BTZ institutional holders

BLACKROCK CR ALLOCATION COM · 13F, 2026Q2

Managers holding155
Shares held34,637,826
Reported value$354.3m
Quarter flows20 new, 50 added, 46 trimmed, 19 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
SIT INVESTMENT ASSOCIATES INC6,991,115$71.4m1.4%
MORGAN STANLEY5,313,606$54.3m0.0%
BANK OF AMERICA CORP /DE/4,748,810$48.5m0.0%
GUGGENHEIM CAPITAL LLC1,853,133$18.9m0.1%
RAYMOND JAMES FINANCIAL INC1,490,582$15.2m0.0%
Invesco Ltd.1,257,966$12.9m0.0%
WELLS FARGO & COMPANY/MN976,930$10.0m0.0%
Allspring Global Investments Holdings, LLC877,138$9.0m0.0%
ROYAL BANK OF CANADA799,205$8.2m0.0%
Sowell Financial Services LLC761,468$7.8m0.3%
Capital Investment Advisors, LLC668,720$6.8m0.1%
UBS Group AG571,839$5.8m0.0%
LPL Financial LLC567,816$5.8m0.0%
D.A. DAVIDSON & CO.488,221$5.0m0.0%
Rareview Capital LLC420,186$4.6m2.6%
AMERIPRISE FINANCIAL INC396,945$4.1m0.0%
ENVESTNET ASSET MANAGEMENT INC350,797$3.6m0.0%
COHEN & STEERS, INC.331,022$3.4m0.0%
Steward Partners Investment Advisory, LLC324,985$3.3m0.0%
CARY STREET PARTNERS FINANCIAL LLC324,822$3.3m0.1%
Smith Asset Management Co., LLC273,343$2.8m2.2%
Thomas J. Herzfeld Advisors, Inc.245,318$2.5m0.8%
Edgemoor Investment Advisors, Inc.245,206$2.5m0.2%
Thrivent Financial for Lutherans240,311$2.5m0.0%
FIRST TRUST ADVISORS LP223,860$2.3m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BTZ"). BTZ price history · All 13F data

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