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
Q3 2025 vs. Q2 2025
How the institutions holding BlackRock Capital Allocation Term Trust changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 91 | 94 | +3 |
| Shares | 25.3M | 19.6M | −5.66M (−22.4%) |
| Value | $383.1M | $290.6M | −$92.5M (−24.2%) |
New holders (14)
Institutions that held BlackRock Capital Allocation Term Trust at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| PFG Investments, LLC | 50,728 | $750.3K | 0.04% |
| Mount Yale Investment Advisors, LLC | 41,000 | $606.4K | 0.04% |
| OneAscent Family Office, LLC | 25,000 | $369.8K | 0.30% |
| Prosperity Consulting Group, LLC | 16,906 | $250.0K | 0.01% |
| Shaker Financial Services, LLC | 15,500 | $229.2K | 0.08% |
| Lido Advisors, LLC | 13,446 | $198.9K | 0.00% |
| RSM US Wealth Management LLC | 12,132 | $179.4K | 0.00% |
| Mariner, LLC | 11,353 | $167.9K | 0.00% |
| Creative Planning | 11,183 | $165.4K | 0.00% |
| National Asset Management, Inc. | 10,199 | $150.8K | 0.01% |
| Parallel Advisors, LLC | 3,200 | $47.3K | 0.00% |
| Keener Financial Planning LLC | 2,000 | $29.0K | 0.01% |
| N.E.W. Advisory Services LLC | 1,200 | $17.7K | 0.00% |
| Highline Wealth Partners LLC | 500 | $7.39K | 0.00% |
Sold out (11)
Institutions that held BlackRock Capital Allocation Term Trust at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Rivernorth Capital Management, LLC | 297,927 | $4.51M |
| Prevail Innovative Wealth Advisors, LLC | 109,562 | $1.66M |
| Jane Street Group, LLC | 98,304 | $1.49M |
| Kovitz Investment Group Partners, LLC | 18,192 | $275.4K |
| Principal Street Partners, LLC | 15,660 | $237.1K |
| D. E. Shaw & Co., Inc. | 14,146 | $214.2K |
| Hilltop Holdings Inc. | 11,100 | $168.1K |
| Red Tortoise LLC | 2,200 | $33.3K |
| Geneos Wealth Management Inc. | 2,045 | $31.0K |
| Atticus Wealth Management, LLC | 780 | $11.8K |
| Newbridge Financial Services Group, Inc. | 642 | $9.72K |