Lido Advisors, LLC
Position in BTZ — Blackrock Credit Allocation Income Trust
CIK 1650150
Los Angeles, CA
Position in BTZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$523,331
-$200,286 QoQ
Shares Held
51,815
-22.5% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Lido Advisors, LLC holds $182,835,867 across 112 Asset Management names. BTZ ranks #67 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
35,996 | $34,617,711 | |
| 2 | ARCC |
Ares Capital Corp
|
632,530 | $11,398,189 | |
| 3 | BX |
Blackstone Inc.
|
82,522 | $9,489,202 | |
| 4 | KKR |
KKR & Co. Inc.
|
74,590 | $6,899,573 | |
| 5 | FSK |
FS KKR Capital Corp
|
626,540 | $6,378,177 | |
| 6 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
491,880 | $6,227,200 | |
| 7 | UTG |
Reaves Utility Income Fund
|
150,589 | $5,915,135 | |
| 8 | AMP |
Ameriprise Financial Inc
|
12,250 | $5,443,899 |
All Filings in BTZ
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $523,331 | 51,815 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $723,617 | 66,816 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $738,316 | 66,816 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $982,821 | 90,002 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $964,821 | 90,002 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $942,948 | 90,148 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,015,200 | 90,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $963,900 | 90,000 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $935,749 | 87,535 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $913,650 | 88,532 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $500,630 | 51,718 | Shares | Sole | 2023-11-14 | |
| 2022-03-31 | $3,024,736 | 240,823 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,782,654 | 184,894 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,534,125 | 167,269 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $2,923,608 | 187,531 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $173,372 | 11,786 | Shares | Sole | 2021-02-08 | |
| 2020-03-31 | $450,239 | 38,614 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||