BGT Institutional Ownership & Shareholders
BLACKROCK FLTNG RT INC TR (BGT) is currently held by 78 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $98.98M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Guggenheim Capital Llc is currently the largest disclosed institutional shareholder of BGT tracked by InsiderSet, reporting ownership valued at approximately $13.48M in its June 30, 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 $12.53M, representing an estimated loss of -7.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed BGT value among the investors covered in this analysis. Major shareholders include Guggenheim Capital Llc, Penserra Capital Management Llc, Lpl Financial Llc, 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
78
Total Reported Value
$98.98M
Largest Holder
Guggenheim Capital Llc
Largest Position
$13.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Guggenheim Capital Llc | 0.09% | 1,264,883 | $13,483,653 | $12,534,991 | -$948,662 | -7.04% | |
| Penserra Capital Management Llc | 0.07% | 845,288 | $9,010,000 | $8,376,804 | -$633,196 | -7.03% | |
| Lpl Financial Llc | 0.00% | 802,312 | $8,552,641 | $7,950,912 | -$601,729 | -7.04% | |
| Integrity Alliance, Llc. | 0.24% | 731,157 | $7,684,461 | $7,245,766 | -$438,695 | -5.71% | |
| Morgan Stanley | 0.00% | 684,520 | $7,296,989 | $6,783,593 | -$513,396 | -7.04% | |
| Loomis Sayles & Co L P | 0.01% | 516,336 | $5,504,141 | $5,116,890 | -$387,251 | -7.04% | |
| Invesco Ltd. | 0.00% | 507,608 | $5,411,101 | $5,030,395 | -$380,706 | -7.04% | |
| Ubs Group Ag | 0.00% | 459,811 | $4,901,586 | $4,556,727 | -$344,859 | -7.04% | |
| Advisors Asset Management, Inc. | 0.07% | 337,142 | $4,716,617 | $3,341,077 | -$1,375,540 | -29.16% | |
| Ameriprise Financial Inc | 0.00% | 369,439 | $3,942,051 | $3,661,140 | -$280,911 | -7.13% | |
| Ethos Financial Group, Llc | 0.20% | 276,196 | $2,944,254 | $2,737,102 | -$207,152 | -7.04% | |
| Raymond James Financial Inc | 0.00% | 246,277 | $2,625,313 | $2,440,605 | -$184,708 | -7.04% | |
| Cerity Partners Llc | 0.00% | 234,119 | $2,495,705 | $2,320,119 | -$175,586 | -7.04% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 165,458 | $1,707,522 | $1,639,689 | -$67,833 | -3.97% | |
| Sidoxia Capital Management, Llc | 1.20% | 162,404 | $1,706,862 | $1,609,424 | -$97,438 | -5.71% | |
| Icon Advisers Inc/Co | 0.28% | 141,491 | $1,508,294 | $1,402,176 | -$106,118 | -7.04% | |
| Byrne Asset Management Llc | 0.79% | 135,730 | $1,418,379 | $1,345,084 | -$73,295 | -5.17% | |
| Cohen & Steers, Inc. | 0.00% | 131,865 | $1,406,000 | $1,306,782 | -$99,218 | -7.06% | |
| Mml Investors Services, Llc | 0.00% | 108,256 | $1,154,012 | $1,072,817 | -$81,195 | -7.04% | |
| Osaic Holdings, Inc. | 0.00% | 88,622 | $944,708 | $878,244 | -$66,464 | -7.04% | |
| Royal Bank Of Canada | 0.00% | 77,926 | $831,000 | $772,247 | -$58,753 | -7.07% | |
| Melfa Wealth Management, Inc. | 0.41% | 72,182 | $769,465 | $715,324 | -$54,141 | -7.04% | |
| Bank Of America Corp | 0.00% | 57,028 | $607,916 | $565,147 | -$42,769 | -7.04% | |
| Quarry Lp | 0.07% | 43,524 | $463,966 | $431,323 | -$32,643 | -7.04% | |
| Kestra Advisory Services, Llc | 0.00% | 43,370 | $455,819 | $429,797 | -$26,022 | -5.71% | |
| Cetera Investment Advisers | 0.00% | 40,098 | $427,445 | $397,371 | -$30,074 | -7.04% | |
| Virtus Investment Advisers, Llc | 0.10% | 39,777 | $424,023 | $394,190 | -$29,833 | -7.04% | |
| Provise Management Group, Llc | 0.03% | 38,024 | $409,138 | $376,818 | -$32,320 | -7.90% | |
| Wells Fargo & Company/Mn | 0.00% | 36,566 | $389,788 | $362,369 | -$27,419 | -7.03% | |
| Commonwealth Equity Services, Llc | 0.00% | 36,359 | $382,130 | $360,318 | -$21,812 | -5.71% | |
| Equitable Holdings, Inc. | 0.00% | 34,417 | $366,889 | $341,072 | -$25,817 | -7.04% | |
| Sonoma Allocations Llc | 0.11% | 347 | $341,097 | $3,439 | -$337,658 | -98.99% | |
| Wealthcare Asset Management, Llc | 0.29% | 32,070 | $337,056 | $317,814 | -$19,242 | -5.71% | |
| Snowden Capital Advisors Llc | 0.01% | 25,100 | $267,564 | $248,741 | -$18,823 | -7.03% | |
| Janney Montgomery Scott Llc | 0.00% | 23,516 | $251,000 | $233,044 | -$17,956 | -7.15% | |
| Private Advisor Group, Llc | 0.00% | 21,755 | $231,912 | $215,592 | -$16,320 | -7.04% | |
| Citadel Advisors Llc | 0.00% | 21,200 | $225,992 | $210,092 | -$15,900 | -7.04% | |
| Centric Wealth Management | 0.03% | 19,859 | $215,669 | $196,803 | -$18,866 | -8.75% | |
| Pinnacle Associates Ltd | 0.00% | 20,398 | $214,382 | $202,144 | -$12,238 | -5.71% | |
| Kapstone Financial Advisors Llc | 0.09% | 19,830 | $211,388 | $196,515 | -$14,873 | -7.04% | |
| Xtx Topco Ltd | 0.00% | 19,438 | $207,209 | $192,631 | -$14,578 | -7.04% | |
| Cary Street Partners Financial Llc | 0.00% | 17,878 | $190,577 | $177,171 | -$13,406 | -7.03% | |
| Sowell Financial Services Llc | 0.01% | 15,829 | $166,359 | $156,865 | -$9,494 | -5.71% | |
| Shulman Demeo Asset Management Llc | 0.03% | 16,128 | $165,635 | $159,828 | -$5,807 | -3.51% | |
| Eclectic Associates Inc | 0.02% | 15,096 | $158,659 | $149,601 | -$9,058 | -5.71% | |
| Rockefeller Capital Management L.P. | 0.00% | 14,709 | $156,807 | $145,766 | -$11,041 | -7.04% | |
| Susquehanna International Group, Llp | 0.00% | 13,744 | $146,511 | $136,203 | -$10,308 | -7.04% | |
| Wagner Wealth Management, Llc | 0.03% | 13,682 | $143,796 | $135,589 | -$8,207 | -5.71% | |
| Readystate Asset Management Lp | 0.01% | 13,354 | $142,354 | $132,338 | -$10,016 | -7.04% | |
| Seacrest Wealth Management, Llc | 0.02% | 13,286 | $139,634 | $131,664 | -$7,970 | -5.71% |
Frequently asked questions about BGT
Who are the largest institutional holders of BGT?
The largest institutional holders of BGT reported in the latest SEC Form 13F filings include Guggenheim Capital Llc, Penserra Capital Management Llc, Lpl Financial Llc, Integrity Alliance, Llc., and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported BGT position.
What is BGT institutional ownership?
This page tracks BGT positions reported by institutional investment managers through SEC Form 13F. BLACKROCK FLTNG RT INC TR (BGT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BGT?
InsiderSet currently tracks 78 institutional managers reporting BGT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BGT shareholders.
How much BGT stock do institutions own?
Institutional investment managers disclosed approximately $98.98M in BGT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BGT institutional ownership last updated?
The latest BGT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BGT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BGT position after the reporting date.
Are institutions buying or selling BGT?
Institutional buying and selling can be analyzed by comparing BGT positions across consecutive 13F reporting periods. InsiderSet's BGT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BGT ownership changes.
How has BGT institutional ownership changed over time?
InsiderSet tracks BGT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.