 1318293 | 723.13K | 7M | Sep 30, 2023 |
| 13 | SOWELL FINANCIAL SERVICES LLC | 1633697 | 712.30K | 7.19M | Mar 31, 2026 |
| 14 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 649.83K | 7.04K | Dec 31, 2025 |
| 15 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 617.20K | 6.23M | Mar 31, 2026 |
| 16 | UBS GROUP AG | 1610520 | 595.26K | 6.01M | Mar 31, 2026 |
| 17 | RELATIVE VALUE PARTNERS GROUP, LLC | 1649910 | 521.87K | 8.15M | Mar 31, 2023 |
| 18 | D.A. DAVIDSON & CO. | 1080107 | 382.99K | 3.87M | Mar 31, 2026 |
| 19 | AMERIPRISE FINANCIAL INC | 820027 | 371.21K | 3.75M | Mar 31, 2026 |
| 20 | RAREVIEW CAPITAL LLC | 2044533 | 367.91K | 4.02M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.