Who Holds BlackRock Capital Allocation Term Trust (BCAT)? 110 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 110 holders, $247 million in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| MORGAN STANLEY | 3,603,068 | $57 million | -17% | 13F |
| WELLS FARGO & COMPANY/MN | 2,433,927 | $39 million | -3% | 13F |
| BANK OF AMERICA CORP /DE/ | 1,551,775 | $25 million | +5% | 13F |
| UBS Group AG | 1,051,479 | $17 million | +7% | 13F |
| Invesco Ltd. | 699,927 | $11 million | -24% | 13F |
| ROYAL BANK OF CANADA | 680,442 | $11 million | +19% | 13F |
| AMERIPRISE FINANCIAL INC | 580,806 | $9 million | +382% | 13F |
| LPL Financial LLC | 464,975 | $7 million | -1% | 13F |
| Rockefeller Capital Management L.P. | 442,872 | $7 million | +6% | 13F |
| STIFEL FINANCIAL CORP | 401,718 | $6 million | -20% | 13F |
| Advisors Asset Management, Inc. | 384,286 | $6 million | +6% | 13F |
| RAYMOND JAMES FINANCIAL INC | 356,329 | $6 million | +5% | 13F |
| Keebeck Wealth Management | 351,976 | $6 million | +0% | 13F |
| Lido Advisors, LLC | 189,561 | $3 million | +2% | 13F |
| JANE STREET GROUP, LLC | 124,513 | $2 million | +53% | 13F |
| Integrated Wealth Concepts LLC | 124,489 | $2 million | +28% | 13F |
| Perennial Investment Advisors, LLC | 114,613 | $2 million | +21% | 13F |
| OSAIC HOLDINGS, INC. | 104,070 | $2 million | +14% | 13F |
| PFG Investments, LLC | 101,590 | $2 million | +4% | 13F |
| Baird Financial Group, Inc. | 90,490 | $1 million | +2% | 13F |
| Aviance Capital Partners, LLC | 88,409 | $1 million | +326% | 13F |
| Clearstead Advisors, LLC | 83,423 | $1 million | +0% | 13F |
| Cetera Investment Advisers | 81,181 | $1 million | +12% | 13F |
| COMMONWEALTH EQUITY SERVICES, LLC | 80,879 | $1 million | +17% | 13F |
| Formidable Asset Management, LLC | 80,117 | $1 million | +22% | 13F |
| FIRST TRUST ADVISORS LP | 61,199 | $974,900 | -41% | 13F |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 57,000 | $908,010 | +39% | 13F |
| Bramshill Investments, LLC | 51,268 | $816,699 | +1% | 13F |
| EVOLVE PRIVATE WEALTH, LLC | 51,089 | $813,848 | -48% | 13F |
| &PARTNERS | 49,364 | $786,375 | +3% | 13F |
| CoreCap Advisors, LLC | 48,146 | $766,970 | +81% | 13F |
| Triumph Capital Management | 43,443 | $692,047 | New | 13F |
| Summit Financial, LLC | 42,396 | $675,368 | New | 13F |
| TD Capital Management LLC | 37,467 | $596,855 | +5% | 13F |
| Vestmark Advisory Solutions, Inc. | 35,850 | $571,091 | -6% | 13F |
| ELEVATION POINT WEALTH PARTNERS, LLC | 35,850 | $571,091 | -6% | 13F |
| Amplius Wealth Advisors, LLC | 35,290 | $562,164 | -1% | 13F |
| Corient Private Wealth LP | 34,651 | $551,990 | +23% | 13F |
| Joseph P. Lucia & Associates, LLC | 33,547 | $534,404 | +1% | 13F |
| Bison Wealth, LLC | 33,077 | $528,901 | +2% | 13F |
| OneAscent Family Office, LLC | 31,259 | $497,956 | New | 13F |
| HighTower Advisors, LLC | 29,218 | $465,444 | +73% | 13F |
| KINGSWOOD WEALTH ADVISORS, LLC | 28,536 | $454,580 | +14% | 13F |
| Quantinno Capital Management LP | 27,000 | $430,126 | -35% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 26,329 | $419,425 | +143% | 13F |
| CAPTRUST FINANCIAL ADVISORS | 24,505 | $390,365 | +0% | 13F |
| Prosperity Consulting Group, LLC | 24,141 | $384,566 | +0% | 13F |
| NorthRock Partners, LLC | 20,236 | $322,359 | -5% | 13F |
| NewEdge Advisors, LLC | 19,830 | $315,894 | +12% | 13F |
| TRUIST FINANCIAL CORP | 19,761 | $314,796 | New | 13F |
| OPPENHEIMER & CO INC | 19,554 | $311,495 | -2% | 13F |
| CITADEL ADVISORS LLC | 19,405 | $309,122 | -78% | 13F |
| SeaCrest Wealth Management, LLC | 18,099 | $288,317 | +17% | 13F |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 17,902 | $285,179 | +0% | 13F |
| Patriot Financial Group Insurance Agency, LLC | 16,650 | $265,227 | -50% | 13F |
| TWO SIGMA SECURITIES, LLC | 15,194 | $242,040 | New | 13F |
| INSIGNEO ADVISORY SERVICES, LLC | 14,415 | $229,631 | +0% | 13F |
| Advisory Solutions Group, LLC | 13,371 | $213,000 | New | 13F |
| Confluence Wealth Services, Inc. | 13,371 | $212,991 | New | 13F |
| Sovran Advisors, LLC | 13,285 | $205,120 | +0% | 13F |
| StoneX Group Inc. | 12,700 | $202,287 | New | 13F |
| FIRETHORN WEALTH PARTNERS, LLC | 12,558 | $200,048 | New | 13F |
| MILLENNIUM MANAGEMENT LLC | 12,241 | $194,999 | -36% | 13F |
| Private Advisor Group, LLC | 12,206 | $194,442 | +14% | 13F |
| XTX Topco Ltd | 12,009 | $191,303 | New | 13F |
| Creative Planning | 11,692 | $186,254 | -21% | 13F |
| CALTON & ASSOCIATES, INC. | 11,442 | $182,263 | +3% | 13F |
| Mariner, LLC | 10,464 | $166,693 | New | 13F |
| Closed-End Fund Advisors, Inc. | 10,402 | $165,704 | -46% | 13F |
| BlackRock, Inc. | 9,561 | $152,315 | +0% | 13F |
| FIFTH THIRD BANCORP | 9,528 | $151,774 | -2% | 13F |
| Clear Street Group Inc. | 9,506 | $151,431 | New | 13F |
| Steward Partners Investment Advisory, LLC | 9,081 | $144,662 | +34% | 13F |
| Global Retirement Partners, LLC | 7,236 | $115,265 | New | 13F |
| BROWN BROTHERS HARRIMAN & CO | 5,500 | $87,615 | +0% | 13F |
| ASSETMARK, INC | 5,366 | $85,480 | +0% | 13F |
| BOKF, NA | 5,000 | $79,650 | New | 13F |
| PRIVATE TRUST CO NA | 3,500 | $55,755 | +0% | 13F |
| AdvisorNet Financial, Inc | 2,605 | $41,498 | +0% | 13F |
| Pinnacle Wealth Planning Services, Inc. | 2,307 | $36,751 | -31% | 13F |
| LANARK FINANCIAL, INC. | 1,912 | $30,469 | +3% | 13F |
| Penserra Capital Management LLC | 1,613,297 | $25,699 | +4% | 13F |
| COHEN & STEERS, INC. | 1,572,657 | $25,052 | -5% | 13F |
| N.E.W. Advisory Services LLC | 1,324 | $21,093 | +0% | 13F |
| IFP Advisors, Inc | 1,300 | $20,709 | New | 13F |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,296 | $20,641 | +418% | 13F |
| Cullen/Frost Bankers, Inc. | 1,250 | $19,913 | +0% | 13F |
| WPG Advisers, LLC | 1,034 | $16,472 | -31% | 13F |
| Founders Capital Management | 900 | $14,337 | +0% | 13F |
| GABLES CAPITAL MANAGEMENT INC. | 876 | $13,955 | +0% | 13F |
| Quantum Portfolio Management LLC | 859 | $13,684 | New | 13F |
| JPMORGAN CHASE & CO | 825 | $13,258 | New | 13F |
| Wilmington Savings Fund Society, FSB | 700 | $11,151 | +0% | 13F |
| Osbon Capital Management LLC | 669 | $10,657 | New | 13F |
| North Star Investment Management Corp. | 500 | $7,965 | New | 13F |
| Institute for Wealth Management, LLC. | 450 | $7,169 | New | 13F |
| Reyes Financial Architecture, Inc. | 337 | $5,368 | +0% | 13F |
| HIGHLINE WEALTH PARTNERS LLC | 250 | $3,983 | +0% | 13F |
| Cambridge Investment Research Advisors, Inc. | 234,106 | $3,729 | +2% | 13F |
| KERR FINANCIAL PLANNING Corp | 211 | $3,354 | +3% | 13F |
Questions and answers
- How many institutions hold BlackRock Capital Allocation Term Trust?
- 110 managers reported BlackRock Capital Allocation Term Trust on Form 13F for the quarter ended 30 June 2026, against 100 the quarter before.
- Who is the largest institutional holder of BlackRock Capital Allocation Term Trust?
- MORGAN STANLEY, with 3,603,068 shares worth $57 million on its 13F for Q2 2026.
- How many institutions bought or sold out of BlackRock Capital Allocation Term Trust in Q2 2026?
- 25 managers reported a new position and 15 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds BlackRock Capital Allocation Term Trust, Q2 2026", https://app.tamarly.ai/holders/blackrock-capital-allocation-term-trust, built from SEC EDGAR.
Research from public records, not investment advice. Tamarly holds no investment positions. By reading these pages you accept the Terms of Use; figures can be late or wrong, so check the linked source before relying on one. Terms and policies.