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BlackRock Credit Allocation (BTZ)

CUSIP: 092508100 | US | Financial Services · Asset Management | Small Cap | 633 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Allspring Global Investments Holdings, LLC1,311,862
0.0% of portfolio›$12.2M
Sowell Financial Services LLC806,939
0.2% of portfolio›$7.5M
D.A. Davidson & Co.769,384
0.0% of portfolio›$7.2M
Capital Investment Advisors, LLC621,021
0.1% of portfolio›$5.8M
Rareview Capital LLC459,313
2.0% of portfolio›$4.3M
Smith Asset Management Co., LLC269,620
2.0% of portfolio›$2.5M
Edgemoor Investment Advisors, Inc.240,616
0.2% of portfolio›$2.2M
Thrivent Financial for Lutherans240,311
0.0% of portfolio›$2.2M
Marks Group Wealth Management, Inc172,291
0.1% of portfolio›$1.6M
Waterfront Wealth Inc.123,340
0.2% of portfolio›$1.2M
Kestra Advisory Services, LLC110,431
0.0% of portfolio›$1.0M
Riverbridge Partners LLC96,329
0.0% of portfolio›$896.8K
Stolper Co87,411
0.4% of portfolio›$814.0K
Fell Capital Management78,200
0.6% of portfolio›$728.0K
Elevation Point Wealth Partners, LLC73,820
0.0% of portfolio›$687.3K
Chicago Partners Investment Group LLC57,056
0.0% of portfolio›$540.3K
Private Trust Co NA54,849
0.0% of portfolio›$510.6K
Lido Advisors, LLC51,815
0.0% of portfolio›$482.4K
Shulman DeMeo Asset Management LLC50,166
0.1% of portfolio›$466.0K
Uncommon Cents Investing Inc46,812
0.1% of portfolio›$435.8K
Farther Finance Advisors, LLC42,415
0.0% of portfolio›$394.9K
Noble Wealth Management PBC37,533
0.2% of portfolio›$349.4K
Closed-End Fund Advisors, Inc.35,765
0.3% of portfolio›$333.0K
Mezzasalma Advisors, LLC32,202
0.1% of portfolio›$299.8K
Flagship Harbor Advisors, LLC30,905
0.0% of portfolio›$287.7K
Concurrent Investment Advisors, LLC30,127
0.0% of portfolio›$280.5K
Choreo, LLC29,876
0.0% of portfolio›$278.1K
Ellis Investment Partners, LLC28,548
0.0% of portfolio›$265.8K
Truist Financial Corp27,832
0.0% of portfolio›$259.1K
Cambridge Investment Research Advisors, Inc.23,470
0.0% of portfolio›$219.0K
Evergreen Capital Management LLC23,103
0.0% of portfolio›$215.1K
SMH Capital Advisors Inc22,327
0.8% of portfolio›$207.9K
Mueller Wealth, LLC21,868
0.1% of portfolio›$203.6K
Park Edge Advisors, LLC19,497
0.0% of portfolio›$181.5K
180 Wealth Advisors, LLC18,416
0.0% of portfolio›$171.4K
International Assets Investment Management, LLC18,084
0.0% of portfolio›$168.9K
StoneX Group Inc.17,861
0.0% of portfolio›$178.3K
Creekside Partners17,371
0.1% of portfolio›$161.7K
Future Financial Wealth Managment LLC17,000
0.1% of portfolio›$158.3K
Commonwealth Equity Services, LLC16,871
0.0% of portfolio›$157.1K
Valley Brook Capital Group, Inc.16,720
0.1% of portfolio›$155.7K
Prospera Financial Services Inc15,200
0.0% of portfolio›$144.4K
Kestra Private Wealth Services, LLC14,930
0.0% of portfolio›$139.0K
Park Avenue Securities LLC13,889
0.0% of portfolio›$129.0K
Investors Asset Management of Georgia Inc13,500
0.0% of portfolio›$125.7K
Crescent Grove Advisors, LLC13,500
0.0% of portfolio›$125.7K
MRA Advisory Group13,317
0.0% of portfolio›$124.0K
Oppenheimer & Co Inc13,298
0.0% of portfolio›$123.8K
E&G Advisors, LLC13,292
0.0% of portfolio›$123.7K
Chapin Davis, Inc.13,000
0.0% of portfolio›$121.0K
Miller Financial Services LLC13,000
0.1% of portfolio›$121.0K
First Bank & Trust11,744
0.0% of portfolio›$109.3K
Accredited Investor Services, LLC11,222
0.1% of portfolio›$104.5K
OAK Family Advisors, LLC10,929
0.0% of portfolio›$101.7K
Wedbush Securities Inc10,449
0.0% of portfolio›$97.0K
Pinnacle Wealth Planning Services, Inc.10,008
0.0% of portfolio›$93.2K
WPG Advisers, LLC6,226
0.0% of portfolio›$58.0K
Eastern Bank5,670
0.0% of portfolio›$52.8K
Provenance Wealth Advisors, LLC3,237
0.0% of portfolio›$30.1K
Citigroup Inc3,038
0.0% of portfolio›$28.3K
Kentucky Trust Co2,718
0.0% of portfolio›$25.3K
Fifth Third Bancorp1,818
0.0% of portfolio›$16.9K
First Premier Bank1,700
0.0% of portfolio›$16
North Star Investment Management Corp.1,233
0.0% of portfolio›$11.5K
Pacifica Partners Inc.1,134
0.0% of portfolio›$10.6K
Lanark Financial, Inc.1,000
0.0% of portfolio›$9.3K
Caldwell Trust Co524
0.0% of portfolio›$4.9K
Highline Wealth Partners LLC280
0.0% of portfolio›$2.6K
Wolff Wiese Magana LLC200
0.0% of portfolio›$1.9K
Wolverine Asset Management LLC53
0.0% of portfolio›$493
StyleTurnoverLocationFiled
Allspring Global Investments Holdings, LLC
1,311,862$12.2M0.0%CoreMediumCharlotte, NC2026-11-04
Sowell Financial Services LLC
806,939$7.5M0.2%CoreLowNorth Little Rock, AR2026-10-23
D.A. Davidson & Co.
769,384$7.2M0.0%CoreLowGreat Falls, MT2026-10-28
Capital Investment Advisors, LLC
621,021$5.8M0.1%CoreLowAtlanta, GA2026-10-22
Rareview Capital LLC
459,313$4.3M2.0%YieldMediumLas Vegas, NV2026-11-05
Smith Asset Management Co., LLC
269,620$2.5M2.0%YieldLowChiefland, FL2026-10-16
Edgemoor Investment Advisors, Inc.
240,616$2.2M0.2%CoreVery LowBethesda, MD2026-11-03
Thrivent Financial for Lutherans
240,311$2.2M0.0%GARPMediumMinneapolis, MN2026-11-05
Marks Group Wealth Management, Inc
172,291$1.6M0.1%CoreMediumMinnetonka, MN2026-11-05
Waterfront Wealth Inc.
123,340$1.2M0.2%ValueLowOverland Park, KS2026-11-03
Kestra Advisory Services, LLC
110,431$1.0M0.0%CoreLowAustin, TX2026-11-02
Riverbridge Partners LLC
96,329$896.8K0.0%GrowthLowMinneapolis, MN2026-11-05
Stolper Co
87,411$814.0K0.4%ValueMediumTulsa, OK2026-10-13
Fell Capital Management
78,200$728.0K0.6%CoreLowNewport Beach, CA2026-10-09
Elevation Point Wealth Partners, LLC
73,820$687.3K0.0%CoreHighDenver, CO2026-11-05
Chicago Partners Investment Group LLC
57,056$540.3K0.0%GARPLowChicago, IL2026-10-27
Private Trust Co NA
54,849$510.6K0.0%CoreLowCleveland, OH2026-10-20
Lido Advisors, LLC
51,815$482.4K0.0%GrowthLowLos Angeles, CA2026-11-04
Shulman DeMeo Asset Management LLC
50,166$466.0K0.1%ETFVery LowLake Success, NY2026-10-09
Uncommon Cents Investing Inc
46,812$435.8K0.1%ValueVery LowJanesville, WI2026-10-20
Farther Finance Advisors, LLC
42,415$394.9K0.0%IndexLowSan Francisco, CA2026-10-08
Noble Wealth Management PBC
37,533$349.4K0.2%YieldMediumGreenwood Village, CO2026-10-01
Closed-End Fund Advisors, Inc.
35,765$333.0K0.3%YieldMediumRichmond, VA2026-11-04
Mezzasalma Advisors, LLC
32,202$299.8K0.1%GrowthLowTinton Falls, NJ2026-10-14
Flagship Harbor Advisors, LLC
30,905$287.7K0.0%ETFMediumBoston, MA2026-10-26
Concurrent Investment Advisors, LLC
30,127$280.5K0.0%GrowthMediumTampa, FL2026-10-16
Choreo, LLC
29,876$278.1K0.0%IndexLowRockford, IL2026-10-28
Ellis Investment Partners, LLC
28,548$265.8K0.0%ETFLowBerwyn, PA2026-10-21
Truist Financial Corp
27,832$259.1K0.0%CoreLowCharlotte, NC2026-10-30
Cambridge Investment Research Advisors, Inc.
23,470$219.0K0.0%ETFLowFairfield, IA2026-11-02
Evergreen Capital Management LLC
23,103$215.1K0.0%GARPMediumBellevue, WA2026-10-23
SMH Capital Advisors Inc
22,327$207.9K0.8%YieldMediumFort Worth, TX2026-10-29
Mueller Wealth, LLC
21,868$203.6K0.1%ETFMediumMishicot, WI2026-11-05
Park Edge Advisors, LLC
19,497$181.5K0.0%CoreMediumCleveland, OH2026-10-28
180 Wealth Advisors, LLC
18,416$171.4K0.0%CoreLowFederal Way, WA2026-11-03
International Assets Investment Management, LLC
18,084$168.9K0.0%CoreVery HighOrlando, FL2026-11-02
StoneX Group Inc.
17,861$178.3K0.0%ETFMediumNew York, NY2026-11-03
Creekside Partners
17,371$161.7K0.1%ETFVery LowPetaluma, CA2026-11-04
Future Financial Wealth Managment LLC
17,000$158.3K0.1%ETFMediumCincinnati, OH2026-10-15
Commonwealth Equity Services, LLC
16,871$157.1K0.0%ETFLowWaltham, MA2026-11-02
Valley Brook Capital Group, Inc.
16,720$155.7K0.1%GrowthVery LowVenetia, PA2026-10-26
Prospera Financial Services Inc
15,200$144.4K0.0%CoreMediumDallas, TX2026-11-04
Kestra Private Wealth Services, LLC
14,930$139.0K0.0%GrowthLowAustin, TX2026-10-30
Park Avenue Securities LLC
13,889$129.0K0.0%ETFMediumNew York, NY2026-10-26
Investors Asset Management of Georgia Inc
13,500$125.7K0.0%GARPLowAtlanta, GA2026-10-20
Crescent Grove Advisors, LLC
13,500$125.7K0.0%ETFLowLake Forest, IL2026-10-21
MRA Advisory Group
13,317$124.0K0.0%ETFMediumParsippany, NJ2026-10-07
Oppenheimer & Co Inc
13,298$123.8K0.0%CoreLowNew York, NY2026-10-26
E&G Advisors, LLC
13,292$123.7K0.0%ETFVery LowHouston, TX2026-10-13
Chapin Davis, Inc.
13,000$121.0K0.0%GrowthHighBaltimore, MD2026-10-09
Miller Financial Services LLC
13,000$121.0K0.1%CoreLowMarshall, MI2026-10-20
First Bank & Trust
11,744$109.3K0.0%CoreLowBrookings, SD2026-10-19
Accredited Investor Services, LLC
11,222$104.5K0.1%ETFVery LowSt. Cloud, MN2026-10-22
OAK Family Advisors, LLC
10,929$101.7K0.0%CoreMediumChicago, IL2026-10-19
Wedbush Securities Inc
10,449$97.0K0.0%CoreLowPasadena, CA2026-10-22
Pinnacle Wealth Planning Services, Inc.
10,008$93.2K0.0%GARPLowMansfield, OH2026-10-27
WPG Advisers, LLC
6,226$58.0K0.0%CoreLowBaltimore, MD2026-10-27
Eastern Bank
5,670$52.8K0.0%GrowthMediumBoston, MA2026-10-05
Provenance Wealth Advisors, LLC
3,237$30.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Citigroup Inc
3,038$28.3K0.0%CoreMediumNew York, NY2026-11-04
Kentucky Trust Co
2,718$25.3K0.0%CoreVery LowDanville, KY2026-10-15
Fifth Third Bancorp
1,818$16.9K0.0%IndexVery LowCincinnati, OH2026-11-05
First Premier Bank
1,700$160.0%CoreVery LowSioux Falls, SD2026-10-13
North Star Investment Management Corp.
1,233$11.5K0.0%CoreLowChicago, IL2026-10-27
Pacifica Partners Inc.
1,134$10.6K0.0%CoreLowSurrey, South Africa2026-10-09
Lanark Financial, Inc.
1,000$9.3K0.0%CoreMediumBirmingham, AL2026-10-26
Caldwell Trust Co
524$4.9K0.0%GrowthLowVenice, FL2026-10-30
Highline Wealth Partners LLC
280$2.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
Wolff Wiese Magana LLC
200$1.9K0.0%GrowthLowCarslbad, CA2026-10-15
Wolverine Asset Management LLC
53$4930.0%Deep ValueVery HighChicago, IL2026-11-02