BLACKROCK CREDIT ALLOCATION (BTZ) Institutional Shareholders
BLACKROCK CREDIT ALLOCATION (BTZ) 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 $354.43M in BTZ holdings during the latest filing period.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of BTZ tracked by InsiderSet, reporting ownership valued at approximately $71.45M 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 $67.46M, representing an estimated loss of -5.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed BTZ value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in BLACKROCK CREDIT ALLOCATION (BTZ).
This page ranks the largest institutional BTZ 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
155
Total Reported Value
$354.43M
Largest Holder
Sit Investment Associates Inc
Largest Position
$71.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
114
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1.35% | 6,991,115 | $71,449,000 | $67,464,260 | -$3,984,740 | -5.58% | |
| Morgan Stanley | 0.00% | 5,313,606 | $54,305,063 | $51,276,298 | -$3,028,765 | -5.58% | |
| Bank Of America Corp | 0.00% | 4,748,810 | $48,532,837 | $45,826,017 | -$2,706,821 | -5.58% | |
| Guggenheim Capital Llc | 0.12% | 1,853,133 | $18,939,019 | $17,882,733 | -$1,056,286 | -5.58% | |
| Raymond James Financial Inc | 0.00% | 1,490,582 | $15,233,749 | $14,384,116 | -$849,633 | -5.58% | |
| Invesco Ltd. | 0.00% | 1,257,966 | $12,856,413 | $12,139,372 | -$717,041 | -5.58% | |
| Wells Fargo & Company/Mn | 0.00% | 976,930 | $9,984,218 | $9,427,375 | -$556,844 | -5.58% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 877,138 | $8,964,350 | $8,464,382 | -$499,968 | -5.58% | |
| Royal Bank Of Canada | 0.00% | 799,205 | $8,168,000 | $7,712,328 | -$455,672 | -5.58% | |
| Sowell Financial Services Llc | 0.25% | 761,468 | $7,782,200 | $7,348,166 | -$434,034 | -5.58% | |
| Capital Investment Advisors, Llc | 0.09% | 668,720 | $6,834,323 | $6,453,148 | -$381,175 | -5.58% | |
| Ubs Group Ag | 0.00% | 571,839 | $5,844,195 | $5,518,246 | -$325,949 | -5.58% | |
| Lpl Financial Llc | 0.00% | 567,816 | $5,803,083 | $5,479,424 | -$323,659 | -5.58% | |
| D.A. Davidson & Co. | 0.03% | 488,221 | $4,989,627 | $4,711,333 | -$278,294 | -5.58% | |
| Rareview Capital Llc | 2.57% | 420,186 | $4,588,431 | $4,054,795 | -$533,636 | -11.63% | |
| Ameriprise Financial Inc | 0.00% | 396,945 | $4,056,782 | $3,830,519 | -$226,263 | -5.58% | |
| Envestnet Asset Management Inc | 0.00% | 350,797 | $3,585,146 | $3,385,191 | -$199,955 | -5.58% | |
| Cohen & Steers, Inc. | 0.01% | 331,022 | $3,383,000 | $3,194,362 | -$188,638 | -5.58% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 324,985 | $3,321,345 | $3,136,105 | -$185,240 | -5.58% | |
| Cary Street Partners Financial Llc | 0.07% | 324,822 | $3,319,681 | $3,134,532 | -$185,149 | -5.58% | |
| Advisors Asset Management, Inc. | 0.04% | 201,692 | $3,035,465 | $1,946,328 | -$1,089,137 | -35.88% | |
| Smith Asset Management Co., Llc | 2.20% | 273,343 | $2,793,569 | $2,637,760 | -$155,809 | -5.58% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.77% | 245,318 | $2,507,150 | $2,367,319 | -$139,831 | -5.58% | |
| Edgemoor Investment Advisors, Inc. | 0.17% | 245,206 | $2,506,005 | $2,366,238 | -$139,767 | -5.58% | |
| Thrivent Financial For Lutherans | 0.00% | 240,311 | $2,456,000 | $2,319,001 | -$136,999 | -5.58% | |
| First Trust Advisors Lp | 0.00% | 223,860 | $2,287,849 | $2,160,249 | -$127,600 | -5.58% | |
| Wolverine Asset Management Llc | 0.02% | 163,008 | $1,665,942 | $1,573,027 | -$92,915 | -5.58% | |
| Emissary Wealth Llc | 1.04% | 133,636 | $1,365,760 | $1,289,587 | -$76,173 | -5.58% | |
| Waterfront Wealth Inc. | 0.19% | 122,488 | $1,250,602 | $1,182,009 | -$68,593 | -5.48% | |
| Karpus Management, Inc. | 0.04% | 120,175 | $1,228,189 | $1,159,689 | -$68,500 | -5.58% | |
| Ibex Wealth Advisors | 0.08% | 106,089 | $1,084,232 | $1,023,759 | -$60,473 | -5.58% | |
| Cetera Investment Advisers | 0.00% | 96,628 | $987,537 | $932,460 | -$55,077 | -5.58% | |
| Riverbridge Partners Llc | 0.03% | 93,180 | $952,300 | $899,187 | -$53,113 | -5.58% | |
| Marks Group Wealth Management, Inc | 0.08% | 89,273 | $912,370 | $861,484 | -$50,886 | -5.58% | |
| Stolper Co | 0.23% | 87,774 | $897,000 | $847,019 | -$49,981 | -5.57% | |
| Rockefeller Capital Management L.P. | 0.00% | 80,753 | $825,302 | $779,266 | -$46,036 | -5.58% | |
| Fell Capital Management | 0.69% | 80,184 | $819,480 | $773,776 | -$45,704 | -5.58% | |
| Elevation Point Wealth Partners, Llc | 0.02% | 79,458 | $812,057 | $766,770 | -$45,287 | -5.58% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 78,658 | $803,881 | $759,050 | -$44,831 | -5.58% | |
| Focus Partners Wealth | 0.00% | 75,420 | $770,792 | $727,803 | -$42,989 | -5.58% | |
| Susquehanna International Group, Llp | 0.00% | 67,473 | $689,574 | $651,114 | -$38,460 | -5.58% | |
| Choreo, Llc | 0.01% | 64,651 | $660,733 | $623,882 | -$36,851 | -5.58% | |
| Principal Securities, Inc. | 0.01% | 64,422 | $658,391 | $621,672 | -$36,719 | -5.58% | |
| Chicago Partners Investment Group Llc | 0.01% | 57,817 | $576,435 | $557,934 | -$18,501 | -3.21% | |
| Osaic Holdings, Inc. | 0.00% | 54,924 | $561,344 | $530,017 | -$31,327 | -5.58% | |
| Private Trust Co Na | 0.04% | 54,849 | $560,556 | $529,293 | -$31,263 | -5.58% | |
| 1607 Capital Partners, Llc | 0.05% | 53,824 | $550,081 | $519,402 | -$30,679 | -5.58% | |
| Johnson Financial Group, Inc. | 0.02% | 53,707 | $548,886 | $518,273 | -$30,613 | -5.58% | |
| Noble Wealth Management Pbc | 0.25% | 52,533 | $536,887 | $506,943 | -$29,944 | -5.58% | |
| Alteri Wealth Llc | 0.15% | 52,262 | $534,114 | $504,328 | -$29,786 | -5.58% |
Frequently asked questions about BTZ
Who owns the most BTZ stock?
The largest holders of BTZ 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 CREDIT ALLOCATION (BTZ).
Is BTZ widely held by superinvestors?
Many widely followed stocks like BTZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BTZ 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.