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Disclosery

BGB BLACKSTONE STRATEGIC CRED 20

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COM SHS BEN IN (fund), issuer CIK 1546429

83 managers (84 13F filers) reported a position in BGB shares at 2025-09-30, 19,636,801 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
83
13F filers
84
New
9
Added
29
Reduced
25
Sold out
5
Shares held by filers
19,636,801

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Coastal Bridge Advisors, LLC2,522,877$30.7M2.33%-369,32613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,522,001$30.7M<0.01%+47,03913F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,137,160$26M<0.01%+59,98613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,906,245$23.2M<0.01%+77,27713F-HRTimelineGroup
Advisors Asset Management, Inc.1,022,137$12.4M0.21%+43,91513F-HR/ATimeline
HighTower Advisors, LLC886,020$10.8M0.01%-2,78313F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC837,319$10.2M0.21%+89,89013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC780,984$9.51M0.01%+11,20013F-HRTimeline
Cresset Asset Management, LLC597,876$7.28M0.03%+258,94813F-HR/ATimeline
TRANSCEND CAPITAL ADVISORS, LLC539,523$6.57M0.46%+257,38113F-HRTimeline
UBS Group AGin group UBS Group AG491,352$5.98M<0.01%+41,74813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.361,916$4.4M<0.01%+1,20113F-HRTimelineGroup
Integrated Wealth Concepts LLC360,943$4.39M0.04%-26,66113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC350,629$4.27M<0.01%+44,88813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC339,178$4.13M0.03%-60,02813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC323,306$3.93M0.02%-778,54513F-HRTimelineGroup
LPL Financial LLC278,417$3.39M<0.01%+4,90513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC277,023$3.37M0.23%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA257,815$3.14M<0.01%-11,41913F-HRTimelineGroup
Capital Investment Advisors, LLC196,880$2.4M0.04%-3,70413F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…186,254$2.27M0.17%-48,77613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…177,226$2.16M<0.01%-9,00013F-HRTimelineGroup
Merit Financial Group, LLC176,892$2.15M0.02%-23,51113F-HR/ATimeline
Robbins Farley172,692$2.1M0.87%+46,29513F-HRTimeline
Steward Partners Investment Advisory, L…140,869$1.71M0.01%-8213F-HRTimeline
Shaker Financial Services, LLC140,584$1.71M0.59%-19813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP135,035$1.64M<0.01%+19,34513F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP122,982$1.5M<0.01%+16,05613F-HRTimelineGroup
Tranquility Partners, LLC108,303$1.32M0.45%-3,19313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding107,268$1.31M+39Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.80,936$992K<0.01%-4,01113F-HRTimelineGroup
NewEdge Advisors, LLC62,989$767K<0.01%-40013F-HRTimeline
&PARTNERS62,378$759K<0.01%+16,32213F-HRTimeline
Stolper Co59,133$720K0.22%-18413F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…58,514$712K<0.01%-16,99513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC56,848$692K<0.01%013F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…55,353$674K0.19%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…49,575$594K<0.01%+1,30513F-HRTimeline
HRT FINANCIAL LP45,102$548K<0.01%new13F-HRTimeline
Spinnaker Investment Group, LLC44,941$547K0.1%new13F-HRTimeline
Oder Investment Management, LLC43,116$525K0.38%+7,08313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …33,344$406K<0.01%+7,05513F-HRTimelineGroup
Cetera Investment Advisers32,917$401K<0.01%+4,29113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,402$358K<0.01%+1,51013F-HRTimelineGroup
DAVENPORT & Co LLC27,827$339K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC25,164$306K<0.01%+1,00113F-HRTimeline
READYSTATE ASSET MANAGEMENT LP24,583$299K0.01%-81,21513F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC23,295$284K<0.01%+4,16013F-HRTimelineGroup
Moors & Cabot, Inc.23,050$281K0.01%+1,92513F-HRTimeline
Clear Harbor Asset Management, LLC21,128$257K0.02%-8013F-HR/ATimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …20,251$245K0.03%-62813F-HRTimelineGroup
Snowden Capital Advisors LLC19,957$243K0.01%013F-HRTimeline
Advisory Services Network, LLC19,722$240K<0.01%-3,00013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…19,075$232K0.08%013F-HRTimeline
Perigon Wealth Management, LLC18,924$230K<0.01%-4,29513F-HRTimeline
Catalina Capital Group, LLC17,923$218K0.13%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,642$203K0.01%+213F-HRTimelineGroup
Ethos Financial Group, LLC15,434$188K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,216$185K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC13,928$170K<0.01%-22613F-HR/ATimeline
JT Stratford LLC13,490$164K0.02%+3,28513F-HRTimeline
Laird Norton Wetherby Wealth Management…12,500$152K0.01%013F-HRTimeline
Janney Montgomery Scott LLC11,736$143K<0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,686$142K0.01%013F-HRTimeline
Keystone Financial Group11,509$140K0.01%-5013F-HR/ATimeline
M&T Bank Corpin group M&T Bank Corp11,306$138K<0.01%013F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.11,167$136K0.08%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,398$127K<0.01%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC10,238$125K<0.01%-6,70013F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,000$122K0.01%013F-HRTimeline
COMERICA BANK7,883$95.9K<0.01%+58613F-HRTimeline
Horrell Capital Management, Inc.5,000$60.9K0.03%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,400$53.5K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,500$30.4K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,110$26K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC2,000$24.3K0.01%13F-HRTimeline
PRIVATE TRUST CO NA1,800$21.9K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…905$11K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC780$9.49K<0.01%013F-HRTimeline
NFSG Corp400$4.87K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.396$4.81K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC205$2.5K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19$231<0.01%+113F-HRTimelineGroup

Events

  • Coastal Bridge Advisors, LLC reported 2,262,603 BGB shares, 5.1% of the class, as of 2018-03-31, in a 13G filed 2026-10-09. 0001665976-26-000003

    Accepted , ingested