Who Owns BlackRock Floating Rate Income Stock?
NYSE: BGTFinancial ServicesAsset ManagementUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 35.92%
- Held by insiders
- 0.00%
- Institutional holders
- 85
- Institutions 35.9%
- Insiders 0.0%
- Public and other 64.1%
Who owns BlackRock Floating Rate Income stock?
Institutional investors own about 35.9% of BlackRock Floating Rate Income's shares, spread across 85 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of BGT.
The largest institutional holders are Guggenheim Capital, LLC (4.24%), Penserra Capital Management LLC (2.83%) and LPL Financial LLC (2.69%). Together, the top 10 institutions control 21.6% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their BGT positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of BGT
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Guggenheim Capital, LLC | 1.26M | 4.24% | -7.5% |
| Penserra Capital Management LLC | 845.29K | 2.83% | +4.0% |
| LPL Financial LLC | 802.31K | 2.69% | +5.0% |
| Morgan Stanley | 684.52K | 2.30% | -2.1% |
| Advisors Asset Management, Inc. | 557.99K | 1.87% | +37.6% |
| LOOMIS SAYLES & CO L P | 516.34K | 1.73% | +27.9% |
| Invesco Ltd. | 507.61K | 1.70% | +12.8% |
| UBS Group AG | 459.81K | 1.54% | -0.7% |
| Integrity Alliance, Llc. | 443.37K | 1.49% | +10.4% |
| Ameriprise Financial, Inc. | 369.44K | 1.24% | +0.6% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of BGT
| Fund | Shares | % Held |
|---|---|---|
| Amplify ETF Trust-Amplify CEF High Income ETF | 841.26K | 2.82% |
| Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF | 279.52K | 0.94% |
| SCM Trust-Icon Flexible Bond Fund | 141.49K | 0.47% |
| Cohen & Steers Closed-End Opportunity Fund, Inc. | 131.87K | 0.44% |
| ETFis Series Trust I-Virtus Private Credit Strategy ETF | 39.78K | 0.13% |
Frequently asked questions
Who is the largest shareholder of BlackRock Floating Rate Income?
Guggenheim Capital, LLC is the largest institutional shareholder of BGT, owning 4.24% of shares outstanding (1.26M shares) as of its latest 13F filing.
What percentage of BlackRock Floating Rate Income is owned by institutions?
Institutions own about 35.9% of BGT shares and 35.9% of the public float.
How much of BlackRock Floating Rate Income do insiders own?
Insiders, such as officers and directors, own about 0.00% of BGT shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.