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BCAT · BlackRock Capital Allocation Term Trust

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$15.36 +0.03 (+0.16%) At close · Jul 27
Market Cap
$1.61B
Shares
104.78M

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 102
Total Value: $277,571,507
Total Shares: 19,545,881
Showing 1–100 of 102 holdings by value · page 1 of 2

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 100 13F filers
Top Holder
22.4%
Jun 2023 → Mar 2026 · range 20.0% – 45.2%
of institutional value
Top 5
59.3%
Jun 2023 → Mar 2026 · range 51.0% – 78.7%
of institutional value
Top 10
77.0%
Jun 2023 → Mar 2026 · range 72.4% – 88.1%
of institutional value
HHI
951
Jun 2023 → Mar 2026 · range 780 – 2,365
Broadly held
Showing 100 of 102
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $61,603,294 22.19% 4,359,752
Mega WELLS FARGO & COMPANY/MN $35,576,301 12.82% 2,517,785
Large COHEN & STEERS, INC. $23,281,393 8.39% 1,647,657
Mid Penserra Capital Management LLC $21,926,043 7.90% 1,551,737
Mega BANK OF AMERICA CORP /DE/ Bank $20,866,872 7.52% 1,476,778
Mega UBS Group AG $13,830,090 4.98% 978,775
Mega Invesco Ltd. $12,962,791 4.67% 917,395
Mega ROYAL BANK OF CANADA Bank $8,054,593 2.90% 570,035
Large STIFEL FINANCIAL CORP $7,084,837 2.55% 501,404
Mega LPL Financial LLC $6,669,303 2.40% 471,996
Large Rockefeller Capital Management L.P. $5,906,608 2.13% 418,019
Mid Advisors Asset Management, Inc. $5,104,674 1.84% 361,265
Small Keebeck Wealth Management $4,973,420 1.79% 351,976
Mega RAYMOND JAMES FINANCIAL INC $4,783,428 1.72% 338,530
Large Cambridge Investment Research Advisors, Inc. $3,729,308 1.34% 234,106
Large Lido Advisors, LLC $2,632,645 0.95% 186,316
Large CWM, LLC $1,805,446 0.65% 127,774
Mega AMERIPRISE FINANCIAL INC $1,702,099 0.61% 120,460
Mid PFG Investments, LLC $1,618,328 0.58% 101,590
Mega FIRST TRUST ADVISORS LP $1,475,030 0.53% 104,390
Mid EVOLVE PRIVATE WEALTH, LLC $1,399,844 0.50% 99,069
Mid Integrated Wealth Concepts LLC $1,376,290 0.50% 97,402
Small Perennial Investment Advisors, LLC $1,337,319 0.48% 94,644
Large OSAIC HOLDINGS, INC. $1,294,095 0.47% 91,585
Small Formidable Asset Management, LLC $1,276,263 0.46% 80,117
Mega CITADEL ADVISORS LLC $1,273,621 0.46% 90,136
Large Baird Financial Group, Inc. $1,252,977 0.45% 88,675
Large Thrivent Financial for Lutherans $1,224,350 0.44% 86,649
Mid Clearstead Advisors, LLC $1,178,766 0.42% 83,423
Mega JANE STREET GROUP, LLC $1,146,493 0.41% 81,139
Large Cetera Investment Advisers $1,024,990 0.37% 72,540
Large COMMONWEALTH EQUITY SERVICES, LLC $976,538 0.35% 69,111
Small Mathes Company, Inc. $964,372 0.35% 68,250
Micro WINEBRENNER CAPITAL MANAGEMENT LLC $908,010 0.33% 57,000
Mid CoreCap Advisors, LLC $766,965 0.28% 48,146
Small Bramshill Investments, LLC $716,066 0.26% 50,677
Small Triumph Capital Management $692,046 0.25% 43,443
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $690,165 0.25% 48,844
Large &PARTNERS $677,024 0.24% 47,914
Large Quantinno Capital Management LP $582,608 0.21% 41,232
Small Amplius Wealth Advisors, LLC $562,169 0.20% 35,290
Mid ELEVATION POINT WEALTH PARTNERS, LLC $539,059 0.19% 38,150
Mid Vestmark Advisory Solutions, Inc. $539,059 0.19% 38,150
Small Bison Wealth, LLC $526,916 0.19% 33,077
Micro TD Capital Management LLC $503,918 0.18% 35,663
Micro Joseph P. Lucia & Associates, LLC $470,204 0.17% 33,277
Mid KINGSWOOD WEALTH ADVISORS, LLC $454,578 0.16% 28,536
Large Corient Private Wealth LLC $396,473 0.14% 28,059
Large CAPTRUST FINANCIAL ADVISORS $346,255 0.12% 24,505
Small Prosperity Consulting Group, LLC $341,112 0.12% 24,141
Mid NorthRock Partners, LLC $300,700 0.11% 21,281
Mid Sanctuary Advisors, LLC $299,965 0.11% 21,229
Small Aviance Capital Partners, LLC $293,409 0.11% 20,765
Small SeaCrest Wealth Management, LLC $288,317 0.10% 18,099
Small EAGLE ROCK INVESTMENT COMPANY, LLC $285,178 0.10% 17,902
Mid OPPENHEIMER & CO INC $282,091 0.10% 19,964
Mega MILLENNIUM MANAGEMENT LLC $270,928 0.10% 19,174
Small Patriot Financial Group Insurance Agency, LLC Insurance $265,234 0.10% 16,650
Large HRT FINANCIAL LP $256,685 0.09% 18,166
Mid WEDBUSH SECURITIES INC Broker-Dealer $251,909 0.09% 17,828
Large NewEdge Advisors, LLC $249,224 0.09% 17,638
Large HighTower Advisors, LLC $239,065 0.09% 16,919
Small Confluence Wealth Services, Inc. $213,000 0.08% 13,371
Large Creative Planning $209,138 0.08% 14,801
Small INSIGNEO ADVISORY SERVICES, LLC $203,683 0.07% 14,415
Micro FIRETHORN WEALTH PARTNERS, LLC $200,048 0.07% 12,558
Mid Private Advisor Group, LLC $194,441 0.07% 12,206
Small Sovran Advisors, LLC $187,717 0.07% 13,285
Mega GOLDMAN SACHS GROUP INC $180,864 0.07% 12,800
Mid CHOREO, LLC $166,875 0.06% 11,810
Micro Closed-End Fund Advisors, Inc. $165,703 0.06% 10,402
Small CALTON & ASSOCIATES, INC. $156,404 0.06% 11,069
Mega ENVESTNET ASSET MANAGEMENT INC $153,211 0.06% 10,843
Mid JOURNEY STRATEGIC WEALTH LLC $141,300 0.05% 10,000
Large FIFTH THIRD BANCORP Bank $137,145 0.05% 9,706
Mega BlackRock, Inc. $135,096 0.05% 9,561
Mid Advisory Services Network, LLC $127,339 0.05% 9,012
Large Steward Partners Investment Advisory, LLC $95,674 0.03% 6,771
Large BROWN BROTHERS HARRIMAN & CO $77,715 0.03% 5,500
Large ASSETMARK, INC $75,821 0.03% 5,366
Small Anfield Capital Management, LLC $51,913 0.02% 3,674
Small PRIVATE TRUST CO NA Bank $49,455 0.02% 3,500
Small Pinnacle Wealth Planning Services, Inc. $47,081 0.02% 3,332
Small McIlrath & Eck, LLC $44,226 0.02% 3,130
Small AdvisorNet Financial, Inc $41,497 0.01% 2,605
Small NBC SECURITIES, INC. Broker-Dealer $30,458 0.01% 1,912
Mid Tower Research Capital LLC (TRC) $29,333 0.01% 2,076
Micro WPG Advisers, LLC $21,237 0.01% 1,503
Mid IFP Advisors, Inc $20,709 0.01% 1,300
Mid Cullen/Frost Bankers, Inc. Bank $19,912 0.01% 1,250
Small N.E.W. Advisory Services LLC $18,708 0.01% 1,324
Small Founders Capital Management $14,337 0.01% 900
Small GABLES CAPITAL MANAGEMENT INC. $12,377 0.00% 876
Small Root Financial Partners, LLC $10,894 0.00% 771
Mid Wilmington Savings Fund Society, FSB $9,891 0.00% 700
Micro Reyes Financial Architecture, Inc. $5,368 0.00% 337
Small HIGHLINE WEALTH PARTNERS LLC $3,982 0.00% 250
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $3,532 0.00% 250
Micro KERR FINANCIAL PLANNING Corp $3,361 0.00% 211
Mid HARBOUR INVESTMENTS, INC. $2,826 0.00% 200
Key facts CIK 1809541 CUSIP 09260U109 13F (30d) 25 filings 25 filers

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