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BCAT
BlackRock Capital Allocation Term Trust• Financial Services
Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
23
Partial Q3 2026
Total 13F value
$6.6M
Filed positions so far
New positions
4
This quarter
Sold positions
8
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Corecap Advisors, Llc | $853K | 62.3K | 0.02% | +29.4% |
Winebrenner Capital Management Llc | $822K | 60.0K | 0.53% | +5.3% |
Triumph Capital Management | $632K | 46.2K | 0.11% | +6.3% |
Valen Private Capital, Llc | $568K | 41.5K | 0.18% | New Position |
Amplius Wealth Advisors, Llc | $509K | 37.1K | 0.03% | +5.2% |
Oppenheimer & Co Inc | $487K | 35.6K | 0.01% | +81.8% |
Kingswood Wealth Advisors, Llc | $438K | 32.0K | 0.02% | +12.1% |
Bison Wealth, Llc | $410K | 29.9K | 0.03% | -9.6% |
Wedbush Securities Inc | $398K | 29.0K | 0.01% | +60.6% |
Eagle Rock Investment Company, Llc | $245K | 17.9K | 0.03% | Unchanged |
Patriot Financial Group Insurance Agency, Llc | $228K | 16.6K | 0.02% | Unchanged |
Seacrest Wealth Management, Llc | $223K | 16.2K | 0.03% | -10.3% |
Advisory Solutions Group, Llc | $219K | 16.0K | 0.05% | +19.6% |
Firethorn Wealth Partners, Llc | $181K | 13.2K | 0.06% | +5.1% |
Davenport & Co Llc | $166K | 12.1K | 0.00% | New Position |
Assetmark, Inc | $74K | 5.4K | 0.00% | Unchanged |
Bokf, Na | $69K | 5.0K | 0.00% | Unchanged |
Lanark Financial, Inc. | $23K | 1.7K | 0.00% | -12.1% |
William Mack & Associates, Inc. | $18K | 1.3K | 0.01% | New Position |
North Star Investment Management Corp. | $7K | 500 | 0.00% | Unchanged |
Reyes Financial Architecture, Inc. | $5K | 337 | 0.00% | Unchanged |
Highline Wealth Partners Llc | $3K | 250 | 0.00% | Unchanged |
Root Financial Partners, Llc | $3K | 196 | 0.00% | New Position |