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Disclosery

XBFZX BLACKROCK CA MUNI INC TR

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SH BEN INT (fund)

69 managers (69 13F filers) reported a position in XBFZX shares at 2025-12-31, 8,493,853 shares in all. 16 filers opened a position and 8 filers sold out during the quarter.

Managers
69
13F filers
69
New
16
Added
20
Reduced
14
Sold out
8
Shares held by filers
8,493,853

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, 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
Saba Capital Management, L.P.in group Saba Capital Management, L.P.1,299,311$14M0.47%-1,468,71313F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC977,578$10.5M0.5%+650,60113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY718,538$7.72M<0.01%+36,72113F-HR/ATimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC555,262$5.97M2.5%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC500,651$5.38M0.04%-120,21213F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …494,599$5.31M0.01%+167,34113F-HRTimelineGroup
Advisors Asset Management, Inc.457,999$4.92M0.08%-127,66813F-HR/ATimeline
Karpus Management, Inc.285,799$3.07M0.09%new13F-HR/ATimeline
Fiera Capital Corpin group Fiera Capital Corp268,230$2.88M0.01%new13F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.252,580$2.71M0.09%+2,44913F-HRTimeline
LPL Financial LLC251,285$2.7M<0.01%-21,24913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN230,209$2.47M<0.01%-27,87613F-HRTimelineGroup
Trilogy Capital Inc.168,123$1.81M0.08%-28,49613F-HRTimeline
Atala Financial Inc132,180$1.42M0.91%013F-HRTimeline
UBS Group AGin group UBS Group AG119,820$1.29M<0.01%-20,82713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/119,199$1.28M<0.01%+33,68113F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC119,023$1.28M0.03%+117,87313F-HRTimelineGroup
Oder Investment Management, LLC110,929$1.19M0.86%-6,73013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC108,119$1.16M0.02%+35,22613F-HRTimelineGroup
IEQ CAPITAL, LLC91,821$986K<0.01%+1,54313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT78,421$842K0.03%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.75,913$815K0.47%+1213F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE68,750$738K<0.01%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp68,537$736K<0.01%+51,41813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC60,820$653K<0.01%+12,79413F-HRTimelineGroup
Cypress Wealth Services, LLC56,298$605K0.08%+1,15913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.47,662$512K<0.01%new13F-HRTimelineGroup
Logan Stone Capital, LLC46,406$498K0.12%+10,84013F-HRTimeline
MYECFO, LLC44,600$479K0.2%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP44,146$474K0.06%-22713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA41,345$444K<0.01%-10,68913F-HRTimelineGroup
D.A. DAVIDSON & CO.38,412$413K<0.01%+5,63313F-HRTimeline
Prospera Financial Services Inc36,254$389K0.01%new13F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…33,773$363K0.02%+3,22613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC33,650$361K<0.01%+4,79013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,861$342K<0.01%new13F-HRTimelineGroup
Tortuga Wealth Management, Inc29,800$320K0.34%13F-HRTimeline
READYSTATE ASSET MANAGEMENT LP29,492$317K0.01%+14,85013F-HRTimeline
Dakota Wealth Management27,000$290K0.01%new13F-HR/ATimeline
WEDBUSH SECURITIES INC23,800$256K0.01%+10,30013F-HRTimeline
Cetera Investment Advisers22,365$240K<0.01%-10,31513F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC21,734$233K0.01%13F-HRTimeline
TWO SIGMA SECURITIES, LLC21,018$226K0.03%new13F-HRTimeline
REGATTA CAPITAL GROUP, LLC20,673$222K0.03%-713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,572$222K<0.01%new13F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.20,525$220K0.05%-5,42513F-HRTimeline
Farther Finance Advisors, LLC16,431$176K<0.01%+2,22513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC15,567$167K<0.01%013F-HRTimelineGroup
Core Wealth Partners LLC15,320$165K0.07%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,271$164K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC15,012$161K<0.01%+53613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,806$159K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…14,425$155K<0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,564$124K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC10,976$118K<0.01%new13F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS10,126$109K<0.01%013F-HRTimelineGroup
SHUFRO ROSE & CO LLC10,000$107K0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC10,000$107K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,608$81.7K<0.01%-5,00013F-HRTimelineGroup
CWM, LLCin group CWM, LLC6,153$66K<0.01%013F-HRTimelineGroup
Elyxium Wealth, LLC3,987$42.8K0.01%new13F-HRTimeline
Noble Wealth Management PBC2,350$25.2K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,206$23.7K<0.01%013F-HR/ATimelineGroup
Navalign, LLC2,023$21.7K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,755$18.8K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC1,100$11.8K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,000$10.7K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC691$7.42K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC400$4.3K<0.01%013F-HRTimeline