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Equibles

Lido Advisors, LLC

Position in BTZ — Blackrock Credit Allocation Income Trust

CIK 1650150 Los Angeles, CA
Back to BTZ Full portfolio

Position in BTZ

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$529,549
+$6,218 QoQ
Shares Held
51,815
0.0% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 156 holders
Holding Since
Mar 2020
18 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 Jun 30, 2026

Lido Advisors, LLC holds $216,768,277 across 101 Asset Management names. BTZ ranks #68 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 38,764 $37,273,910
2 ARES
Ares Management Corp
 135,505 $15,083,061
3 ARCC
Ares Capital Corp
 776,654 $14,391,398
4 BX
Blackstone Inc.
 84,136 $9,900,281
5 APO
Apollo Global Management, Inc.
 81,294 $9,617,892
6 GBDC
GOLUB CAPITAL BDC, Inc.
 498,198 $6,416,789
7 KKR
KKR & Co. Inc.
 69,400 $6,369,530
8 BXSL
Blackstone Secured Lending Fund
 251,447 $5,961,808

All Filings in BTZ

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $529,549 51,815
2026-03-31 $523,331 51,815
2025-12-31 $723,617 66,816
2025-09-30 $738,316 66,816
2025-06-30 $982,821 90,002
2025-03-31 $964,821 90,002
2024-12-31 $942,948 90,148
2024-09-30 $1,015,200 90,000
2024-06-30 $963,900 90,000
2024-03-31 $935,749 87,535
2023-12-31 $913,650 88,532
2023-09-30 $500,630 51,718
2022-03-31 $3,024,736 240,823
2021-12-31 $2,782,654 184,894
2021-09-30 $2,534,125 167,269
2021-06-30 $2,923,608 187,531
2020-12-31 $173,372 11,786
2020-03-31 $450,239 38,614