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Equibles

BCAT · BlackRock Capital Allocation Term Trust · Holdings

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$14.80 -1.11 (-6.98%) At close · Sep 11
Rebalance outlook locked
Market Cap
$1.57B
Shares
105.85M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 110
Total Value: $304,784,350
Total Shares: 19,132,731
Showing 1–100 of 110 holdings by value · page 1 of 2

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 110 13F filers · Δ vs Mar 31, 2026
Top Holder
18.8%
Sep 2023 → Jun 2026 · range 18.8% – 45.2%
−3.6 pts
Top 5
56.3%
Sep 2023 → Jun 2026 · range 51.0% – 78.7%
−3.2 pts
Top 10
74.5%
Sep 2023 → Jun 2026 · range 72.4% – 88.1%
−2.7 pts
HHI
820
Sep 2023 → Jun 2026 · range 780 – 2,365
Broadly held−136

Quarterly Activity

vs Mar 31, 2026
New
25
Increased
39
Decreased
24
Sold Out
15
Unchanged
22
Holder count: +10
Institutional value: +11.0%
Shares held: -1.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
AMERIPRISE FINANCIAL INC +460,346 580,806
ROYAL BANK OF CANADA +110,407 680,442
BANK OF AMERICA CORP /DE/ +74,997 1,551,775
UBS Group AG +72,704 1,051,479
Aviance Capital Partners, LLC +67,644 88,409

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
MORGAN STANLEY −756,684 3,603,068
Invesco Ltd. −217,468 699,927
STIFEL FINANCIAL CORP −99,686 401,718
WELLS FARGO & COMPANY/MN −83,858 2,433,927
COHEN & STEERS, INC. −75,000 1,572,657

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Janney Montgomery Scott LLC 80,205 $1,277,665
Triumph Capital Management 43,443 $692,046
Summit Financial, LLC 42,396 $675,368
OneAscent Family Office, LLC 31,259 $497,955
TRUIST FINANCIAL CORP 19,761 $314,792

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
CWM, LLC 127,774 $1,805,446
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 48,844 $690,165
Sanctuary Advisors, LLC 21,229 $299,965
Camelot Portfolios, LLC 19,500 $275,535
HRT FINANCIAL LP 18,166 $256,685
Filter: New 25 Increased 39 Reduced 24 Sold out 15 Unchanged 22
Showing 100 of 110
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $57,396,871 18.83% 3,603,068
WELLS FARGO & COMPANY/MN $38,772,456 12.72% 2,433,927
Penserra Capital Management LLC $25,699,821 8.43% 1,613,297
COHEN & STEERS, INC. $25,052,426 8.22% 1,572,657
BANK OF AMERICA CORP /DE/ $24,719,775 8.11% 1,551,775
UBS Group AG $16,750,060 5.50% 1,051,479
Invesco Ltd. $11,149,837 3.66% 699,927
ROYAL BANK OF CANADA $10,839,440 3.56% 680,442
AMERIPRISE FINANCIAL INC $9,252,239 3.04% 580,806
LPL Financial LLC $7,407,051 2.43% 464,975
Rockefeller Capital Management L.P. $7,054,950 2.31% 442,872
STIFEL FINANCIAL CORP $6,399,366 2.10% 401,718
Advisors Asset Management, Inc. $6,121,675 2.01% 384,286
RAYMOND JAMES FINANCIAL INC $5,676,320 1.86% 356,329
Keebeck Wealth Management $5,606,977 1.84% 351,976
Cambridge Investment Research Advisors, Inc. $3,729,308 1.22% 234,106
Lido Advisors, LLC $3,019,706 0.99% 189,561
JANE STREET GROUP, LLC $1,983,492 0.65% 124,513
Perennial Investment Advisors, LLC $1,825,785 0.60% 114,613
OSAIC HOLDINGS, INC. $1,657,834 0.54% 104,070
PFG Investments, LLC $1,618,328 0.53% 101,590
Baird Financial Group, Inc. $1,441,505 0.47% 90,490
Aviance Capital Partners, LLC $1,408,355 0.46% 88,409
Thrivent Financial for Lutherans $1,380,317 0.45% 86,649
Clearstead Advisors, LLC $1,328,928 0.44% 83,423
Cetera Investment Advisers $1,293,213 0.42% 81,181
COMMONWEALTH EQUITY SERVICES, LLC $1,288,402 0.42% 80,879
Janney Montgomery Scott LLC $1,277,665 0.42% 80,205
Formidable Asset Management, LLC $1,276,263 0.42% 80,117
Integrated Wealth Concepts LLC $1,228,505 0.40% 77,119
FIRST TRUST ADVISORS LP $974,900 0.32% 61,199
WINEBRENNER CAPITAL MANAGEMENT LLC $908,010 0.30% 57,000
Bramshill Investments, LLC $816,699 0.27% 51,268
EVOLVE PRIVATE WEALTH, LLC $813,847 0.27% 51,089
&PARTNERS $786,368 0.26% 49,364
CoreCap Advisors, LLC $766,965 0.25% 48,146
Mathes Company, Inc. $732,780 0.24% 46,000
Triumph Capital Management $692,046 0.23% 43,443
Summit Financial, LLC $675,368 0.22% 42,396
TD Capital Management LLC $596,849 0.20% 37,467
Vestmark Advisory Solutions, Inc. $571,090 0.19% 35,850
ELEVATION POINT WEALTH PARTNERS, LLC $571,090 0.19% 35,850
Amplius Wealth Advisors, LLC $562,169 0.18% 35,290
Corient Private Wealth LLC $551,990 0.18% 34,651
Joseph P. Lucia & Associates, LLC $534,403 0.18% 33,547
Bison Wealth, LLC $526,916 0.17% 33,077
OneAscent Family Office, LLC $497,955 0.16% 31,259
HighTower Advisors, LLC $465,442 0.15% 29,218
KINGSWOOD WEALTH ADVISORS, LLC $454,578 0.15% 28,536
Quantinno Capital Management LP $430,110 0.14% 27,000
ENVESTNET ASSET MANAGEMENT INC $419,420 0.14% 26,329
CAPTRUST FINANCIAL ADVISORS $390,364 0.13% 24,505
Prosperity Consulting Group, LLC $384,566 0.13% 24,141
NorthRock Partners, LLC $322,359 0.11% 20,236
NewEdge Advisors, LLC $315,891 0.10% 19,830
TRUIST FINANCIAL CORP $314,792 0.10% 19,761
OPPENHEIMER & CO INC $311,495 0.10% 19,554
CITADEL ADVISORS LLC $309,121 0.10% 19,405
SeaCrest Wealth Management, LLC $288,317 0.09% 18,099
WEDBUSH SECURITIES INC $287,934 0.09% 18,075
EAGLE ROCK INVESTMENT COMPANY, LLC $285,178 0.09% 17,902
Patriot Financial Group Insurance Agency, LLC $265,234 0.09% 16,650
TWO SIGMA SECURITIES, LLC $242,040 0.08% 15,194
INSIGNEO ADVISORY SERVICES, LLC $229,630 0.08% 14,415
Advisory Solutions Group, LLC $213,000 0.07% 13,371
Confluence Wealth Services, Inc. $213,000 0.07% 13,371
Sovran Advisors, LLC $211,630 0.07% 13,285
StoneX Group Inc. $202,311 0.07% 12,700
FIRETHORN WEALTH PARTNERS, LLC $200,048 0.07% 12,558
MILLENNIUM MANAGEMENT LLC $194,999 0.06% 12,241
Private Advisor Group, LLC $194,441 0.06% 12,206
XTX Topco Ltd $191,303 0.06% 12,009
Creative Planning $186,253 0.06% 11,692
CALTON & ASSOCIATES, INC. $182,271 0.06% 11,442
Mariner, LLC $166,691 0.05% 10,464
Closed-End Fund Advisors, Inc. $165,703 0.05% 10,402
Virtu Financial LLC $164,525 0.05% 10,328
BlackRock, Inc. $152,306 0.05% 9,561
FIFTH THIRD BANCORP $151,781 0.05% 9,528
Clear Street Group Inc. $151,430 0.05% 9,506
Steward Partners Investment Advisory, LLC $144,660 0.05% 9,081
Global Retirement Partners, LLC $115,269 0.04% 7,236
BROWN BROTHERS HARRIMAN & CO $87,615 0.03% 5,500
ASSETMARK, INC $85,480 0.03% 5,366
BOKF, NA $79,650 0.03% 5,000
PRIVATE TRUST CO NA $55,755 0.02% 3,500
AdvisorNet Financial, Inc $41,497 0.01% 2,605
Pinnacle Wealth Planning Services, Inc. $36,750 0.01% 2,307
NBC SECURITIES, INC. $30,458 0.01% 1,912
N.E.W. Advisory Services LLC $21,091 0.01% 1,324
IFP Advisors, Inc $20,709 0.01% 1,300
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $20,645 0.01% 1,296
Cullen/Frost Bankers, Inc. $19,912 0.01% 1,250
WPG Advisers, LLC $16,471 0.01% 1,034
Founders Capital Management $14,337 0.00% 900
GABLES CAPITAL MANAGEMENT INC. $13,954 0.00% 876
Quantum Portfolio Management LLC $13,683 0.00% 859
JPMORGAN CHASE & CO $13,142 0.00% 825
Wilmington Savings Fund Society, FSB $11,151 0.00% 700
Osbon Capital Management LLC $10,657 0.00% 669
Key facts CIK 1809541 CUSIP 09260U109 13F (30d) 35 filings 35 filers