IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

BlackRock CA Muni Inc TR (XBFZX)

CUSIP: 09248E102 | US | 226 institutional holders

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ASaba Capital Management, L.P.1,428,4114.8%−302,827Dec 11, 20252,768,024 sh (Sep 30, 2025)
13D/ASaba Capital Management, L.P.1,428,411
4.8% of class · Dec 11, 2025−302,827
2,768,024 sh (Sep 30, 2025)

Institutional Holders — Q4 2025

Morgan Stanley718,538
0.0% of portfolio›$7.7M
Robinson Capital Management, LLC555,262
2.4% of portfolio›$6.0M
Guggenheim Capital LLC500,651
0.0% of portfolio›$5.4M
Allspring Global Investments Holdings, LLC494,599
0.0% of portfolio›$5.3M
Advisors Asset Management, Inc.457,999
0.1% of portfolio›$4.9M
Advisors Asset Management, Inc.457,999
0.1% of portfolio›$4.9M
Karpus Management, Inc.285,799
0.1% of portfolio›$3.1M
Fiera Capital Corp268,230
0.0% of portfolio›$2.9M
Hennion & Walsh Asset Management, Inc.252,580
0.1% of portfolio›$2.7M
LPL Financial LLC251,285
0.0% of portfolio›$2.7M
Wells Fargo & Company230,209
0.0% of portfolio›$2.5M
Trilogy Capital Inc.168,123
0.1% of portfolio›$1.8M
Atala Financial Inc132,180
0.9% of portfolio›$1.4M
UBS Group AG119,820
0.0% of portfolio›$1.3M
Bank of America Corp119,199
0.0% of portfolio›$1.3M
Oder Investment Management, LLC110,929
0.9% of portfolio›$1.2M
Wolverine Asset Management LLC108,119
0.0% of portfolio›$1.2M
IEQ Capital, LLC91,821
0.0% of portfolio›$986.2K
Hollencrest Capital Management78,421
0.0% of portfolio›$842.2K
Melfa Wealth Management, Inc.75,913
0.5% of portfolio›$815.3K
Allianz Asset Management GmbH68,750
0.0% of portfolio›$738.4K
Bank of New York Mellon Corp68,537
0.0% of portfolio›$736.1K
Raymond James Financial Inc60,820
0.0% of portfolio›$653.2K
Cypress Wealth Services, LLC56,298
0.1% of portfolio›$604.6K
Baird Financial Group, Inc.47,662
0.0% of portfolio›$511.9K
Logan Stone Capital, LLC46,406
0.1% of portfolio›$498.4K
Myecfo, LLC44,600
0.2% of portfolio›$479.0K
Debussy Capital Management LP44,146
0.1% of portfolio›$474.1K
Royal Bank of Canada41,345
0.0% of portfolio›$444.0K
D.A. Davidson & Co.38,412
0.0% of portfolio›$412.5K
Prospera Financial Services Inc36,254
0.0% of portfolio›$389.4K
Landscape Capital Management, L.L.C.33,773
0.0% of portfolio›$362.7K
Jane Street Group, LLC31,861
0.0% of portfolio›$342.2K
Tortuga Wealth Management, Inc29,800
0.3% of portfolio›$320.1K
Dakota Wealth Management27,000
0.0% of portfolio›$290.0K
Wedbush Securities Inc23,800
0.0% of portfolio›$256
Cetera Investment Advisers22,365
0.0% of portfolio›$240.2K
Evolve Private Wealth, LLC21,734
0.0% of portfolio›$233.4K
Two Sigma Securities, LLC21,018
0.0% of portfolio›$225.7K
Regatta Capital Group, LLC20,673
0.0% of portfolio›$222.0K
Bank of Montreal20,572
0.0% of portfolio›$221.8K
Meridian Investment Counsel Inc.20,525
0.1% of portfolio›$220.4K
Farther Finance Advisors, LLC16,431
0.0% of portfolio›$176.5K
Millennium Management LLC15,567
0.0% of portfolio›$167.2K
Core Wealth Partners LLC15,320
0.1% of portfolio›$164.5K
Cerity Partners LLC15,271
0.0% of portfolio›$164.0K
Commonwealth Equity Services, LLC15,012
0.0% of portfolio›$161.2K
Citadel Advisors LLC14,806
0.0% of portfolio›$159.0K
Steward Partners Investment Advisory, LLC14,425
0.0% of portfolio›$154.9K
XTX Topco Ltd11,564
0.0% of portfolio›$124.2K
Mariner, LLC10,976
0.0% of portfolio›$117.9K
First Foundation Advisors10,126
0.0% of portfolio›$108.8K
Shufro Rose & Co LLC10,000
0.0% of portfolio›$107.4K
Prime Capital Investment Advisors, LLC10,000
0.0% of portfolio›$107.4K
Osaic Holdings, Inc.7,608
0.0% of portfolio›$81.7K
CWM, LLC6,153
0.0% of portfolio›$66
Elyxium Wealth, LLC3,987
0.0% of portfolio›$42.8K
Noble Wealth Management PBC2,350
0.0% of portfolio›$25.2K
Northwestern Mutual Wealth Management Co2,206
0.0% of portfolio›$23.7K
Navalign, LLC2,023
0.0% of portfolio›$21.7K
US Bancorp \de\1,755
0.0% of portfolio›$18.8K
Root Financial Partners, LLC1,100
0.0% of portfolio›$11.8K
Highline Wealth Partners LLC1,000
0.0% of portfolio›$10.7K
Mascoma Wealth Management LLC691
0.0% of portfolio›$7.4K
Nalls Sherbakoff Group, LLC400
0.0% of portfolio›$4.3K
StyleTurnoverLocationFiled
Morgan Stanley
718,538$7.7M0.0%CoreLowNew York, NY2026-05-27
Robinson Capital Management, LLC
555,262$6.0M2.4%YieldMediumGrosse Pointe Farms, MI2026-02-13
Guggenheim Capital LLC
500,651$5.4M0.0%CoreLowChicago, IL2026-02-17
Allspring Global Investments Holdings, LLC
494,599$5.3M0.0%CoreMediumCharlotte, NC2026-01-15
Advisors Asset Management, Inc.
457,999$4.9M0.1%ValueMediumMonument, CO2026-08-21
Advisors Asset Management, Inc.
457,999$4.9M0.1%ValueMediumMonument, CO2026-08-21
Karpus Management, Inc.
285,799$3.1M0.1%YieldMediumPittsford, NY2026-02-17
Fiera Capital Corp
268,230$2.9M0.0%CoreMediumMontreal, Austria2026-02-11
Hennion & Walsh Asset Management, Inc.
252,580$2.7M0.1%ValueMediumParsippany, NJ2026-01-14
LPL Financial LLC
251,285$2.7M0.0%IndexVery LowFort Mill, SC2026-02-11
Wells Fargo & Company
230,209$2.5M0.0%CoreLowSan Francisco, CA2026-02-13
Trilogy Capital Inc.
168,123$1.8M0.1%ETFMediumIrvine, CA2026-01-22
Atala Financial Inc
132,180$1.4M0.9%CoreLowCalabasas, CA2026-01-23
UBS Group AG
119,820$1.3M0.0%CoreMediumZurich, Switzerland2026-01-29
Bank of America Corp
119,199$1.3M0.0%CoreLowCharlotte, NC2026-02-17
Oder Investment Management, LLC
110,929$1.2M0.9%GrowthLowWoodland Hills, CA2026-02-12
Wolverine Asset Management LLC
108,119$1.2M0.0%Deep ValueVery HighChicago, IL2026-02-02
IEQ Capital, LLC
91,821$986.2K0.0%CoreMediumFoster City, CA2026-02-13
Hollencrest Capital Management
78,421$842.2K0.0%ETFLowNewport Beach, CA2026-02-12
Melfa Wealth Management, Inc.
75,913$815.3K0.5%YieldLowWestborough, MA2026-01-16
Allianz Asset Management GmbH
68,750$738.4K0.0%CoreMediumMunich, Hong Kong2026-02-11
Bank of New York Mellon Corp
68,537$736.1K0.0%CoreLowNew York, NY2026-02-10
Raymond James Financial Inc
60,820$653.2K0.0%IndexLowSt. Petersburg, FL2026-02-18
Cypress Wealth Services, LLC
56,298$604.6K0.1%ETFLowPalm Desert, CA2026-01-14
Baird Financial Group, Inc.
47,662$511.9K0.0%CoreLowMilwaukee, WI2026-02-13
Logan Stone Capital, LLC
46,406$498.4K0.1%ValueVery HighChicago, IL2026-02-17
Myecfo, LLC
44,600$479.0K0.2%ETFVery LowLa Jolla, CA2026-01-12
Debussy Capital Management LP
44,146$474.1K0.1%GrowthVery LowChicago, IL2026-02-13
Royal Bank of Canada
41,345$444.0K0.0%CoreLowToronto, Australia2026-02-17
D.A. Davidson & Co.
38,412$412.5K0.0%CoreLowGreat Falls, MT2026-01-29
Prospera Financial Services Inc
36,254$389.4K0.0%CoreMediumDallas, TX2026-02-09
Landscape Capital Management, L.L.C.
33,773$362.7K0.0%ValueVery HighEnglewood, NJ2026-02-13
Jane Street Group, LLC
31,861$342.2K0.0%CoreVery HighNew York, NY2026-02-12
Tortuga Wealth Management, Inc
29,800$320.1K0.3%CoreLowTorrance, CA2026-04-16
Dakota Wealth Management
27,000$290.0K0.0%CoreMediumPalm Beach Gardens, FL2026-08-26
Wedbush Securities Inc
23,800$2560.0%CoreLowPasadena, CA2026-02-12
Cetera Investment Advisers
22,365$240.2K0.0%IndexVery LowSchaumburg, IL2026-02-17
Evolve Private Wealth, LLC
21,734$233.4K0.0%ValueMediumLos Angeles, CA2026-02-17
Two Sigma Securities, LLC
21,018$225.7K0.0%ValueVery HighNew York, NY2026-02-17
Regatta Capital Group, LLC
20,673$222.0K0.0%ETFLowEl Segundo, CA2026-01-13
Bank of Montreal
20,572$221.8K0.0%CoreLowToronto, Australia2026-02-12
Meridian Investment Counsel Inc.
20,525$220.4K0.1%GARPLowLafayette, CA2026-01-20
Farther Finance Advisors, LLC
16,431$176.5K0.0%IndexLowSan Francisco, CA2026-01-23
Millennium Management LLC
15,567$167.2K0.0%CoreVery HighNew York, NY2026-02-17
Core Wealth Partners LLC
15,320$164.5K0.1%GrowthLowSanta Rosa, CA2026-02-17
Cerity Partners LLC
15,271$164.0K0.0%IndexLowNew York, NY2026-02-11
Commonwealth Equity Services, LLC
15,012$161.2K0.0%ETFLowWaltham, MA2026-02-12
Citadel Advisors LLC
14,806$159.0K0.0%CoreVery HighMiami, FL2026-02-17
Steward Partners Investment Advisory, LLC
14,425$154.9K0.0%CoreLowStamford, CT2026-02-12
XTX Topco Ltd
11,564$124.2K0.0%ValueVery HighLondon, United Kingdom2026-02-17
Mariner, LLC
10,976$117.9K0.0%GrowthLowOverland Park, KS2026-02-13
First Foundation Advisors
10,126$108.8K0.0%GrowthLowIrvine, CA2026-02-04
Shufro Rose & Co LLC
10,000$107.4K0.0%CoreLowNew York, NY2026-02-09
Prime Capital Investment Advisors, LLC
10,000$107.4K0.0%ETFLowOverland Park, KS2026-01-21
Osaic Holdings, Inc.
7,608$81.7K0.0%IndexLowScottsdale, AZ2026-02-17
CWM, LLC
6,153$660.0%GrowthVery LowOmaha, NE2026-01-26
Elyxium Wealth, LLC
3,987$42.8K0.0%GrowthVery LowBeverly Hills, CA2026-02-05
Noble Wealth Management PBC
2,350$25.2K0.0%YieldMediumGreenwood Village, CO2026-01-05
Northwestern Mutual Wealth Management Co
2,206$23.7K0.0%IndexVery LowMilwaukee, WI2026-02-10
Navalign, LLC
2,023$21.7K0.0%ETFLowEncino, CA2026-02-05
US Bancorp \de\
1,755$18.8K0.0%IndexLowMinneapolis, MN2026-01-30
Root Financial Partners, LLC
1,100$11.8K0.0%ETFMediumEncinitas, CA2026-02-10
Highline Wealth Partners LLC
1,000$10.7K0.0%ETFMediumSherman Oaks, CA2026-01-15
Mascoma Wealth Management LLC
691$7.4K0.0%ETFVery LowHanover, NH2026-02-04
Nalls Sherbakoff Group, LLC
400$4.3K0.0%ETFVery LowKnoxville, TN2026-03-12