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Equibles

Chicago Partners Investment Group LLC

Position in BTZ — Blackrock Credit Allocation Income Trust

CIK 1563525 CHICAGO, IL
Back to BTZ Full portfolio

Position in BTZ

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$590,889
+$14,624 QoQ
Shares Held
57,817
+1.3% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#45
of 156 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority Sole 6% Shared 0% None 94%

Common Shares in BTZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $144,244,556 across 65 Asset Management names. BTZ ranks #30 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 225,726 $26,561,178
2 BN
BROOKFIELD Corp /ON/
 392,282 $16,707,290
3 ARCC
Ares Capital Corp
 571,386 $10,587,782
4 LDP
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
 468,773 $9,919,236
5 EVV
Eaton Vance Ltd Duration Income Fund
 1,043,303 $9,775,749
6 KKR
KKR & Co. Inc.
 85,222 $7,821,675
7 NUV
Nuveen Municipal Value Fund Inc
 713,350 $6,577,087
8 OBDC
Blue Owl Capital Corp
 532,185 $5,784,850

All Filings in BTZ

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $590,889 57,817
2026-03-31 $576,265 57,056
2025-12-31 $617,916 57,056
2025-09-30 $630,468 57,056
2025-06-30 $623,051 57,056
2025-03-31 $611,640 57,056
2024-12-31 $912,446 87,232
2024-09-30 $983,976 87,232
2024-06-30 $934,254 87,232
2024-03-31 $932,510 87,232
2023-12-31 $900,234 87,232
2023-09-30 $844,405 87,232
2023-06-30 $885,404 87,232
2023-03-31 $906,116 88,058
2022-12-31 $881,043 87,232
2022-09-30 $832,193 87,232
2022-06-30 $1,044,438 95,908
2022-03-31 $1,207,292 96,122
2021-12-31 $1,620,433 107,670
2021-09-30 $1,529,680 100,969
2021-03-31 $1,360,146 92,653
2020-12-31 $1,073,947 73,008
2020-09-30 $888,735 62,499