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BlackRock Muniholdings Fund (MHD)

CUSIP: 09253N104 | US | Financial Services · Asset Management | Small Cap | 420 institutional holders

Quarters

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

Hennion & Walsh Asset Management, Inc.2,339,514
0.7% of portfolio›$24.0M
Mackay Shields LLC1,982,355
0.7% of portfolio›$20.3M
Allspring Global Investments Holdings, LLC1,281,646
0.0% of portfolio›$13.1M
City of London Investment Management Co LTD453,034
0.3% of portfolio›$4.6M
Atala Financial Inc356,567
2.1% of portfolio›$3.7M
Park Avenue Securities LLC186,147
0.0% of portfolio›$1.9M
Wakefield Asset Management Lllp183,167
0.4% of portfolio›$1.9M
Livelsberger Financial Advisory173,473
9.6% of portfolio›$1.8M
Capital Investment Advisors, LLC137,626
0.0% of portfolio›$1.4M
Riverbridge Partners LLC137,417
0.0% of portfolio›$1.4M
Compass Financial Group, Inc137,405
0.2% of portfolio›$1.4M
Cambridge Investment Research Advisors, Inc.136,641
0.0% of portfolio›$1.4M
B.A. Schrock Wealth Management, Inc.122,384
0.5% of portfolio›$1.3M
Oppenheimer & Co Inc107,751
0.0% of portfolio›$1.1M
Fortitude Advisory Group L.L.C.105,020
0.4% of portfolio›$1.1M
Verdence Capital Advisors LLC78,642
0.0% of portfolio›$806.9K
Commonwealth Equity Services, LLC73,230
0.0% of portfolio›$751.3K
Kestra Advisory Services, LLC69,403
0.0% of portfolio›$712.1K
Indiana Trust & Investment Management Co68,000
0.2% of portfolio›$697.7K
Clear Point Advisors Inc.67,499
0.5% of portfolio›$761.4K
Noble Wealth Management PBC63,159
0.3% of portfolio›$648.0K
Abel Hall, LLC57,000
0.1% of portfolio›$584.8K
Melone Private Wealth, LLC55,506
0.2% of portfolio›$569.5K
Closed-End Fund Advisors, Inc.53,556
0.6% of portfolio›$549.5K
Balefire, LLC53,043
0.1% of portfolio›$544.2K
Wesbanco Bank Inc51,537
0.0% of portfolio›$528.8K
River Street Advisors LLC50,618
0.2% of portfolio›$519.3K
Integrated Capital Management, Inc.49,357
0.4% of portfolio›$506.4K
Signature Estate & Investment Advisors LLC48,961
0.0% of portfolio›$502.3K
Concurrent Investment Advisors, LLC47,838
0.0% of portfolio›$490.8K
Choreo, LLC42,265
0.0% of portfolio›$436.3K
Canvas Wealth Advisors, LLC41,695
0.1% of portfolio›$450.3K
Ackerman Capital Advisors, LLC40,891
0.1% of portfolio›$419.5K
Encompass Wealth Advisors, LLC39,800
0.1% of portfolio›$408.3K
Flagship Harbor Advisors, LLC38,964
0.0% of portfolio›$399.8K
Great Lakes Retirement, Inc.37,944
0.0% of portfolio›$391.6K
Verus Capital Partners, LLC33,327
0.0% of portfolio›$341.9K
Sowell Financial Services LLC30,673
0.0% of portfolio›$314.7K
Pettinga Financial Advisors LLC30,059
0.1% of portfolio›$308.4K
Peddock Capital Advisors, LLC30,000
0.1% of portfolio›$307.8K
Stirlingshire Investments, Inc.30,000
0.2% of portfolio›$309.6K
Truist Financial Corp28,268
0.0% of portfolio›$290.0K
Old Mission Investment Co LLC28,266
0.1% of portfolio›$291.7K
Virtue Asset Management LLC28,057
0.2% of portfolio›$287.9K
Creative Planning25,731
0.0% of portfolio›$264.0K
Duncker Streett & Co Inc22,335
0.0% of portfolio›$229.2K
Lido Advisors, LLC21,299
0.0% of portfolio›$218.5K
Formidable Asset Management, LLC21,266
0.0% of portfolio›$253.1K
Genesee Capital Advisors, LLC21,191
0.1% of portfolio›$217.4K
Wealth Enhancement Advisory Services, LLC20,887
0.0% of portfolio›$211.0K
Leo Wealth, LLC20,456
0.0% of portfolio›$209.9K
Murphy, Middleton, Hinkle & Parker, Inc.20,216
0.1% of portfolio›$207.4K
Total Investment Management Inc19,404
0.0% of portfolio›$199.1K
OpenArc Corporate Advisory, LLC18,539
0.0% of portfolio›$190.2K
Accredited Investor Services, LLC17,951
0.1% of portfolio›$184.2K
Aviance Capital Partners, LLC17,791
0.0% of portfolio›$182.5K
Wedbush Securities Inc17,677
0.0% of portfolio›$181.0K
Richards, Merrill & Peterson, Inc.17,459
0.1% of portfolio›$179.1K
Indivisible Partners16,403
0.0% of portfolio›$168.3K
Edge Wealth Management LLC16,221
0.0% of portfolio›$166.9K
Ashton Thomas Private Wealth, LLC16,109
0.0% of portfolio›$165.3K
Beverly Hills Private Wealth, LLC15,284
0.0% of portfolio›$156.8K
PFG Advisors14,172
0.0% of portfolio›$145.4K
Spire Wealth Management13,336
0.0% of portfolio›$136.8K
Occidental Asset Management, LLC13,275
0.0% of portfolio›$136.2K
Procyon Advisors, LLC12,669
0.0% of portfolio›$130.0K
RFG Advisory, LLC11,969
0.0% of portfolio›$122.8K
Realta Investment Advisors11,495
0.0% of portfolio›$117.9K
Independent Financial Group, LLC11,492
0.0% of portfolio›$117.9K
Commerce Advisors, LLC11,089
0.1% of portfolio›$113.8K
Dumont & Blake Investment Advisors LLC10,643
0.0% of portfolio›$109.2K
Plancorp, LLC10,000
0.0% of portfolio›$108.6K
Pinnacle Wealth Planning Services, Inc.7,128
0.0% of portfolio›$73.1K
Bokf, NA6,471
0.0% of portfolio›$66.4K
Caldwell Trust Co4,970
0.0% of portfolio›$51.0K
First Bancorp, Inc3,535
0.0% of portfolio›$36.3K
Blue Bell Private Wealth Management, LLC2,898
0.0% of portfolio›$29.7K
WPG Advisers, LLC2,103
0.0% of portfolio›$21.6K
Pinnacle Bancorp, Inc.1,975
0.0% of portfolio›$20.3K
Chung Wu Investment Group, LLC1,871
0.0% of portfolio›$19.2K
Lanark Financial, Inc.1,128
0.0% of portfolio›$11.6K
Community Financial Services Group, LLC759
0.0% of portfolio›$7.8K
Buck Wealth Strategies, LLC600
0.0% of portfolio›$6.2K
Highline Wealth Partners LLC310
0.0% of portfolio›$3.2K
Farther Finance Advisors, LLC226
0.0% of portfolio›$2.3K
TD Waterhouse Canada Inc.124
0.0% of portfolio›$1.3K
IFP Advisors, Inc88
0.0% of portfolio›$903
Covestor Ltd6
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Hennion & Walsh Asset Management, Inc.
2,339,514$24.0M0.7%ValueMediumParsippany, NJ2026-10-13
Mackay Shields LLC
1,982,355$20.3M0.7%Deep ValueLowNew York, NY2026-10-13
Allspring Global Investments Holdings, LLC
1,281,646$13.1M0.0%CoreMediumCharlotte, NC2026-11-04
City of London Investment Management Co LTD
453,034$4.6M0.3%YieldMediumLondon, United Kingdom2026-10-30
Atala Financial Inc
356,567$3.7M2.1%CoreLowCalabasas, CA2026-10-22
Park Avenue Securities LLC
186,147$1.9M0.0%ETFMediumNew York, NY2026-10-26
Wakefield Asset Management Lllp
183,167$1.9M0.4%ValueMediumEnglewood, CO2026-11-05
Livelsberger Financial Advisory
173,473$1.8M9.6%YieldVery LowAshland, OH2026-10-28
Capital Investment Advisors, LLC
137,626$1.4M0.0%CoreLowAtlanta, GA2026-10-22
Riverbridge Partners LLC
137,417$1.4M0.0%GrowthLowMinneapolis, MN2026-11-05
Compass Financial Group, Inc
137,405$1.4M0.2%ETFVery LowSioux Falls, SD2026-10-13
Cambridge Investment Research Advisors, Inc.
136,641$1.4M0.0%ETFLowFairfield, IA2026-11-02
B.A. Schrock Wealth Management, Inc.
122,384$1.3M0.5%GARPN/AWadsworth, OH2026-10-15
Oppenheimer & Co Inc
107,751$1.1M0.0%CoreLowNew York, NY2026-10-26
Fortitude Advisory Group L.L.C.
105,020$1.1M0.4%GrowthMediumGig Harbor, WA2026-10-15
Verdence Capital Advisors LLC
78,642$806.9K0.0%CoreMediumHunt Valley, MD2026-10-26
Commonwealth Equity Services, LLC
73,230$751.3K0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
69,403$712.1K0.0%CoreLowAustin, TX2026-11-02
Indiana Trust & Investment Management Co
68,000$697.7K0.2%GrowthLowMishawaka, IN2026-10-22
Clear Point Advisors Inc.
67,499$761.4K0.5%ETFMediumMelville, NY2026-10-30
Noble Wealth Management PBC
63,159$648.0K0.3%YieldMediumGreenwood Village, CO2026-10-01
Abel Hall, LLC
57,000$584.8K0.1%CoreMediumBaton Rouge, LA2026-10-19
Melone Private Wealth, LLC
55,506$569.5K0.2%ETFMediumAuburn Hills, MI2026-10-16
Closed-End Fund Advisors, Inc.
53,556$549.5K0.6%YieldMediumRichmond, VA2026-11-04
Balefire, LLC
53,043$544.2K0.1%ETFMediumDallas, TX2026-10-09
Wesbanco Bank Inc
51,537$528.8K0.0%CoreLowWheeling, WV2026-11-04
River Street Advisors LLC
50,618$519.3K0.2%CoreLowAurora, IL2026-10-22
Integrated Capital Management, Inc.
49,357$506.4K0.4%ETFLowJessup, PA2026-10-09
Signature Estate & Investment Advisors LLC
48,961$502.3K0.0%ETFMediumLos Angeles, CA2026-10-13
Concurrent Investment Advisors, LLC
47,838$490.8K0.0%GrowthMediumTampa, FL2026-10-16
Choreo, LLC
42,265$436.3K0.0%IndexLowRockford, IL2026-10-28
Canvas Wealth Advisors, LLC
41,695$450.3K0.1%GrowthLowShawnee, KS2026-11-02
Ackerman Capital Advisors, LLC
40,891$419.5K0.1%ETFLowDallas, TX2026-10-30
Encompass Wealth Advisors, LLC
39,800$408.3K0.1%ETFVery LowPortland, OR2026-10-15
Flagship Harbor Advisors, LLC
38,964$399.8K0.0%ETFMediumBoston, MA2026-10-26
Great Lakes Retirement, Inc.
37,944$391.6K0.0%GrowthLowSandusky, OH2026-10-26
Verus Capital Partners, LLC
33,327$341.9K0.0%GrowthLowScottsdale, AZ2026-11-03
Sowell Financial Services LLC
30,673$314.7K0.0%CoreLowNorth Little Rock, AR2026-10-23
Pettinga Financial Advisors LLC
30,059$308.4K0.1%ETFMediumEvansville, IN2026-10-13
Peddock Capital Advisors, LLC
30,000$307.8K0.1%GrowthLowBraintree, MA2026-10-16
Stirlingshire Investments, Inc.
30,000$309.6K0.2%ETFMediumNew York, NY2026-11-05
Truist Financial Corp
28,268$290.0K0.0%CoreLowCharlotte, NC2026-10-30
Old Mission Investment Co LLC
28,266$291.7K0.1%ETFLowTraverse City, MI2026-10-22
Virtue Asset Management LLC
28,057$287.9K0.2%CoreLowBarrington, IL2026-10-21
Creative Planning
25,731$264.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Duncker Streett & Co Inc
22,335$229.2K0.0%GrowthLowSt. Louis, MO2026-10-27
Lido Advisors, LLC
21,299$218.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Formidable Asset Management, LLC
21,266$253.1K0.0%CoreLowCincinnati, OH2026-11-03
Genesee Capital Advisors, LLC
21,191$217.4K0.1%ETFMediumAuburn, NY2026-10-20
Wealth Enhancement Advisory Services, LLC
20,887$211.0K0.0%CoreLowPlymouth, MN2026-10-13
Leo Wealth, LLC
20,456$209.9K0.0%CoreLowHurst, TX2026-10-26
Murphy, Middleton, Hinkle & Parker, Inc.
20,216$207.4K0.1%CoreVery HighThomasville, GA2026-10-15
Total Investment Management Inc
19,404$199.1K0.0%ETFLowScottsdale, AZ2026-10-22
OpenArc Corporate Advisory, LLC
18,539$190.2K0.0%GrowthLowAtlanta, GA2026-10-21
Accredited Investor Services, LLC
17,951$184.2K0.1%ETFVery LowSt. Cloud, MN2026-10-22
Aviance Capital Partners, LLC
17,791$182.5K0.0%CoreLowNaples, FL2026-10-29
Wedbush Securities Inc
17,677$181.0K0.0%CoreLowPasadena, CA2026-10-22
Richards, Merrill & Peterson, Inc.
17,459$179.1K0.1%GrowthLowSpokane, WA2026-10-19
Indivisible Partners
16,403$168.3K0.0%GrowthMediumClearwater, FL2026-10-26
Edge Wealth Management LLC
16,221$166.9K0.0%CoreLowNew York, NY2026-10-13
Ashton Thomas Private Wealth, LLC
16,109$165.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Beverly Hills Private Wealth, LLC
15,284$156.8K0.0%ValueMediumBeverly Hills, CA2026-11-04
PFG Advisors
14,172$145.4K0.0%ETFMediumPhoenix, AZ2026-10-16
Spire Wealth Management
13,336$136.8K0.0%GrowthMediumMclean, VA2026-10-30
Occidental Asset Management, LLC
13,275$136.2K0.0%GrowthLowBurlingame, CA2026-11-05
Procyon Advisors, LLC
12,669$130.0K0.0%CoreVery LowShelton, CT2026-10-21
RFG Advisory, LLC
11,969$122.8K0.0%ETFMediumBirmingham, AL2026-11-03
Realta Investment Advisors
11,495$117.9K0.0%GrowthMediumWilmington, DE2026-10-14
Independent Financial Group, LLC
11,492$117.9K0.0%GrowthLowSan Diego, CA2026-10-13
Commerce Advisors, LLC
11,089$113.8K0.1%ETFLowMemphis, TN2026-10-19
Dumont & Blake Investment Advisors LLC
10,643$109.2K0.0%CoreVery LowPrinceton, NJ2026-10-28
Plancorp, LLC
10,000$108.6K0.0%ETFLowSaint Louis, MO2026-11-03
Pinnacle Wealth Planning Services, Inc.
7,128$73.1K0.0%GARPLowMansfield, OH2026-10-27
Bokf, NA
6,471$66.4K0.0%CoreLowTulsa, OK2026-10-27
Caldwell Trust Co
4,970$51.0K0.0%GrowthLowVenice, FL2026-10-30
First Bancorp, Inc
3,535$36.3K0.0%ValueVery LowDamariscotta, ME2026-10-26
Blue Bell Private Wealth Management, LLC
2,898$29.7K0.0%YieldVery LowBlue Bell, PA2026-10-29
WPG Advisers, LLC
2,103$21.6K0.0%CoreLowBaltimore, MD2026-10-27
Pinnacle Bancorp, Inc.
1,975$20.3K0.0%CoreVery LowBeatrice, NE2026-10-21
Chung Wu Investment Group, LLC
1,871$19.2K0.0%GrowthMediumSugar Land, TX2026-11-03
Lanark Financial, Inc.
1,128$11.6K0.0%CoreMediumBirmingham, AL2026-10-26
Community Financial Services Group, LLC
759$7.8K0.0%GrowthLowNewport, VT2026-10-15
Buck Wealth Strategies, LLC
600$6.2K0.0%ValueMediumDenver, CO2026-10-28
Highline Wealth Partners LLC
310$3.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
Farther Finance Advisors, LLC
226$2.3K0.0%IndexLowSan Francisco, CA2026-10-08
TD Waterhouse Canada Inc.
124$1.3K0.0%CoreLowToronto, Australia2026-10-16
IFP Advisors, Inc
88$9030.0%GrowthLowTampa, FL2026-10-16
Covestor Ltd
6$00.0%ValueHighLondon, United Kingdom2026-10-30