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Disclosery

BGB BLACKSTONE STRATEGIC CRED 20

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COM SHS BEN IN (fund), issuer CIK 1546429

88 managers (89 13F filers) reported a position in BGB shares at 2025-12-31, 20,529,365 shares in all. 15 filers opened a position and 12 filers sold out during the quarter.

Managers
88
13F filers
89
New
15
Added
26
Reduced
29
Sold out
12
Shares held by filers
20,529,365

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC2,469,105$29.1M2.17%-53,77213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,213,045$26.1M<0.01%+75,88513F-HR/ATimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,025,340$23.9M0.47%+1,188,02113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,942,770$22.9M<0.01%+36,52513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,931,495$22.8M<0.01%-590,50613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,068,630$12.6M<0.01%+718,00113F-HRTimelineGroup
Advisors Asset Management, Inc.911,571$10.7M0.18%-110,56613F-HR/ATimeline
HighTower Advisors, LLC900,076$10.6M0.01%+14,05613F-HRTimeline
Cresset Asset Management, LLC637,602$7.56M0.03%+39,72613F-HRTimeline
UBS Group AGin group UBS Group AG489,740$5.77M<0.01%-1,61213F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC454,372$5.35M0.42%-85,15113F-HRTimeline
LPL Financial LLC335,974$3.96M<0.01%+57,55713F-HRTimeline
Integrated Wealth Concepts LLC332,233$3.91M0.05%-28,71013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC327,771$3.86M0.01%+4,46513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.296,866$3.5M<0.01%-65,05013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC278,481$3.28M0.02%-60,69713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA256,453$3.02M<0.01%-1,36213F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC253,401$3M0.14%-23,62213F-HRTimeline
Vestmark Advisory Solutions, Inc.253,152$2.98M0.04%new13F-HRTimeline
Logan Stone Capital, LLC202,024$2.38M0.59%new13F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…191,182$2.25M0.17%+4,92813F-HRTimeline
Capital Investment Advisors, LLC189,062$2.23M0.03%-7,81813F-HRTimeline
Robbins Farley184,871$2.18M0.99%+12,17913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…177,226$2.09M<0.01%013F-HRTimelineGroup
Merit Financial Group, LLC167,971$1.98M0.02%-8,92113F-HRTimeline
Lalia Capital, LLC148,800$1.75M1.37%13F-HRTimeline
Shaker Financial Services, LLC136,680$1.62M0.51%-3,90413F-HRTimeline
Steward Partners Investment Advisory, L…134,533$1.58M0.01%-6,33613F-HRTimeline
Tranquility Partners, LLC107,455$1.27M0.46%-84813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP102,881$1.21M<0.01%-32,15413F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding99,881$1.18M-7,387Timeline
Clear Harbor Asset Management, LLC82,570$973K0.07%+61,44213F-HRTimeline
&PARTNERS78,552$925K<0.01%+16,17413F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC68,975$813K2.46%13F-HRTimeline
NewEdge Advisors, LLC64,389$759K<0.01%+1,40013F-HRTimeline
Stolper Co60,417$712K0.21%+1,28413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC56,848$692K<0.01%013F-HRTimelineGroup
CSS LLC/IL55,491$654K0.04%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP53,958$636K<0.01%-69,02413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,198$615K<0.01%-28,73813F-HRTimelineGroup
Closed-End Fund Advisors, Inc.52,172$615K0.36%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…48,285$573K<0.01%-1,29013F-HRTimeline
Oder Investment Management, LLC47,650$561K0.41%+4,53413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …44,020$519K0.01%+10,67613F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…42,006$495K0.13%-13,34713F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC30,783$363K<0.01%+7,48813F-HRTimelineGroup
Kingsview Wealth Management, LLC29,013$342K<0.01%+3,84913F-HRTimeline
DAVENPORT & Co LLC27,827$328K<0.01%013F-HRTimeline
Moors & Cabot, Inc.23,350$275K0.01%+30013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …20,251$245K0.03%013F-HRTimelineGroup
Snowden Capital Advisors LLC20,327$241K0.01%+37013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP20,226$238K0.01%-4,35713F-HRTimeline
Advisory Services Network, LLC19,725$232K<0.01%+313F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…19,075$225K0.07%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC18,361$216K<0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,644$196K0.01%+213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,424$193K<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC16,349$193K<0.01%-2,57513F-HRTimeline
Ethos Financial Group, LLC15,718$185K0.01%+28413F-HRTimeline
Sanctuary Advisors, LLC13,928$164K<0.01%013F-HRTimeline
JT Stratford LLC13,150$155K0.02%-34013F-HRTimeline
Janney Montgomery Scott LLC11,700$138K<0.01%-3613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,686$138K0.01%013F-HRTimeline
Keystone Financial Group11,509$136K0.01%013F-HRTimeline
SeaCrest Wealth Management, LLC11,318$135K0.01%new13F-HRTimeline
Spinnaker Investment Group, LLC11,428$135K0.02%-33,51313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,323$133K<0.01%new13F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp11,306$133K<0.01%013F-HR/ATimelineGroup
MELFA WEALTH MANAGEMENT, INC.11,167$132K0.08%013F-HRTimeline
1776 Wealth LLC10,912$129K0.05%new13F-HRTimeline
COMERICA BANK10,478$123K<0.01%+2,59513F-HRTimeline
Cetera Investment Advisers10,218$120K<0.01%-22,69913F-HRTimeline
Adalta Capital Management LLC10,000$119K0.05%new13F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,000$118K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,000$106K<0.01%-49,51413F-HR/ATimelineGroup
Noble Wealth Management PBC6,275$73.9K0.04%+4,27513F-HRTimeline
Horrell Capital Management, Inc.5,000$58.9K0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,000$35.3K<0.01%new13F-HRTimelineGroup
Eagle Bay Advisors LLC2,800$33.2K0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,500$29.4K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,300$27.1K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.1,950$23K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,800$21.2K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…875$10.3K<0.01%new13F-HR/ATimelineGroup
ROTHSCHILD INVESTMENT LLC780$9.19K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …500$5.89K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC205$2.42K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10$118<0.01%-913F-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