BTZ BlackRock Credit Allocation Income Trust
$10.32
Price · Aug 19, 2026
52W Range
$10–$11
42% of range
Analyst Rating
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Price Target
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P/E (TTM)
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ROE
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Net Profit Margin
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BTZ Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$10.31
Market Cap
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P/E (TTM)
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EPS (TTM)
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Revenue (TTM)
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Div Yield
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ROE
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Debt/Equity
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52W Range
$10 – $11
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Dividends Yield, payout ratio, dividend history, 5Y CAGR
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| Ex-date | Amount |
|---|---|
| Aug. 14, 2026 | $0.0840 |
| July 15, 2026 | $0.0840 |
| June 15, 2026 | $0.0840 |
| May 15, 2026 | $0.0840 |
| April 15, 2026 | $0.0840 |
| March 13, 2026 | $0.0840 |
| Feb. 13, 2026 | $0.0840 |
| Jan. 20, 2026 | $0.0840 |
| Dec. 22, 2025 | $0.0840 |
| Nov. 14, 2025 | $0.0840 |
| Oct. 15, 2025 | $0.0840 |
| Sept. 15, 2025 | $0.0840 |
| Aug. 15, 2025 | $0.0840 |
| July 15, 2025 | $0.0840 |
| June 13, 2025 | $0.0840 |
| May 15, 2025 | $0.0840 |
| April 15, 2025 | $0.0840 |
| March 14, 2025 | $0.0840 |
| Feb. 14, 2025 | $0.0840 |
| Jan. 15, 2025 | $0.0840 |
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Institutional owners (13F) 163 filers · $171.7M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 21 (-6 vs prior Q) | 18 (-1 vs prior Q) | 47 (+5 vs prior Q) | 43 (+1 vs prior Q) | +606K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $48,532,837 | 4,748,810 | 28.27% | Shares |
| Allspring Global Investments Holdings, LLC | $8,964,350 | 877,138 | 5.22% | Shares |
| Sowell Financial Services LLC | $7,782,200 | 761,468 | 4.53% | Shares |
| Capital Investment Advisors, LLC | $6,834,323 | 668,720 | 3.98% | Shares |
| LPL Financial LLC | $5,803,083 | 567,816 | 3.38% | Shares |
| UBS Group AG | $5,293,899 | 517,994 | 3.08% | Shares |
| RAYMOND JAMES FINANCIAL INC | $5,133,063 | 502,257 | 2.99% | Shares |
| D.A. DAVIDSON & CO. | $4,989,627 | 488,221 | 2.91% | Shares |
| GUGGENHEIM CAPITAL LLC | $4,850,637 | 474,622 | 2.83% | Shares |
| Rareview Capital LLC | $4,588,431 | 420,186 | 2.67% | Shares |
| AMERIPRISE FINANCIAL INC | $4,056,782 | 396,945 | 2.36% | Shares |
| Advisors Asset Management, Inc. | $3,991,275 | 434,253 | 2.32% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $3,585,146 | 350,797 | 2.09% | Shares |
| Steward Partners Investment Advisory, LLC | $3,321,345 | 324,985 | 1.93% | Shares |
| CARY STREET PARTNERS FINANCIAL LLC | $3,319,681 | 324,822 | 1.93% | Shares |
| Smith Asset Management Co., LLC | $2,793,569 | 273,343 | 1.63% | Shares |
| WELLS FARGO & COMPANY/MN | $2,728,963 | 267,022 | 1.59% | Shares |
| Edgemoor Investment Advisors, Inc. | $2,603,810 | 257,803 | 1.52% | Shares |
| Thomas J. Herzfeld Advisors, Inc. | $2,507,150 | 245,318 | 1.46% | Shares |
| FIRST TRUST ADVISORS LP | $2,287,849 | 223,860 | 1.33% | Shares |
| WOLVERINE ASSET MANAGEMENT LLC | $1,665,942 | 163,008 | 0.97% | Shares |
| Emissary Wealth LLC | $1,365,760 | 133,636 | 0.80% | Shares |
| Invesco Ltd. | $1,339,587 | 131,075 | 0.78% | Shares |
| Waterfront Wealth Inc. | $1,250,602 | 122,488 | 0.73% | Shares |
| Karpus Management, Inc. | $1,228,189 | 120,175 | 0.72% | Shares |
| IBEX WEALTH ADVISORS | $1,084,232 | 106,089 | 0.63% | Shares |
| Cetera Investment Advisers | $987,537 | 96,628 | 0.58% | Shares |
| RIVERBRIDGE PARTNERS LLC | $952,300 | 93,180 | 0.55% | Shares |
| Marks Group Wealth Management, Inc | $912,370 | 89,273 | 0.53% | Shares |
| FELL CAPITAL MANAGEMENT /ADV | $819,480 | 80,184 | 0.48% | Shares |
| ELEVATION POINT WEALTH PARTNERS, LLC | $812,057 | 79,458 | 0.47% | Shares |
| Vestmark Advisory Solutions, Inc. | $803,881 | 78,658 | 0.47% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $796,865 | 77,972 | 0.46% | Shares |
| Focus Partners Wealth | $770,792 | 75,420 | 0.45% | Shares |
| CHOREO, LLC | $660,733 | 64,651 | 0.38% | Shares |
| PRINCIPAL SECURITIES, INC. | $658,391 | 64,422 | 0.38% | Shares |
| Chicago Partners Investment Group LLC | $576,435 | 57,817 | 0.34% | Shares |
| PRIVATE TRUST CO NA | $560,556 | 54,849 | 0.33% | Shares |
| OSAIC HOLDINGS, INC. | $551,124 | 53,924 | 0.32% | Shares |
| 1607 Capital Partners, LLC | $550,081 | 53,824 | 0.32% | Shares |
| Johnson Financial Group, Inc. | $548,886 | 53,707 | 0.32% | Shares |
| Noble Wealth Management PBC | $536,887 | 52,533 | 0.31% | Shares |
| Alteri Wealth LLC | $534,114 | 52,262 | 0.31% | Shares |
| Lido Advisors, LLC | $529,552 | 51,815 | 0.31% | Shares |
| EP Wealth Advisors, LLC | $524,878 | 51,358 | 0.31% | Shares |
| Marex Group Ltd | $521,220 | 51,000 | 0.30% | Shares |
| Shulman DeMeo Asset Management LLC | $513,849 | 50,279 | 0.30% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $499,554 | 48,880 | 0.29% | Shares |
| Wela Strategies, LLC | $491,990 | 44,524 | 0.29% | Shares |
| Uncommon Cents Investing LLC | $483,055 | 47,266 | 0.28% | Shares |
| IMC-Chicago, LLC | $424,723 | 41,558 | 0.25% | Shares |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $405,734 | 39,700 | 0.24% | Shares |
| XTX Topco Ltd | $388,932 | 38,056 | 0.23% | Shares |
| Global Retirement Partners, LLC | $368,135 | 36,021 | 0.21% | Shares |
| Mezzasalma Advisors, LLC | $366,300 | 35,842 | 0.21% | Shares |
| Broyhill Asset Management, LLC | $332,150 | 32,500 | 0.19% | Shares |
| FLAGSHIP HARBOR ADVISORS, LLC | $329,647 | 32,255 | 0.19% | Shares |
| Closed-End Fund Advisors, Inc. | $327,449 | 32,040 | 0.19% | Shares |
| Mariner, LLC | $316,927 | 31,010 | 0.18% | Shares |
| MGB Wealth Management, LLC | $315,112 | 29,079 | 0.18% | Shares |
| Ellis Investment Partners, LLC | $305,703 | 29,912 | 0.18% | Shares |
| Palogic Value Management, L.P. | $300,121 | 29,366 | 0.17% | Shares |
| MORGAN STANLEY | $287,591 | 28,140 | 0.17% | Shares |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $284,551 | 27,843 | 0.17% | Shares |
| TRUIST FINANCIAL CORP | $279,333 | 27,332 | 0.16% | Shares |
| StoneX Group Inc. | $276,199 | 26,779 | 0.16% | Shares |
| NewEdge Advisors, LLC | $274,765 | 26,885 | 0.16% | Shares |
| JANE STREET GROUP, LLC | $269,001 | 26,321 | 0.16% | Shares |
| Park Edge Advisors, LLC | $251,459 | 24,605 | 0.15% | Shares |
| EVERGREEN CAPITAL MANAGEMENT LLC | $243,544 | 23,830 | 0.14% | Shares |
| MML INVESTORS SERVICES, LLC | $239,001 | 23,386 | 0.14% | Shares |
| SMH CAPITAL ADVISORS INC | $227,008 | 22,212 | 0.13% | Shares |
| Mueller Wealth, LLC | $221,385 | 21,662 | 0.13% | Shares |
| Equitable Holdings, Inc. | $208,969 | 20,447 | 0.12% | Shares |
| Merit Financial Group, LLC | $206,996 | 20,254 | 0.12% | Shares |
| DIVIDEND ASSETS CAPITAL, LLC | $204,400 | 20,000 | 0.12% | Shares |
| NOMURA HOLDINGS INC | $204,400 | 20,000 | 0.12% | Shares |
| Creekside Partners | $197,825 | 19,357 | 0.12% | Shares |
| Almitas Capital LLC | $190,705 | 18,660 | 0.11% | Shares |
| 180 WEALTH ADVISORS, LLC | $188,207 | 18,416 | 0.11% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $182,630 | 17,870 | 0.11% | Shares |
| Private Advisor Group, LLC | $180,633 | 17,674 | 0.11% | Shares |
| Valley Brook Capital Group, Inc. | $170,878 | 16,720 | 0.10% | Shares |
| Integrated Wealth Concepts LLC | $170,595 | 16,692 | 0.10% | Shares |
| Future Financial Wealth Managment LLC | $169,490 | 17,000 | 0.10% | Shares |
| Laird Norton Wetherby Wealth Management, LLC | $167,132 | 15,125 | 0.10% | Shares |
| Waverly Advisors, LLC | $161,180 | 15,771 | 0.09% | Shares |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $159,990 | 15,655 | 0.09% | Shares |
| Cutter & CO Brokerage, Inc. | $158,667 | 14,801 | 0.09% | Shares |
| Prospera Financial Services Inc | $154,102 | 15,077 | 0.09% | Shares |
| Clearstead Advisors, LLC | $144,325 | 14,122 | 0.08% | Shares |
| NWAM LLC | $143,571 | 14,048 | 0.08% | Shares |
| E&G Advisors, LLC | $140,954 | 13,792 | 0.08% | Shares |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | $137,970 | 13,500 | 0.08% | Shares |
| Crescent Grove Advisors, LLC | $137,970 | 13,500 | 0.08% | Shares |
| Kovack Advisors, Inc. | $136,415 | 13,348 | 0.08% | Shares |
| OPPENHEIMER & CO INC | $135,906 | 13,298 | 0.08% | Shares |
| MRA Advisory Group | $135,295 | 13,238 | 0.08% | Shares |
| MELFA WEALTH MANAGEMENT, INC. | $135,271 | 13,236 | 0.08% | Shares |
| Shaker Financial Services, LLC | $134,383 | 13,149 | 0.08% | Shares |
Company insiders 27 insiders · 1 officers · 16 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Robert Crothers | Vice President | March 1, 2013 P | 390 | 0 | 0 | $0 |
| Stayce D. Harris | Director | July 1, 2026 A | — | 0 | 0 | $0 |
| Lorenzo Flores | Director | July 1, 2026 A | — | 0 | 0 | $0 |
| James Phillip Holloman | Director | July 1, 2026 A | — | 0 | 0 | $0 |
| Robert Glenn Hubbard | Director | July 1, 2026 A | 592 | 0 | 0 | $0 |
| Catherine A. Lynch | Director | Jan. 2, 2026 A | — | 0 | 0 | $0 |
| Frank Fabozzi | Director | Sept. 30, 2022 A | 192 | 0 | 0 | $0 |
| Michael J Castellano | Director | Oct. 1, 2021 A | 819 | 0 | 0 | $0 |
| Richard Cavanagh | Director | Oct. 1, 2021 A | 532 | 0 | 0 | $0 |
| Karen P Robards | Director | Oct. 1, 2020 A | 1,055 | 0 | 0 | $0 |
| Henry Gabbay | Director | Jan. 16, 2019 P | 100 | 0 | 0 | $0 |
| Jerrold B Harris | Director | Oct. 13, 2017 A | 1,000 | 0 | 0 | $0 |
| Kathleen F Feldstein | Director | Oct. 15, 2015 A | 267 | 0 | 0 | $0 |
| James T Flynn | Director | Oct. 15, 2015 A | — | 0 | 0 | $0 |
| George Nicholas Beckwith III | Director | Jan. 15, 2010 A | 100 | 0 | 0 | $0 |
| Kent Dixon | Director | Sept. 16, 2009 J | 2,000 | 0 | 0 | $0 |
| Ralph Schlosstein | Director | Jan. 17, 2007 P | 100 | 0 | 0 | $0 |
| CITIGROUP INC | 10% owner | Jan. 10, 2011 S | 0 | 0 | 0 | $0 |
| Brigade Leveraged Capital Structures Fund Ltd. | 10% owner | Jan. 7, 2011 S | 588 | 0 | 0 | $0 |
| Arthur Philip Steinmetz | — | Aug. 3, 2026 A | — | 0 | 0 | $0 |
| Carl W Kester | — | Aug. 3, 2026 A | 239 | 0 | 0 | $0 |
| Charley Hung | — | Jan. 30, 2026 M | 0 | 0 | 0 | $0 |
| Mitchell Garfin | — | Jan. 30, 2026 M | 0 | 0 | 0 | $0 |
| Jeffrey Cucunato | — | Jan. 30, 2026 M | 0 | 0 | 0 | $0 |
| Stephan Bassas | — | Jan. 31, 2022 M | 2,551 | 0 | 0 | $0 |
| Daniel I Chen | — | Dec. 29, 2008 S | 0 | 0 | 0 | $0 |
| Scott Amero | — | Nov. 29, 2007 P | 10,000 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 2 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Saba Capital Management, L.P., Boaz R. Weinstein ×2 filings | Oct. 17, 2019 | — | Initial filing | — | SEC |
| Brigade Leveraged Capital Structures Fund Ltd., Brigade Capital Management, LLC, Donald E. Morgan III ×3 filings | July 6, 2011 | — | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 2 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.