Filing Research | BLACKROCK MUNIHOLDINGS FD IN Institutional Holdings

Snapshot holdings

48 / 48 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	2.3MSH	$27.5M
2	Rareview Capital LLC	Shares	548.1KSH	$6.1M
3	MELFA WEALTH MANAGEMENT, INC.	Shares	362.8KSH	$4.3M
4	Atala Financial Inc	Shares	356.5KSH	$4.2M
5	CARY STREET PARTNERS FINANCIAL LLC	Shares	231.4KSH	$2.8M
6	Allegheny Financial Group	Shares	147.7KSH	$1.8M
7	Professional Financial Management, Inc.	Shares	138.1KSH	$1.6M
8	RIVERBRIDGE PARTNERS LLC	Shares	112.1KSH	$1.3M
9	Wellspring Financial Advisors, LLC	Shares	105.3KSH	$1.3M
10	Fortitude Advisory Group L.L.C.	Shares	105.0KSH	$1.2M
11	Scarborough Advisors, LLC	Shares	76.7KSH	$900.6K
12	Pettinga Financial Advisors LLC	Shares	73.6KSH	$875.3K
13	Noble Wealth Management PBC	Shares	68.4KSH	$813.8K
14	Indiana Trust & Investment Management Co	Shares	68.0KSH	$809.2K
15	Melone Private Wealth, LLC	Shares	55.1KSH	$655.2K
16	PETRA FINANCIAL ADVISORS INC	Shares	54.8KSH	$652.5K
17	Balefire, LLC	Shares	52.3KSH	$622.9K
18	River Street Advisors LLC	Shares	50.6KSH	$602.4K
19	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	49.0KSH	$582.6K
20	FLAGSHIP HARBOR ADVISORS, LLC	Shares	41.3KSH	$491.2K
21	Canvas Wealth Advisors, LLC	Shares	40.8KSH	$488.3K
22	INTEGRATED CAPITAL MANAGEMENT, INC.	Shares	37.8KSH	$450.0K
23	Merit Financial Group, LLC	Shares	36.1KSH	$429.6K
24	Sowell Financial Services LLC	Shares	35.2KSH	$418.4K
25	Abel Hall, LLC	Shares	22.0KSH	$261.8K
26	PFG Investments, LLC	Shares	21.6KSH	$256.7K
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	20.4KSH	$242.1K
28	Murphy, Middleton, Hinkle & Parker, Inc.	Shares	20.2KSH	$240.6K
29	ENCOMPASS WEALTH ADVISORS, LLC	Shares	19.9KSH	$236.8K
30	RICHARDS, MERRILL & PETERSON, INC.	Shares	17.5KSH	$207.8K
31	Formidable Asset Management, LLC	Shares	17.4KSH	$196.7K
32	Spire Wealth Management	Shares	13.3KSH	$158.7K
33	Procyon Advisors, LLC	Shares	12.7KSH	$150.8K
34	PFG Advisors	Shares	12.6KSH	$149.3K
35	Legacy Advisors, LLC	Shares	12.0KSH	$143.7K
36	RFG Advisory, LLC	Shares	11.9KSH	$142.2K
37	Realta Investment Advisors	Shares	11.5KSH	$136.8K
38	INDEPENDENT FINANCIAL GROUP, LLC	Shares	11.5KSH	$136.4K
39	Plancorp, LLC	Shares	10.0KSH	$118.9K
40	Hilltop National Bank	Shares	6.9KSH	$81.7K
41	LRI Investments, LLC	Shares	2.5KSH	$29.4K
42	Tradewinds Capital Management, LLC	Shares	1.7KSH	$19.8K
43	Mascoma Wealth Management LLC	Shares	1.1KSH	$13.4K
44	Community Financial Services Group, LLC	Shares	759SH	$9.0K
45	HIGHLINE WEALTH PARTNERS LLC	Shares	310SH	$3.7K
46	Farther Finance Advisors, LLC	Shares	223SH	$2.6K
47	PARK AVENUE SECURITIES LLC	Shares	185.5KSH	$2.2K
48	IFP Advisors, Inc	Shares	88SH	$1.0K

Manager changes2026-06-30 vs 2026-03-31

50 / 55 loaded

#		Instrument
1	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+29.2K	+$472.7K	$2.8M
2	Abel Hall, LLC new	Shares	+22.0K	+$261.8K	$261.8K
3	Formidable Asset Management, LLC new	Shares	+17.4K	+$196.7K	$196.7K
4	Pettinga Financial Advisors LLC added	Shares	+12.6K	+$188.2K	$875.3K
5	Balefire, LLC added	Shares	+13.5K	+$185.1K	$622.9K
6	PETRA FINANCIAL ADVISORS INC added	Shares	+12.6K	+$175.9K	$652.5K
7	Atala Financial Inc trimmed	Shares	-2.4K	+$154.7K	$4.2M
8	Legacy Advisors, LLC new	Shares	+12.0K	+$143.7K	$143.7K
9	INTEGRATED CAPITAL MANAGEMENT, INC. added	Shares	+10.6K	+$142.5K	$450.0K
10	RFG Advisory, LLC new	Shares	+11.9K	+$142.2K	$142.2K
11	Wellspring Financial Advisors, LLC added	Shares	+5.2K	+$123.9K	$1.3M
12	PFG Investments, LLC added	Shares	+7.7K	+$99.7K	$256.7K
13	Scarborough Advisors, LLC added	Shares	+2.9K	+$68.3K	$900.6K
14	Fortitude Advisory Group L.L.C. unchanged	Shares	0	+$65.1K	$1.2M
15	Indiana Trust & Investment Management Co unchanged	Shares	0	+$42.2K	$809.2K
16	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+882	+$40.3K	$582.6K
17	Professional Financial Management, Inc. trimmed	Shares	-4.2K	+$38.5K	$1.6M
18	Merit Financial Group, LLC added	Shares	+1.0K	+$33.7K	$429.6K
19	Canvas Wealth Advisors, LLC added	Shares	+623	+$32.4K	$488.3K
20	Noble Wealth Management PBC trimmed	Shares	-936	+$31.8K	$813.8K
21	River Street Advisors LLC unchanged	Shares	0	+$31.4K	$602.4K
22	RIVERBRIDGE PARTNERS LLC trimmed	Shares	-3.7K	+$27.4K	$1.3M
23	PFG Advisors added	Shares	+1.4K	+$23.1K	$149.3K
24	Sowell Financial Services LLC added	Shares	+12	+$21.9K	$418.4K
25	Murphy, Middleton, Hinkle & Parker, Inc. unchanged	Shares	0	+$12.5K	$240.6K
26	ENCOMPASS WEALTH ADVISORS, LLC unchanged	Shares	0	+$12.3K	$236.8K
27	RICHARDS, MERRILL & PETERSON, INC. unchanged	Shares	0	+$10.8K	$207.8K
28	Procyon Advisors, LLC unchanged	Shares	0	+$7.9K	$150.8K
29	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+33	+$7.5K	$136.4K
30	Realta Investment Advisors unchanged	Shares	0	+$7.1K	$136.8K
31	Hilltop National Bank unchanged	Shares	0	+$4.3K	$81.7K
32	Allegheny Financial Group trimmed	Shares	-7.8K	+$3.7K	$1.8M
33	MELFA WEALTH MANAGEMENT, INC. trimmed	Shares	-19.8K	+$1.9K	$4.3M
34	Plancorp, LLC unchanged	Shares	0	+$1.8K	$118.9K
35	LRI Investments, LLC unchanged	Shares	0	+$1.5K	$29.4K
36	Tradewinds Capital Management, LLC unchanged	Shares	0	+$1.0K	$19.8K
37	Mascoma Wealth Management LLC unchanged	Shares	0	+$697	$13.4K
38	PARK AVENUE SECURITIES LLC added	Shares	+39.4K	+$559	$2.2K
39	Community Financial Services Group, LLC unchanged	Shares	0	+$418	$9.0K
40	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$192	$3.7K
41	Farther Finance Advisors, LLC added	Shares	+3	+$146	$2.6K
42	IFP Advisors, Inc unchanged	Shares	0	+$54	$1.0K
43	Creative Capital Management Investments LLC exited	Shares	-46	-$519	$0
44	HM PAYSON & CO exited	Shares	-386	-$4.4K	$0
45	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.6K	-$6.6K	$242.1K
46	Activest Wealth Management exited	Shares	-802	-$9.0K	$0
47	EverSource Wealth Advisors, LLC exited	Shares	-1.5K	-$16.8K	$0
48	Spire Wealth Management trimmed	Shares	-3.1K	-$27.1K	$158.7K
49	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-8.2K	-$66.8K	$491.2K
50	MKT Advisors LLC exited	Shares	-10.6K	-$121.9K	$0

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