BLACKROCK FLTNG RT INC TR (BGT) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $85.90M 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 $14.53M, representing an estimated loss of -1.21% 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, 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

76

Total Reported Value

$85.90M

Largest Holder

Guggenheim Capital Llc

Largest Position

$14.71M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

90

Funds Exiting Positions

0

Page 1 of 2
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Guggenheim Capital Llc0.12%1,366,926$14,708,124$14,530,423-$177,701-1.21%
Lpl Financial Llc0.00%764,263$8,223,466$8,124,116-$99,350-1.21%
Morgan Stanley0.00%699,539$7,527,040$7,436,100-$90,940-1.21%
Ubs Group Ag0.00%463,211$4,984,150$4,923,933-$60,217-1.21%
Invesco Ltd.0.00%450,001$4,842,011$4,783,511-$58,500-1.21%
Advisors Asset Management, Inc.0.07%405,503$4,363,212$4,310,497-$52,715-1.21%
Loomis Sayles & Co L P0.01%403,745$4,344,297$4,291,809-$52,488-1.21%
Integrity Alliance, Llc.0.16%401,743$4,322,765$4,270,528-$52,237-1.21%
Ameriprise Financial Inc0.00%367,305$3,952,204$3,904,452-$47,752-1.21%
Ethos Financial Group, Llc0.25%296,918$3,364,084$3,156,238-$207,846-6.18%
Absolute Investment Advisers, Llc0.33%262,400$2,823,424$2,789,312-$34,112-1.21%
Cerity Partners Llc0.00%226,448$2,436,580$2,407,142-$29,438-1.21%
Raymond James Financial Inc0.00%177,861$1,913,781$1,890,662-$23,119-1.21%
Byrne Asset Management Llc0.98%155,600$1,674,256$1,654,028-$20,228-1.21%
Sidoxia Capital Management, Llc1.41%151,570$1,630,889$1,611,189-$19,700-1.21%
Wolverine Asset Management Llc0.02%138,747$1,492,918$1,474,881-$18,037-1.21%
Quarry Lp0.26%120,484$1,296,408$1,280,745-$15,663-1.21%
Icon Advisers Inc/Co0.26%103,027$1,108,571$1,095,177-$13,394-1.21%
Mml Investors Services, Llc0.00%100,778$1,084,369$1,071,270-$13,099-1.21%
Osaic Holdings, Inc.0.00%85,625$921,319$910,194-$11,125-1.21%
Melfa Wealth Management, Inc.0.48%77,092$829,508$819,488-$10,020-1.21%
Cetera Investment Advisers0.00%56,601$609,028$601,669-$7,359-1.21%
Bank Of America Corp0.00%56,174$604,437$597,130-$7,307-1.21%
Virtus Investment Advisers, Llc0.15%50,319$541,432$534,891-$6,541-1.21%
Wells Fargo & Company/Mn0.00%40,129$431,791$426,571-$5,220-1.21%
Provise Management Group, Llc0.03%38,024$409,138$404,195-$4,943-1.21%
Wealthcare Asset Management, Llc0.39%33,768$363,344$358,954-$4,390-1.21%
Equitable Holdings, Inc.0.00%31,632$358,391$336,248-$22,143-6.18%
Pinnacle Associates Ltd0.00%28,364$305,194$301,509-$3,685-1.21%
Royal Bank Of Canada0.00%27,426$295,000$291,538-$3,462-1.17%
Commonwealth Equity Services, Llc0.00%26,707$287,370$283,895-$3,475-1.21%
Snowden Capital Advisors Llc0.01%24,644$265,167$261,966-$3,201-1.21%
Private Advisor Group, Llc0.00%21,731$233,827$231,001-$2,826-1.21%
Centric Wealth Management0.04%19,859$215,669$211,101-$4,568-2.12%
Iams Wealth Management, Llc0.08%20,000$215,200$212,600-$2,600-1.21%
Kapstone Financial Advisors Llc0.10%19,830$213,371$210,793-$2,578-1.21%
Susquehanna International Group, Llp0.00%18,500$199,060$196,655-$2,405-1.21%
Cary Street Partners Financial Llc0.00%17,360$186,792$184,537-$2,255-1.21%
Shulman Demeo Asset Management Llc0.04%16,330$175,711$173,588-$2,123-1.21%
Lasalle St. Investment Advisors, Llc0.02%15,209$163,653$161,672-$1,981-1.21%
Sowell Financial Services Llc0.01%14,889$160,203$158,270-$1,933-1.21%
Eclectic Associates Inc0.02%14,728$158,473$156,559-$1,914-1.21%
Rockefeller Capital Management L.P.0.00%14,709$158,278$156,357-$1,921-1.21%
Landscape Capital Management, L.L.C.0.01%14,109$151,812$149,979-$1,833-1.21%
Jane Street Group, Llc0.00%14,082$151,522$149,692-$1,830-1.21%
Arkadios Wealth Advisors0.00%13,145$141,439$139,731-$1,708-1.21%
Wagner Wealth Management, Llc0.03%13,145$141,439$139,731-$1,708-1.21%
Stephens Inc0.00%13,090$140,848$139,147-$1,701-1.21%
Horizon Kinetics Asset Management Llc0.00%12,678$136,415$134,767-$1,648-1.21%
Stronghold Wealth Management L.L.C.0.19%11,660$125,462$123,946-$1,516-1.21%

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.