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BlackRock CA Muni Inc TR (XBFZX)

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Advisors Asset Management, Inc.
INCREASED
Shares915,998 from 585,667
Change+330,331 (+56%)
Value$9.8M (+$3.4M)
Filed 2026-08-21
Morgan Stanley
INCREASED
Shares718,538 from 681,817
Change+36,721 (+5%)
Value$7.7M (+$251.2K)
Filed 2026-05-27
Robinson Capital Management, LLC
NEW
Shares555,262
Change+555,262
Value$6.0M
Filed 2026-02-13
Guggenheim Capital LLC
DECREASED
Shares500,651 from 620,863
Change-120,212 (-19%)
Value$5.4M (-$1.4M)
Filed 2026-02-17
Allspring Global Investments Holdings, LLC
INCREASED
Shares494,599 from 327,258
Change+167,341 (+51%)
Value$5.3M (+$1.7M)
Filed 2026-01-15
Karpus Management, Inc.
NEW
Shares285,799
Change+285,799
Value$3.1M
Filed 2026-02-17
Fiera Capital Corp
NEW
Shares268,230
Change+268,230
Value$2.9M
Filed 2026-02-11
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares252,580 from 250,131
Change+2,449 (+1%)
Value$2.7M (-$26.2K)
Filed 2026-01-14
LPL Financial LLC
DECREASED
Shares251,285 from 272,534
Change-21,249 (-8%)
Value$2.7M (-$285.4K)
Filed 2026-02-11
Wells Fargo & Company
DECREASED
Shares230,209 from 258,085
Change-27,876 (-11%)
Value$2.5M (-$353.6K)
Filed 2026-02-13
Trilogy Capital Inc.
DECREASED
Shares168,123 from 196,619
Change-28,496 (-14%)
Value$1.8M (-$347.3K)
Filed 2026-01-22
Atala Financial Inc
UNCHANGED
Shares132,180 from 132,180
Change0 (0%)
Value$1.4M (-$27.8K)
Filed 2026-01-23
UBS Group AG
DECREASED
Shares119,820 from 140,647
Change-20,827 (-15%)
Value$1.3M (-$253.2K)
Filed 2026-01-29
Bank of America Corp
INCREASED
Shares119,199 from 85,518
Change+33,681 (+39%)
Value$1.3M (+$343.8K)
Filed 2026-02-17
Oder Investment Management, LLC
DECREASED
Shares110,929 from 117,659
Change-6,730 (-6%)
Value$1.2M (-$97.0K)
Filed 2026-02-12
Wolverine Asset Management LLC
INCREASED
Shares108,119 from 72,893
Change+35,226 (+48%)
Value$1.2M (+$363.0K)
Filed 2026-02-02
IEQ Capital, LLC
INCREASED
Shares91,821 from 90,278
Change+1,543 (+2%)
Value$986.2K (-$2.4K)
Filed 2026-02-13
Hollencrest Capital Management
UNCHANGED
Shares78,421 from 78,421
Change0 (0%)
Value$842.2K (-$16.5K)
Filed 2026-02-12
Melfa Wealth Management, Inc.
INCREASED
Shares75,913 from 75,901
Change+12 (+0%)
Value$815.3K (-$15.8K)
Filed 2026-01-16
Allianz Asset Management GmbH
UNCHANGED
Shares68,750 from 68,750
Change0 (0%)
Value$738.4K (-$14.4K)
Filed 2026-02-11
Bank of New York Mellon Corp
INCREASED
Shares68,537 from 17,119
Change+51,418 (+300%)
Value$736.1K (+$548.6K)
Filed 2026-02-10
Raymond James Financial Inc
INCREASED
Shares60,820 from 48,026
Change+12,794 (+27%)
Value$653.2K (+$127.3K)
Filed 2026-02-18
Cypress Wealth Services, LLC
INCREASED
Shares56,298 from 55,139
Change+1,159 (+2%)
Value$604.6K (+$873)
Filed 2026-01-14
Baird Financial Group, Inc.
NEW
Shares47,662
Change+47,662
Value$511.9K
Filed 2026-02-13
Logan Stone Capital, LLC
INCREASED
Shares46,406 from 35,566
Change+10,840 (+30%)
Value$498.4K (+$109.0K)
Filed 2026-02-17
Myecfo, LLC
NEW
Shares44,600
Change+44,600
Value$479.0K
Filed 2026-01-12
Debussy Capital Management LP
DECREASED
Shares44,146 from 44,373
Change-227 (-1%)
Value$474.1K (-$11.8K)
Filed 2026-02-13
Royal Bank of Canada
DECREASED
Shares41,345 from 52,034
Change-10,689 (-21%)
Value$444.0K (-$126.0K)
Filed 2026-02-17
D.A. Davidson & Co.
INCREASED
Shares38,412 from 32,779
Change+5,633 (+17%)
Value$412.5K (+$53.6K)
Filed 2026-01-29
Prospera Financial Services Inc
NEW
Shares36,254
Change+36,254
Value$389.4K
Filed 2026-02-09
Landscape Capital Management, L.L.C.
INCREASED
Shares33,773 from 30,547
Change+3,226 (+11%)
Value$362.7K (+$28.2K)
Filed 2026-02-13
Jane Street Group, LLC
NEW
Shares31,861
Change+31,861
Value$342.2K
Filed 2026-02-12
Tortuga Wealth Management, Inc
NEW
Shares29,800
Change+29,800
Value$320.1K
Filed 2026-04-16
Dakota Wealth Management
NEW
Shares27,000
Change+27,000
Value$290.0K
Filed 2026-08-26
Wedbush Securities Inc
INCREASED
Shares23,800 from 13,500
Change+10,300 (+76%)
Value$256 (+$108)
Filed 2026-02-12
Cetera Investment Advisers
DECREASED
Shares22,365 from 32,680
Change-10,315 (-32%)
Value$240.2K (-$117.7K)
Filed 2026-02-17
Evolve Private Wealth, LLC
NEW
Shares21,734
Change+21,734
Value$233.4K
Filed 2026-02-17
Two Sigma Securities, LLC
NEW
Shares21,018
Change+21,018
Value$225.7K
Filed 2026-02-17
Regatta Capital Group, LLC
DECREASED
Shares20,673 from 20,680
Change-7 (0%)
Value$222.0K (-$4.4K)
Filed 2026-01-13
Bank of Montreal
NEW
Shares20,572
Change+20,572
Value$221.8K
Filed 2026-02-12
Meridian Investment Counsel Inc.
DECREASED
Shares20,525 from 25,950
Change-5,425 (-21%)
Value$220.4K (-$63.7K)
Filed 2026-01-20
Farther Finance Advisors, LLC
INCREASED
Shares16,431 from 14,206
Change+2,225 (+16%)
Value$176.5K (+$20.9K)
Filed 2026-01-23
Millennium Management LLC
UNCHANGED
Shares15,567 from 15,567
Change0 (0%)
Value$167.2K (-$3.3K)
Filed 2026-02-17
Core Wealth Partners LLC
UNCHANGED
Shares15,320 from 15,320
Change0 (0%)
Value$164.5K (-$3.2K)
Filed 2026-02-17
Cerity Partners LLC
NEW
Shares15,271
Change+15,271
Value$164.0K
Filed 2026-02-11
Commonwealth Equity Services, LLC
INCREASED
Shares15,012 from 14,476
Change+536 (+4%)
Value$161.2K (+$161.1K)
Filed 2026-02-12
Citadel Advisors LLC
NEW
Shares14,806
Change+14,806
Value$159.0K
Filed 2026-02-17
Steward Partners Investment Advisory, LLC
UNCHANGED
Shares14,425 from 14,425
Change0 (0%)
Value$154.9K (-$3.0K)
Filed 2026-02-12
XTX Topco Ltd
NEW
Shares11,564
Change+11,564
Value$124.2K
Filed 2026-02-17
Mariner, LLC
NEW
Shares10,976
Change+10,976
Value$117.9K
Filed 2026-02-13
First Foundation Advisors
UNCHANGED
Shares10,126 from 10,126
Change0 (0%)
Value$108.8K (-$2.1K)
Filed 2026-02-04
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$107.4K (-$2.1K)
Filed 2026-01-21
Shufro Rose & Co LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$107.4K (-$2.4K)
Filed 2026-02-09
Osaic Holdings, Inc.
DECREASED
Shares7,608 from 12,608
Change-5,000 (-40%)
Value$81.7K (-$49.8K)
Filed 2026-02-17
CWM, LLC
UNCHANGED
Shares6,153 from 6,153
Change0 (0%)
Value$66 (-$1)
Filed 2026-01-26
Elyxium Wealth, LLC
NEW
Shares3,987
Change+3,987
Value$42.8K
Filed 2026-02-05
Noble Wealth Management PBC
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$25.2K (-$494)
Filed 2026-01-05
Northwestern Mutual Wealth Management Co
UNCHANGED
Shares2,206 from 2,206
Change0 (0%)
Value$23.7K (-$464)
Filed 2026-02-10
Navalign, LLC
NEW
Shares2,023
Change+2,023
Value$21.7K
Filed 2026-02-05
US Bancorp \de\
UNCHANGED
Shares1,755 from 1,755
Change0 (0%)
Value$18.8K (-$368)
Filed 2026-01-30
Root Financial Partners, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$11.8K (-$231)
Filed 2026-02-10
Highline Wealth Partners LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$10.7K (-$210)
Filed 2026-01-15
Mascoma Wealth Management LLC
UNCHANGED
Shares691 from 691
Change0 (0%)
Value$7.4K (-$145)
Filed 2026-02-04
Nalls Sherbakoff Group, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$4.3K (-$84)
Filed 2026-03-12
Balyasny Asset Management L.P.
CLOSED
Shares0 from 51,231
Change-51,231 (-100%)
Value$0 (-$561.0K)
Filed 2026-02-17
Global Retirement Partners, LLC
CLOSED
Shares0 from 28,955
Change-28,955 (-100%)
Value$0 (-$317.1K)
Filed 2026-02-06
Arlington Financial Advisors, LLC
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$219.0K)
Filed 2026-01-12
Susquehanna International Group, LLP
CLOSED
Shares0 from 12,145
Change-12,145 (-100%)
Value$0 (-$133.0K)
Filed 2026-02-17
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 11,946
Change-11,946 (-100%)
Value$0 (-$130.8K)
Filed 2026-02-13
Golden State Wealth Management, LLC
CLOSED
Shares0 from 10,572
Change-10,572 (-100%)
Value$0 (-$115.8K)
Filed 2026-02-13
Allworth Financial LP
CLOSED
Shares0 from 2,524
Change-2,524 (-100%)
Value$0 (-$27.6K)
Filed 2026-02-05
SIT Investment Associates Inc
CLOSED
Shares0 from 1,150
Change-1,150 (-100%)
Value$0 (-$13)
Filed 2026-02-25
FNY Investment Advisers, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$2)
Filed 2026-01-16
Saba Capital Management, L.P.A
N/A
Shares— from 2,768,024
Change-2,768,024 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 326,977
Change-326,977 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 28,860
Change-28,860 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 14,642
Change-14,642 (-100%)
Value—
Napa Wealth Management
N/A
Shares— from 11,391
Change-11,391 (-100%)
Value—
Optimum Investment Advisors
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Status
Advisors Asset Management, Inc.
INCREASED915,998585,667+330,331+56%$6.4M$9.8M+$3.4M2026-08-21
Morgan Stanley
INCREASED718,538681,817+36,721+5%$7.5M$7.7M+$251.2K2026-05-27
Robinson Capital Management, LLC
NEW555,262—+555,262——$6.0M—2026-02-13
Guggenheim Capital LLC
DECREASED500,651620,863-120,212-19%$6.8M$5.4M-$1.4M2026-02-17
Allspring Global Investments Holdings, LLC
INCREASED494,599327,258+167,341+51%$3.6M$5.3M+$1.7M2026-01-15
Karpus Management, Inc.
NEW285,799—+285,799——$3.1M—2026-02-17
Fiera Capital Corp
NEW268,230—+268,230——$2.9M—2026-02-11
Hennion & Walsh Asset Management, Inc.
INCREASED252,580250,131+2,449+1%$2.7M$2.7M-$26.2K2026-01-14
LPL Financial LLC
DECREASED251,285272,534-21,249-8%$3.0M$2.7M-$285.4K2026-02-11
Wells Fargo & Company
DECREASED230,209258,085-27,876-11%$2.8M$2.5M-$353.6K2026-02-13
Trilogy Capital Inc.
DECREASED168,123196,619-28,496-14%$2.2M$1.8M-$347.3K2026-01-22
Atala Financial Inc
UNCHANGED132,180132,18000%$1.4M$1.4M-$27.8K2026-01-23
UBS Group AG
DECREASED119,820140,647-20,827-15%$1.5M$1.3M-$253.2K2026-01-29
Bank of America Corp
INCREASED119,19985,518+33,681+39%$936.4K$1.3M+$343.8K2026-02-17
Oder Investment Management, LLC
DECREASED110,929117,659-6,730-6%$1.3M$1.2M-$97.0K2026-02-12
Wolverine Asset Management LLC
INCREASED108,11972,893+35,226+48%$798.2K$1.2M+$363.0K2026-02-02
IEQ Capital, LLC
INCREASED91,82190,278+1,543+2%$988.5K$986.2K-$2.4K2026-02-13
Hollencrest Capital Management
UNCHANGED78,42178,42100%$858.7K$842.2K-$16.5K2026-02-12
Melfa Wealth Management, Inc.
INCREASED75,91375,901+12+0%$831.1K$815.3K-$15.8K2026-01-16
Allianz Asset Management GmbH
UNCHANGED68,75068,75000%$752.8K$738.4K-$14.4K2026-02-11
Bank of New York Mellon Corp
INCREASED68,53717,119+51,418+300%$187.5K$736.1K+$548.6K2026-02-10
Raymond James Financial Inc
INCREASED60,82048,026+12,794+27%$525.9K$653.2K+$127.3K2026-02-18
Cypress Wealth Services, LLC
INCREASED56,29855,139+1,159+2%$603.8K$604.6K+$8732026-01-14
Baird Financial Group, Inc.
NEW47,662—+47,662——$511.9K—2026-02-13
Logan Stone Capital, LLC
INCREASED46,40635,566+10,840+30%$389.4K$498.4K+$109.0K2026-02-17
Myecfo, LLC
NEW44,600—+44,600——$479.0K—2026-01-12
Debussy Capital Management LP
DECREASED44,14644,373-227-1%$485.9K$474.1K-$11.8K2026-02-13
Royal Bank of Canada
DECREASED41,34552,034-10,689-21%$570.0K$444.0K-$126.0K2026-02-17
D.A. Davidson & Co.
INCREASED38,41232,779+5,633+17%$358.9K$412.5K+$53.6K2026-01-29
Prospera Financial Services Inc
NEW36,254—+36,254——$389.4K—2026-02-09
Landscape Capital Management, L.L.C.
INCREASED33,77330,547+3,226+11%$334.5K$362.7K+$28.2K2026-02-13
Jane Street Group, LLC
NEW31,861—+31,861——$342.2K—2026-02-12
Tortuga Wealth Management, Inc
NEW29,800—+29,800——$320.1K—2026-04-16
Dakota Wealth Management
NEW27,000—+27,000——$290.0K—2026-08-26
Wedbush Securities Inc
INCREASED23,80013,500+10,300+76%$148$256+$1082026-02-12
Cetera Investment Advisers
DECREASED22,36532,680-10,315-32%$357.8K$240.2K-$117.7K2026-02-17
Evolve Private Wealth, LLC
NEW21,734—+21,734——$233.4K—2026-02-17
Two Sigma Securities, LLC
NEW21,018—+21,018——$225.7K—2026-02-17
Regatta Capital Group, LLC
DECREASED20,67320,680-70%$226.5K$222.0K-$4.4K2026-01-13
Bank of Montreal
NEW20,572—+20,572——$221.8K—2026-02-12
Meridian Investment Counsel Inc.
DECREASED20,52525,950-5,425-21%$284.2K$220.4K-$63.7K2026-01-20
Farther Finance Advisors, LLC
INCREASED16,43114,206+2,225+16%$155.6K$176.5K+$20.9K2026-01-23
Millennium Management LLC
UNCHANGED15,56715,56700%$170.5K$167.2K-$3.3K2026-02-17
Core Wealth Partners LLC
UNCHANGED15,32015,32000%$167.8K$164.5K-$3.2K2026-02-17
Cerity Partners LLC
NEW15,271—+15,271——$164.0K—2026-02-11
Commonwealth Equity Services, LLC
INCREASED15,01214,476+536+4%$159$161.2K+$161.1K2026-02-12
Citadel Advisors LLC
NEW14,806—+14,806——$159.0K—2026-02-17
Steward Partners Investment Advisory, LLC
UNCHANGED14,42514,42500%$158.0K$154.9K-$3.0K2026-02-12
XTX Topco Ltd
NEW11,564—+11,564——$124.2K—2026-02-17
Mariner, LLC
NEW10,976—+10,976——$117.9K—2026-02-13
First Foundation Advisors
UNCHANGED10,12610,12600%$110.9K$108.8K-$2.1K2026-02-04
Prime Capital Investment Advisors, LLC
UNCHANGED10,00010,00000%$109.5K$107.4K-$2.1K2026-01-21
Shufro Rose & Co LLC
UNCHANGED10,00010,00000%$109.8K$107.4K-$2.4K2026-02-09
Osaic Holdings, Inc.
DECREASED7,60812,608-5,000-40%$131.6K$81.7K-$49.8K2026-02-17
CWM, LLC
UNCHANGED6,1536,15300%$67$66-$12026-01-26
Elyxium Wealth, LLC
NEW3,987—+3,987——$42.8K—2026-02-05
Noble Wealth Management PBC
UNCHANGED2,3502,35000%$25.7K$25.2K-$4942026-01-05
Northwestern Mutual Wealth Management Co
UNCHANGED2,2062,20600%$24.2K$23.7K-$4642026-02-10
Navalign, LLC
NEW2,023—+2,023——$21.7K—2026-02-05
US Bancorp \de\
UNCHANGED1,7551,75500%$19.2K$18.8K-$3682026-01-30
Root Financial Partners, LLC
UNCHANGED1,1001,10000%$12.0K$11.8K-$2312026-02-10
Highline Wealth Partners LLC
UNCHANGED1,0001,00000%$11.0K$10.7K-$2102026-01-15
Mascoma Wealth Management LLC
UNCHANGED69169100%$7.6K$7.4K-$1452026-02-04
Nalls Sherbakoff Group, LLC
UNCHANGED40040000%$4.4K$4.3K-$842026-03-12
Balyasny Asset Management L.P.
CLOSED051,231-51,231-100%$561.0K$0-$561.0K2026-02-17
Global Retirement Partners, LLC
CLOSED028,955-28,955-100%$317.1K$0-$317.1K2026-02-06
Arlington Financial Advisors, LLC
CLOSED020,000-20,000-100%$219.0K$0-$219.0K2026-01-12
Susquehanna International Group, LLP
CLOSED012,145-12,145-100%$133.0K$0-$133.0K2026-02-17
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED011,946-11,946-100%$130.8K$0-$130.8K2026-02-13
Golden State Wealth Management, LLC
CLOSED010,572-10,572-100%$115.8K$0-$115.8K2026-02-13
Allworth Financial LP
CLOSED02,524-2,524-100%$27.6K$0-$27.6K2026-02-05
SIT Investment Associates Inc
CLOSED01,150-1,150-100%$13$0-$132026-02-25
FNY Investment Advisers, LLC
CLOSED0200-200-100%$2$0-$22026-01-16
Saba Capital Management, L.P.A
N/A—2,768,024-2,768,024-100%$30.3M———
Rivernorth Capital Management, LLC
N/A—326,977-326,977-100%$3.6M———
Ameriprise Financial Inc
N/A—28,860-28,860-100%$316.0K———
Readystate Asset Management LP
N/A—14,642-14,642-100%$160.3K———
Napa Wealth Management
N/A—11,391-11,391-100%$124.7K———
Optimum Investment Advisors
N/A—1,300-1,300-100%$14.2K———
Showing 79 of 79 institutions