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Disclosery

XBFZX BLACKROCK CA MUNI INC TR

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SH BEN INT (fund)

61 managers (61 13F filers) reported a position in XBFZX shares at 2025-09-30, 7,885,914 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
61
13F filers
61
New
13
Added
17
Reduced
13
Sold out
6
Shares held by filers
7,885,914

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

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 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
Saba Capital Management, L.P.in group Saba Capital Management, L.P.2,768,024$30.3M1%-1,924,69313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY681,817$7.47M<0.01%+486,38113F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC620,863$6.8M0.05%-31,29813F-HRTimelineGroup
Advisors Asset Management, Inc.585,667$6.41M0.11%+17,00313F-HR/ATimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …327,258$3.58M0.01%+201,97213F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC326,977$3.58M0.2%new13F-HRTimeline
LPL Financial LLC272,534$2.98M<0.01%+41,99413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN258,085$2.83M<0.01%-22,27113F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.250,131$2.74M0.1%-5,92513F-HRTimeline
Trilogy Capital Inc.196,619$2.15M0.1%+58,28313F-HRTimeline
UBS Group AGin group UBS Group AG140,647$1.54M<0.01%-23,02313F-HRTimelineGroup
Atala Financial Inc132,180$1.45M0.91%+5,00013F-HRTimeline
Oder Investment Management, LLC117,659$1.29M0.93%+89213F-HRTimeline
IEQ CAPITAL, LLC90,278$989K<0.01%+73,40313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/85,518$936K<0.01%-3,73413F-HR/ATimelineGroup
HOLLENCREST CAPITAL MANAGEMENT78,421$859K0.03%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.75,901$831K0.49%+1013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC72,893$798K0.01%new13F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE68,750$753K<0.01%013F-HRTimelineGroup
Cypress Wealth Services, LLC55,139$604K0.1%+91213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,034$570K<0.01%-226,85913F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management51,231$561K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,026$526K<0.01%+4,31613F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP44,373$486K0.07%+3113F-HRTimeline
Logan Stone Capital, LLC35,566$389K0.18%new13F-HRTimeline
D.A. DAVIDSON & CO.32,779$359K<0.01%+77613F-HRTimeline
Cetera Investment Advisers32,680$358K<0.01%+2313F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…30,547$334K0.02%-54,90213F-HRTimelineGroup
Global Retirement Partners, LLC28,955$317K0.01%+9,58513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC28,860$316K<0.01%-7,78613F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.25,950$284K0.07%-3,25013F-HRTimeline
REGATTA CAPITAL GROUP, LLC20,680$226K0.04%-34113F-HRTimeline
Arlington Financial Advisors, LLC20,000$219K0.03%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp17,119$187K<0.01%new13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC15,567$170K<0.01%013F-HRTimelineGroup
Core Wealth Partners LLC15,320$168K0.08%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP14,642$160K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,476$159K<0.01%-5,47813F-HRTimeline
Steward Partners Investment Advisory, L…14,425$158K<0.01%+80013F-HRTimeline
Farther Finance Advisors, LLC14,206$156K<0.01%-1,00013F-HRTimeline
WEDBUSH SECURITIES INC13,500$148K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,145$133K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,608$132K<0.01%+12,00013F-HRTimelineGroup
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…11,946$131K0.05%013F-HRTimelineGroup
NAPA WEALTH MANAGEMENT11,391$125K0.06%013F-HRTimeline
Golden State Wealth Management, LLC10,572$116K0.01%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS10,126$111K<0.01%new13F-HRTimelineGroup
SHUFRO ROSE & CO LLC10,000$110K0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC10,000$110K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC6,153$67K<0.01%013F-HRTimelineGroup
Allworth Financial LP2,524$27.6K<0.01%013F-HRTimeline
Noble Wealth Management PBC2,350$25.7K0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,206$24.2K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,755$19.2K<0.01%013F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS1,300$14.2K0.01%013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,150$13K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC1,100$12K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,000$10.9K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC691$7.57K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC400$4.38K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC200$2K<0.01%013F-HRTimeline