BLACKROCK FLTNG RT INC TR (BGT) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $86.18M 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 $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 $13.85M, representing an estimated gain of +2.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% 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
79
Total Reported Value
$86.18M
Largest Holder
Guggenheim Capital Llc
Largest Position
$13.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
98
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 | $13,850,469 | +$366,816 | +2.72% | |
| Lpl Financial Llc | 0.00% | 802,312 | $8,552,641 | $8,785,316 | +$232,675 | +2.72% | |
| Morgan Stanley | 0.00% | 684,520 | $7,296,989 | $7,495,494 | +$198,505 | +2.72% | |
| Advisors Asset Management, Inc. | 0.09% | 557,988 | $5,948,152 | $6,109,969 | +$161,817 | +2.72% | |
| Loomis Sayles & Co L P | 0.01% | 516,336 | $5,504,141 | $5,653,879 | +$149,738 | +2.72% | |
| Invesco Ltd. | 0.00% | 507,608 | $5,411,101 | $5,558,308 | +$147,207 | +2.72% | |
| Ubs Group Ag | 0.00% | 459,811 | $4,901,586 | $5,034,930 | +$133,344 | +2.72% | |
| Integrity Alliance, Llc. | 0.15% | 443,370 | $4,726,334 | $4,854,902 | +$128,568 | +2.72% | |
| Ameriprise Financial Inc | 0.00% | 369,439 | $3,942,051 | $4,045,357 | +$103,306 | +2.62% | |
| Ethos Financial Group, Llc | 0.20% | 276,196 | $2,944,254 | $3,024,346 | +$80,092 | +2.72% | |
| Raymond James Financial Inc | 0.00% | 246,277 | $2,625,313 | $2,696,733 | +$71,420 | +2.72% | |
| Cerity Partners Llc | 0.00% | 234,119 | $2,495,705 | $2,563,603 | +$67,898 | +2.72% | |
| Sidoxia Capital Management, Llc | 1.22% | 156,654 | $1,669,927 | $1,715,361 | +$45,434 | +2.72% | |
| Icon Advisers Inc/Co | 0.28% | 141,491 | $1,508,294 | $1,549,326 | +$41,032 | +2.72% | |
| Byrne Asset Management Llc | 0.77% | 133,860 | $1,426,948 | $1,465,767 | +$38,819 | +2.72% | |
| Mml Investors Services, Llc | 0.00% | 108,256 | $1,154,012 | $1,185,403 | +$31,391 | +2.72% | |
| Absolute Investment Advisers, Llc | 0.10% | 94,792 | $1,010,483 | $1,037,972 | +$27,489 | +2.72% | |
| Osaic Holdings, Inc. | 0.00% | 88,622 | $944,708 | $970,411 | +$25,703 | +2.72% | |
| Royal Bank Of Canada | 0.00% | 77,926 | $831,000 | $853,290 | +$22,290 | +2.68% | |
| Melfa Wealth Management, Inc. | 0.41% | 72,182 | $769,465 | $790,393 | +$20,928 | +2.72% | |
| Bank Of America Corp | 0.00% | 57,028 | $607,916 | $624,457 | +$16,541 | +2.72% | |
| Quarry Lp | 0.07% | 43,524 | $463,966 | $476,588 | +$12,622 | +2.72% | |
| Cetera Investment Advisers | 0.00% | 40,098 | $427,445 | $439,073 | +$11,628 | +2.72% | |
| Virtus Investment Advisers, Llc | 0.10% | 39,777 | $424,023 | $435,558 | +$11,535 | +2.72% | |
| Provise Management Group, Llc | 0.03% | 38,024 | $409,138 | $416,363 | +$7,225 | +1.77% | |
| Wells Fargo & Company/Mn | 0.00% | 36,566 | $389,788 | $400,398 | +$10,610 | +2.72% | |
| Equitable Holdings, Inc. | 0.00% | 34,417 | $366,889 | $376,866 | +$9,977 | +2.72% | |
| Commonwealth Equity Services, Llc | 0.00% | 34,255 | $365,160 | $375,092 | +$9,932 | +2.72% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 34,000 | $363,460 | $372,300 | +$8,840 | +2.43% | |
| Wealthcare Asset Management, Llc | 0.29% | 32,901 | $350,725 | $360,266 | +$9,541 | +2.72% | |
| Sonoma Allocations Llc | 0.11% | 347 | $341,097 | $3,800 | -$337,297 | -98.89% | |
| Pinnacle Associates Ltd | 0.00% | 27,881 | $297,206 | $305,297 | +$8,091 | +2.72% | |
| Snowden Capital Advisors Llc | 0.01% | 25,100 | $267,564 | $274,845 | +$7,281 | +2.72% | |
| Private Advisor Group, Llc | 0.00% | 21,755 | $231,912 | $238,217 | +$6,305 | +2.72% | |
| Citadel Advisors Llc | 0.00% | 21,200 | $225,992 | $232,140 | +$6,148 | +2.72% | |
| Private Wealth Management Group, Llc | 0.05% | 20,770 | $221,409 | $227,431 | +$6,022 | +2.72% | |
| Centric Wealth Management | 0.03% | 19,859 | $215,669 | $217,456 | +$1,787 | +0.83% | |
| Iams Wealth Management, Llc | 0.06% | 20,000 | $213,200 | $219,000 | +$5,800 | +2.72% | |
| Kapstone Financial Advisors Llc | 0.09% | 19,830 | $211,388 | $217,139 | +$5,751 | +2.72% | |
| Xtx Topco Ltd | 0.00% | 19,438 | $207,209 | $212,846 | +$5,637 | +2.72% | |
| Cary Street Partners Financial Llc | 0.00% | 17,878 | $190,577 | $195,764 | +$5,187 | +2.72% | |
| Shulman Demeo Asset Management Llc | 0.03% | 16,128 | $171,924 | $176,602 | +$4,678 | +2.72% | |
| Sowell Financial Services Llc | 0.01% | 15,351 | $163,639 | $168,093 | +$4,454 | +2.72% | |
| Eclectic Associates Inc | 0.02% | 15,096 | $160,923 | $165,301 | +$4,378 | +2.72% | |
| Rockefeller Capital Management L.P. | 0.00% | 14,709 | $156,807 | $161,064 | +$4,257 | +2.71% | |
| Susquehanna International Group, Llp | 0.00% | 13,744 | $146,511 | $150,497 | +$3,986 | +2.72% | |
| Wagner Wealth Management, Llc | 0.03% | 13,409 | $142,939 | $146,829 | +$3,890 | +2.72% | |
| Readystate Asset Management Lp | 0.01% | 13,354 | $142,354 | $146,226 | +$3,872 | +2.72% | |
| Stephens Inc | 0.00% | 13,090 | $139,539 | $143,336 | +$3,797 | +2.72% | |
| Horizon Kinetics Asset Management Llc | 0.00% | 12,678 | $135,147 | $138,824 | +$3,677 | +2.72% |
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.