EP Wealth Advisors, LLC

Position in BTZ — Blackrock Credit Allocation Income Trust

CIK 1540569 TORRANCE, CA

Position in BTZ

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$422,048

-$79,131 QoQ

Shares Held

41,787

-9.7% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

EP Wealth Advisors, LLC holds $132,262,674 across 45 Asset Management names. BTZ ranks #24 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	64,906	$62,420,749
2	EMO	ClearBridge Energy Midstream Opportunity Fund Inc.	303,753	$16,044,233
3	KKR	KKR & Co. Inc.	89,792	$8,305,760
4	FAX	Abrdn Asia-Pacific Income Fund, Inc.	544,068	$7,845,460
5	VVR	Invesco Senior Income Trust	1,912,308	$6,157,631
6	APO	Apollo Global Management, Inc.	28,513	$3,176,918
7	BX	Blackstone Inc.	27,456	$3,157,165
8	OBDC	Blue Owl Capital Corp	281,070	$3,108,634

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$422,048	41,787	-9.7%	Shares	Sole	2026-05-14
2025-12-31	$501,179	46,277	-41.8%	Shares	Sole	2026-02-18
2025-06-30	$867,812	79,470	-5.6%	Shares	Sole	2025-08-14
2025-03-31	$902,495	84,188	-21.9%	Shares	Sole	2025-05-15
2024-12-31	$1,127,713	107,812	-8.1%	Shares	Sole	2025-02-14
2024-09-30	$1,323,065	117,293	-1.8%	Shares	Sole	2024-11-15
2024-06-30	$1,279,009	119,422	-5.2%	Shares	Sole	2024-08-19
2024-03-31	$1,347,250	126,029	-5.3%	Shares	Sole	2024-05-14
2023-12-31	$1,374,025	133,142	-3.8%	Shares	Sole	2024-02-28
2023-09-30	$1,339,537	138,382	+1283.8%	Shares	Sole	2023-11-24
2023-06-30	$101,500	10,000	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.