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 $262.83M in BTZ holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of BTZ tracked by InsiderSet, reporting ownership valued at approximately $51.68M 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 $51.01M, representing an estimated loss of -1.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed BTZ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Guggenheim Capital Llc, 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
$262.83M
Largest Holder
Morgan Stanley
Largest Position
$51.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
167
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 5,116,716 | $51,678,847 | $51,013,659 | -$665,188 | -1.29% | |
| Bank Of America Corp | 0.00% | 4,594,698 | $46,406,450 | $45,809,139 | -$597,311 | -1.29% | |
| Guggenheim Capital Llc | 0.15% | 1,919,779 | $19,389,768 | $19,140,197 | -$249,571 | -1.29% | |
| Raymond James Financial Inc | 0.00% | 1,512,252 | $15,273,750 | $15,077,152 | -$196,598 | -1.29% | |
| Invesco Ltd. | 0.00% | 1,246,526 | $12,589,913 | $12,427,864 | -$162,049 | -1.29% | |
| Wells Fargo & Company/Mn | 0.00% | 1,008,333 | $10,184,166 | $10,053,080 | -$131,086 | -1.29% | |
| Lpl Financial Llc | 0.00% | 867,643 | $8,763,189 | $8,650,401 | -$112,788 | -1.29% | |
| Sowell Financial Services Llc | 0.25% | 761,468 | $7,782,200 | $7,591,836 | -$190,364 | -2.45% | |
| Royal Bank Of Canada | 0.00% | 762,220 | $7,698,000 | $7,599,333 | -$98,667 | -1.28% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 617,201 | $6,233,730 | $6,153,494 | -$80,236 | -1.29% | |
| Ubs Group Ag | 0.00% | 595,265 | $6,012,177 | $5,934,792 | -$77,385 | -1.29% | |
| D.A. Davidson & Co. | 0.03% | 488,221 | $4,989,627 | $4,867,563 | -$122,064 | -2.45% | |
| Rareview Capital Llc | 2.57% | 420,186 | $4,588,431 | $4,189,254 | -$399,177 | -8.70% | |
| Ameriprise Financial Inc | 0.00% | 371,215 | $3,749,267 | $3,701,014 | -$48,253 | -1.29% | |
| Envestnet Asset Management Inc | 0.00% | 350,797 | $3,585,146 | $3,497,446 | -$87,700 | -2.45% | |
| Cary Street Partners Financial Llc | 0.07% | 324,822 | $3,319,681 | $3,238,475 | -$81,206 | -2.45% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 320,311 | $3,235,143 | $3,193,501 | -$41,642 | -1.29% | |
| Smith Asset Management Co., Llc | 2.20% | 273,343 | $2,793,569 | $2,725,230 | -$68,339 | -2.45% | |
| Edgemoor Investment Advisors, Inc. | 0.20% | 257,803 | $2,603,810 | $2,570,296 | -$33,514 | -1.29% | |
| Cetera Investment Advisers | 0.00% | 236,069 | $2,384,295 | $2,353,608 | -$30,687 | -1.29% | |
| First Trust Advisors Lp | 0.00% | 209,683 | $2,117,798 | $2,090,540 | -$27,258 | -1.29% | |
| Wolverine Asset Management Llc | 0.03% | 194,089 | $1,960,299 | $1,935,067 | -$25,232 | -1.29% | |
| Emissary Wealth Llc | 1.04% | 133,636 | $1,365,760 | $1,332,351 | -$33,409 | -2.45% | |
| Advisors Asset Management, Inc. | 0.02% | 128,229 | $1,295,113 | $1,278,443 | -$16,670 | -1.29% | |
| Waterfront Wealth Inc. | 0.19% | 122,488 | $1,250,602 | $1,221,205 | -$29,397 | -2.35% | |
| Karpus Management, Inc. | 0.04% | 121,250 | $1,224,625 | $1,208,863 | -$15,763 | -1.29% | |
| Ibex Wealth Advisors | 0.08% | 106,089 | $1,084,232 | $1,057,707 | -$26,525 | -2.45% | |
| Focus Partners Wealth | 0.00% | 105,820 | $1,068,782 | $1,055,025 | -$13,757 | -1.29% | |
| Readystate Asset Management Lp | 0.06% | 100,594 | $1,015,999 | $1,002,922 | -$13,077 | -1.29% | |
| Jane Street Group, Llc | 0.00% | 97,450 | $984,245 | $971,577 | -$12,668 | -1.29% | |
| Riverbridge Partners Llc | 0.03% | 93,180 | $952,300 | $929,005 | -$23,295 | -2.45% | |
| 1607 Capital Partners, Llc | 0.07% | 91,026 | $919,363 | $907,529 | -$11,834 | -1.29% | |
| Marks Group Wealth Management, Inc | 0.08% | 89,273 | $912,370 | $890,052 | -$22,318 | -2.45% | |
| Elevation Point Wealth Partners, Llc | 0.02% | 81,558 | $823,732 | $813,133 | -$10,599 | -1.29% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 81,557 | $823,732 | $813,123 | -$10,609 | -1.29% | |
| Fell Capital Management | 0.69% | 80,184 | $819,480 | $799,434 | -$20,046 | -2.45% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 77,409 | $781,831 | $771,768 | -$10,063 | -1.29% | |
| Rockefeller Capital Management L.P. | 0.00% | 74,352 | $750,961 | $741,289 | -$9,672 | -1.29% | |
| Principal Securities, Inc. | 0.01% | 68,937 | $696,261 | $687,302 | -$8,959 | -1.29% | |
| Chicago Partners Investment Group Llc | 0.01% | 57,817 | $576,435 | $576,435 | +$0 | +0.00% | |
| Private Trust Co Na | 0.04% | 54,849 | $560,556 | $546,845 | -$13,711 | -2.45% | |
| Johnson Financial Group, Inc. | 0.02% | 53,707 | $542,441 | $535,459 | -$6,982 | -1.29% | |
| Osaic Holdings, Inc. | 0.00% | 53,555 | $540,912 | $533,943 | -$6,969 | -1.29% | |
| Noble Wealth Management Pbc | 0.25% | 52,533 | $536,887 | $523,754 | -$13,133 | -2.45% | |
| Alteri Wealth Llc | 0.15% | 52,262 | $534,114 | $521,052 | -$13,062 | -2.45% | |
| Susquehanna International Group, Llp | 0.00% | 52,675 | $532,018 | $525,170 | -$6,848 | -1.29% | |
| Lido Advisors, Llc | 0.00% | 51,815 | $523,334 | $516,596 | -$6,738 | -1.29% | |
| Logan Stone Capital, Llc | 0.14% | 50,991 | $515,009 | $508,380 | -$6,629 | -1.29% | |
| Shulman Demeo Asset Management Llc | 0.10% | 50,279 | $513,849 | $501,282 | -$12,567 | -2.45% | |
| Uncommon Cents Investing Llc | 0.10% | 47,266 | $483,055 | $471,242 | -$11,813 | -2.45% |
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.