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Disclosery

BGB BLACKSTONE STRATEGIC CRED 20

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COM SHS BEN IN (fund), issuer CIK 1546429

85 managers (86 13F filers) reported a position in BGB shares at 2026-06-30, 22,806,300 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
85
13F filers
86
New
13
Added
28
Reduced
27
Sold out
6
Shares held by filers
22,806,300

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC3,635,425$41.1M0.78%+882,29213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,536,491$28.7M<0.01%+312,28713F-HRTimelineGroup
Coastal Bridge Advisors, LLC2,259,024$25.5M1.58%-192,47613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,760,729$19.9M<0.01%-106,79413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,657,405$18.7M<0.01%-316,50613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,144,384$12.9M<0.01%-14,41613F-HRTimelineGroup
Atlas Wealth LLC939,961$10.6M1.51%new13F-HRTimeline
HighTower Advisors, LLC934,510$10.6M0.01%+23,47213F-HRTimeline
Cresset Asset Management, LLC722,558$8.16M0.03%+44,37613F-HRTimeline
Advisors Asset Management, Inc.591,684$6.69M0.1%-248,34513F-HRTimeline
UBS Group AGin group UBS Group AG502,174$5.67M<0.01%+9,21913F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P497,855$5.63M0.01%+68,33713F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC438,553$4.96M0.34%-1,94413F-HRTimeline
LPL Financial LLC417,101$4.71M<0.01%+40,95113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC331,531$3.75M0.01%+1,86113F-HRTimelineGroup
Logan Stone Capital, LLC323,899$3.66M0.77%+2,69713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC278,123$3.14M0.02%013F-HRTimelineGroup
Integrated Wealth Concepts LLC269,895$3.05M0.02%-18,11313F-HR/ATimeline
Robbins Farley241,957$2.73M1.05%+28,27913F-HRTimeline
Vestmark Advisory Solutions, Inc.234,528$2.65M0.02%-28,25613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC234,122$2.65M0.05%-28,49813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.189,997$2.15M<0.01%-60,94113F-HRTimelineGroup
Merit Financial Group, LLC161,119$1.82M0.01%-9,24913F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…155,716$1.76M<0.01%-8,00013F-HRTimelineGroup
Capital Investment Advisors, LLC153,574$1.74M0.02%-3,78913F-HRTimeline
Almitas Capital LLC144,834$1.64M0.39%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC142,157$1.61M<0.01%new13F-HR/ATimelineGroup
Thomas J. Herzfeld Advisors, Inc.112,665$1.27M0.39%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC105,228$1.19M<0.01%new13F-HRTimelineGroup
QUANTIFY CHAOS ADVISORS, LLC103,629$1.17M3.3%+1,33313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA101,807$1.15M<0.01%+9713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP100,602$1.14M<0.01%+3,85113F-HRTimelineGroup
Tranquility Partners, LLC85,313$964K0.33%-17,76613F-HRTimeline
Clear Harbor Asset Management, LLC85,305$964K0.06%-76513F-HRTimeline
CSS LLC/IL82,787$935K0.04%+10,60013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding74,548$842K-15,768Timeline
Stolper Co64,513$729K0.19%+38,58213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …60,692$686K0.01%+8,17913F-HRTimelineGroup
ICON ADVISERS INC/CO60,067$679K0.13%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.55,332$625K<0.01%+20,61413F-HRTimelineGroup
NewEdge Advisors, LLC55,084$622K<0.01%-1,90013F-HRTimeline
Closed-End Fund Advisors, Inc.52,645$595K0.58%-39613F-HRTimeline
Oder Investment Management, LLC48,984$554K0.37%+67913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,585$493K<0.01%-2,20013F-HRTimeline
&PARTNERS40,924$462K<0.01%+30713F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC37,439$423K<0.01%+2,49613F-HRTimelineGroup
HRT FINANCIAL LP36,497$412K<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC34,367$388K<0.01%+2713F-HRTimeline
Moors & Cabot, Inc.28,600$323K0.01%+1,37513F-HRTimeline
DAVENPORT & Co LLC27,827$314K<0.01%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…27,575$312K0.08%013F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…27,390$310K0.07%-7,78513F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …26,375$298K0.02%-2,84813F-HRTimelineGroup
Snowden Capital Advisors LLC20,138$228K0.01%013F-HRTimeline
Advisory Services Network, LLC19,597$221K<0.01%-1813F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…17,779$201K0.01%-100,88713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,362$196K<0.01%+4,36713F-HRTimelineGroup
Ethos Financial Group, LLC17,222$195K0.01%+1,50413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,649$188K0.01%+313F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd15,520$175K<0.01%new13F-HRTimelineGroup
CHOREO, LLC15,099$171K<0.01%new13F-HRTimeline
SIERRA SUMMIT ADVISORS LLC14,109$159K0.02%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,073$159K<0.01%+5,07313F-HRTimelineGroup
Sanctuary Advisors, LLC13,226$149K<0.01%-97013F-HRTimeline
Keystone Financial Group12,059$136K0.01%+95013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,686$132K0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC11,555$131K<0.01%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp11,306$128K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,257$127K<0.01%+63613F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.11,167$126K0.07%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC11,093$125K<0.01%new13F-HRTimelineGroup
1776 Wealth LLC10,912$123K0.04%013F-HRTimeline
JT Stratford LLC10,175$115K0.01%-2,24013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC10,145$115K0.01%new13F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,000$113K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…9,600$108K<0.01%-50013F-HRTimeline
Horrell Capital Management, Inc.5,000$56.5K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,500$28.2K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,300$26K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.1,950$22K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,800$20.3K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC780$8.81K<0.01%013F-HRTimeline
Noble Wealth Management PBC600$6.78K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.350$3.96K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC205$2.32K<0.01%013F-HRTimeline

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