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BlackRock Muniholdings Quali

CUSIP: 09254C107 | 229 institutional holders

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
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Institutional Holders — Q4 2025

Morgan Stanley1,625,906
0.0% of portfolio›$16.3M
Pathstone Holdings, LLC1,073,834
0.0% of portfolio›$10.8M
Karpus Management, Inc.726,931
0.2% of portfolio›$7.3M
Advisors Asset Management, Inc.389,247
0.1% of portfolio›$3.9M
Advisors Asset Management, Inc.389,247
0.1% of portfolio›$3.9M
Guggenheim Capital LLC375,549
0.0% of portfolio›$3.8M
Hennion & Walsh Asset Management, Inc.336,152
0.1% of portfolio›$3.4M
LPL Financial LLC202,045
0.0% of portfolio›$2.0M
Fiera Capital Corp186,796
0.0% of portfolio›$1.9M
Van Eck Associates Corp182,206
0.0% of portfolio›$1.8K
Invesco Ltd.151,765
0.0% of portfolio›$1.5M
Atala Financial Inc146,161
0.9% of portfolio›$1.5M
Raymond James Financial Inc128,704
0.0% of portfolio›$1.3M
Bank of America Corp121,104
0.0% of portfolio›$1.2M
Logan Stone Capital, LLC94,690
0.2% of portfolio›$949.7K
Robinson Capital Management, LLC84,859
0.3% of portfolio›$851.1K
Cohen & Steers, Inc.80,000
0.0% of portfolio›$802
Capital Investment Advisors, LLC65,580
0.0% of portfolio›$657.8K
Bank of New York Mellon Corp61,699
0.0% of portfolio›$618.8K
Wells Fargo & Company60,870
0.0% of portfolio›$610.5K
Horizon Kinetics Asset Management LLC60,430
0.0% of portfolio›$606.1K
Royal Bank of Canada56,625
0.0% of portfolio›$568.0K
Riverbridge Partners LLC47,303
0.0% of portfolio›$474.5K
Whitebox Advisors LLC46,481
0.0% of portfolio›$466.2K
Westchester Capital Management, LLC43,988
0.0% of portfolio›$441.2K
Rockefeller Capital Management L.P.41,318
0.0% of portfolio›$414.4K
Noble Wealth Management PBC32,805
0.2% of portfolio›$329.0K
Goldman Sachs Group Inc32,536
0.0% of portfolio›$326.3K
Melfa Wealth Management, Inc.27,211
0.2% of portfolio›$272.9K
BTG Pactual Asset Management US LLC26,357
0.0% of portfolio›$252.5K
UBS Group AG25,830
0.0% of portfolio›$259.1K
Sowell Financial Services LLC25,000
0.0% of portfolio›$250.8K
Rothschild Investment LLC23,916
0.0% of portfolio›$239.9K
HighTower Advisors, LLC20,803
0.0% of portfolio›$208.7K
Nuveen, LLC20,387
0.0% of portfolio›$204.5K
Freestone Capital Holdings, LLC20,000
0.0% of portfolio›$200.6K
Ackerman Capital Advisors, LLC18,876
0.0% of portfolio›$189.3K
NewEdge Advisors, LLC18,230
0.0% of portfolio›$182.8K
Dakota Wealth Management17,000
0.0% of portfolio›$170.5K
Tyche Wealth Partners LLC16,828
0.0% of portfolio›$168.8K
Palogic Value Management, L.P.16,500
0.1% of portfolio›$165.5K
Sfmg, LLC14,312
0.0% of portfolio›$143.5K
Bank of Montreal13,990
0.0% of portfolio›$140.3K
Cetera Investment Advisers12,912
0.0% of portfolio›$129.5K
Oppenheimer & Co Inc12,850
0.0% of portfolio›$128.9K
River Street Advisors LLC12,132
0.0% of portfolio›$121.7K
Susquehanna International Group, LLP11,903
0.0% of portfolio›$119.4K
Savvy Advisors, Inc.11,249
0.0% of portfolio›$112.8K
Osaic Holdings, Inc.10,270
0.0% of portfolio›$103.0K
Comerica Bank9,300
0.0% of portfolio›$93.3K
Scarborough Advisors, LLC7,193
0.0% of portfolio›$72.1K
Allworth Financial LP7,000
0.0% of portfolio›$70.2K
Kestra Advisory Services, LLC3,786
0.0% of portfolio›$38.0K
Hilltop National Bank3,386
0.0% of portfolio›$34.0K
Elyxium Wealth, LLC2,740
0.0% of portfolio›$27.5K
Bessemer Group Inc2,507
0.0% of portfolio›$25
Pinnacle Wealth Planning Services, Inc.1,500
0.0% of portfolio›$15.0K
Atlantic Union Bankshares Corp1,200
0.0% of portfolio›$12.0K
Spire Wealth Management1,000
0.0% of portfolio›$10.0K
BOK Financial Private Wealth, Inc.51
0.0% of portfolio›$512
StyleTurnoverLocationFiled
Morgan Stanley
1,625,906$16.3M0.0%CoreLowNew York, NY2026-05-27
Pathstone Holdings, LLC
1,073,834$10.8M0.0%IndexLowEnglewood, NJ2026-02-13
Karpus Management, Inc.
726,931$7.3M0.2%YieldMediumPittsford, NY2026-02-17
Advisors Asset Management, Inc.
389,247$3.9M0.1%ValueMediumMonument, CO2026-08-21
Advisors Asset Management, Inc.
389,247$3.9M0.1%ValueMediumMonument, CO2026-08-21
Guggenheim Capital LLC
375,549$3.8M0.0%CoreLowChicago, IL2026-02-17
Hennion & Walsh Asset Management, Inc.
336,152$3.4M0.1%ValueMediumParsippany, NJ2026-01-14
LPL Financial LLC
202,045$2.0M0.0%IndexVery LowFort Mill, SC2026-02-11
Fiera Capital Corp
186,796$1.9M0.0%CoreMediumMontreal, Austria2026-02-11
Van Eck Associates Corp
182,206$1.8K0.0%GrowthMediumNew York, NY2026-02-13
Invesco Ltd.
151,765$1.5M0.0%GrowthLowAtlanta, GA2026-07-15
Atala Financial Inc
146,161$1.5M0.9%CoreLowCalabasas, CA2026-01-23
Raymond James Financial Inc
128,704$1.3M0.0%IndexLowSt. Petersburg, FL2026-02-18
Bank of America Corp
121,104$1.2M0.0%CoreLowCharlotte, NC2026-02-17
Logan Stone Capital, LLC
94,690$949.7K0.2%ValueVery HighChicago, IL2026-02-17
Robinson Capital Management, LLC
84,859$851.1K0.3%YieldMediumGrosse Pointe Farms, MI2026-02-13
Cohen & Steers, Inc.
80,000$8020.0%YieldMediumNew York, NY2026-02-13
Capital Investment Advisors, LLC
65,580$657.8K0.0%CoreLowAtlanta, GA2026-01-13
Bank of New York Mellon Corp
61,699$618.8K0.0%CoreLowNew York, NY2026-02-10
Wells Fargo & Company
60,870$610.5K0.0%CoreLowSan Francisco, CA2026-02-13
Horizon Kinetics Asset Management LLC
60,430$606.1K0.0%Agg GrowthLowNew York, NY2026-02-11
Royal Bank of Canada
56,625$568.0K0.0%CoreLowToronto, Australia2026-02-17
Riverbridge Partners LLC
47,303$474.5K0.0%GrowthLowMinneapolis, MN2026-01-13
Whitebox Advisors LLC
46,481$466.2K0.0%MomentumVery HighMinneapolis, MN2026-08-26
Westchester Capital Management, LLC
43,988$441.2K0.0%Deep ValueVery HighValhalla, NY2026-02-13
Rockefeller Capital Management L.P.
41,318$414.4K0.0%CoreLowNew York, NY2026-03-17
Noble Wealth Management PBC
32,805$329.0K0.2%YieldMediumGreenwood Village, CO2026-01-05
Goldman Sachs Group Inc
32,536$326.3K0.0%CoreMediumNew York, NY2026-03-25
Melfa Wealth Management, Inc.
27,211$272.9K0.2%YieldLowWestborough, MA2026-01-16
BTG Pactual Asset Management US LLC
26,357$252.5K0.0%ValueHighNew York, NY2026-02-17
UBS Group AG
25,830$259.1K0.0%CoreMediumZurich, Switzerland2026-01-29
Sowell Financial Services LLC
25,000$250.8K0.0%CoreLowNorth Little Rock, AR2026-01-21
Rothschild Investment LLC
23,916$239.9K0.0%IndexLowChicago, IL2026-02-10
HighTower Advisors, LLC
20,803$208.7K0.0%IndexLowChicago, IL2026-02-06
Nuveen, LLC
20,387$204.5K0.0%CoreLowCharlotte, NC2026-02-12
Freestone Capital Holdings, LLC
20,000$200.6K0.0%GrowthLowSeattle, WA2026-01-23
Ackerman Capital Advisors, LLC
18,876$189.3K0.0%ETFLowDallas, TX2026-02-11
NewEdge Advisors, LLC
18,230$182.8K0.0%CoreLowNew Orleans, LA2026-02-18
Dakota Wealth Management
17,000$170.5K0.0%CoreMediumPalm Beach Gardens, FL2026-08-26
Tyche Wealth Partners LLC
16,828$168.8K0.0%CoreLowPlano, TX2026-01-23
Palogic Value Management, L.P.
16,500$165.5K0.1%ValueMediumDallas, TX2026-02-17
Sfmg, LLC
14,312$143.5K0.0%CoreVery LowPlano, TX2026-02-10
Bank of Montreal
13,990$140.3K0.0%CoreLowToronto, Australia2026-02-12
Cetera Investment Advisers
12,912$129.5K0.0%IndexVery LowSchaumburg, IL2026-02-17
Oppenheimer & Co Inc
12,850$128.9K0.0%CoreLowNew York, NY2026-02-02
River Street Advisors LLC
12,132$121.7K0.0%CoreLowAurora, IL2026-01-26
Susquehanna International Group, LLP
11,903$119.4K0.0%GrowthHighBala Cynwyd, PA2026-02-17
Savvy Advisors, Inc.
11,249$112.8K0.0%IndexLowNew York, NY2026-01-20
Osaic Holdings, Inc.
10,270$103.0K0.0%IndexLowScottsdale, AZ2026-02-17
Comerica Bank
9,300$93.3K0.0%GrowthVery LowDetroit, MI2026-01-29
Scarborough Advisors, LLC
7,193$72.1K0.0%ETFMediumAnnapolis, MD2026-02-17
Allworth Financial LP
7,000$70.2K0.0%IndexLowFolsom, CA2026-02-05
Kestra Advisory Services, LLC
3,786$38.0K0.0%CoreLowAustin, TX2026-02-13
Hilltop National Bank
3,386$34.0K0.0%CoreLowCasper, WY2026-01-07
Elyxium Wealth, LLC
2,740$27.5K0.0%GrowthVery LowBeverly Hills, CA2026-02-05
Bessemer Group Inc
2,507$250.0%MomentumMediumWoodbridge, NJ2026-02-05
Pinnacle Wealth Planning Services, Inc.
1,500$15.0K0.0%GARPLowMansfield, OH2026-02-13
Atlantic Union Bankshares Corp
1,200$12.0K0.0%IndexLowGlen Allen, VA2026-02-04
Spire Wealth Management
1,000$10.0K0.0%GrowthMediumMclean, VA2026-01-14
BOK Financial Private Wealth, Inc.
51$5120.0%ETFLowDenver, CO2026-02-06