Who owns BlackRock Credit Allocation Income Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BTZ from SEC Form 13F filings across 156 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 156 institutions disclosed 34.6M shares of BlackRock Credit Allocation Income Trust worth $354.0M — about 37.1% of shares outstanding; the largest disclosed holder is SIT INVESTMENT ASSOCIATES INC. Source: SEC Form 13F filings, parsed by EvidInvest.
156
13F holders
$354.0M
value, 2026 filers
37.1%
of shares outstanding (34.6M sh)
20
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BTZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 7.0M | $71.4M | 1.4% | 7.5% | +0.7% |
| 2 | MORGAN STANLEY | 5.3M | $54.3M | 0.0% | 5.7% | +3.8% |
| 3 | BANK OF AMERICA CORP /DE/ | 4.7M | $48.5M | 0.0% | 5.1% | +3.4% |
| 4 | GUGGENHEIM CAPITAL LLC | 1.9M | $18.9M | 0.1% | 2% | -3.5% |
| 5 | RAYMOND JAMES FINANCIAL INC | 1.5M | $15.2M | 0.0% | 1.6% | -1.4% |
| 6 | Invesco Ltd. | 1.3M | $12.9M | 0.0% | 1.3% | +0.9% |
| 7 | WELLS FARGO & COMPANY/MN | 976,930 | $10.0M | 0.0% | 1% | -3.1% |
| 8 | Allspring Global Investments Holdings, LLC | 877,138 | $9.0M | 0.0% | 0.9% | +42.1% |
| 9 | ROYAL BANK OF CANADA | 799,205 | $8.2M | 0.0% | 0.9% | +4.9% |
| 10 | Sowell Financial Services LLC | 761,468 | $7.8M | 0.3% | 0.8% | +6.9% |
| 11 | Capital Investment Advisors, LLC | 668,720 | $6.8M | 0.1% | 0.7% | -8.3% |
| 12 | UBS Group AG | 571,839 | $5.8M | 0.0% | 0.6% | -3.9% |
| 13 | LPL Financial LLC | 567,816 | $5.8M | 0.0% | 0.6% | -34.6% |
| 14 | D.A. DAVIDSON & CO. | 488,221 | $5.0M | 0.0% | 0.5% | +27.5% |
| 15 | Rareview Capital LLC | 420,186 | $4.6M | 2.6% | 0.5% | +14.2% |
| 16 | AMERIPRISE FINANCIAL INC | 396,945 | $4.1M | 0.0% | 0.4% | +6.9% |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 350,797 | $3.6M | 0.0% | 0.4% | +757.8% |
| 18 | COHEN & STEERS, INC. | 331,022 | $3.4M | 0.0% | 0.4% | 0.0% |
| 19 | Steward Partners Investment Advisory, LLC | 324,985 | $3.3M | 0.0% | 0.3% | +1.5% |
| 20 | CARY STREET PARTNERS FINANCIAL LLC | 324,822 | $3.3M | 0.1% | 0.3% | +7.6% |
| 21 | Smith Asset Management Co., LLC | 273,343 | $2.8M | 2.2% | 0.3% | -1.1% |
| 22 | Thomas J. Herzfeld Advisors, Inc.NEW | 245,318 | $2.5M | 0.8% | 0.3% | new |
| 23 | Edgemoor Investment Advisors, Inc. | 245,206 | $2.5M | 0.2% | 0.3% | -4.9% |
| 24 | Thrivent Financial for Lutherans | 240,311 | $2.5M | 0.0% | 0.3% | 0.0% |
| 25 | FIRST TRUST ADVISORS LP | 223,860 | $2.3M | 0.0% | 0.2% | +6.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.