Institutional Ownership Black Rock Capital Allocation Trust (BCAT)
This table provides information about the institutional ownership of Black Rock Capital Allocation Trust (BCAT). We have compiled data on the 104 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $292 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
84,423
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
78,968
shares
|
$1.12 Million
0.1% of portfolio
|
Q3 2022
Reduced 11.95%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
76,720
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 26, 2026 Q4 2025 |
75,757
shares
|
$1.08 Million
0.05% of portfolio
|
Q4 2025
Added 49.34%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
75,000
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 22.95%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
73,877
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 17.87%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
72,230
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 611.63%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
70,296
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
67,613
shares
|
$962,132
0.0% of portfolio
|
Q3 2025
Added 15.4%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
54,867
shares
|
$780,757
0.07% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
47,043
shares
|
$669,421
0.01% of portfolio
|
Q3 2025
Reduced 20.78%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
42,734
shares
|
$608,104
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
41,832
shares
|
$595,269
0.0% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
41,532
shares
|
$591,000
0.06% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
41,000
shares
|
$583,430
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 28, 2026 Q4 2025 |
37,274
shares
|
$530,409
0.22% of portfolio
|
Q4 2025
Added 7.79%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
36,000
shares
|
$512,280
0.34% of portfolio
|
Q4 2025
Reduced 21.74%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
33,877
shares
|
$482,069
0.06% of portfolio
|
Q4 2025
Added 5.28%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
32,023
shares
|
$455,687
0.0% of portfolio
|
Q3 2025
Added 13.28%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
32,007
shares
|
$455,459
0.04% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Jan 14, 2026 Q4 2025 |
28,859
shares
|
$410,663
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
28,059
shares
|
$399,279
0.0% of portfolio
|
Q2 2025
Added 88.33%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
25,361
shares
|
$360,887
0.0% of portfolio
|
Q3 2025
Added 34.52%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
25,000
shares
|
$355,750
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
21,625
shares
|
$307,723
0.0% of portfolio
|
Q3 2025
Reduced 8.49%
|
|