BTZ — BlackRock Cr Allocation Institutional Holders · Q3 2026
Who owns BlackRock Cr Allocation (BTZ)? 8 institutions reported holding $2.25M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Fell Capital Management ($728,042), Shulman DeMeo Asset Management LLC ($466,040), Farther Finance Advisors, LLC ($394,884).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FELL CAPITAL MANAGEMENT /ADV | $728,042 | 78,200 | Trimmed |
| 2 | Shulman DeMeo Asset Management LLC | $466,040 | 50,166 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $394,884 | 42,415 | Added |
| 4 | Noble Wealth Management PBC | $349,432 | 37,533 | Trimmed |
| 5 | MRA Advisory Group | $123,981 | 13,317 | Added |
| 6 | CHAPIN DAVIS, INC. | $121,030 | 13,000 | Hold |
| 7 | EASTERN BANK | $52,788 | 5,670 | Hold |
| 8 | Pacifica Partners Inc. | $10,592 | 1,134 | Added |
Source: SEC Form 13F filings · as of 2026-09-30