Crescent Grove Advisors, LLC

Position in BTZ — Blackrock Credit Allocation Income Trust

CIK 1713520 LAKE FOREST, IL

Position in BTZ

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$137,970

+$1,620 QoQ

Shares Held

13,500

0.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#103

of 156 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Crescent Grove Advisors, LLC holds $3,890,637 across 6 Asset Management names. BTZ ranks #6 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTRS	Northern Trust Corp	10,253	$1,782,381
2	BX	Blackstone Inc.	10,550	$1,241,418
3	BLK	BlackRock, Inc.	300	$288,468
4	BAM	Brookfield Asset Management Ltd.	5,200	$233,220
5	APAM	Artisan Partners Asset Management Inc.	6,000	$207,180
6	BTZ	Blackrock Credit Allocation Income Trust This page	13,500	$137,970

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$137,970	13,500	0.0%	Shares	Sole	2026-08-10
2026-03-31	$136,350	13,500	0.0%	Shares	Sole	2026-05-06
2025-12-31	$146,205	13,500	0.0%	Shares	Sole	2026-02-11
2025-09-30	$149,175	13,500	0.0%	Shares	Sole	2025-11-13
2025-06-30	$147,420	13,500	0.0%	Shares	Sole	2025-08-13
2025-03-31	$144,720	13,500	0.0%	Shares	Sole	2025-04-24
2024-12-31	$141,210	13,500	0.0%	Shares	Sole	2025-01-21
2024-09-30	$152,280	13,500	0.0%	Shares	Sole	2024-10-30
2024-06-30	$144,585	13,500	0.0%	Shares	Sole	2024-07-22
2024-03-31	$144,315	13,500	0.0%	Shares	Sole	2024-04-29
2023-12-31	$139,320	13,500	0.0%	Shares	Sole	2024-01-30
2023-09-30	$130,680	13,500	-40.0%	Shares	Sole	2023-10-25
2023-06-30	$228,375	22,500	—	Shares	Sole	2023-07-13
No filing history on record for this holder in this stock.