DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK MULTI SECTOR INC T (BIT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
100
Reporting holders
$224.9M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | $54.3M | 4,333,909 | 1.03% | 4q | -7.4%-$4.3M |
| MORGAN STANLEY | $21.4M | 1,708,261 | 0.00% | 35q | +25.2%+$4.3M |
| Allspring Global Investments Holdings, LLC | $13.7M | 1,094,660 | 0.02% | 2q | +193.8%+$9.0M |
| TORONTO DOMINION BANK | $11.9M | 949,291 | 0.01% | 2q | HELD |
| Cyndeo Wealth Partners, LLC | $11.5M | 915,131 | 0.54% | 15q | +4.0%+$441.3K |
| WELLS FARGO & COMPANY/MN | $10.4M | 833,190 | 0.00% | 31q | +6.0%+$589.9K |
| GUGGENHEIM CAPITAL LLC | $8.6M | 687,218 | 0.05% | 31q | +19.6%+$1.4M |
| Penserra Capital Management LLC | $8.0M | 636,349 | 0.06% | 4q | +4.0%+$303.6K |
| LPL Financial LLC | $7.5M | 601,491 | 0.00% | 31q | +3.6%+$260.8K |
| Invesco Ltd. | $7.0M | 556,064 | 0.00% | 31q | +2.0%+$134.2K |
| AMERIPRISE FINANCIAL INC | $6.9M | 553,891 | 0.00% | 31q | +6.1%+$400.2K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $6.1M | 487,034 | 0.29% | 4q | -60.0%-$9.2M |
| ROYAL BANK OF CANADA | $4.6M | 364,920 | 0.00% | 31q | -37.6%-$2.8M |
| RAYMOND JAMES FINANCIAL INC | $4.5M | 362,491 | 0.00% | 7q | -1.9%-$86.8K |
| 1607 Capital Partners, LLC | $4.5M | 357,676 | 0.39% | 3q | -18.3%-$1.0M |
| UBS Group AG | $3.2M | 259,561 | 0.00% | 31q | -13.9%-$522.5K |
| Thrivent Financial for Lutherans | $2.6M | 211,679 | 0.00% | 26q | HELD |
| Rareview Capital LLC | $2.4M | 162,069 | 1.32% | 4q | +9.7%+$208.9K |
| ENVESTNET ASSET MANAGEMENT INC | $2.1M | 168,984 | 0.00% | 23q | -39.0%-$1.4M |
| Capital Investment Advisory Services, LLC | $1.9M | 151,244 | 0.12% | 4q | -5.9%-$117.9K |
| Cetera Investment Advisers | $1.9M | 150,247 | 0.00% | 10q | -12.5%-$268.1K |
| Janney Montgomery Scott LLC | $1.7M | 139,116 | 0.00% | 26q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.7M | 138,354 | 0.00% | 24q | +77.0%+$753.5K |
| OSAIC HOLDINGS, INC. | $1.5M | 121,974 | 0.00% | 26q | +17.7%+$229.5K |
| BANK OF AMERICA CORP /DE/ | $1.5M | 121,976 | 0.00% | 31q | -5.3%-$85.5K |
| Steward Partners Investment Advisory, LLC | $1.4M | 114,983 | 0.01% | 29q | +22.8%+$267.2K |
| FIRST TRUST ADVISORS LP | $1.4M | 114,174 | 0.00% | 31q | +9.2%+$120.0K |
| NewEdge Advisors, LLC | $1.1M | 88,025 | 0.00% | 19q | -3.2%-$36.7K |
| TRUIST FINANCIAL CORP | $1.1M | 85,895 | 0.00% | 6q | +1.9%+$20.1K |
| Shaker Financial Services, LLC | $1.0M | 80,816 | 0.32% | 3q | -41.2%-$709.1K |
| COHEN & STEERS, INC. | $1.0M | 80,000 | 0.00% | 4q | HELD |
| E&G Advisors, LLC | $892.0K | 71,150 | 0.17% | 31q | HELD |
| Wealth Care LLC | $850.2K | 67,909 | 0.69% | 2q | +30.9%+$200.6K |
| Advisors Asset Management, Inc. | $735.7K | 58,762 | 0.01% | 2q | +3.7%+$26.0K |
| Pekin Hardy Strauss, Inc. | $715.3K | 57,135 | 0.06% | 6q | -2.2%-$16.5K |
| Significant Wealth Partners LLC | $669.3K | 53,455 | 0.72% | 2q | +1.8%+$11.8K |
| Yakira Capital Management, Inc. | $593.1K | 47,371 | 0.17% | 4q | -72.5%-$1.6M |
| ROBINSON CAPITAL MANAGEMENT, LLC | $582.5K | 46,524 | 0.26% | 4q | HELD |
| Rockefeller Capital Management L.P. | $575.6K | 45,973 | 0.00% | 29q | -1.5%-$8.5K |
| JANE STREET GROUP, LLC | $535.0K | 42,731 | 0.00% | new | NEW |
| Marex Group Ltd | $474.6K | 37,905 | 0.00% | new | NEW |
| Calamos Advisors LLC | $458.2K | 36,599 | 0.00% | 3q | +7.1%+$30.5K |
| Ramiah Investment Group | $433.0K | 34,588 | 0.33% | 7q | +1.8%+$7.8K |
| Advisory Services Network, LLC | $418.4K | 33,419 | 0.00% | 18q | +29.2%+$94.5K |
| Kestra Advisory Services, LLC | $394.6K | 31,520 | 0.00% | 3q | +4.2%+$16.0K |
| Boreal Capital Management LLC | $390.5K | none filed | 0.29% | 5q | -100.0% |
| WCG Wealth Advisors LLC | $367.8K | 29,375 | 0.01% | 5q | HELD |
| Founders Financial Alliance, LLC | $318.2K | 25,413 | 0.04% | 4q | +20.7%+$54.6K |
| TrueMark Investments, LLC | $310.6K | 24,809 | 0.04% | 4q | +7.1%+$20.5K |
| MAI Capital Management | $302.9K | 24,191 | 0.00% | 4q | +24091.0%+$301.6K |
| STIFEL FINANCIAL CORP | $299.1K | 23,893 | 0.00% | 31q | +8.4%+$23.1K |
| Snowden Capital Advisors LLC | $285.0K | 22,767 | 0.01% | 25q | HELD |
| XTX Topco Ltd | $278.3K | 22,228 | 0.00% | new | NEW |
| Mariner, LLC | $264.1K | 21,094 | 0.00% | 15q | +6.1%+$15.2K |
| Almitas Capital LLC | $244.7K | 19,543 | 0.06% | 4q | HELD |
| WEDBUSH SECURITIES INC | $244.0K | 19,514 | 0.01% | 5q | +31.6%+$58.5K |
| DECISION INVESTMENTS, INC | $242.0K | 19,330 | 0.22% | 3q | HELD |
| IMC-Chicago, LLC | $239.0K | 19,088 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $233.5K | 18,654 | 0.00% | 30q | -6.3%-$15.7K |
| MELFA WEALTH MANAGEMENT, INC. | $211.4K | 16,887 | 0.11% | 4q | HELD |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $198.4K | 15,844 | 0.01% | 3q | HELD |
| Elm3 Financial Group, LLC | $187.5K | 14,976 | 0.13% | 7q | -14.8%-$32.6K |
| GWN SECURITIES INC. | $183.0K | 14,620 | 0.03% | 5q | HELD |
| BOOTHBAY FUND MANAGEMENT, LLC | $181.2K | 14,471 | 0.00% | 2q | +1.8%+$3.2K |
| &PARTNERS | $179.9K | 14,372 | 0.00% | 29q | -3.3%-$6.1K |
| Integrated Wealth Concepts LLC | $175.3K | 13,999 | 0.00% | 4q | +2.9%+$5.0K |
| INDEPENDENT FINANCIAL GROUP, LLC | $168.8K | 13,484 | 0.00% | 16q | -12.6%-$24.3K |
| SMH CAPITAL ADVISORS INC | $165.9K | 13,249 | 0.65% | 28q | +2.6%+$4.3K |
| Creative Planning | $162.8K | 13,003 | 0.00% | new | NEW |
| ELCO Management Co., LLC | $159.7K | 12,755 | 0.07% | 4q | -76.3%-$513.6K |
| Semus Wealth Partners LLC | $153.4K | 12,250 | 0.07% | 15q | -15.3%-$27.8K |
| HighTower Advisors, LLC | $148.7K | 11,880 | 0.00% | 8q | -2.5%-$3.9K |
| Pine Valley Investments Ltd Liability Co | $146.7K | 11,715 | 0.01% | 4q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $142.2K | 11,361 | 0.01% | 3q | HELD |
| Virtu Financial LLC | $142.0K | 11,318 | 0.00% | new | NEW |
| World Investment Advisors | $141.5K | 11,301 | 0.00% | 4q | -3.6%-$5.2K |
| EP Wealth Advisors, LLC | $139.6K | 11,148 | 0.00% | new | NEW |
| LaSalle St. Investment Advisors, LLC | $139.0K | 11,106 | 0.02% | 4q | HELD |
| FIFTH THIRD BANCORP | $131.0K | 10,466 | 0.00% | 4q | +1.1%+$1.5K |
| Focus Partners Wealth | $126.5K | 10,100 | 0.00% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $125.0K | 9,980 | 0.00% | 16q | HELD |
| CoreCap Advisors, LLC | $86.4K | 6,900 | 0.00% | 10q | +76.9%+$37.6K |
| HARBOUR INVESTMENTS, INC. | $85.5K | 6,826 | 0.00% | 3q | -5.5%-$5.0K |
| PRIVATE TRUST CO NA | $63.2K | 5,045 | 0.01% | 17q | -3.8%-$2.5K |
| PlanVest Financial, Inc | $57.7K | 4,611 | 0.04% | 2q | HELD |
| Ascentis Wealth Management, LLC | $37.5K | 2,993 | 0.01% | 6q | HELD |
| Global Retirement Partners, LLC | $28.5K | 2,277 | 0.00% | new | NEW |
| WEBSTER BANK, N. A. | $28.2K | 2,255 | 0.00% | 21q | HELD |
| Golden State Wealth Management, LLC | $15.3K | 1,223 | 0.00% | 7q | +2.3% |
| HIGHLINE WEALTH PARTNERS LLC | $12.5K | 1,000 | 0.00% | 4q | HELD |
| Fourth Dimension Wealth, LLC | $12.5K | 1,000 | 0.00% | 7q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $10.0K | 812 | 0.00% | new | NEW |
| Pinnacle Wealth Planning Services, Inc. | $9.9K | 788 | 0.00% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $9.8K | 800 | 0.00% | new | FIRST |
| AdvisorNet Financial, Inc | $9.2K | 738 | 0.00% | 5q | HELD |
| Allworth Financial LP | $7.7K | 612 | 0.00% | 20q | -78.5%-$28.1K |
| Geneos Wealth Management Inc. | $6.3K | 500 | 0.00% | 7q | HELD |
| Farther Finance Advisors, LLC | $4.9K | 391 | 0.00% | 13q | HELD |
| WPG Advisers, LLC | $4.3K | 345 | 0.00% | new | NEW |
| JFS WEALTH ADVISORS, LLC | $1.1K | 85 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 16 | $15.0M | 1,337,736 | 2 | 5 | 5 | 0.0% |
| Q2 2026 | 100 | $224.9M | 17,905,099 | 12 | 34 | 27 | 0.0% |
| Q1 2026 | 99 | $229.0M | 18,266,298 | 9 | 35 | 28 | 0.0% |
| Q4 2025 | 107 | $227.5M | 17,370,279 | 16 | 29 | 31 | 0.0% |
| Q3 2025 | 105 | $227.7M | 16,969,406 | 39 | 25 | 19 | 0.0% |
| Q2 2025 | 73 | $107.7M | 7,346,212 | 8 | 23 | 21 | 0.0% |
| Q1 2025 | 78 | $104.9M | 7,246,603 | 7 | 28 | 20 | 0.0% |
| Q4 2024 | 87 | $101.7M | 6,946,692 | 15 | 21 | 21 | 0.0% |
| Q3 2024 | 79 | $98.4M | 6,415,695 | 7 | 28 | 19 | 0.0% |
| Q2 2024 | 80 | $90.8M | 6,226,755 | 8 | 25 | 18 | 0.0% |
| Q1 2024 | 77 | $136.4M | 8,586,527 | 10 | 21 | 18 | 0.0% |
| Q4 2023 | 79 | $115.9M | 7,610,866 | 6 | 20 | 30 | 0.0% |
| Q3 2023 | 77 | $91.5M | 6,323,696 | 6 | 25 | 21 | 0.0% |
| Q2 2023 | 73 | $91.1M | 6,340,550 | 7 | 26 | 20 | 0.0% |
| Q1 2023 | 70 | $87.6M | 5,984,998 | 4 | 30 | 15 | 0.0% |
| Q4 2022 | 81 | $82.6M | 5,816,857 | 11 | 23 | 28 | 0.0% |
| Q3 2022 | 77 | $131.6M | 9,231,423 | 13 | 23 | 27 | 0.1% |
| Q2 2022 | 73 | $133.3M | 9,371,762 | 12 | 26 | 19 | 0.0% |
| Q1 2022 | 65 | $150.8M | 9,150,232 | 8 | 27 | 17 | 0.0% |
| Q4 2021 | 68 | $160.2M | 8,830,716 | 6 | 25 | 16 | 0.0% |
| Q3 2021 | 72 | $381.2M | 20,373,365 | 6 | 25 | 21 | 0.0% |
| Q2 2021 | 72 | $367.5M | 19,600,587 | 10 | 19 | 26 | 0.0% |
| Q1 2021 | 72 | $373.3M | 20,715,803 | 10 | 23 | 21 | 0.0% |
| Q4 2020 | 73 | $377.2M | 21,504,043 | 10 | 26 | 19 | 0.0% |
| Q3 2020 | 69 | $336.8M | 21,338,467 | 10 | 18 | 28 | 0.0% |
| Q2 2020 | 66 | $311.8M | 21,634,169 | 5 | 30 | 19 | 0.0% |
| Q1 2020 | 74 | $1.3B | 109,183,625 | 18 | 30 | 15 | 0.0% |
| Q4 2019 | 68 | $1.2B | 75,199,931 | 6 | 22 | 20 | 0.0% |
| Q3 2019 | 64 | $1.1B | 65,875,159 | 4 | 20 | 23 | 0.0% |
| Q2 2019 | 72 | $218.6M | 12,524,931 | 14 | 19 | 21 | 0.0% |
| Q1 2019 | 67 | $290.7M | 17,523,626 | 9 | 27 | 20 | 0.0% |
| Q4 2018 | 68 | $280.3M | 18,232,351 | 0 | 1 | 3 | 0.0% |