DOSSIER · 13F Holders · Q1 2026
BTZ

BLACKROCK CR ALLOCATION INCO

162 institutions still hold BLACKROCK CR ALLOCATION INCO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 092508100·162 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$301M
visible holders
Holders
162
filers reporting
Concentration
23.33%
SIT INVESTMENT ASSOCIATES INC #1
top holder share
AI Holders Summary · Q1 2026

162 institutions reported BTZ in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 23.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$70M6.9M1.42%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$54M5.3M0.00%Q2 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$49M4.7M0.00%Q2 2026
04
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$19M1.9M0.12%Q2 2026
05
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M1.5M0.00%Q2 2026
06
Invesco Ltd.
CIK 0000914208
$13M1.3M0.00%Q2 2026
07
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M977K0.00%Q2 2026
08
Allspring Global Investments Holdings, LLC
CIK 0001890906
$9M877K0.01%Q2 2026
09
ROYAL BANK OF CANADA
CIK 0001000275
$8M799K0.00%Q2 2026
10
Sowell Financial Services LLC
CIK 0001633697
$8M761K0.25%Q2 2026
11
Capital Investment Advisors, LLC
CIK 0001582732
$7M669K0.09%Q2 2026
12
UBS Group AG
CIK 0001610520
$6M572K0.00%Q2 2026
13
LPL Financial LLC
CIK 0001403438
$6M568K0.00%Q2 2026
14
D.A. DAVIDSON & CO.
CIK 0001080107
$5M488K0.03%Q2 2026
15
Rareview Capital LLC
CIK 0002044533
$5M420K2.57%Q2 2026
16
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M397K0.00%Q2 2026
17
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M351K0.00%Q2 2026
18
COHEN & STEERS, INC.
CIK 0001284812
$3M331K0.01%Q1 2026
19
Steward Partners Investment Advisory, LLC
CIK 0001723397
$3M325K0.02%Q2 2026
20
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$3M325K0.07%Q2 2026
Page 1 of 9
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Insiders at BLACKROCK CR ALLOCATION INCO
Kester W CarlSteinmetz Arthur PhilipHarris Stayce D.Flores LorenzoHolloman James PhillipHubbard Robert GlennLynch Catherine A.Hung Charley