SEC 13F Intelligence

XBKNXBLACKROCK INVT QUALITY MUN T

CUSIP 09247D105 · Yahoo Finance ↗ · Google Finance ↗

Blackrock Invt Quality Mun T (XBKNX) has 1 institutional holders in Filings Flow’s 13F database, together reporting 436.1K shares worth $5M as of Q1 2026. The largest reported holders are Sienna Gestion, Rivernorth Capital Management, LLC, and Morgan Stanley.

Institutional Holders
1
Q1 2026
Reported Value
$5M
Ticker
XBKNX
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 42Q4 ’18Q1 ’19: 46Q2 ’19: 38Q2 ’19Q3 ’19: 34Q2 ’21: 43Q2 ’21Q4 ’21: 50Q4 ’22: 53Q4 ’22Q4 ’25: 62Q1 ’26: 1Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $600MQ4 ’18Q1 ’19: $30MQ2 ’19: $28MQ2 ’19Q3 ’19: $28MQ2 ’21: $35MQ2 ’21Q4 ’21: $321MQ4 ’22: $24MQ4 ’22Q4 ’25: $72MQ1 ’26: $5MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Sienna Gestion$1.5B AUM1.46%$25M22.9KQ4 2025OLDER
ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM0.73%$2M159.3KQ4 2025OLDER
PRIMORIS WEALTH ADVISORS, LLC$143M AUM0.60%$998,25889.1KQ4 2025OLDER
RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM0.58%$12M1.10MQ4 2025OLDER
Yakira Capital Management, Inc.$342M AUM0.26%$770,81868.8KQ4 2025OLDER
Logan Stone Capital, LLC$360M AUM0.23%$506,37644.7KQ3 2025OLDER
Arlington Capital Management, Inc.$177M AUM0.16%$261,45323.3KQ4 2025OLDER
Ackerman Capital Advisors, LLC$488M AUM0.13%$664,98959.4KQ4 2025OLDER
Noble Wealth Management PBC$223M AUM0.13%$246,07821.7KQ4 2025OLDER
MELFA WEALTH MANAGEMENT, INC.$174M AUM0.13%$221,41419.8KQ4 2025OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.12%$3M311.3KQ4 2025OLDER
Fortitude Advisory Group L.L.C.$222M AUM0.09%$205,62118.4KQ4 2025OLDER
Koshinski Asset Management, Inc.$1.6B AUM0.06%$966,11286.3KQ4 2025OLDER
River Street Advisors LLC$296M AUM0.05%$121,00510.8KQ4 2025OLDER
Compass Financial Group, INC/SD$715M AUM0.04%$303,12827.1KQ4 2025OLDER
Callahan Advisors, LLC$1.2B AUM0.04%$455,94340.7KQ4 2025OLDER
MACKAY SHIELDS LLC$2.7B AUM0.04%$1M92.1KQ4 2025OLDER
Clare Market Investments LLC$478M AUM0.03%$170,40015.0KQ3 2025OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.03%$297,39726.6KQ4 2025OLDER
Indivisible Partners$1.1B AUM0.02%$140,56012.6KQ4 2025OLDER
Koss-Olinger Consulting, LLC$1.2B AUM0.01%$168,00015.0KQ4 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.01%$196,99817.4KQ3 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$1M120.3KQ4 2025OLDER
TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM0.01%$124,48811.1KQ4 2025OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$846,38475.6KQ4 2025OLDER
Elyxium Wealth, LLC$312M AUM0.01%$27,4672.5KQ4 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$811,45474.3KQ2 2025OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.01%$472,15842.2KQ4 2025OLDER
Fiera Capital Corp$29.2B AUM0.01%$2M164.9KQ4 2025OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.01%$136,34912.2KQ4 2025OLDER
StoneX Group Inc.$1.9B AUM0.01%$117,83310.3KQ3 2025OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$171,36015.3KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.00%$127,14211.4KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M181.6KQ4 2025OLDER
Capital Investment Advisors, LLC$6.8B AUM0.00%$115,20610.6KQ2 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$514,02045.3KQ3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$82,7827.3KQ3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$241,56121.6KQ4 2025OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$2M142.2KQ4 2025OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$38,0803.4KQ4 2025OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.00%$2,240200Q4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$16,3801.5KQ2 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$35,5493.2KQ4 2025OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$127,24311.4KQ4 2025OLDER
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM0.00%$20,5521.8KQ4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$127,87811.7KQ2 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$2M191.9KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$240,96721.5KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$252,42322.5KQ4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M129.1KQ4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$230,95520.6KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$5M436.1KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$235,07721.0KQ4 2025OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$19,0401.7KQ4 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$109,20010.0KQ2 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M111.1KQ4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$336,32530.0KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M187.5KQ4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$30,2182.7KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$361,87232.3KQ4 2025OLDER
EASTERN BANK$6.5B AUM0.00%$6,485579Q4 2025OLDER
Creative Planning$147.4B AUM0.00%$143,34912.8KQ4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$10,767986Q2 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$404,61236.1KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$407,83736.4KQ4 2025OLDER
Decker Retirement Planning Inc.$221M AUM0.00%$11210Q4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$140,16812.5KQ4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$11,2001.0KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$222,97019.9KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$176,00015.8KQ4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$3,644334Q2 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$7,526672Q4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$111Q4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$24022Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.