Skip to main content
Equibles

EP Wealth Advisors, LLC

Position in BTZ — Blackrock Credit Allocation Income Trust

CIK 1540569 TORRANCE, CA
Back to BTZ Full portfolio

Position in BTZ

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$524,878
+$102,830 QoQ
Shares Held
51,358
+22.9% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 156 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BTZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $152,000,262 across 66 Asset Management names. BTZ ranks #27 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 77,619 $74,635,325
2 EMO
ClearBridge Energy Midstream Opportunity Fund Inc.
 297,457 $14,902,595
3 FAX
Abrdn Asia-Pacific Income Fund, Inc.
 513,166 $7,548,671
4 KKR
KKR & Co. Inc.
 80,171 $7,358,094
5 VVR
Invesco Senior Income Trust
 1,779,730 $5,339,190
6 BX
Blackstone Inc.
 34,578 $4,068,793
7 APO
Apollo Global Management, Inc.
 29,377 $3,475,592
8 OBDC
Blue Owl Capital Corp
 306,066 $3,326,937

All Filings in BTZ

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $524,878 51,358
2026-03-31 $422,048 41,787
2025-12-31 $501,179 46,277
2025-06-30 $867,812 79,470
2025-03-31 $902,495 84,188
2024-12-31 $1,127,713 107,812
2024-09-30 $1,323,065 117,293
2024-06-30 $1,279,009 119,422
2024-03-31 $1,347,250 126,029
2023-12-31 $1,374,025 133,142
2023-09-30 $1,339,537 138,382
2023-06-30 $101,500 10,000