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BTZ BLACKROCK CR ALLOCATION

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COM (fund), issuer CIK 1379384

Filings received so far for Q3 2026: 8 13F filers report a position in BTZ shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
FELL CAPITAL MANAGEMENT /ADV78,200$728K0.63%-1,98413F-HRTimeline
Shulman DeMeo Asset Management LLC50,166$466K0.09%-11313F-HRTimeline
Farther Finance Advisors, LLC42,415$395K<0.01%+40,65713F-HRTimeline
Noble Wealth Management PBC37,533$349K0.16%-15,00013F-HRTimeline
MRA Advisory Group13,317$124K0.05%+7913F-HRTimeline
CHAPIN DAVIS, INC.13,000$121K0.02%013F-HRTimeline
EASTERN BANK5,670$52.8K<0.01%013F-HRTimeline
Pacifica Partners Inc.1,134$10.6K<0.01%+2813F-HRTimeline