BTZBLACKROCK CR ALLOCATION
CUSIP 092508100 · Yahoo Finance ↗ · Google Finance ↗
Blackrock Cr Allocation (BTZ) has 156 institutional holders in Filings Flow’s 13F database, together reporting 34.02M shares worth $269M as of Q1 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and Guggenheim Capital LLC.
Institutional Holders
156
Q1 2026
Reported Value
$269M
Ticker
BTZ
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Emissary Wealth LLC$107M AUM | 2.65% | $3M | 279.7K | Q1 2026OLDER |
| Rareview Capital LLC$171M AUM | 2.36% | $4M | 367.9K | Q1 2026OLDER |
| Smith Asset Management Co., LLC$127M AUM | 2.20% | $3M | 273.3K | Q2 2026 |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 0.78% | $819,958 | 81.2K | Q1 2026OLDER |
| Broyhill Asset Management, LLC$108M AUM | 0.30% | $328,250 | 32.5K | Q1 2026OLDER |
| Shaker Financial Services, LLC$287M AUM | 0.27% | $769,004 | 76.1K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.27% | $7M | 712.3K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.24% | $536,887 | 52.5K | Q2 2026 |
| Waterfront Wealth Inc.$545M AUM | 0.22% | $1M | 116.4K | Q1 2026OLDER |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 0.20% | $3M | 257.8K | Q1 2026OLDER |
| Wela Strategies, Inc.$264M AUM | 0.19% | $491,990 | 44.5K | Q3 2025OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.18% | $987,599 | 91.2K | Q4 2025OLDER |
| Alteri Wealth LLC$309M AUM | 0.17% | $526,738 | 52.2K | Q1 2026OLDER |
| Mueller Wealth, LLC$125M AUM | 0.16% | $204,454 | 20.2K | Q1 2026OLDER |
| Diesslin Group, Inc.$259M AUM | 0.16% | $352,771 | 34.9K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.15% | $19M | 1.92M | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.14% | $515,009 | 51.0K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 0.13% | $158,298 | 14.6K | Q4 2025OLDER |
| Palogic Value Management, L.P.$237M AUM | 0.13% | $296,597 | 29.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.12% | $1M | 134.8K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.11% | $177,310 | 17.0K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 0.11% | $168,872 | 16.7K | Q1 2026OLDER |
| Uncommon Cents Investing LLC$431M AUM | 0.11% | $470,989 | 46.6K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.11% | $7M | 729.3K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 0.10% | $131,336 | 13.0K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.10% | $1M | 108.6K | Q1 2026OLDER |
| Elm3 Financial Group, LLC$118M AUM | 0.10% | $115,140 | 11.4K | Q1 2026OLDER |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.10% | $513,849 | 50.3K | Q2 2026 |
| Mezzasalma Advisors, LLC$391M AUM | 0.09% | $371,766 | 36.8K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.09% | $315,112 | 29.1K | Q4 2025OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.09% | $901,657 | 89.3K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.08% | $195,040 | 19.3K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.08% | $133,683 | 13.2K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.08% | $3M | 301.8K | Q1 2026OLDER |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 0.07% | $116,160 | 11.5K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 0.07% | $919,363 | 91.0K | Q1 2026OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.06% | $165,750 | 15.0K | Q3 2025OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.06% | $136,350 | 13.5K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.05% | $312,577 | 30.9K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 0.05% | $225,795 | 22.4K | Q1 2026OLDER |
| MRA Advisory Group$276M AUM | 0.05% | $135,295 | 13.2K | Q2 2026 |
| WPG Advisers, LLC$136M AUM | 0.05% | $63,075 | 6.2K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.05% | $415,100 | 41.1K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.05% | $1M | 100.6K | Q1 2026OLDER |
| Karpus Management, Inc.$3.2B AUM | 0.04% | $1M | 121.3K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.03% | $140,309 | 13.9K | Q1 2026OLDER |
| OAK FAMILY ADVISORS, LLC$355M AUM | 0.03% | $110,383 | 10.9K | Q1 2026OLDER |
| RIVERBRIDGE PARTNERS LLC$3.6B AUM | 0.03% | $952,300 | 93.2K | Q2 2026 |
| Affiance Financial, LLC$695M AUM | 0.02% | $152,703 | 14.1K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $4M | 383.0K | Q1 2026OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.02% | $132,860 | 13.0K | Q2 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.02% | $1M | 128.2K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $284,171 | 28.0K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.02% | $542,441 | 53.7K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.02% | $823,732 | 81.6K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.02% | $2M | 194.1K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.02% | $188,207 | 18.4K | Q2 2026 |
| OARSMAN CAPITAL, INC.$806M AUM | 0.02% | $127,711 | 11.6K | Q3 2025OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.02% | $146,205 | 13.5K | Q4 2025OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.02% | $111,100 | 11.0K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.02% | $120,627 | 11.1K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 320.3K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.02% | $123,048 | 12.2K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $358,096 | 35.5K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.01% | $51,530 | 5.1K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 0.01% | $27,452 | 2.7K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $101,000 | 10.0K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $591,671 | 57.1K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.01% | $136,350 | 13.5K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $86,522 | 7.8K | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $110,444 | 10.9K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.01% | $194,597 | 19.3K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $6M | 617.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $696,261 | 68.9K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.01% | $142,848 | 13.2K | Q4 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $823,732 | 81.6K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.01% | $11,832 | 1.2K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.01% | $108,365 | 10.0K | Q4 2025OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.01% | $105,040 | 10.4K | Q1 2026OLDER |
| Turim 21 Investimentos Ltda.$399M AUM | 0.01% | $17,685 | 1.6K | Q4 2025OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $167,132 | 15.1K | Q3 2025OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $113,352 | 11.2K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $328,179 | 32.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $307,106 | 28.4K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $77,007 | 7.0K | Q3 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $231,847 | 23.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $15M | 1.51M | Q1 2026OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.00% | $409,393 | 40.5K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $5,050 | 500 | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $317,544 | 31.4K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.00% | $10,897 | 1.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $326,070 | 32.3K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $46M | 4.59M | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $55M | 5.04M | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $4,332 | 400 | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $24,863 | 2.3K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 236.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $151,411 | 15.0K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $12,803 | 12.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 867.6K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $177,952 | 17.6K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $422,054 | 41.8K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $7,575 | 750 | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $125,686 | 12.4K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $6,227 | 575 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $40,890 | 4.0K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $13M | 1.25M | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $10M | 1.01M | Q2 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $139,512 | 13.8K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $134,249 | 13.3K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $523,334 | 51.8K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 209.7K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $187,385 | 18.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8M | 762.2K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $106,484 | 10.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $750,961 | 74.4K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $166,037 | 16.4K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.00% | $13,918 | 1.4K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $175,952 | 17.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $96,819 | 9.6K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $113,738 | 10.5K | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $140,581 | 13.9K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 105.8K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $844,805 | 78.0K | Q4 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $2,020 | 200 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $2,020 | 200 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $289,719 | 28.7K | Q2 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $155,941 | 14.4K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $10,595 | 1.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 595.3K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $57,947 | 5.7K | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 371.2K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $2,454 | 222 | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $540,912 | 53.6K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $10,100 | 1.0K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $12,453 | 1.2K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $158,371 | 15.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $138,627 | 13.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $242,419 | 24.0K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $1,010 | 100 | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $232,300 | 23.0K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $44,200 | 4.0K | Q3 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $2,862 | 280 | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $781,831 | 77.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $28,421 | 2.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $11,761 | 1.1K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $277,140 | 27.4K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $281,103 | 27.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $55,439 | 5.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $253,002 | 25.9K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $126,511 | 11.4K | Q3 2025OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.00% | $355 | 35 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $17,861 | 1.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $172,265 | 17.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $37,179 | 3.4K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $3,757 | 372 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $984,245 | 97.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $111,280 | 11.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $413,040 | 40.9K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $2,858 | 283 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $33,673 | 3.3K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $532,018 | 52.7K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $136,241 | 12.6K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $2,424 | 240 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $17,815 | 1.6K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $121,924 | 11.3K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $143,010 | 13.2K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $6,171 | 611 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $121,200 | 12.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $16,332 | 1.6K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $293 | 29 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $7 | 1 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $155 | 14 | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $20 | 2 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $119 | 11 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.