CII BlackRock Capital and Income S
BlackRock Capital and Income S (CII) Institutional Ownership
What the institutions did with CII last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 1.1M | 11.6% |
| MORGAN STANLEY | 783.3K | 8.1% |
| WELLS FARGO & COMPANY/MN | 766.5K | 7.9% |
| LPL Financial LLC | 575.0K | 5.9% |
| OSAIC HOLDINGS, INC. | 566.9K | 5.8% |
| BANK OF AMERICA CORP /DE/ | 482.6K | 5.0% |
| UBS Group AG | 481.3K | 5.0% |
| GUGGENHEIM CAPITAL LLC | 467.3K | 4.8% |
| Advisors Asset Management, Inc. | 449.2K | 4.6% |
| Invesco Ltd. | 406.3K | 4.2% |
| ENVESTNET ASSET MANAGEMENT INC | 359.2K | 3.7% |
| PRINCIPAL SECURITIES, INC. | 261.7K | 2.7% |
| ROYAL BANK OF CANADA | 244.4K | 2.5% |
| Wealthspire Retirement, LLC | 204.9K | 2.1% |
| &PARTNERS | 139.9K | 1.4% |
| TRUIST FINANCIAL CORP | 132.4K | 1.4% |
| GraniteShares Advisors LLC | 120.6K | 1.2% |
| Cambridge Investment Research Advisors, Inc. | 91.2K | 0.9% |
| Steward Partners Investment Advisory, LLC | 91.1K | 0.9% |
| Capital Investment Advisory Services, LLC | 87.8K | 0.9% |
| COHEN & STEERS, INC. | 85.5K | 0.9% |
| Cetera Investment Advisers | 82.9K | 0.9% |
| Arax Advisory Partners | 74.3K | 0.8% |
| Global Retirement Partners, LLC | 65.0K | 0.7% |
| one8zero8, LLC | 63.9K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Focus Partners Wealth | Reduced | 148.5K | 29.7K | -118.8K |
| GUGGENHEIM CAPITAL LLC | Increased | 376.8K | 467.3K | +90.5K |
| Arax Advisory Partners | New | 0 | 74.3K | +74.3K |
| Cambridge Investment Research Advisors, Inc. | Increased | 39.7K | 91.2K | +51.5K |
| OSAIC HOLDINGS, INC. | Increased | 516.2K | 566.9K | +50.7K |
| J.W. COLE ADVISORS, INC. | New | 0 | 43.7K | +43.7K |
| WELLS FARGO & COMPANY/MN | Increased | 727.7K | 766.5K | +38.8K |
| UBS Group AG | Increased | 459.2K | 481.3K | +22.1K |
| Invesco Ltd. | Increased | 385.4K | 406.3K | +20.9K |
| Arkadios Wealth Advisors | New | 0 | 20.6K | +20.6K |
| MGO ONE SEVEN LLC | New | 0 | 20.5K | +20.5K |
| Advisors Asset Management, Inc. | Reduced | 467.4K | 449.2K | -18.2K |
| Nuveen, LLC | New | 0 | 17.5K | +17.5K |
| RAYMOND JAMES FINANCIAL INC | Increased | 1.1M | 1.1M | +16.6K |
| GraniteShares Advisors LLC | Increased | 104.8K | 120.6K | +15.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | 0 | 15.0K | +15.0K |
| Private Advisor Group, LLC | Reduced | 61.2K | 46.5K | -14.7K |
| B. Riley Wealth Advisors, Inc. | Reduced | 31.5K | 16.9K | -14.6K |
| Capital Investment Advisory Services, LLC | Reduced | 100.8K | 87.8K | -13.0K |
| ROYAL BANK OF CANADA | Reduced | 257.3K | 244.4K | -12.8K |
| JANE STREET GROUP, LLC | New | 0 | 12.2K | +12.2K |
| Steward Partners Investment Advisory, LLC | Increased | 79.7K | 91.1K | +11.4K |
| Janney Montgomery Scott LLC | New | 0 | 11.1K | +11.1K |
| BANK OF AMERICA CORP /DE/ | Reduced | 492.9K | 482.6K | -10.4K |
| MPWM ADVISORY SOLUTIONS, LLC | Increased | 35.1K | 45.3K | +10.2K |
| CARY STREET PARTNERS FINANCIAL LLC | New | 0 | 8.8K | +8.8K |
| Baird Financial Group, Inc. | New | 0 | 8.8K | +8.8K |
| CAPTRUST FINANCIAL ADVISORS | Increased | 18.4K | 27.1K | +8.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | New | 0 | 8.7K | +8.7K |
| Financial Engines Advisors L.L.C. | New | 0 | 8.3K | +8.3K |
| Summit Financial, LLC | New | 0 | 8.2K | +8.2K |
| ROMAN BUTLER FULLERTON & CO | New | 0 | 8.0K | +8.0K |
| Ameritas Advisory Services, LLC | New | 0 | 7.9K | +7.9K |
| MORGAN STANLEY | Increased | 776.1K | 783.3K | +7.2K |
| Mirae Asset Global Investments Co., Ltd. | Sold Out | 6.2K | 0 | -6.2K |
| PRINCIPAL SECURITIES, INC. | Reduced | 267.6K | 261.7K | -6.0K |
| Kestra Advisory Services, LLC | Reduced | 38.3K | 32.7K | -5.6K |
| Wealthspire Retirement, LLC | Reduced | 210.5K | 204.9K | -5.6K |
| TRUIST FINANCIAL CORP | Increased | 127.2K | 132.4K | +5.2K |
| PRIVATE TRUST CO NA | New | 0 | 4.3K | +4.3K |
| WEDBUSH SECURITIES INC | Reduced | 21.6K | 17.3K | -4.3K |
| Global Assets Advisory, LLC | Sold Out | 4.0K | 0 | -4.0K |
| LVZ, Inc. | Reduced | 14.1K | 10.4K | -3.7K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 355.6K | 359.2K | +3.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 20.3K | 16.6K | -3.6K |
| MAI Capital Management | Sold Out | 3.6K | 0 | -3.6K |
| ACTION POINT FINANCIAL PLANNING, LLC | New | 0 | 3.2K | +3.2K |
| HighTower Advisors, LLC | Reduced | 19.9K | 16.8K | -3.1K |
| &PARTNERS | Increased | 137.2K | 139.9K | +2.6K |
| AMERIPRISE FINANCIAL INC | Increased | 57.8K | 60.3K | +2.5K |
| Team Financial Group, LLC | Sold Out | 2.5K | 0 | -2.5K |
| Creative Planning | Increased | 15.5K | 17.8K | +2.3K |
| Spectrum Wealth Advisory Group, LLC | New | 0 | 1.9K | +1.9K |
| WHITTIER TRUST CO OF NEVADA INC | Reduced | 14.7K | 12.8K | -1.9K |
| Root Financial Partners, LLC | Sold Out | 1.8K | 0 | -1.8K |
| Cetera Investment Advisers | Reduced | 84.6K | 82.9K | -1.7K |
| 17 CAPITAL PARTNERS, LLC | Increased | 16.0K | 17.7K | +1.7K |
| Integrated Wealth Concepts LLC | Reduced | 23.2K | 21.5K | -1.7K |
| FIFTH THIRD BANCORP | Increased | 3.2K | 4.8K | +1.5K |
| Compound Planning, Inc. | Reduced | 38.4K | 36.9K | -1.5K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.