7 institutions reported holding $1.6M of BLACKROCK CR ALLOCATION COM (BTZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Noble Wealth Management PBC ($536,887), Shulman DeMeo Asset Management LLC ($513,849), 180 WEALTH ADVISORS, LLC ($188,207), MRA Advisory Group ($135,295), CHAPIN DAVIS, INC. ($132,860). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Noble Wealth Management PBC | $536,887 | 52,533 | Added |
| 2 | Shulman DeMeo Asset Management LLC | $513,849 | 50,279 | Trimmed |
| 3 | 180 WEALTH ADVISORS, LLC | $188,207 | 18,416 | Hold |
| 4 | MRA Advisory Group | $135,295 | 13,238 | Added |
| 5 | CHAPIN DAVIS, INC. | $132,860 | 13,000 | Hold |
| 6 | EASTERN BANK | $57,947 | 5,670 | Hold |
| 7 | Diesslin Group, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30