BlackRock Capital Allocation Term Trust
BCAT- Exchange
- NYSE
- SEC CIK
- 0001809541
In the last 90 days, BlackRock Capital Allocation Term Trust insiders filed 0 open-market purchases and 1 sale; 110 institutions reported holding it in 13F filings for Q2 2026, worth $304.6M in total; no superinvestor holds it.
Other share classesBCAT.RW
Q2 2025 vs. Q1 2025
How the institutions holding BlackRock Capital Allocation Term Trust changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 92 | 1 | 91 | 0 |
| Shares | 29.6M | 2.19K | 25.3M | −4.28M (−14.5%) |
| Value | $425.2M | $31.6K | $383.1M | −$42.0M (−9.9%) |
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held BlackRock Capital Allocation Term Trust at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Jane Street Group, LLC | 98,304 | $1.49M | 0.00% |
| TD Capital Management LLC | 30,308 | $458.9K | 0.04% |
| Quantinno Capital Management LP | 28,268 | $428.0K | 0.00% |
| Kovitz Investment Group Partners, LLC | 18,192 | $275.4K | 0.00% |
| Boreal Capital Management LLC | 15,695 | $237.6K | 0.20% |
| Principal Street Partners, LLC | 15,660 | $237.1K | 0.02% |
| GWM Advisors LLC | 15,376 | $232.8K | 0.00% |
| Advisory Services Network, LLC | 11,412 | $170.0K | 0.00% |
| Hilltop Holdings Inc. | 11,100 | $168.1K | 0.01% |
| SeaCrest Wealth Management, LLC | 10,961 | $165.9K | 0.02% |
| Red Tortoise LLC | 2,200 | $33.3K | 0.02% |
| Brown Brothers Harriman & Co | 1,000 | $15.1K | 0.00% |
| Newbridge Financial Services Group, Inc. | 642 | $9.72K | 0.00% |
| Global Retirement Partners, LLC | 420 | $6.36K | 0.00% |
| Reyes Financial Architecture, Inc. | 337 | $5.10K | 0.00% |
Sold out (15)
Institutions that held BlackRock Capital Allocation Term Trust at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Pathstone Holdings, LLC | 143,719 | $2.22M |
| Wolverine Asset Management LLC | 114,083 | $1.64M |
| Advisor Resource Council | 102,944 | $1.48M |
| Readystate Asset Management LP | 47,532 | $684.5K |
| Ieq Capital, LLC | 45,308 | $652.4K |
| Transcend Wealth Collective, LLC | 44,608 | $642.3K |
| Elequin Capital LP | 34,464 | $496.3K |
| Shaker Financial Services, LLC | 30,216 | $435.1K |
| Walleye Capital LLC | 29,257 | $421.3K |
| Susquehanna International Group, LLP | 21,449 | $308.9K |
| Change Path, LLC | 13,717 | $197.5K |
| Citadel Advisors LLC | 11,331 | $163.2K |
| SOA Wealth Advisors, LLC. | 75,069 | $75.1K |
| Northwestern Mutual Wealth Management Co | 479 | $6.90K |
| JPMorgan Chase & Co | 277 | $3.99K |
Not filed for Q2 2025 yet (1)
Institutions that held BlackRock Capital Allocation Term Trust at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Noble Wealth Management PBC | 2,191 | $31.6K |