— Know what they know.
Not Investment Advice

BFZ

BlackRock California Municipal Income Trust
1W: -0.3% 1M: -0.7% 3M: -1.3% 1Y: +2.0% 3Y: +16.2% 5Y: -3.1%
$11.11
Last traded 2025-12-31 — delisted
ETF NYSE · AUM $334.0M

Institutional Ownership — BFZ

69
Institutional Holders
-8 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
69
Reduced
69
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (69 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Prime Capital Investment Advisors, LLC 0 $0K -10,000 -100.0% 12Q SEC ↗
2 Karpus Management, Inc. 0 $0K -285,799 -100.0% 1Q SEC ↗
3 WEDBUSH SECURITIES INC 0 $0K -23,800 -100.0% 2Q SEC ↗
4 CITADEL ADVISORS LLC 0 $0K -14,806 -100.0% 1Q SEC ↗
5 Fiera Capital Corp 0 $0K -268,230 -100.0% 1Q SEC ↗
6 JANE STREET GROUP, LLC 0 $0K -31,861 -100.0% 1Q SEC ↗
7 Cypress Wealth Services, LLC 0 $0K -56,298 -100.0% 3Q SEC ↗
8 Nalls Sherbakoff Group, LLC 0 $0K -400 -100.0% 4Q SEC ↗
9 XTX Topco Ltd 0 $0K -11,564 -100.0% 1Q SEC ↗
10 AMERIPRISE FINANCIAL INC 0 $0K -33,650 -100.0% 14Q SEC ↗
11 MORGAN STANLEY 0 $0K -718,538 -100.0% 58Q SEC ↗
12 GUGGENHEIM CAPITAL LLC 0 $0K -500,651 -100.0% 60Q SEC ↗
13 Steward Partners Investment Advisory, 0 $0K -14,425 -100.0% 27Q SEC ↗
14 Atala Financial Inc 0 $0K -132,180 -100.0% 4Q SEC ↗
15 REGATTA CAPITAL GROUP, LLC 0 $0K -20,673 -100.0% 17Q SEC ↗
16 MYECFO, LLC 0 $0K -44,600 -100.0% 1Q SEC ↗
17 HIGHLINE WEALTH PARTNERS LLC 0 $0K -1,000 -100.0% 2Q SEC ↗
18 Elyxium Wealth, LLC 0 $0K -3,987 -100.0% 1Q SEC ↗
19 Tortuga Wealth Management, Inc 0 $0K -29,800 -100.0% 1Q SEC ↗
20 Mariner, LLC 0 $0K -10,976 -100.0% 1Q SEC ↗
21 UBS Group AG 0 $0K -119,820 -100.0% 45Q SEC ↗
22 Baird Financial Group, Inc. 0 $0K -47,662 -100.0% 1Q SEC ↗
23 READYSTATE ASSET MANAGEMENT LP 0 $0K -29,492 -100.0% 2Q SEC ↗
24 BANK OF AMERICA CORP /DE 0 $0K -119,199 -100.0% 13Q SEC ↗
25 BANK OF MONTREAL /CAN 0 $0K -20,572 -100.0% 1Q SEC ↗
26 IEQ CAPITAL, LLC 0 $0K -91,821 -100.0% 4Q SEC ↗
27 MILLENNIUM MANAGEMENT LLC 0 $0K -15,567 -100.0% 13Q SEC ↗
28 LPL Financial LLC 0 $0K -251,285 -100.0% 22Q SEC ↗
29 CWM, LLC 0 $0K -6,153 -100.0% 16Q SEC ↗
30 Hennion & Walsh Asset Management, Inc. 0 $0K -252,580 -100.0% 20Q SEC ↗
31 US BANCORP \DE 0 $0K -1,755 -100.0% 4Q SEC ↗
32 SHUFRO ROSE & CO LLC 0 $0K -10,000 -100.0% 4Q SEC ↗
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 0 $0K -2,206 -100.0% 41Q SEC ↗
34 TWO SIGMA SECURITIES, LLC 0 $0K -21,018 -100.0% 1Q SEC ↗
35 Allianz Asset Management GmbH 0 $0K -68,750 -100.0% 8Q SEC ↗
36 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0 $0K -33,773 -100.0% 5Q SEC ↗
37 Cerity Partners LLC 0 $0K -15,271 -100.0% 1Q SEC ↗
38 Dakota Wealth Management 0 $0K -27,000 -100.0% 1Q SEC ↗
39 RAYMOND JAMES FINANCIAL INC 0 $0K -60,820 -100.0% 5Q SEC ↗
40 Allspring Global Investments Holdings, 0 $0K -494,599 -100.0% 17Q SEC ↗
41 WELLS FARGO & COMPANY/MN 0 $0K -230,209 -100.0% 83Q SEC ↗
42 COMMONWEALTH EQUITY SERVICES, LLC 0 $0K -15,012 -100.0% 33Q SEC ↗
43 SIT INVESTMENT ASSOCIATES INC 0 $0K -119,023 -100.0% 2Q SEC ↗
44 FIRST FOUNDATION ADVISORS 0 $0K -10,126 -100.0% 2Q SEC ↗
45 Bank of New York Mellon Corp 0 $0K -68,537 -100.0% 2Q SEC ↗
46 MERIDIAN INVESTMENT COUNSEL INC. 0 $0K -20,525 -100.0% 49Q SEC ↗
47 ROBINSON CAPITAL MANAGEMENT, LLC 0 $0K -555,262 -100.0% 1Q SEC ↗
48 Mascoma Wealth Management LLC 0 $0K -691 -100.0% 15Q SEC ↗
49 Trilogy Capital Inc. 0 $0K -168,123 -100.0% 7Q SEC ↗
50 Core Wealth Partners LLC 0 $0K -15,320 -100.0% 12Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (20)
Biggest Increases (0)

None.

Biggest Decreases (0)

None.

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms