13F

Stock

Blackrock Cr Allocation Inco

Ticker not mapped · held by 156 managers

Reported value

$266.5M

Holders

156

+21 new · −19 exited

Holders’ est. mark

−$17.6M

Price effect on 134 books still in the name

Largest holder

$51.7M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY5.12M$51.7M−$3.68MCut−$2.89M
BANK OF AMERICA CORP /DE/4.59M$46.4M−$3.35MCut−$11.2M
GUGGENHEIM CAPITAL LLC1.92M$19.4M−$1.4MCut−$2.16M
RAYMOND JAMES FINANCIAL INC1.51M$15.3M−$1.1MCut−$1.11M
Invesco Ltd.1.25M$12.6M−$726.6KAdded$1.81M
WELLS FARGO & COMPANY/MN1.01M$10.2M−$736.1KCut−$1.66M
LPL Financial LLC867.6K$8.76M−$633.4KCut−$2.02M
ROYAL BANK OF CANADA762.2K$7.7M−$556.7KCut−$1.72M
Capital Investment Advisors, LLC729.3K$7.37M−$532.4KCut−$1.78M
Sowell Financial Services LLC712.3K$7.19M−$477.8KAdded$105.5K
Allspring Global Investments Holdings, LLC617.2K$6.23M−$329.4KAdded$1.35M
UBS Group AG595.3K$6.01M−$434.5KCut−$1.26M
Rareview Capital LLC367.9K$4.02M−$0Added$2.46M
D.A. DAVIDSON & CO.383K$3.87M−$174.3KAdded$1.28M
AMERIPRISE FINANCIAL INC371.2K$3.75M−$237.7KAdded$223.2K
Steward Partners Investment Advisory, LLC320.3K$3.24M−$233.8KCut−$347.6K
CARY STREET PARTNERS FINANCIAL LLC301.8K$3.05M−$185.7KAdded$293.1K
Emissary Wealth LLC279.7K$2.82M−$193KCut−$38.1K
Smith Asset Management Co., LLC276.3K$2.79M−$201.8KCut−$234.5K
Edgemoor Investment Advisors, Inc.257.8K$2.6M−$188.2KCut−$215.4K
Cetera Investment Advisers236.1K$2.38M−$152.6KAdded$120.5K
FIRST TRUST ADVISORS LP209.7K$2.12M−$95.8KAdded$697.1K
WOLVERINE ASSET MANAGEMENT LLC194.1K$1.96M−$146Added$1.96M
PRIVATE TRUST CO NA134.8K$1.36M−$98.4KCut−$98.4K
Advisors Asset Management, Inc.128.2K$1.3M−$93.6KCut−$809.3K
Karpus Management, Inc.121.3K$1.22MNew
Waterfront Wealth Inc.116.4K$1.18M−$52.6KCut−$7.05K
IBEX WEALTH ADVISORS108.6K$1.1M−$78.6KCut−$68.6K
Focus Partners Wealth105.8K$1.07M−$52.9KAdded$283.6K
READYSTATE ASSET MANAGEMENT LP100.6K$1.02MNew
JANE STREET GROUP, LLC97.5K$984.2K−$57.1KAdded$137.7K
1607 Capital Partners, LLC91K$919.4KNew
Marks Group Wealth Management, Inc89.3K$901.7K−$65.2KCut−$157.9K
Vestmark Advisory Solutions, Inc.81.6K$823.7K−$59.5KCut−$59.5K
ELEVATION POINT WEALTH PARTNERS, LLC81.6K$823.7K−$59.5KCut−$59.5K
FELL CAPITAL MANAGEMENT /ADV81.2K$820K−$59.3KCut−$97.2K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO77.4K$781.8K−$56.5KCut−$58.7K
Shaker Financial Services, LLC76.1K$769K−$39.1KAdded$188.9K
Rockefeller Capital Management L.P.74.4K$751K−$54.3KCut−$88.4K
PRINCIPAL SECURITIES, INC.68.9K$696.3K−$50.3KCut−$62.4K
Chicago Partners Investment Group LLC57.1K$591.7K−$11.4KCut−$11.4K
Johnson Financial Group, Inc.53.7K$542.4K−$39.2KCut−$39.2K
OSAIC HOLDINGS, INC.53.6K$540.9K−$39.1KCut−$130K
SUSQUEHANNA INTERNATIONAL GROUP, LLP52.7K$532K−$37.4KCut−$23.3K
Alteri Wealth LLC52.2K$526.7K−$37.8KCut−$34.7K
Lido Advisors, LLC51.8K$523.3K−$49.2KCut−$215K
Logan Stone Capital, LLC51K$515KNew
Shulman DeMeo Asset Management LLC50.5K$510.4K−$36.9KCut−$74.4K
Uncommon Cents Investing LLC46.6K$471K−$34KCut−$33.6K
EP Wealth Advisors, LLC41.8K$422.1K−$30.5KCut−$79.1K
WealthShield Partners, LLC41.1K$415.1K−$30KCut−$119.5K
ENVESTNET ASSET MANAGEMENT INC40.9K$413K−$24.4KAdded$51K
HORIZON KINETICS ASSET MANAGEMENT LLC40.5K$409.4K−$29.6KCut−$29.6K
Mezzasalma Advisors, LLC36.8K$371.8K−$25KCut−$16.1K
FLAGSHIP HARBOR ADVISORS, LLC35.5K$358.1K−$25.2KCut−$15.1K
Diesslin Group, Inc.34.9K$352.8K−$25.5KCut−$818.7K
Noble Wealth Management PBC34K$343.7K−$4.7KAdded$274K
Broyhill Asset Management, LLC32.5K$328.3K−$23.7KCut−$23.7K
XTX Topco Ltd32.5K$328.2KNew
Concurrent Investment Advisors, LLC32.3K$326.1K−$22.8KCut−$11.5K
Closed-End Fund Advisors, Inc.31.6K$319.1K−$23.1KCut−$23.1K
CHOREO, LLC31.4K$317.5K−$25.9KCut−$25.7K
Ellis Investment Partners, LLC30.9K$312.6K−$22.6KCut−$62.7K
Palogic Value Management, L.P.29.4K$296.6K−$21.4KCut−$21.4K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC28K$284.2K−$18.7KCut−$24.2K
TRUIST FINANCIAL CORP27.8K$281.1K−$20.3KCut−$20.3K
COMMONWEALTH EQUITY SERVICES, LLC27.4K$277.1K−$20KCut−$21.8K
Mariner, LLC25.9K$253K−$27.4KCut−$49.2K
MML INVESTORS SERVICES, LLC24K$242.4K−$17.5KCut−$102.2K
NOMURA HOLDINGS INC23K$232.3KNew
EVERGREEN CAPITAL MANAGEMENT LLC23K$231.8K−$16.8KCut−$16.9K
Park Edge Advisors, LLC22.4K$225.8K−$15.9KCut−$9.49K
SMH CAPITAL ADVISORS INC223$223.3K$220.8KCut−$13.6K
Mueller Wealth, LLC20.2K$204.5K−$10.4KAdded$50.7K
Creekside Partners19.3K$195K−$14.1KCut−$40.8K
NWAM LLC19.3K$194.6K−$10.2KCut−$10.2K
Merit Financial Group, LLC18.6K$187.4K−$13.4KCut−$11.8K
180 WEALTH ADVISORS, LLC18.4K$186K−$13.4KCut−$13.4K
BOOTHBAY FUND MANAGEMENT, LLC17.6K$178KNew
Future Financial Wealth Managment LLC17K$177.3K−$2.04KCut−$2.04K
Waverly Advisors, LLC17.4K$176K−$12.7KCut−$16.4K
STIFEL FINANCIAL CORP17.1K$172.3K−$12.2KCut−$8.03K
Valley Brook Capital Group, Inc.16.7K$168.9K−$12.2KCut−$28.5K
Integrated Wealth Concepts LLC16.4K$166K−$12KCut−$11.9K
Private Advisor Group, LLC15.7K$158.4K−$11.4KCut−$15.6K
Equitable Holdings, Inc.14.4K$155.9K−$0Added$27.8K
Prospera Financial Services Inc15K$151.4K−$10.9KCut−$128.3K
Clearstead Advisors, LLC13.9K$140.6K−$10KCut−$8.03K
E&G Advisors, LP13.9K$140.3K−$10.1KCut−$10.1K
KESTRA PRIVATE WEALTH SERVICES, LLC13.8K$139.5KNew
&PARTNERS13.7K$138.6K−$9.71KCut−$5.54K
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV13.5K$136.3K−$9.86KCut−$9.86K
Crescent Grove Advisors, LLC13.5K$136.3K−$9.86KCut−$9.86K
OPPENHEIMER & CO INC13.3K$134.2KNew
MELFA WEALTH MANAGEMENT, INC.13.2K$133.7K−$9.66KCut−$9.66K
MRA Advisory Group13.1K$132.2K−$9.45KCut−$7.97K
Northstar Financial Companies, Inc.13K$131.3KNew
CHAPIN DAVIS, INC.13K$131.3K−$9.49KCut−$9.49K
Miller Financial Services LLC13K$131.3K−$9.49KCut−$9.49K
World Investment Advisors12.4K$125.7K−$9.08KCut−$222.1K
Integrity Advisory Solutions, LLC12.2K$123K−$7.85KAdded$6.66K
NORTHERN TRUST CORP12K$121.2KNew
ACCREDITED INVESTOR SERVICES, LLC11.5K$116.2K−$8.4KCut−$20.8K
Elm3 Financial Group, LLC11.4K$115.1K−$8.32KCut−$8.32K
EVOLVE PRIVATE WEALTH, LLC11.2K$113.4K−$8.19KCut−$8.52K
HighTower Advisors, LLC11K$111.3KNew
Tyche Wealth Partners LLC11K$111.1K−$8.03KCut−$8.03K
Pinnacle Wealth Planning Services, Inc.10.9K$110.4K−$7.98KCut−$32.1K
OAK FAMILY ADVISORS, LLC10.9K$110.4K−$7.98KCut−$7.98K
STEPHENS INC /AR/10.5K$106.5KNew
Sound View Wealth Advisors Group, LLC10.4K$105K−$7.59KCut−$13.8K
Physician Wealth Advisors, Inc.10K$101K−$7.3KCut−$7.3K
Advisory Services Network, LLC9.59K$96.8KNew
SIT INVESTMENT ASSOCIATES INC6.94M$70.1K−$4.69KAdded$473
WPG Advisers, LLC6.25K$63.1K−$4.08KAdded$2.61K
EASTERN BANK5.67K$57.3K−$4.14KCut−$4.14K
MAI Capital Management5.49K$55.4K−$4.01KCut−$4.01K
GILL CAPITAL PARTNERS, LLC5.1K$51.5KNew
Sound Income Strategies, LLC4.03K$40.9K−$1.98KCut−$1.24K
FIFTH THIRD BANCORP3.33K$33.7KNew
NewEdge Advisors, LLC28.7K$28.7K−$282KCut−$289.6K
HARBOUR INVESTMENTS, INC.2.81K$28.4K−$494Added$21.1K
Kentucky Trust Co2.72K$27.5K−$1.98KCut−$1.98K
Farther Finance Advisors, LLC1.76K$17.9K−$1.18KCut−$1.18K
PNC Financial Services Group, Inc.1.62K$16.3K−$1.18KCut−$1.18K
WEBSTER BANK, N. A.1.38K$13.9K−$1.01KCut−$1.01K
SOA Wealth Advisors, LLC.12.8K$12.8K$0Held
North Star Investment Management Corp.1.23K$12.5K−$900Cut−$900
Axiom Investment Management LLC1.17K$11.8KHeld
Pacifica Partners Inc.1.08K$10.9KNew
Caldwell Trust Co1.05K$10.6K−$766Cut−$766
NBC SECURITIES, INC.1K$10.1K−$730Cut−$730
Measured Wealth Private Client Group, LLC750$7.58K−$548Cut−$548
CWM, LLC611$6.17K$6.16KAdded$6.14K
Godfrey Financial Associates, Inc.500$5.05K−$365Cut−$365
Western Wealth Management, LLC372$3.76KNew
COHEN & STEERS, INC.331K$3.34K−$242Cut−$242
Spire Wealth Management283$2.86K−$202Cut−$213
HIGHLINE WEALTH PARTNERS LLC280$2.83KNew
Thrivent Financial for Lutherans240.3K$2.43K−$167Cut−$39
Geneos Wealth Management Inc.240$2.42K−$175Cut−$175
Signature Equity Partners, LLC200$2.02K−$146Cut−$146
WOLFF WIESE MAGANA LLC200$2.02K−$146Cut−$146
MCGUIRE CAPITAL ADVISORS INC100$1.01K−$73Cut−$73
Stolper Co65.8K$567−$145Cut−$322
PIN OAK INVESTMENT ADVISORS INC49.7K$502−$29Cut−$34
Hamrick Investment Counsel, llc35$355New
Tower Research Capital LLC (TRC)29$293−$15Added$76
Virtu Financial LLC28.3K$286New
Cambridge Investment Research Advisors, Inc.23.2K$235−$16Cut−$4
Janney Montgomery Scott LLC15.8K$159−$12Cut−$58
PARK AVENUE SECURITIES LLC14.9K$151−$10Cut−$12
WEDBUSH SECURITIES INC11.3K$114−$9Cut−$8
HRT FINANCIAL LP10.5K$105−$8Cut−$229
HUNTINGTON NATIONAL BANK2$20−$2Cut−$2
First PREMIER Bank1.7K$17−$1Cut−$1

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.