BLACKROCK TAX MUNICPAL BD TR
CUSIP 09248X100
Blackrock Tax Municpal Bd Tr has 123 institutional holders in Filings Flow’s 13F database, together reporting 26.08M shares worth $296M as of Q1 2026. The largest reported holders are Morgan Stanley, Eagle Bluffs Wealth Management LLC, and Bank Of America Corp /De/.
Institutional Holders
123
Q1 2026
Reported Value
$296M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Eagle Bluffs Wealth Management LLC$257M AUM | 13.87% | $36M | 2.20M | Q1 2026OLDER |
| Broyhill Asset Management, LLC$108M AUM | 2.28% | $2M | 152.5K | Q1 2026OLDER |
| Focused Wealth Management, Inc$964M AUM | 1.36% | $13M | 812.4K | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 0.88% | $1M | 77.2K | Q1 2026OLDER |
| Rareview Capital LLC$171M AUM | 0.73% | $1M | 76.8K | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.71% | $1M | 71.4K | Q1 2026OLDER |
| Integrity Wealth Partners, LLC$111M AUM | 0.65% | $717,059 | 44.3K | Q1 2026OLDER |
| Lifetime Wealth Management P.C.$176M AUM | 0.57% | $999,455 | 61.8K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.55% | $1M | 75.7K | Q2 2026 |
| Intellectus Partners, LLC$490M AUM | 0.52% | $3M | 156.2K | Q1 2026OLDER |
| Oder Investment Management, LLC$130M AUM | 0.44% | $568,406 | 35.2K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.43% | $634,915 | 39.3K | Q1 2026OLDER |
| Coquina Private Wealth LLC$124M AUM | 0.35% | $439,424 | 27.2K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 0.32% | $588,926 | 36.4K | Q1 2026OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 0.30% | $970,204 | 58.4K | Q3 2025OLDER |
| Westview Management dba Westview Investment Advisors$192M AUM | 0.30% | $577,199 | 35.7K | Q1 2026OLDER |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 0.29% | $421,471 | 26.1K | Q2 2026 |
| Gridiron Partners, LLC$164M AUM | 0.27% | $448,976 | 27.8K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.22% | $341,106 | 21.1K | Q1 2026OLDER |
| COMMONS CAPITAL, LLC$120M AUM | 0.22% | $259,099 | 16.0K | Q1 2026OLDER |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 0.19% | $546,316 | 33.8K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 0.19% | $3M | 163.2K | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.19% | $4M | 233.6K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.15% | $536,990 | 33.2K | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.15% | $205,925 | 12.7K | Q1 2026OLDER |
| Generation Capital Management LLC$137M AUM | 0.14% | $192,958 | 11.6K | Q3 2025OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.14% | $243,193 | 15.0K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.12% | $3M | 175.4K | Q4 2025OLDER |
| Addison Capital Co$562M AUM | 0.10% | $579,468 | 35.8K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.10% | $567,416 | 34.8K | Q4 2025OLDER |
| Carl P. Sherr & Co., LLC$213M AUM | 0.09% | $192,503 | 11.8K | Q4 2025OLDER |
| Rinkey Investments$391M AUM | 0.09% | $332,859 | 20.6K | Q1 2026OLDER |
| Palogic Value Management, L.P.$237M AUM | 0.07% | $169,785 | 10.5K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.07% | $274,567 | 17.0K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.06% | $536,201 | 33.2K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.06% | $234,996 | 14.5K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.06% | $91,991 | 5.7K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.05% | $1M | 66.5K | Q3 2025OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.05% | $329,868 | 20.4K | Q1 2026OLDER |
| RIVERBRIDGE PARTNERS LLC$4.1B AUM | 0.05% | $2M | 117.5K | Q1 2026OLDER |
| Intellus Advisors LLC$732M AUM | 0.04% | $323,400 | 20.0K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.04% | $182,784 | 11.2K | Q4 2025OLDER |
| Patten Group, Inc.$575M AUM | 0.04% | $210,289 | 12.7K | Q3 2025OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.04% | $165,888 | 10.3K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.04% | $197,472 | 12.1K | Q4 2025OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.04% | $824,339 | 49.7K | Q3 2025OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.03% | $363,649 | 22.5K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.03% | $501,530 | 30.7K | Q4 2025OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.03% | $48,510 | 3.0K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $217,454 | 13.4K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $399,674 | 24.7K | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.02% | $291,060 | 18.0K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $375,234 | 23.9K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 146.3K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.02% | $100,740 | 6.2K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $843,037 | 52.1K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.02% | $170,836 | 10.6K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.02% | $30,626 | 1.9K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.02% | $36,492 | 2.2K | Q4 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.02% | $5M | 315.4K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.02% | $55,398 | 3.4K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $3M | 177.6K | Q3 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.01% | $180 | 11.0K | Q4 2025OLDER |
| NWAM LLC$1.7B AUM | 0.01% | $178,242 | 11.0K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.01% | $191,132 | 11.8K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $585,961 | 36.2K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $308,702 | 19.1K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $259,475 | 15.6K | Q3 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $191,558 | 11.7K | Q4 2025OLDER |
| Kentucky Trust Co$191M AUM | 0.01% | $11,966 | 740 | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $994,625 | 61.5K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $751,161 | 46.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $286,298 | 17.7K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $12,790 | 784 | Q4 2025OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.01% | $16,600 | 1.0K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $314,264 | 19.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $85M | 5.21M | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $16M | 1.01M | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $52,084 | 3.2K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.00% | $2M | 91.3K | Q3 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $346,264 | 21.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $45,276 | 2.8K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $92,556 | 5.7K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $3M | 178.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $11M | 696.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $584,287 | 36.1K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $173,289 | 10.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $780,759 | 48.3K | Q2 2026 |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $16,170 | 1.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 143.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $181,913 | 11.3K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $125,722 | 7.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $135,636 | 8.3K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $389,394 | 24.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $290,623 | 18.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $12M | 725.3K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 91.3K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $570,808 | 34.4K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 92.0K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $34,175 | 2.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $13M | 803.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $125,902 | 7.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $11M | 682.9K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $12M | 718.2K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $48,629 | 3.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $52,224 | 3.2K | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 66.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $333,101 | 20.4K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 402.9K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 91.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $18M | 1.13M | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $710,591 | 43.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $240,055 | 14.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $310,609 | 19.2K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $207,057 | 12.8K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $6,468 | 400 | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $5,385 | 333 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $101,357 | 6.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $11,591 | 716 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $48,510 | 3.0K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $582,624 | 35.7K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $171,899 | 10.5K | Q4 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $69,418 | 4.3K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $12,450 | 750 | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $535,551 | 33.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 129.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 152.1K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $166,122 | 10.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $16,170 | 1.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $181,072 | 11.2K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $12,240 | 228.9K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $3,770 | 231 | Q4 2025OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $1,191 | 74 | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $96,538 | 6.0K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $4,851 | 300 | Q2 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $154,512 | 9.6K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $212,078 | 13.0K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $627,040 | 38.8K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $40,800 | 2.5K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $25,003 | 47.8K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $38,808 | 2.4K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $4,851 | 300 | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $133 | 8 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $13,624 | 870 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $113 | 7 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $23 | 1 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1,460 | 88 | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $11 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.