BTZ Institutional Ownership & Shareholders
BLACKROCK CREDIT ALLOCATION (BTZ) is currently held by 151 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $351.07M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $66.42M, representing an estimated loss of -7.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% 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
151
Total Reported Value
$351.07M
Largest Holder
Sit Investment Associates Inc
Largest Position
$71.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
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 | $66,415,593 | -$5,033,408 | -7.04% | |
| Morgan Stanley | 0.00% | 5,313,606 | $54,305,063 | $50,479,257 | -$3,825,806 | -7.05% | |
| Bank Of America Corp | 0.00% | 4,748,810 | $48,532,837 | $45,113,695 | -$3,419,142 | -7.05% | |
| Guggenheim Capital Llc | 0.12% | 1,853,133 | $18,939,019 | $17,604,764 | -$1,334,256 | -7.05% | |
| Raymond James Financial Inc | 0.00% | 1,490,582 | $15,233,749 | $14,160,529 | -$1,073,220 | -7.05% | |
| Invesco Ltd. | 0.00% | 1,257,966 | $12,856,413 | $11,950,677 | -$905,736 | -7.05% | |
| Wells Fargo & Company/Mn | 0.00% | 976,930 | $9,984,218 | $9,280,835 | -$703,383 | -7.04% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 877,138 | $8,964,350 | $8,332,811 | -$631,539 | -7.05% | |
| Royal Bank Of Canada | 0.00% | 799,205 | $8,168,000 | $7,592,448 | -$575,553 | -7.05% | |
| Sowell Financial Services Llc | 0.24% | 806,939 | $7,512,606 | $7,665,921 | +$153,315 | +2.04% | |
| D.A. Davidson & Co. | 0.04% | 769,384 | $7,162,972 | $7,309,148 | +$146,176 | +2.04% | |
| Ubs Group Ag | 0.00% | 571,839 | $5,844,195 | $5,432,471 | -$411,725 | -7.05% | |
| Lpl Financial Llc | 0.00% | 567,816 | $5,803,083 | $5,394,252 | -$408,831 | -7.05% | |
| Capital Investment Advisors, Llc | 0.08% | 621,021 | $5,781,706 | $5,899,700 | +$117,994 | +2.04% | |
| Rareview Capital Llc | 2.57% | 420,186 | $4,588,431 | $3,991,767 | -$596,664 | -13.00% | |
| Ameriprise Financial Inc | 0.00% | 396,945 | $4,056,782 | $3,770,978 | -$285,805 | -7.05% | |
| Envestnet Asset Management Inc | 0.00% | 350,797 | $3,585,146 | $3,332,572 | -$252,575 | -7.05% | |
| Cohen & Steers, Inc. | 0.01% | 331,022 | $3,383,000 | $3,144,709 | -$238,291 | -7.04% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 324,985 | $3,321,345 | $3,087,358 | -$233,988 | -7.04% | |
| Cary Street Partners Financial Llc | 0.07% | 324,822 | $3,319,681 | $3,085,809 | -$233,872 | -7.05% | |
| Advisors Asset Management, Inc. | 0.04% | 201,692 | $3,035,465 | $1,916,074 | -$1,119,391 | -36.88% | |
| Smith Asset Management Co., Llc | 2.05% | 269,620 | $2,510,166 | $2,561,390 | +$51,224 | +2.04% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.77% | 245,318 | $2,507,150 | $2,330,521 | -$176,629 | -7.05% | |
| Edgemoor Investment Advisors, Inc. | 0.17% | 245,206 | $2,506,005 | $2,329,457 | -$176,548 | -7.04% | |
| Thrivent Financial For Lutherans | 0.00% | 240,311 | $2,456,000 | $2,282,955 | -$173,046 | -7.05% | |
| First Trust Advisors Lp | 0.00% | 223,860 | $2,287,849 | $2,126,670 | -$161,179 | -7.05% | |
| Emissary Wealth Llc | 1.04% | 133,636 | $1,365,760 | $1,269,542 | -$96,218 | -7.05% | |
| Waterfront Wealth Inc. | 0.19% | 122,488 | $1,250,602 | $1,163,636 | -$86,966 | -6.95% | |
| Karpus Management, Inc. | 0.04% | 120,175 | $1,228,189 | $1,141,663 | -$86,527 | -7.05% | |
| Ibex Wealth Advisors | 0.08% | 106,089 | $1,084,232 | $1,007,846 | -$76,387 | -7.05% | |
| Kestra Advisory Services, Llc | 0.00% | 110,431 | $1,028,117 | $1,049,095 | +$20,978 | +2.04% | |
| Cetera Investment Advisers | 0.00% | 96,628 | $987,537 | $917,966 | -$69,571 | -7.04% | |
| Riverbridge Partners Llc | 0.03% | 93,180 | $952,300 | $885,210 | -$67,090 | -7.05% | |
| Marks Group Wealth Management, Inc | 0.08% | 89,273 | $912,370 | $848,094 | -$64,277 | -7.05% | |
| Rockefeller Capital Management L.P. | 0.00% | 80,753 | $825,302 | $767,154 | -$58,149 | -7.05% | |
| Elevation Point Wealth Partners, Llc | 0.02% | 79,458 | $812,057 | $754,851 | -$57,206 | -7.04% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 78,658 | $803,881 | $747,251 | -$56,630 | -7.04% | |
| Focus Partners Wealth | 0.00% | 75,420 | $770,792 | $716,490 | -$54,302 | -7.04% | |
| Fell Capital Management | 0.63% | 78,200 | $728,042 | $742,900 | +$14,858 | +2.04% | |
| Susquehanna International Group, Llp | 0.00% | 67,473 | $689,574 | $640,994 | -$48,581 | -7.05% | |
| Principal Securities, Inc. | 0.01% | 64,422 | $658,391 | $612,009 | -$46,382 | -7.04% | |
| Osaic Holdings, Inc. | 0.00% | 54,924 | $561,344 | $521,778 | -$39,566 | -7.05% | |
| 1607 Capital Partners, Llc | 0.05% | 53,824 | $550,081 | $511,328 | -$38,753 | -7.04% | |
| Johnson Financial Group, Inc. | 0.02% | 53,707 | $548,886 | $510,217 | -$38,670 | -7.05% | |
| Chicago Partners Investment Group Llc | 0.01% | 57,056 | $540,320 | $542,032 | +$1,712 | +0.32% | |
| Alteri Wealth Llc | 0.15% | 52,262 | $534,114 | $496,489 | -$37,625 | -7.04% | |
| Lido Advisors, Llc | 0.00% | 51,815 | $529,552 | $492,243 | -$37,310 | -7.05% | |
| Ep Wealth Advisors, Llc | 0.00% | 51,358 | $524,878 | $487,901 | -$36,977 | -7.04% | |
| Marex Group Plc | 0.00% | 51,000 | $521,220 | $484,500 | -$36,720 | -7.05% | |
| Private Trust Co Na | 0.04% | 54,849 | $510,643 | $521,066 | +$10,423 | +2.04% |
Frequently asked questions about BTZ
Who are the largest institutional holders of BTZ?
The largest institutional holders of BTZ reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Morgan Stanley, Bank Of America Corp, Guggenheim Capital Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported BTZ position.
What is BTZ institutional ownership?
This page tracks BTZ positions reported by institutional investment managers through SEC Form 13F. BLACKROCK CREDIT ALLOCATION (BTZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BTZ?
InsiderSet currently tracks 151 institutional managers reporting BTZ 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 BTZ shareholders.
How much BTZ stock do institutions own?
Institutional investment managers disclosed approximately $351.07M in BTZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BTZ institutional ownership last updated?
The latest BTZ 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 BTZ 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 BTZ position after the reporting date.
Are institutions buying or selling BTZ?
Institutional buying and selling can be analyzed by comparing BTZ positions across consecutive 13F reporting periods. InsiderSet's BTZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BTZ ownership changes.
How has BTZ institutional ownership changed over time?
InsiderSet tracks BTZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.