BCAT · BlackRock Capital Allocation Term Trust · Shareholders & Ownership
Market Cap
$1.41B
Shares
106.28M
Volume · Oct 27
170.24K
Avg daily vol (3M)
876.13K
Every disclosed holder of BCAT in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns BCAT
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 19,227,620 | — |
| Insiders (Forms 3, 4, 5) | 10,701,031 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 3,889,120 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of BCAT
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Saba Capital Management, L.P.
13D
CIK 1510281 · Registered investment adviser · Jul 28, 2025
Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands
not summed
|
5,105,907 | ||
| 1.1 |
|
10,389,562 | ||
| 2 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,603,068 | ||
| 3 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,433,927 | ||
| 4 |
Penserra Capital Management LLC
13F
CIK 1593324 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,613,297 | ||
| 5 |
Amplify CEF High Income ETF
Fund
S000065408 · Registered fund · Jun 30, 2026
Amplify ETF Trust, not summed
|
1,605,605 | ||
| 6 |
COHEN & STEERS, INC.
13F
CIK 1284812 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,572,657 | ||
| 7 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,551,775 | ||
| 8 |
Cohen & Steers Closed-End Opportunity Fund, Inc.
Fund
· Registered fund · Jun 30, 2026
Cohen & Steers Closed-End Opportunity Fund, Inc., not summed
|
1,076,148 | ||
| 9 |
|
1,051,479 | ||
| 10 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
699,927 | ||
| 10.1 |
Invesco CEF Income Composite ETF
Fund
S000027370 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
925,385 | ||
| 11 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
680,442 | ||
| 12 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
580,806 | ||
| 13 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
464,975 | ||
| 14 |
Rockefeller Capital Management L.P.
13F
CIK 1739439 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
442,872 | ||
| 15 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
401,718 | ||
| 16 |
Advisors Asset Management, Inc.
13F
CIK 1297376 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
384,286 | ||
| 17 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
356,329 | ||
| 18 |
Keebeck Wealth Management
13F
CIK 1803675 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
351,976 | ||
| 19 |
|
272,353 | ||
| 20 |
Cambridge Investment Research Advisors, Inc.
13F
CIK 1419186 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
234,106 | ||
| 21 |
Lido Advisors, LLC
13F
CIK 1650150 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
189,561 | ||
| 22 |
Modern Capital Tactical Income Fund
Fund
S000069477 · Registered fund · Jun 30, 2026
Modern Capital Funds Trust, not summed
|
183,141 | ||
| 23 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
124,513 | ||
| 24 |
Perennial Investment Advisors, LLC
13F
CIK 1801523 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
114,613 | ||
| 25 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
104,070 | ||
| 26 |
PFG Investments, LLC
13F
CIK 1973224 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
101,590 | ||
| 27 |
Baird Financial Group, Inc.
13F
CIK 1648711 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
90,490 | ||
| 28 |
Aviance Capital Partners, LLC
13F
CIK 1542383 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
88,409 | ||
| 29 |
Thrivent Financial for Lutherans
13F
CIK 314984 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
86,649 | ||
| 29.1 |
THRIVENT MULTISECTOR BOND FUND
Fund
S000000702 · Registered fund · Jul 31, 2026
Thrivent Mutual Funds, not summed
|
24,446 | ||
| 29.2 |
THRIVENT CONSERVATIVE ALLOCATION FUND
Fund
S000001341 · Registered fund · Jun 30, 2026
Thrivent Mutual Funds, not summed
|
10,604 | ||
| 29.3 |
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO
Fund
S000001434 · Registered fund · Jun 30, 2026
Thrivent Series Fund, Inc., not summed
|
6,097 | ||
| 29.4 |
THRIVENT MULTISECTOR BOND PORTFOLIO
Fund
S000001439 · Registered fund · Jun 30, 2026
Thrivent Series Fund, Inc., not summed
|
4,707 | ||
| 29.5 |
THRIVENT DYNAMIC ALLOCATION FUND
Fund
S000000701 · Registered fund · Jul 31, 2026
Thrivent Mutual Funds, not summed
|
3,151 | ||
| 30 |
Clearstead Advisors, LLC
13F
CIK 842775 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
83,423 | ||
| 31 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
81,181 | ||
| 32 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
80,879 | ||
| 33 |
Janney Montgomery Scott LLC
13F
CIK 1329948 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
80,205 | ||
| 34 |
Formidable Asset Management, LLC
13F
CIK 1592613 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
80,117 | ||
| 35 |
Integrated Wealth Concepts LLC
13F
CIK 1737109 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
77,119 | ||
| 36 |
CoreCap Advisors, LLC
13F
CIK 1902501 · Registered investment adviser · Sep 30, 2026
|
62,291 | ||
| 37 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
61,199 | ||
| 38 |
WINEBRENNER CAPITAL MANAGEMENT LLC
13F
CIK 2047728 · Registered investment adviser · Sep 30, 2026
|
60,000 | ||
| 39 |
Bramshill Investments, LLC
13F
CIK 1619899 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
51,268 | ||
| 40 |
EVOLVE PRIVATE WEALTH, LLC
13F
CIK 2111131 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
51,089 | ||
| 41 |
|
49,364 | ||
| 42 |
LoCorr Spectrum Income Fund
Fund
S000043632 · Registered fund · Jun 30, 2026
LoCorr Investment Trust, not summed
|
47,234 | ||
| 43 |
Triumph Capital Management
13F
CIK 1730765 · Registered investment adviser · Sep 30, 2026
|
46,159 | ||
| 44 |
Mathes Company, Inc.
13F
CIK 1389223 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
46,000 | ||
| 45 |
Summit Financial, LLC
13F
CIK 1765536 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
42,396 | ||
| 46 |
VALEN PRIVATE CAPITAL, LLC
13F
CIK 2161787 · Unknown · Sep 30, 2026
|
41,495 | ||
| 47 |
TD Capital Management LLC
13F
CIK 1483824 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
37,467 | ||
| 48 |
Amplius Wealth Advisors, LLC
13F
CIK 1900584 · Registered investment adviser · Sep 30, 2026
|
37,124 | ||
| 49 |
ELEVATION POINT WEALTH PARTNERS, LLC
13F
CIK 1744349 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
35,850 | ||
| 50 |
Vestmark Advisory Solutions, Inc.
13F
CIK 1736982 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
35,850 |
1 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 117 holders
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Key facts
CIK
1809541
CUSIP
09260U109
13F (30d)
20 filings
20 filers