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Equibles

Rockefeller Capital Management L.P.

Position in BTZ — Blackrock Credit Allocation Income Trust

CIK 1739439 NEW YORK, NY
Back to BTZ Full portfolio

Position in BTZ

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$825,295
+$74,340 QoQ
Shares Held
80,753
+8.6% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 156 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in BTZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Rockefeller Capital Management L.P. holds $1,201,278,278 across 321 Asset Management names. BTZ ranks #118 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 235,607 $226,550,264
2 BX
Blackstone Inc.
 1,124,085 $132,271,080
3 HASI
HA Sustainable Infrastructure Capital, Inc.
 1,688,146 $65,922,098
4 APO
Apollo Global Management, Inc.
 448,214 $53,028,196
5 KKR
KKR & Co. Inc.
 544,246 $49,950,894
6 ARCC
Ares Capital Corp
 2,692,567 $49,893,265
7 AMP
Ameriprise Financial Inc
 100,020 $45,885,173
8 GBDC
GOLUB CAPITAL BDC, Inc.
 2,799,784 $36,061,217

All Filings in BTZ

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $825,295 80,753
2026-03-31 $750,955 74,352
2025-12-31 $839,368 77,504
2025-09-30 $883,856 79,987
2025-06-30 $964,476 88,322
2025-03-31 $902,238 84,164
2024-12-31 $1,021,638 97,671
2024-09-30 $1,377,524 122,121
2024-06-30 $1,361,208 127,097
2024-03-31 $1,655,580 154,872
2023-12-31 $1,790,509 173,499
2023-09-30 $1,266,762 130,864
2023-06-30 $1,302,173 128,293
2023-03-31 $1,333,274 129,570
2022-12-31 $1,325,988 131,286
2022-09-30 $1,160,626 121,659
2022-06-30 $1,396,750 128,260
2022-03-31 $1,578,427 125,671
2021-12-31 $2,083,130 138,414
2021-09-30 $2,169,691 143,214
2021-06-30 $2,207,013 141,566
2021-03-31 $2,011,203 137,003
2020-12-31 $1,875,568 127,503
2020-09-30 $1,486,813 104,558
2020-06-30 $1,080,459 81,853
2020-03-31 $719,631 61,718