BLACKROCK FLTNG RT INC TR (BGT) Institutional Shareholders
BLACKROCK FLTNG RT INC TR (BGT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $85.24M in BGT holdings during the latest filing period.
Guggenheim Capital Llc is currently the largest disclosed institutional shareholder of BGT tracked by InsiderSet, reporting ownership valued at approximately $14.71M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.80M, representing an estimated gain of +0.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed BGT value among the investors covered in this analysis. Major shareholders include Guggenheim Capital Llc, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in BLACKROCK FLTNG RT INC TR (BGT).
This page ranks the largest institutional BGT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
80
Total Reported Value
$85.24M
Largest Holder
Guggenheim Capital Llc
Largest Position
$14.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
94
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Guggenheim Capital Llc | 0.12% | 1,366,926 | $14,708,124 | $14,803,809 | +$95,685 | +0.65% | |
| Lpl Financial Llc | 0.00% | 764,263 | $8,223,466 | $8,276,968 | +$53,502 | +0.65% | |
| Morgan Stanley | 0.00% | 699,539 | $7,527,040 | $7,576,007 | +$48,967 | +0.65% | |
| Ubs Group Ag | 0.00% | 463,211 | $4,984,150 | $5,016,575 | +$32,425 | +0.65% | |
| Invesco Ltd. | 0.00% | 450,001 | $4,842,011 | $4,873,511 | +$31,500 | +0.65% | |
| Integrity Alliance, Llc. | 0.15% | 443,370 | $4,726,334 | $4,801,697 | +$75,363 | +1.59% | |
| Advisors Asset Management, Inc. | 0.07% | 405,503 | $4,363,212 | $4,391,597 | +$28,385 | +0.65% | |
| Loomis Sayles & Co L P | 0.01% | 403,745 | $4,344,297 | $4,372,558 | +$28,261 | +0.65% | |
| Ameriprise Financial Inc | 0.00% | 367,305 | $3,952,204 | $3,977,913 | +$25,709 | +0.65% | |
| Ethos Financial Group, Llc | 0.25% | 296,918 | $3,364,084 | $3,215,622 | -$148,462 | -4.41% | |
| Cerity Partners Llc | 0.00% | 226,448 | $2,436,580 | $2,452,432 | +$15,852 | +0.65% | |
| Raymond James Financial Inc | 0.00% | 177,861 | $1,913,781 | $1,926,235 | +$12,454 | +0.65% | |
| Sidoxia Capital Management, Llc | 1.22% | 156,654 | $1,669,927 | $1,696,563 | +$26,636 | +1.60% | |
| Wolverine Asset Management Llc | 0.02% | 138,747 | $1,492,918 | $1,502,630 | +$9,712 | +0.65% | |
| Byrne Asset Management Llc | 0.77% | 133,860 | $1,426,948 | $1,449,704 | +$22,756 | +1.59% | |
| Quarry Lp | 0.26% | 120,484 | $1,296,408 | $1,304,842 | +$8,434 | +0.65% | |
| Icon Advisers Inc/Co | 0.26% | 103,027 | $1,108,571 | $1,115,782 | +$7,211 | +0.65% | |
| Mml Investors Services, Llc | 0.00% | 100,778 | $1,084,369 | $1,091,426 | +$7,057 | +0.65% | |
| Absolute Investment Advisers, Llc | 0.10% | 94,792 | $1,010,483 | $1,026,597 | +$16,114 | +1.59% | |
| Osaic Holdings, Inc. | 0.00% | 85,625 | $921,319 | $927,319 | +$6,000 | +0.65% | |
| Melfa Wealth Management, Inc. | 0.41% | 72,182 | $769,465 | $781,731 | +$12,266 | +1.59% | |
| Cetera Investment Advisers | 0.00% | 56,601 | $609,028 | $612,989 | +$3,961 | +0.65% | |
| Bank Of America Corp | 0.00% | 56,174 | $604,437 | $608,364 | +$3,927 | +0.65% | |
| Virtus Investment Advisers, Llc | 0.15% | 50,319 | $541,432 | $544,955 | +$3,523 | +0.65% | |
| Wells Fargo & Company/Mn | 0.00% | 40,129 | $431,791 | $434,597 | +$2,806 | +0.65% | |
| Provise Management Group, Llc | 0.03% | 38,024 | $409,138 | $411,800 | +$2,662 | +0.65% | |
| Commonwealth Equity Services, Llc | 0.00% | 34,255 | $365,160 | $370,982 | +$5,822 | +1.59% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 34,000 | $363,460 | $368,220 | +$4,760 | +1.31% | |
| Equitable Holdings, Inc. | 0.00% | 31,632 | $358,391 | $342,575 | -$15,816 | -4.41% | |
| Wealthcare Asset Management, Llc | 0.29% | 32,901 | $350,725 | $356,318 | +$5,593 | +1.59% | |
| Sonoma Allocations Llc | 0.11% | 347 | $341,097 | $3,758 | -$337,339 | -98.90% | |
| Pinnacle Associates Ltd | 0.00% | 27,881 | $297,206 | $301,951 | +$4,745 | +1.60% | |
| Royal Bank Of Canada | 0.00% | 27,426 | $295,000 | $297,024 | +$2,024 | +0.69% | |
| Snowden Capital Advisors Llc | 0.01% | 24,644 | $265,167 | $266,895 | +$1,728 | +0.65% | |
| Private Advisor Group, Llc | 0.00% | 21,755 | $231,912 | $235,607 | +$3,695 | +1.59% | |
| Private Wealth Management Group, Llc | 0.05% | 20,770 | $221,409 | $224,939 | +$3,530 | +1.59% | |
| Centric Wealth Management | 0.04% | 19,859 | $215,669 | $215,073 | -$596 | -0.28% | |
| Kapstone Financial Advisors Llc | 0.10% | 19,830 | $213,371 | $214,759 | +$1,388 | +0.65% | |
| Iams Wealth Management, Llc | 0.06% | 20,000 | $213,200 | $216,600 | +$3,400 | +1.59% | |
| Susquehanna International Group, Llp | 0.00% | 18,500 | $199,060 | $200,355 | +$1,295 | +0.65% | |
| Cary Street Partners Financial Llc | 0.00% | 17,878 | $190,577 | $193,619 | +$3,042 | +1.60% | |
| Shulman Demeo Asset Management Llc | 0.03% | 16,128 | $171,924 | $174,666 | +$2,742 | +1.60% | |
| Lasalle St. Investment Advisors, Llc | 0.02% | 15,209 | $163,653 | $164,713 | +$1,060 | +0.65% | |
| Sowell Financial Services Llc | 0.01% | 15,351 | $163,639 | $166,251 | +$2,612 | +1.60% | |
| Eclectic Associates Inc | 0.02% | 15,096 | $160,923 | $163,490 | +$2,567 | +1.59% | |
| Rockefeller Capital Management L.P. | 0.00% | 14,709 | $158,278 | $159,298 | +$1,020 | +0.64% | |
| Landscape Capital Management, L.L.C. | 0.01% | 14,109 | $151,812 | $152,800 | +$988 | +0.65% | |
| Jane Street Group, Llc | 0.00% | 14,082 | $151,522 | $152,508 | +$986 | +0.65% | |
| Wagner Wealth Management, Llc | 0.03% | 13,409 | $142,939 | $145,219 | +$2,280 | +1.60% | |
| Arkadios Wealth Advisors | 0.00% | 13,145 | $141,439 | $142,360 | +$921 | +0.65% |
Frequently asked questions about BGT
Who owns the most BGT stock?
The largest holders of BGT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BLACKROCK FLTNG RT INC TR (BGT).
Is BGT widely held by superinvestors?
Many widely followed stocks like BGT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BGT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.