BlackRock Capital Allocation Term Trust

BCAT

Exchange: NYSE
SEC CIK: 0001809541

SEC filings (opens in a new tab)

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 2026 vs. Q1 2026

How the institutions holding BlackRock Capital Allocation Term Trust changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of BCAT: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	100	4	110	+14
Shares	19.5M	144.6K	19.1M	−192.5K (−1.0%)
Value	$274.8M	$2.04M	$304.6M	+$31.9M (+11.7%)

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held BlackRock Capital Allocation Term Trust at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to BCAT in Q2 2026
Institution	Shares	Value	% of portfolio
Janney Montgomery Scott LLC	80,205	$1.28M	0.00%
Triumph Capital Management	43,443	$692.0K	0.13%
Summit Financial, LLC	42,396	$675.4K	0.01%
OneAscent Family Office, LLC	31,259	$498.0K	0.25%
Truist Financial Corp	19,761	$314.8K	0.00%
Two Sigma Securities, LLC	15,194	$242.0K	0.02%
Advisory Solutions Group, LLC	13,371	$213.0K	0.07%
Confluence Wealth Services, Inc.	13,371	$213.0K	0.01%
StoneX Group Inc.	12,700	$202.3K	0.01%
Firethorn Wealth Partners, LLC	12,558	$200.0K	0.06%
XTX Topco Ltd	12,009	$191.3K	0.00%
Mariner, LLC	10,464	$166.7K	0.00%
Virtu Financial LLC	10,328	$165.0K	0.01%
Clear Street Group Inc.	9,506	$151.4K	0.00%
Global Retirement Partners, LLC	7,236	$115.3K	0.00%
Bokf, NA	5,000	$79.7K	0.00%
IFP Advisors, Inc	1,300	$20.7K	0.00%
Custom Index Systems, LLC	859	$13.7K	0.00%
JPMorgan Chase & Co	825	$13.3K	0.00%
Osbon Capital Management LLC	669	$10.7K	0.01%
North Star Investment Management Corp.	500	$7.96K	0.00%
Institute for Wealth Management, LLC.	450	$7.17K	0.00%
Bessemer Group Inc	228	$4.00K	0.00%
Key Capital Management, INC	50	$797	0.00%
Danske Bank A/S	1	$16	0.00%

Sold out (11)

Institutions that held BlackRock Capital Allocation Term Trust at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of BCAT in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
O'Shaughnessy Asset Management, LLC	48,844	$690.2K
Sanctuary Advisors, LLC	21,229	$300.0K
Camelot Portfolios, LLC	19,500	$275.5K
HRT Financial LP	18,166	$256.0K
Walkner Condon Financial Advisors LLC	17,613	$248.9K
Goldman Sachs Group Inc	12,800	$180.9K
RSM US Wealth Management LLC	11,810	$166.9K
Advisory Services Network, LLC	9,012	$127.3K
Tower Research Capital LLC (TRC)	2,076	$29.3K
Root Financial Partners, LLC	771	$10.9K
Jones Financial Companies LLLP	10	$140

Not filed for Q2 2026 yet (4)

Institutions that held BlackRock Capital Allocation Term Trust at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BCAT in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
CWM, LLC	127,774	$1.81M
Journey Strategic Wealth LLC	10,000	$141.3K
Anfield Capital Management, LLC	3,674	$51.9K
McIlrath & Eck, LLC	3,130	$44.2K