BTZ

BLACKROCK CREDIT ALLOCATION INCOME TRUST

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CIK 1379384

$9.93

-0.07 (-0.70%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding BTZ · 2026-Q1 methodology → sources →

155 holders

% of shares outstanding held

—

Shares held (13F)

34,096,073

Reporting holders

155

Top holders

largest 100 of 155 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	SIT INVESTMENT ASSOCIATES INC	6,941,8616.9M	$70M	—	ADD 8%
2	MORGAN STANLEY	5,116,7165.1M	$52M	—	—
3	BANK OF AMERICA CORP /DE/	4,594,6984.6M	$46M	—	TRIM -14%
4	GUGGENHEIM CAPITAL LLC	1,919,7791.9M	$19M	—	TRIM -4%
5	RAYMOND JAMES FINANCIAL INC	1,512,2521.5M	$15M	—	—
6	Invesco Ltd.	1,246,5261.2M	$13M	—	ADD 25%
7	WELLS FARGO & COMPANY/MN	1,008,3331.0M	$10M	—	TRIM -8%
8	LPL Financial LLC	867,643867,643	$9M	—	TRIM -13%
9	ROYAL BANK OF CANADA	762,220762,220	$8M	—	TRIM -12%
10	Capital Investment Advisors, LLC	729,312729,312	$7M	—	TRIM -14%
11	Sowell Financial Services LLC	712,301712,301	$7M	—	ADD 9%
12	Allspring Global Investments Holdings, LLC	617,201617,201	$6M	—	ADD 37%
13	UBS Group AG	595,265595,265	$6M	—	TRIM -11%
14	Rareview Capital LLC	367,912367,912	$4M	—	ADD 158%
15	D.A. DAVIDSON & CO.	382,991382,991	$4M	—	ADD 60%
16	AMERIPRISE FINANCIAL INC	371,215371,215	$4M	—	ADD 14%
17	COHEN & STEERS, INC.	331,022331,022	$3M	—	—
18	Steward Partners Investment Advisory, LLC	320,311320,311	$3M	—	TRIM -3%
19	CARY STREET PARTNERS FINANCIAL LLC	301,781301,781	$3M	—	ADD 19%
20	Emissary Wealth LLC	279,689279,689	$3M	—	ADD 6%
21	Smith Asset Management Co., LLC	276,288276,288	$3M	—	—
22	Edgemoor Investment Advisors, Inc.	257,803257,803	$3M	—	—
23	Thrivent Financial for Lutherans	240,311240,311	$2M	—	ADD 6%
24	Cetera Investment Advisers	236,069236,069	$2M	—	ADD 13%
25	FIRST TRUST ADVISORS LP	209,683209,683	$2M	—	ADD 60%
26	WOLVERINE ASSET MANAGEMENT LLC	194,089194,089	$2M	—	ADD 96945%
27	PRIVATE TRUST CO NA	134,849134,849	$1M	—	—
28	Advisors Asset Management, Inc.	128,229128,229	$1M	—	TRIM -34%
29	Karpus Management, Inc.	121,250121,250	$1M	—	NEW
30	Waterfront Wealth Inc.	116,422116,422	$1M	—	ADD 4%
31	IBEX WEALTH ADVISORS	108,640108,640	$1M	—	—
32	Focus Partners Wealth	105,820105,820	$1M	—	ADD 46%
33	READYSTATE ASSET MANAGEMENT LP	100,594100,594	$1M	—	NEW
34	JANE STREET GROUP, LLC	97,45097,450	$984,245	—	ADD 25%
35	1607 Capital Partners, LLC	91,02691,026	$919,363	—	NEW
36	Marks Group Wealth Management, Inc	89,27389,273	$901,657	—	TRIM -9%
37	Vestmark Advisory Solutions, Inc.	81,55781,557	$823,732	—	—
38	ELEVATION POINT WEALTH PARTNERS, LLC	81,55881,558	$823,732	—	—
39	FELL CAPITAL MANAGEMENT /ADV	81,18481,184	$819,958	—	TRIM -4%
40	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	77,40977,409	$781,831	—	—
41	Shaker Financial Services, LLC	76,13976,139	$769,004	—	ADD 42%
42	Rockefeller Capital Management L.P.	74,35274,352	$750,961	—	TRIM -4%
43	PRINCIPAL SECURITIES, INC.	68,93768,937	$696,261	—	—
44	Chicago Partners Investment Group LLC	57,05657,056	$591,671	—	—
45	Stolper Co	65,77265,772	$567,000	—	TRIM -20%
46	Johnson Financial Group, Inc.	53,70753,707	$542,441	—	—
47	OSAIC HOLDINGS, INC.	53,55553,555	$540,912	—	TRIM -14%
48	SUSQUEHANNA INTERNATIONAL GROUP, LLP	52,67552,675	$532,018	—	ADD 3%
49	Alteri Wealth LLC	52,15252,152	$526,738	—	—
50	Lido Advisors, LLC	51,81551,815	$523,334	—	TRIM -22%
51	Logan Stone Capital, LLC	50,99150,991	$515,009	—	NEW
52	Shulman DeMeo Asset Management LLC	50,53950,539	$510,443	—	TRIM -6%
53	PIN OAK INVESTMENT ADVISORS INC	49,68049,680	$502,000	—	—
54	Uncommon Cents Investing LLC	46,63346,633	$470,989	—	—
55	EP Wealth Advisors, LLC	41,78741,787	$422,054	—	TRIM -10%
56	WealthShield Partners, LLC	41,09941,099	$415,100	—	TRIM -17%
57	ENVESTNET ASSET MANAGEMENT INC	40,89540,895	$413,040	—	ADD 22%
58	HORIZON KINETICS ASSET MANAGEMENT LLC	40,53440,534	$409,393	—	—
59	Mezzasalma Advisors, LLC	36,80836,808	$371,766	—	ADD 2%
60	FLAGSHIP HARBOR ADVISORS, LLC	35,45535,455	$358,096	—	ADD 3%
61	Diesslin Group, Inc.	34,92834,928	$352,771	—	TRIM -68%
62	Noble Wealth Management PBC	34,03334,033	$343,733	—	ADD 428%
63	Broyhill Asset Management, LLC	32,50032,500	$328,250	—	—
64	XTX Topco Ltd	32,49332,493	$328,179	—	NEW
65	Concurrent Investment Advisors, LLC	32,28432,284	$326,070	—	ADD 4%
66	Closed-End Fund Advisors, Inc.	31,59031,590	$319,059	—	—
67	CHOREO, LLC	31,44031,440	$317,544	—	—
68	Ellis Investment Partners, LLC	30,94830,948	$312,577	—	TRIM -11%
69	Palogic Value Management, L.P.	29,36629,366	$296,597	—	—
70	Virtu Financial LLC	28,28028,280	$286,000	—	NEW
71	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	27,97027,970	$284,171	—	—
72	TRUIST FINANCIAL CORP	27,83227,832	$281,103	—	—
73	COMMONWEALTH EQUITY SERVICES, LLC	27,44027,440	$277,140	—	—
74	Mariner, LLC	25,89225,892	$253,002	—	TRIM -7%
75	MML INVESTORS SERVICES, LLC	24,00224,002	$242,419	—	TRIM -25%
76	Cambridge Investment Research Advisors, Inc.	23,23423,234	$235,000	—	ADD 5%
77	NOMURA HOLDINGS INC	23,00023,000	$232,300	—	NEW
78	EVERGREEN CAPITAL MANAGEMENT LLC	22,95522,955	$231,847	—	—
79	Park Edge Advisors, LLC	22,35622,356	$225,795	—	ADD 3%
80	SMH CAPITAL ADVISORS INC	223223	$223,259	—	TRIM -99%
81	Mueller Wealth, LLC	20,24320,243	$204,454	—	ADD 43%
82	Creekside Partners	19,31119,311	$195,040	—	TRIM -11%
83	NWAM LLC	19,26719,267	$194,597	—	—
84	Merit Financial Group, LLC	18,55318,553	$187,385	—	—
85	180 WEALTH ADVISORS, LLC	18,41618,416	$185,997	—	—
86	BOOTHBAY FUND MANAGEMENT, LLC	17,61917,619	$177,952	—	NEW
87	Future Financial Wealth Managment LLC	17,00017,000	$177,310	—	—
88	Waverly Advisors, LLC	17,42117,421	$175,952	—	—
89	STIFEL FINANCIAL CORP	17,05617,056	$172,265	—	ADD 2%
90	Valley Brook Capital Group, Inc.	16,72016,720	$168,872	—	TRIM -8%
91	Integrated Wealth Concepts LLC	16,43916,439	$166,037	—	—
92	Janney Montgomery Scott LLC	15,78715,787	$159,000	—	TRIM -21%
93	Private Advisor Group, LLC	15,68015,680	$158,371	—	TRIM -2%
94	Equitable Holdings, Inc.	14,39914,399	$155,941	—	ADD 22%
95	Prospera Financial Services Inc	14,99014,990	$151,411	—	TRIM -42%
96	PARK AVENUE SECURITIES LLC	14,91814,918	$151,000	—	—
97	Clearstead Advisors, LLC	13,91913,919	$140,581	—	—
98	E&G Advisors, LP	13,89213,892	$140,309	—	—
99	KESTRA PRIVATE WEALTH SERVICES, LLC	13,81313,813	$139,512	—	NEW
100	&PARTNERS	13,72513,725	$138,627	—	ADD 3%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

SIT INVESTMENT ASSOCIATES INC

5.2M

5.6M

5.8M

5.9M

6.4M

6.9M

$70M

MORGAN STANLEY

5.0M

5.3M

5.0M

5.1M

$52M

BANK OF AMERICA CORP /DE/

3.6M

3.8M

4.6M

4.9M

5.3M

4.6M

$46M

GUGGENHEIM CAPITAL LLC

1.4M

1.6M

1.7M

1.9M

2.0M

1.9M

$19M

RAYMOND JAMES FINANCIAL INC

1.4M

1.5M

$15M

Invesco Ltd.

1.3M

995K

1.2M

$13M

WELLS FARGO & COMPANY/MN

1.0M

1.1M

1.0M

$10M

LPL Financial LLC

778K

954K

672K

972K

996K

868K

$9M

ROYAL BANK OF CANADA

877K

889K

1.7M

858K

870K

762K

$8M

Capital Investment Advisors, LLC

1.0M

974K

909K

844K

729K

$7M

Sowell Financial Services LLC

660K

661K

662K

659K

655K

712K

$7M

Allspring Global Investments Holdings, LLC

2.8M

2.5M

2.1M

750K

451K

617K

$6M

UBS Group AG

509K

502K

564K

669K

671K

595K

$6M

Rareview Capital LLC

157K

154K

160K

180K

142K

368K

$4M

D.A. DAVIDSON & CO.

204K

224K

227K

208K

239K

383K

$4M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	155	34,096,073	—	$344M
2025-Q4	155	34,252,614	—	$371M
2025-Q3	150	33,269,509	—	$367M
2025-Q2	143	34,587,044	—	$379M
2025-Q1	145	33,352,369	—	$357M
2024-Q4	155	33,079,012

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding BTZ · 2026-Q1 methodology → sources →

155 holders

% of shares outstanding held

—

Shares held (13F)

34,096,073

Reporting holders

155

Top holders

largest 100 of 155 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	SIT INVESTMENT ASSOCIATES INC	6,941,8616.9M	$70M	—	ADD 8%
2	MORGAN STANLEY	5,116,7165.1M	$52M	—	—
3	BANK OF AMERICA CORP /DE/	4,594,6984.6M	$46M	—	TRIM -14%
4	GUGGENHEIM CAPITAL LLC	1,919,7791.9M	$19M	—	TRIM -4%
5	RAYMOND JAMES FINANCIAL INC	1,512,2521.5M	$15M	—	—
6	Invesco Ltd.	1,246,5261.2M	$13M	—	ADD 25%
7	WELLS FARGO & COMPANY/MN	1,008,3331.0M	$10M	—	TRIM -8%
8	LPL Financial LLC	867,643867,643	$9M	—	TRIM -13%
9	ROYAL BANK OF CANADA	762,220762,220	$8M	—	TRIM -12%
10	Capital Investment Advisors, LLC	729,312729,312	$7M	—	TRIM -14%
11	Sowell Financial Services LLC	712,301712,301	$7M	—	ADD 9%
12	Allspring Global Investments Holdings, LLC	617,201617,201	$6M	—	ADD 37%
13	UBS Group AG	595,265595,265	$6M	—	TRIM -11%
14	Rareview Capital LLC	367,912367,912	$4M	—	ADD 158%
15	D.A. DAVIDSON & CO.	382,991382,991	$4M	—	ADD 60%
16	AMERIPRISE FINANCIAL INC	371,215371,215	$4M	—	ADD 14%
17	COHEN & STEERS, INC.	331,022331,022	$3M	—	—
18	Steward Partners Investment Advisory, LLC	320,311320,311	$3M	—	TRIM -3%
19	CARY STREET PARTNERS FINANCIAL LLC	301,781301,781	$3M	—	ADD 19%
20	Emissary Wealth LLC	279,689279,689	$3M	—	ADD 6%
21	Smith Asset Management Co., LLC	276,288276,288	$3M	—	—
22	Edgemoor Investment Advisors, Inc.	257,803257,803	$3M	—	—
23	Thrivent Financial for Lutherans	240,311240,311	$2M	—	ADD 6%
24	Cetera Investment Advisers	236,069236,069	$2M	—	ADD 13%
25	FIRST TRUST ADVISORS LP	209,683209,683	$2M	—	ADD 60%
26	WOLVERINE ASSET MANAGEMENT LLC	194,089194,089	$2M	—	ADD 96945%
27	PRIVATE TRUST CO NA	134,849134,849	$1M	—	—
28	Advisors Asset Management, Inc.	128,229128,229	$1M	—	TRIM -34%
29	Karpus Management, Inc.	121,250121,250	$1M	—	NEW
30	Waterfront Wealth Inc.	116,422116,422	$1M	—	ADD 4%
31	IBEX WEALTH ADVISORS	108,640108,640	$1M	—	—
32	Focus Partners Wealth	105,820105,820	$1M	—	ADD 46%
33	READYSTATE ASSET MANAGEMENT LP	100,594100,594	$1M	—	NEW
34	JANE STREET GROUP, LLC	97,45097,450	$984,245	—	ADD 25%
35	1607 Capital Partners, LLC	91,02691,026	$919,363	—	NEW
36	Marks Group Wealth Management, Inc	89,27389,273	$901,657	—	TRIM -9%
37	Vestmark Advisory Solutions, Inc.	81,55781,557	$823,732	—	—
38	ELEVATION POINT WEALTH PARTNERS, LLC	81,55881,558	$823,732	—	—
39	FELL CAPITAL MANAGEMENT /ADV	81,18481,184	$819,958	—	TRIM -4%
40	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	77,40977,409	$781,831	—	—
41	Shaker Financial Services, LLC	76,13976,139	$769,004	—	ADD 42%
42	Rockefeller Capital Management L.P.	74,35274,352	$750,961	—	TRIM -4%
43	PRINCIPAL SECURITIES, INC.	68,93768,937	$696,261	—	—
44	Chicago Partners Investment Group LLC	57,05657,056	$591,671	—	—
45	Stolper Co	65,77265,772	$567,000	—	TRIM -20%
46	Johnson Financial Group, Inc.	53,70753,707	$542,441	—	—
47	OSAIC HOLDINGS, INC.	53,55553,555	$540,912	—	TRIM -14%
48	SUSQUEHANNA INTERNATIONAL GROUP, LLP	52,67552,675	$532,018	—	ADD 3%
49	Alteri Wealth LLC	52,15252,152	$526,738	—	—
50	Lido Advisors, LLC	51,81551,815	$523,334	—	TRIM -22%
51	Logan Stone Capital, LLC	50,99150,991	$515,009	—	NEW
52	Shulman DeMeo Asset Management LLC	50,53950,539	$510,443	—	TRIM -6%
53	PIN OAK INVESTMENT ADVISORS INC	49,68049,680	$502,000	—	—
54	Uncommon Cents Investing LLC	46,63346,633	$470,989	—	—
55	EP Wealth Advisors, LLC	41,78741,787	$422,054	—	TRIM -10%
56	WealthShield Partners, LLC	41,09941,099	$415,100	—	TRIM -17%
57	ENVESTNET ASSET MANAGEMENT INC	40,89540,895	$413,040	—	ADD 22%
58	HORIZON KINETICS ASSET MANAGEMENT LLC	40,53440,534	$409,393	—	—
59	Mezzasalma Advisors, LLC	36,80836,808	$371,766	—	ADD 2%
60	FLAGSHIP HARBOR ADVISORS, LLC	35,45535,455	$358,096	—	ADD 3%
61	Diesslin Group, Inc.	34,92834,928	$352,771	—	TRIM -68%
62	Noble Wealth Management PBC	34,03334,033	$343,733	—	ADD 428%
63	Broyhill Asset Management, LLC	32,50032,500	$328,250	—	—
64	XTX Topco Ltd	32,49332,493	$328,179	—	NEW
65	Concurrent Investment Advisors, LLC	32,28432,284	$326,070	—	ADD 4%
66	Closed-End Fund Advisors, Inc.	31,59031,590	$319,059	—	—
67	CHOREO, LLC	31,44031,440	$317,544	—	—
68	Ellis Investment Partners, LLC	30,94830,948	$312,577	—	TRIM -11%
69	Palogic Value Management, L.P.	29,36629,366	$296,597	—	—
70	Virtu Financial LLC	28,28028,280	$286,000	—	NEW
71	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	27,97027,970	$284,171	—	—
72	TRUIST FINANCIAL CORP	27,83227,832	$281,103	—	—
73	COMMONWEALTH EQUITY SERVICES, LLC	27,44027,440	$277,140	—	—
74	Mariner, LLC	25,89225,892	$253,002	—	TRIM -7%
75	MML INVESTORS SERVICES, LLC	24,00224,002	$242,419	—	TRIM -25%
76	Cambridge Investment Research Advisors, Inc.	23,23423,234	$235,000	—	ADD 5%
77	NOMURA HOLDINGS INC	23,00023,000	$232,300	—	NEW
78	EVERGREEN CAPITAL MANAGEMENT LLC	22,95522,955	$231,847	—	—
79	Park Edge Advisors, LLC	22,35622,356	$225,795	—	ADD 3%
80	SMH CAPITAL ADVISORS INC	223223	$223,259	—	TRIM -99%
81	Mueller Wealth, LLC	20,24320,243	$204,454	—	ADD 43%
82	Creekside Partners	19,31119,311	$195,040	—	TRIM -11%
83	NWAM LLC	19,26719,267	$194,597	—	—
84	Merit Financial Group, LLC	18,55318,553	$187,385	—	—
85	180 WEALTH ADVISORS, LLC	18,41618,416	$185,997	—	—
86	BOOTHBAY FUND MANAGEMENT, LLC	17,61917,619	$177,952	—	NEW
87	Future Financial Wealth Managment LLC	17,00017,000	$177,310	—	—
88	Waverly Advisors, LLC	17,42117,421	$175,952	—	—
89	STIFEL FINANCIAL CORP	17,05617,056	$172,265	—	ADD 2%
90	Valley Brook Capital Group, Inc.	16,72016,720	$168,872	—	TRIM -8%
91	Integrated Wealth Concepts LLC	16,43916,439	$166,037	—	—
92	Janney Montgomery Scott LLC	15,78715,787	$159,000	—	TRIM -21%
93	Private Advisor Group, LLC	15,68015,680	$158,371	—	TRIM -2%
94	Equitable Holdings, Inc.	14,39914,399	$155,941	—	ADD 22%
95	Prospera Financial Services Inc	14,99014,990	$151,411	—	TRIM -42%
96	PARK AVENUE SECURITIES LLC	14,91814,918	$151,000	—	—
97	Clearstead Advisors, LLC	13,91913,919	$140,581	—	—
98	E&G Advisors, LP	13,89213,892	$140,309	—	—
99	KESTRA PRIVATE WEALTH SERVICES, LLC	13,81313,813	$139,512	—	NEW
100	&PARTNERS	13,72513,725	$138,627	—	ADD 3%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

SIT INVESTMENT ASSOCIATES INC

5.2M

5.6M

5.8M

5.9M

6.4M

6.9M

$70M

MORGAN STANLEY

5.0M

5.3M

5.0M

5.1M

$52M

BANK OF AMERICA CORP /DE/

3.6M

3.8M

4.6M

4.9M

5.3M

4.6M

$46M

GUGGENHEIM CAPITAL LLC

1.4M

1.6M

1.7M

1.9M

2.0M

1.9M

$19M

RAYMOND JAMES FINANCIAL INC

1.4M

1.5M

$15M

Invesco Ltd.

1.3M

995K

1.2M

$13M

WELLS FARGO & COMPANY/MN

1.0M

1.1M

1.0M

$10M

LPL Financial LLC

778K

954K

672K

972K

996K

868K

$9M

ROYAL BANK OF CANADA

877K

889K

1.7M

858K

870K

762K

$8M

Capital Investment Advisors, LLC

1.0M

974K

909K

844K

729K

$7M

Sowell Financial Services LLC

660K

661K

662K

659K

655K

712K

$7M

Allspring Global Investments Holdings, LLC

2.8M

2.5M

2.1M

750K

451K

617K

$6M

UBS Group AG

509K

502K

564K

669K

671K

595K

$6M

Rareview Capital LLC

157K

154K

160K

180K

142K

368K

$4M

D.A. DAVIDSON & CO.

204K

224K

227K

208K

239K

383K

$4M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	155	34,096,073	—	$344M
2025-Q4	155	34,252,614	—	$371M
2025-Q3	150	33,269,509	—	$367M
2025-Q2	143	34,587,044	—	$379M
2025-Q1	145	33,352,369	—	$357M
2024-Q4	155	33,079,012

Short interest has its own tab now — open SI →

BTZ☆

Institutional ownership· 13F filers holding BTZ · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding BTZ · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

BTZ