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Disclosery

BGB BLACKSTONE STRATEGIC CRED 20

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COM SHS BEN IN (fund), issuer CIK 1546429

79 managers (80 13F filers) reported a position in BGB shares at 2026-03-31, 21,118,023 shares in all. 6 filers opened a position and 14 filers sold out during the quarter.

Managers
79
13F filers
80
New
6
Added
29
Reduced
27
Sold out
14
Shares held by filers
21,118,023

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,753,133$30.7M0.62%+727,79313F-HRTimelineGroup
Coastal Bridge Advisors, LLC2,451,500$27.3M1.94%-17,60513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,224,204$24.8M<0.01%+11,15913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,973,911$22M<0.01%+42,41613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,867,523$20.8M<0.01%-75,24713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,158,800$12.9M<0.01%+90,17013F-HRTimelineGroup
HighTower Advisors, LLC911,038$10.2M0.01%+10,96213F-HRTimeline
Advisors Asset Management, Inc.840,029$9.37M0.16%-71,54213F-HRTimeline
Cresset Asset Management, LLC678,182$7.56M0.03%+40,58013F-HRTimeline
UBS Group AGin group UBS Group AG492,955$5.5M<0.01%+3,21513F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC440,497$4.91M0.39%-13,87513F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P429,518$4.79M0.01%new13F-HRTimelineGroup
LPL Financial LLC376,150$4.19M<0.01%+40,17613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC329,670$3.68M0.01%+1,89913F-HRTimelineGroup
Logan Stone Capital, LLC321,202$3.58M0.99%+119,17813F-HRTimeline
Integrated Wealth Concepts LLC288,008$3.21M0.03%-44,22513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC278,123$3.1M0.02%-35813F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.262,784$2.93M0.03%+9,63213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC262,620$2.93M0.07%+9,21913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.250,938$2.8M<0.01%-45,92813F-HRTimelineGroup
Stolper Co25,931$2.67M0.76%-34,48613F-HRTimeline
Robbins Farley213,678$2.38M1.05%+28,80713F-HRTimeline
Merit Financial Group, LLC170,368$1.9M0.01%+2,39713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…163,716$1.82M<0.01%-13,51013F-HRTimelineGroup
Capital Investment Advisors, LLC157,363$1.75M0.03%-31,69913F-HR/ATimeline
Almitas Capital LLC144,834$1.61M0.36%new13F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…118,666$1.32M0.1%-72,51613F-HRTimeline
Tranquility Partners, LLC103,079$1.15M0.43%-4,37613F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC102,296$1.14M3.56%+33,32113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA101,710$1.13M<0.01%-154,74313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP96,751$1.08M<0.01%-6,13013F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding90,316$1.01M-9,565Timeline
Clear Harbor Asset Management, LLC86,070$960K0.07%+3,50013F-HRTimeline
CSS LLC/IL72,187$805K0.04%+16,69613F-HRTimeline
NewEdge Advisors, LLC56,984$635K<0.01%-7,40513F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC56,848$634K<0.01%013F-HRTimelineGroup
Closed-End Fund Advisors, Inc.53,041$591K0.6%+86913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …52,513$586K0.01%+8,49313F-HRTimelineGroup
Oder Investment Management, LLC48,305$539K0.41%+65513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…45,785$509K<0.01%-2,50013F-HRTimeline
&PARTNERS40,617$453K<0.01%-37,93513F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…35,175$392K0.11%-6,83113F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC34,943$390K<0.01%+4,16013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,718$387K<0.01%-17,48013F-HRTimelineGroup
Kingsview Wealth Management, LLC34,340$383K0.01%+5,32713F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …29,223$326K0.03%+8,97213F-HRTimelineGroup
DAVENPORT & Co LLC27,827$310K<0.01%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…27,575$307K0.09%+8,50013F-HRTimeline
Moors & Cabot, Inc.27,225$304K0.01%+3,87513F-HRTimeline
Snowden Capital Advisors LLC20,138$225K0.01%-18913F-HRTimeline
Advisory Services Network, LLC19,615$219K<0.01%-11013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,646$186K0.01%+213F-HRTimelineGroup
Ethos Financial Group, LLC15,718$185K0.01%013F-HRTimeline
Sanctuary Advisors, LLC14,196$158K<0.01%+26813F-HRTimeline
SeaCrest Wealth Management, LLC13,918$155K0.02%+2,60013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,263$148K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,995$145K<0.01%-3,42913F-HRTimelineGroup
Kathmere Capital Management, LLC12,842$143K0.01%new13F-HRTimeline
JT Stratford LLC12,415$138K0.02%-73513F-HRTimeline
Cambridge Investment Research Advisors,…11,855$132K<0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,686$130K0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp11,306$126K<0.01%013F-HR/ATimelineGroup
MELFA WEALTH MANAGEMENT, INC.11,167$125K0.07%013F-HRTimeline
Keystone Financial Group11,109$124K0.01%-40013F-HRTimeline
1776 Wealth LLC10,912$122K0.05%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,621$118K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…10,100$113K<0.01%-124,43313F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,000$112K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,000$100K<0.01%013F-HRTimelineGroup
Horrell Capital Management, Inc.5,000$55.8K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,500$27.9K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,300$25.6K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.1,950$21.7K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,800$20.1K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC780$8.7K<0.01%013F-HRTimeline
Noble Wealth Management PBC600$6.69K<0.01%-5,67513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …500$5.58K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC205$2.29K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17$190<0.01%+713F-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