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
Q1 2026 vs. Q4 2025
How the institutions holding BlackRock Capital Allocation Term Trust changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 106 | 2 | 100 | −4 |
| Shares | 21.2M | 18.6K | 19.5M | −1.75M (−8.2%) |
| Value | $300.8M | $263.3K | $274.8M | −$25.7M (−8.6%) |
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held BlackRock Capital Allocation Term Trust at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Formidable Asset Management, LLC | 65,921 | $933.4K | 0.14% |
| Bramshill Investments, LLC | 50,677 | $716.1K | 0.06% |
| O'Shaughnessy Asset Management, LLC | 48,844 | $690.2K | 0.00% |
| NorthRock Partners, LLC | 21,281 | $300.7K | 0.00% |
| Sanctuary Advisors, LLC | 21,229 | $300.0K | 0.00% |
| Aviance Capital Partners, LLC | 20,765 | $293.4K | 0.03% |
| Millennium Management LLC | 19,174 | $270.9K | 0.00% |
| Sovran Advisors, LLC | 13,285 | $200.6K | 0.02% |
| Goldman Sachs Group Inc | 12,800 | $180.9K | 0.00% |
| Envestnet Asset Management Inc | 10,843 | $153.2K | 0.00% |
| Fifth Third Bancorp | 9,706 | $137.1K | 0.00% |
| Tower Research Capital LLC (TRC) | 2,076 | $29.3K | 0.00% |
| Root Financial Partners, LLC | 771 | $10.9K | 0.00% |
| Bryn Mawr Trust Co | 700 | $9.89K | 0.00% |
| Northwestern Mutual Wealth Management Co | 250 | $3.53K | 0.00% |
| Kerr Financial Planning Corp | 204 | $3.05K | 0.00% |
| Harbour Investments, Inc. | 200 | $2.83K | 0.00% |
| Whittier Trust Co of Nevada Inc | 95 | $1.37K | 0.00% |
| Jones Financial Companies LLLP | 10 | $140 | 0.00% |
Sold out (23)
Institutions that held BlackRock Capital Allocation Term Trust at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Rivernorth Capital Management, LLC | 1,408,167 | $19.9M |
| Absolute Investment Advisers LLC | 352,521 | $5.08M |
| Readystate Asset Management LP | 203,918 | $2.89M |
| Wolverine Asset Management LLC | 181,129 | $2.56M |
| Quarry LP | 142,366 | $2.02M |
| Janney Montgomery Scott LLC | 78,769 | $1.11M |
| Almitas Capital LLC | 55,000 | $778.8K |
| Cerity Partners LLC | 46,632 | $660.3K |
| Susquehanna International Group, LLP | 41,263 | $584.3K |
| Marex Group plc | 39,300 | $556.5K |
| Landscape Capital Management, L.L.C. | 36,229 | $513.0K |
| TrueMark Investments, LLC | 28,859 | $408.6K |
| XTX Topco Ltd | 25,954 | $367.5K |
| OneAscent Family Office, LLC | 25,000 | $354.0K |
| Truist Financial Corp | 20,875 | $295.6K |
| Shaker Financial Services, LLC | 20,335 | $287.9K |
| Boreal Capital Management LLC | 14,414 | $204.1K |
| National Asset Management, Inc. | 12,122 | $171.7K |
| Flagship Harbor Advisors, LLC | 10,245 | $145.1K |
| TCG Advisory Services, LLC | 10,000 | $141.6K |
| Blue Bell Private Wealth Management, LLC | 795 | $11.3K |
| Estate Planners Group, LLC | 500 | $7.08K |
| Allworth Financial LP | 26 | $372 |
Not filed for Q1 2026 yet (2)
Institutions that held BlackRock Capital Allocation Term Trust at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Comerica Bank | 9,908 | $140.3K |
| Global Retirement Partners, LLC | 8,687 | $123.0K |