Vault-13

BLACKROCK FLOATING RATE INC BGT

COM · Closed-End Fund · CUSIP 091941104

79 institutional holders +1 vs Q1 2026
9,228,6399.2m shares reported held*
$98.4mreported value*
9 new 33 added 17 reduced 8 sold out net bought ≈ $3.1m (+292.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.66.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 69Q4 22: 66Q1 23: 61Q2 23: 60Q3 23: 63Q4 23: 67Q1 24: 59Q2 24: 58Q3 24: 56Q4 24: 59Q1 25: 64Q2 25: 64Q3 25: 66Q4 25: 79Q1 26: 78Q2 26: 7979Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202269
Q4 202266
Q1 202361
Q2 202360
Q3 202363
Q4 202367
Q1 202459
Q2 202458
Q3 202456
Q4 202459
Q1 202564
Q2 202564
Q3 202566
Q4 202579
Q1 202678
Q2 202679

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 24 bought or addedQ3 24: 23 cut or sold outQ4 24: 22 bought or addedQ4 24: 28 cut or sold outQ4 24Q1 25: 36 bought or addedQ1 25: 16 cut or sold outQ2 25: 27 bought or addedQ2 25: 32 cut or sold outQ2 25Q3 25: 39 bought or addedQ3 25: 22 cut or sold outQ4 25: 37 bought or addedQ4 25: 29 cut or sold outQ4 25Q1 26: 32 bought or addedQ1 26: 38 cut or sold outQ2 26: 42 bought or addedQ2 26: 25 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242423
Q4 20242228
Q1 20253616
Q2 20252732
Q3 20253922
Q4 20253729
Q1 20263238
Q2 20264225

Biggest buyers

Advisors Asset Management, Inc. Added +152,485+152.5k
Cambridge Investment Research Advisors, Inc. Added +125,363+125.4k
LOOMIS SAYLES & CO L P Added +112,591+112.6k
RAYMOND JAMES FINANCIAL INC Added +68,416+68.4k
Invesco Ltd. Added +57,607+57.6k
ROYAL BANK OF CANADA Added +50,500+50.5k
INTEGRITY ALLIANCE, LLC. Added +41,627+41.6k
ICON ADVISERS INC/CO Added +38,464+38.5k
LPL Financial LLC Added +38,049+38.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +34,000+34.0k

Biggest sellers

ABSOLUTE INVESTMENT ADVISERS, LLC Reduced -167,608-167.6k
WOLVERINE ASSET MANAGEMENT LLC Sold out -138,747-138.7k
GUGGENHEIM CAPITAL LLC Reduced -102,043-102.0k
Quarry LP Reduced -76,960-77.0k
Byrne Asset Management LLC Reduced -21,740-21.7k
Ethos Financial Group, LLC Reduced -20,722-20.7k
Cetera Investment Advisers Reduced -16,503-16.5k
MORGAN STANLEY Reduced -15,019-15.0k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Sold out -14,109-14.1k
JANE STREET GROUP, LLC Sold out -14,082-14.1k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution new · filed 2025-01-31 5.1% new 1.3m≈ $13.9m 2025-01-31

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 1 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20241$1310——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GUGGENHEIM CAPITAL LLC 0.09% of their portfolio CHICAGO, IL 1,264,8831.3m $13.5m $13.5m 0.09% Reduced -102.0k -102,043
2 Penserra Capital Management LLC 0.07% of their portfolio ORINDA, CA 845,288845.3k $9.0m $9.0m 0.07% Added +32.2k +32,240
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 802,312802.3k $8.6m $8.6m 0.00% Added +38.0k +38,049
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 684,520684.5k $7.3m $7.3m 0.00% Reduced -15.0k -15,019
5 Advisors Asset Management, Inc. 0.09% of their portfolio Monument, CO 557,988558.0k $5.9m $5.9m 0.09% Added +152.5k +152,485
6 LOOMIS SAYLES & CO L P 0.01% of their portfolio BOSTON, MA 516,336516.3k $5.5m $5.5m 0.01% Added +112.6k +112,591
7 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 507,608507.6k $5.4m $5.4m 0.00% Added +57.6k +57,607
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 459,811459.8k $4.9m $4.9m 0.00% Reduced -3.4k -3,400
9 INTEGRITY ALLIANCE, LLC. 0.15% of their portfolio Urbandale, IA 443,370443.4k $4.7m $4.7m 0.15% Added +41.6k +41,627
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 369,439369.4k $3.9m $3.9m 0.00% Added +2.1k +2,134
11 Ethos Financial Group, LLC 0.20% of their portfolio KING OF PRUSSIA, PA 276,196276.2k $2.9m $2.9m 0.20% Reduced -20.7k -20,722
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 246,277246.3k $2.6m $2.6m 0.00% Added +68.4k +68,416
13 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 234,119234.1k $2.5m $2.5m 0.00% Added +7.7k +7,671
14 Sidoxia Capital Management, LLC 1.22% of their portfolio NEWPORT BEACH, CA 156,654156.7k $1.7m $1.7m 1.22% Added +5.1k +5,084
15 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 143,802143.8k $1.5m $1.5m 0.00% Added +125.4k +125,363
16 ICON ADVISERS INC/CO 0.28% of their portfolio GREENWOOD VILLAGE, CO 141,491141.5k $1.5m $1.5m 0.28% Added +38.5k +38,464
17 Byrne Asset Management LLC 0.77% of their portfolio KINGSTON, NJ 133,860133.9k $1.4m $1.4m 0.77% Reduced -21.7k -21,740
18 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 131,865131.9k $1.4m $1.4m 0.00% Added +30.0k +30,000
19 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 108,256108.3k $1.2m $1.2m 0.00% Added +7.5k +7,478
20 ABSOLUTE INVESTMENT ADVISERS, LLC 0.10% of their portfolio ROSEMARY BEACH, FL 94,79294.8k $1.0m $1.0m 0.10% Reduced -167.6k -167,608
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 88,62288.6k $944.7k $944.7k 0.00% Added +3.0k +2,997
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 77,92677.9k $831.0k $831.0k 0.00% Added +50.5k +50,500
23 MELFA WEALTH MANAGEMENT, INC. 0.41% of their portfolio WESTBOROUGH, MA 72,18272.2k $769.5k $769.5k 0.41% Reduced -4.9k -4,910
24 WealthCare Asset Management, LLC 0.29% of their portfolio SPRINGFIELD, MO 65,80265.8k $701.5k $701.5k 0.29% Added +32.0k +32,034
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 57,02857.0k $607.9k $607.9k 0.00% Added +854 +854
26 Quarry LP 0.07% of their portfolio NEW YORK, NY 43,52443.5k $464.0k $464.0k 0.07% Reduced -77.0k -76,960
27 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 40,09840.1k $427.4k $427.4k 0.00% Reduced -16.5k -16,503
28 Virtus Investment Advisers, LLC 0.10% of their portfolio HARTFORD, CT 39,77739.8k $424.0k $424.0k 0.10% Reduced -10.5k -10,542
29 ProVise Management Group, LLC 0.03% of their portfolio CLEARWATER, FL 37,18537.2k $396.4k $396.4k 0.03% Reduced -839 -839
30 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 36,56636.6k $389.8k $389.8k 0.00% Reduced -3.6k -3,563
31 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 34,41734.4k $366.9k $366.9k 0.00% Added +2.8k +2,785
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 34,25534.3k $365.2k $365.2k 0.00% Added +7.5k +7,548
33 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 34,00034.0k $363.5k $363.5k 0.00% New
34 PINNACLE ASSOCIATES LTD 0.00% of their portfolio NEW YORK, NY 27,88127.9k $297.2k $297.2k 0.00% Reduced -483 -483
35 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 25,10025.1k $267.6k $267.6k 0.01% Added +456 +456
36 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 23,51623.5k $251.0k $251.0k 0.00% Added +24 +24
37 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 21,75521.8k $231.9k $231.9k 0.00% Added +24 +24
38 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,20021.2k $226.0k $226.0k 0.00% New
39 Private Wealth Management Group, LLC 0.05% of their portfolio PRINCETON, NJ 20,77020.8k $221.4k $221.4k 0.05% Added +20.4k +20,430
40 IAMS WEALTH MANAGEMENT, LLC 0.06% of their portfolio OMAHA, NE 20,00020.0k $213.2k $213.2k 0.06% Unchanged
41 Centric Wealth Management 0.03% of their portfolio CHICAGO, IL 19,85919.9k $215.7k $215.7k 0.03% Unchanged
42 Kapstone Financial Advisors LLC 0.09% of their portfolio LEBANON, OH 19,83019.8k $211.4k $211.4k 0.09% Unchanged
43 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 19,43819.4k $207.2k $207.2k 0.00% New
44 CARY STREET PARTNERS FINANCIAL LLC 0.00% of their portfolio RICHMOND, VA 17,87817.9k $190.6k $190.6k 0.00% Added +518 +518
45 Shulman DeMeo Asset Management LLC 0.03% of their portfolio LAKE SUCCESS, NY 16,12816.1k $171.9k $171.9k 0.03% Reduced -202 -202
46 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 15,35115.4k $163.6k $163.6k 0.01% Added +462 +462
47 ECLECTIC ASSOCIATES INC /ADV 0.02% of their portfolio FULLERTON, CA 15,09615.1k $160.9k $160.9k 0.02% Added +368 +368
48 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 14,70914.7k $156.8k $156.8k 0.00% Unchanged
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,74413.7k $146.5k $146.5k 0.00% Reduced -4.8k -4,756
50 Wagner Wealth Management, LLC 0.03% of their portfolio GREENVILLE, SC 13,40913.4k $142.9k $142.9k 0.03% Added +264 +264
51 READYSTATE ASSET MANAGEMENT LP 0.01% of their portfolio CHICAGO, IL 13,35413.4k $142.4k $142.4k 0.01% New
52 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 13,09013.1k $139.5k $139.5k 0.00% Unchanged
53 HORIZON KINETICS ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 12,67812.7k $135.1k $135.1k 0.00% Unchanged
54 Stronghold Wealth Management L.L.C. 0.17% of their portfolio TAMPA, FL 11,66011.7k $124.3k $124.3k 0.17% Unchanged
55 LaSalle St. Investment Advisors, LLC 0.01% of their portfolio ELMHURST, IL 11,21811.2k $119.6k $119.6k 0.01% Reduced -4.0k -3,991
56 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,51510.5k $112.1k $112.1k 0.00% New
57 Gridiron Partners, LLC 0.06% of their portfolio Wexford, PA 10,13210.1k $108.0k $108.0k 0.06% New
58 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 6,0006.0k $64.0k $64.0k 0.00% Unchanged
59 Cassaday & Co Wealth Management LLC 0.00% of their portfolio MCLEAN, VA 5,6025.6k $59.7k $59.7k 0.00% Unchanged
60 TRUST CO OF TOLEDO NA /OH/ 0.00% of their portfolio HOLLAND, OH 3,9203.9k $41.8k $41.8k 0.00% Unchanged
61 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,7983.8k $40.5k $40.5k 0.00% Added +250 +250
62 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,0003.0k $32.0k $32.0k 0.00% Unchanged
63 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 2,6002.6k $27.7k $27.7k 0.00% Added +1.3k +1,300
64 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,5782.6k $27.5k $27.5k 0.00% Added +1.5k +1,478
65 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 2,1002.1k $22.4k $22.4k 0.00% Unchanged
66 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,9161.9k $20.4k $20.4k 0.00% Added +1.1k +1,124
67 Axiom Investment Management LLC 0.01% of their portfolio NEW YORK, NY 1,4571.5k $15.5k $15.5k 0.01% Added +25 +25
68 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,2001.2k $12.8k $12.8k 0.00% Unchanged
69 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,0001.0k $10.7k $10.7k 0.00% Unchanged
70 DELTA ASSET MANAGEMENT LLC/TN 0.00% of their portfolio MEMPHIS, TN 1,0001.0k $10.7k $10.7k 0.00% Unchanged
71 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 1,0001.0k $10.7k $10.7k 0.00% Unchanged
72 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 938938 $10.0k $10.0k 0.00% New
73 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 894894 $9.5k $9.5k 0.00% Reduced -163 -163
74 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 625625 $6.7k $6.7k 0.00% New
75 Sonoma Allocations LLC 0.00% of their portfolio SANTA ROSA, CA 347347 $3.4k $3.4k 0.00% New
76 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 100100 $1.1k $1.1k 0.00% Unchanged
77 Capital Advisor Network LLC 0.00% of their portfolio LAFAYETTE, IN 44 $43 $43 0.00% Unchanged
78 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $11 $11 0.00% Unchanged
79 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 00 $2 $2 0.00% Unchanged