# BLACKROCK CR ALLOCATION (BTZ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BTZ/

- Reporting holders: 8
- Reported value: $2.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FELL CAPITAL MANAGEMENT /ADV](https://holderbook.com/funds/850601-fell-capital-management-adv/) | $728.0K | 78,200 | 0.6% | 4 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $466.0K | 50,166 | 0.1% | 21 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $394.9K | 42,415 | 0.0% | 4 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $349.4K | 37,533 | 0.2% | 7 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $124.0K | 13,317 | 0.0% | 11 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $121.0K | 13,000 | 0.0% | 4 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $52.8K | 5,670 | 0.0% | 9 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $10.6K | 1,134 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $2.2M |
| Q2 2026 | 157 | $360.7M |
| Q1 2026 | 154 | $358.6M |
| Q4 2025 | 155 | $372.9M |
| Q3 2025 | 150 | $367.4M |
| Q2 2025 | 143 | $378.5M |
| Q1 2025 | 144 | $357.4M |
| Q4 2024 | 156 | $349.5M |
| Q3 2024 | 136 | $393.0M |
| Q2 2024 | 140 | $362.0M |
| Q1 2024 | 141 | $460.5M |
| Q4 2023 | 149 | $403.9M |