$BTZ

$9.49 +$0.11 (1.17%) Close

$BTZ Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 93.3M shares outstanding

Who owns BTZ?

By type of holder

Institutions 37.0% Insiders 0.0% Everyone else 63.0%

Concentration Top 10 holders own 26.7%

Sit Investment Associates Inc 7.5% · Morgan Stanley 5.7%

Institutional ownership

37.0%

+0.5 pts vs last qtr

Institutional holders

154

0 vs last qtr

Net shares bought

+429.5K

by institutions in Q2 2026

New / sold out

20 / 20

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Envestnet Asset Management Inc +309.9K
Allspring Global Investments Holdings, LLC +259.9K

Biggest sellers in Q2 2026

LPL Financial LLC −299.8K
Emissary Wealth LLC −146.1K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for BlackRock Credit Allocation Income Trust in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for BlackRock Credit Allocation Income Trust.

How patient are the owners?

Institutional shares by how long they've been held

5+ years76% 3–5 years7% 1–3 years12% Under 1 year5%

Quarterly turnover

5.3%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting BTZ on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
SI Sit Investment Associates Inc	7.0M	7.49%	+49.3K (+0.7%)	≤2021	1.4%
Shares held by quarter Peak holding7.0M (Q2'26) Change over 8 quarters+2.0M Share of the company7.490% Sit Investment Associates Inc's full portfolio →
MS Morgan Stanley	5.3M	5.69%	+196.9K (+3.8%)	≤2021	0.0%
Shares held by quarter Peak holding5.3M (Q2'25) Change over 8 quarters+378.2K Share of the company5.690% Morgan Stanley's full portfolio →

Sit Investment Associates Inc

7.0M

% of company

7.49%

Change vs last qtr

+49.3K (+0.7%)

Held since

≤2021

Morgan Stanley

5.3M

% of company

5.69%

Change vs last qtr

+196.9K (+3.8%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding BlackRock Credit Allocation Income Trust, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BTZ on Form N-PORT; together they hold 2.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC Invesco CEF Income Composite ETF Invesco Exchange-Traded Fund Trust II	$11.5M	1.1M	1.21%	1.38%	May 31, 2026
RD Rareview Dynamic Fixed Income ETF Collaborative Investment Series Trust	$4.29M	420.2K	0.45%	5.15%	June 30, 2026

Invesco CEF Income Composite ETF

Invesco Exchange-Traded Fund Trust II

Position value

$11.5M

% of company

1.21%

% of the fund

1.38%

As of

May 31, 2026

Rareview Dynamic Fixed Income ETF

Collaborative Investment Series Trust

Position value

$4.29M

% of company

0.45%

% of the fund

5.15%

As of

June 30, 2026

10 more funds behind a free account

See every fund holding BlackRock Credit Allocation Income Trust and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CJ Cucunato Jeffrey Insider	10.4K	0.01%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.010% Cucunato Jeffrey's insider activity →

Cucunato Jeffrey

Insider

10.4K

% of company

0.01%

Change vs last qtr

—

Held since

—

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