BCAT
BlackRock Capital Allocation Term Trust
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
BlackRock Capital Allocation Term Trust
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
No thesis.
No N-PORT holders.
Largest filed tie
0
filed ties
—
—
Expected move
No implied move.
BlackRock Capital Allocation Term Trust
13.81
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | Morgan StanleyMorgan Stanley | $57.4M | 18.83% | −17.36% | |
| 2 | Wells FargoWells Fargo | $38.8M | 12.72% | −3.33% | |
| 3 | Penserra Capital ManagementPenserra | $25.7M | 8.43% | +3.97% | |
| 4 | Cohen & SteersCohen & Steers | $25.1M | 8.22% | −4.55% | |
| 5 | Bank of AmericaBank of America | $24.7M | 8.11% | +5.08% | |
| 6 | UBS GroupUBS | $16.8M | 5.50% | +7.43% | |
| 7 | InvescoInvesco | $11.1M | 3.66% | −23.70% | |
| 8 | Royal Bank of CanadaRoyal Bank of Canada | $10.8M | 3.56% | +19.37% | |
| 9 | Ameriprise FinancialAmeriprise Financial | $9.3M | 3.04% | +382.16% | |
| 10 | LPL FinancialLPL Financial | $7.4M | 2.43% | −1.49% | |
| 11 | Rockefeller Capital ManagementRockefeller | $7.1M | 2.31% | +5.95% | |
| 12 | Stifel FinancialStifel Financial | $6.4M | 2.10% | −19.88% | |
| 13 | Advisors Asset ManagementAdvisors | $6.1M | 2.01% | +6.37% | |
| 14 | Raymond James FinancialRaymond James Financial | $5.7M | 1.86% | +5.26% | |
| 15 | Keebeck Wealth ManagementKeebeck Wealth | $5.6M | 1.84% | 0.00% | |
| 16 | Cambridge Investment Research AdvisorsCambridge Investment Research | $3.7M | 1.22% | +1.96% | |
| 17 | Lido AdvisorsLido | $3.0M | 0.99% | +1.74% | |
| 18 | Jane Street GroupJane Street | $2.0M | 0.65% | +53.46% | |
| 19 | Perennial Investment AdvisorsPerennial Investment | $1.8M | 0.60% | +21.10% | |
| 20 | Advisor Group HoldingsAdvisor | $1.7M | 0.54% | +13.63% | |
| 21 | PFG InvestmentsPFG | $1.6M | 0.53% | +4.10% | |
| 22 | Baird Financial GroupBaird Financial | $1.4M | 0.47% | +2.05% | |
| 23 | Aviance Capital PartnersAviance Capital Partners | $1.4M | 0.46% | +325.76% | |
| 24 | Thrivent Financial FOR LutheransThrivent Financial FOR Lutherans | $1.4M | 0.45% | 0.00% | |
| 25 | Clearstead AdvisorsClearstead | $1.3M | 0.44% | 0.00% |
110 managers report $304.8M of BlackRock Capital Allocation Term Trust on form 13F for the quarter ended Jun 30 '26. 13 of them hold 80% of it; Morgan Stanley is largest at 18.83%.