BLACKROCK CAP ALLOCATION TER BCAT
COM · Closed-End Fund · CUSIP 09260U109
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($571.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $15.92.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 77 |
| Q4 2022 | 85 |
| Q1 2023 | 73 |
| Q2 2023 | 74 |
| Q3 2023 | 81 |
| Q4 2023 | 87 |
| Q1 2024 | 92 |
| Q2 2024 | 87 |
| Q3 2024 | 81 |
| Q4 2024 | 91 |
| Q1 2025 | 93 |
| Q2 2025 | 92 |
| Q3 2025 | 94 |
| Q4 2025 | 106 |
| Q1 2026 | 100 |
| Q2 2026 | 110 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 31 | 52 |
| Q4 2024 | 43 | 39 |
| Q1 2025 | 57 | 32 |
| Q2 2025 | 46 | 39 |
| Q3 2025 | 55 | 29 |
| Q4 2025 | 54 | 39 |
| Q1 2026 | 61 | 49 |
| Q2 2026 | 63 | 34 |
Biggest buyers
| AMERIPRISE FINANCIAL INC | Added | +460.3k |
| Cambridge Investment Research Advisors, Inc. | Added | +238.6k |
| ROYAL BANK OF CANADA | Added | +110.4k |
| Janney Montgomery Scott LLC | New | +80.2k |
| BANK OF AMERICA CORP /DE/ | Added | +75.0k |
| UBS Group AG | Added | +72.7k |
| Aviance Capital Partners, LLC | Added | +67.6k |
| Penserra Capital Management LLC | Added | +61.6k |
| Triumph Capital Management | New | +43.4k |
| JANE STREET GROUP, LLC | Added | +43.4k |
Biggest sellers
| MORGAN STANLEY | Reduced | -756.7k |
| Invesco Ltd. | Reduced | -217.5k |
| STIFEL FINANCIAL CORP | Reduced | -99.7k |
| WELLS FARGO & COMPANY/MN | Reduced | -83.9k |
| COHEN & STEERS, INC. | Reduced | -75.0k |
| CITADEL ADVISORS LLC | Reduced | -70.7k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Sold out | -48.8k |
| EVOLVE PRIVATE WEALTH, LLC | Reduced | -48.0k |
| FIRST TRUST ADVISORS LP | Reduced | -43.2k |
| Mathes Company, Inc. | Reduced | -22.2k |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $962 | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-13 | Rieder Richard M Portfolio Manager | Sold | $570.3k35.7k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 3.6m $57.4m | Reduced -756.7k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 2.4m $38.8m | Reduced -83.9k |
| Penserra Capital Management LLC 0.20% of their portfolio | 1.6m $25.7m | Added +61.6k |
| COHEN & STEERS, INC. 0.04% of their portfolio | 1.6m $25.1m | Reduced -75.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.6m $24.7m | Added +75.0k |
| UBS Group AG 0.00% of their portfolio | 1.1m $16.8m | Added +72.7k |
| Invesco Ltd. 0.00% of their portfolio | 699.9k $11.1m | Reduced -217.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 680.4k $10.8m | Added +110.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 580.8k $9.3m | Added +460.3k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 468.2k $7.5m | Added +238.6k |
| LPL Financial LLC 0.00% of their portfolio | 465.0k $7.4m | Reduced -7.0k |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 442.9k $7.1m | Added +24.9k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 401.7k $6.4m | Reduced -99.7k |
| Advisors Asset Management, Inc. 0.09% of their portfolio | 384.3k $6.1m | Added +23.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 356.3k $5.7m | Added +17.8k |
| Keebeck Wealth Management 0.55% of their portfolio | 352.0k $5.6m | Unchanged |
| Lido Advisors, LLC 0.01% of their portfolio | 189.6k $3.0m | Added +3.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 124.5k $2.0m | Added +43.4k |
| Integrated Wealth Concepts LLC 0.01% of their portfolio | 124.5k $2.0m | Added +27.1k |
| Perennial Investment Advisors, LLC 0.12% of their portfolio | 114.6k $1.8m | Added +20.0k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 104.1k $1.7m | Added +12.5k |
| PFG Investments, LLC 0.06% of their portfolio | 101.6k $1.6m | Added +4.0k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 90.5k $1.4m | Added +1.8k |
| Aviance Capital Partners, LLC 0.15% of their portfolio | 88.4k $1.4m | Added +67.6k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 86.6k $1.4m | Unchanged |
| Clearstead Advisors, LLC 0.01% of their portfolio | 83.4k $1.3m | Unchanged |
| Cetera Investment Advisers 0.00% of their portfolio | 81.2k $1.3m | Added +8.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 80.9k $1.3m | Added +11.8k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 80.2k $1.3m | New |
| Formidable Asset Management, LLC 0.18% of their portfolio | 80.1k $1.1m | Added +14.2k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 61.2k $974.9k | Reduced -43.2k |
| WINEBRENNER CAPITAL MANAGEMENT LLC 0.55% of their portfolio | 57.0k $908.0k | Added +16.0k |
| Bramshill Investments, LLC 0.06% of their portfolio | 51.3k $816.7k | Added +591 |
| EVOLVE PRIVATE WEALTH, LLC 0.05% of their portfolio | 51.1k $813.8k | Reduced -48.0k |
| &PARTNERS 0.00% of their portfolio | 49.4k $786.4k | Added +1.4k |
| CoreCap Advisors, LLC 0.02% of their portfolio | 48.1k $767.0k | Added +21.5k |
| Mathes Company, Inc. 0.23% of their portfolio | 46.0k $733.0k | Reduced -22.2k |
| Triumph Capital Management 0.13% of their portfolio | 43.4k $692.0k | New |
| Summit Financial, LLC 0.01% of their portfolio | 42.4k $675.4k | New |
| TD Capital Management LLC 0.05% of their portfolio | 37.5k $596.9k | Added +1.8k |
| Vestmark Advisory Solutions, Inc. 0.01% of their portfolio | 35.9k $571.1k | Reduced -2.3k |
| ELEVATION POINT WEALTH PARTNERS, LLC 0.01% of their portfolio | 35.9k $571.1k | Reduced -2.3k |
| Amplius Wealth Advisors, LLC 0.04% of their portfolio | 35.3k $562.2k | Reduced -331 |
| Corient Private Wealth LP 0.00% of their portfolio | 34.7k $552.0k | Added +6.6k |
| Joseph P. Lucia & Associates, LLC 0.16% of their portfolio | 33.5k $534.4k | Added +270 |
| Bison Wealth, LLC 0.05% of their portfolio | 33.1k $528.9k | Added +503 |
| OneAscent Family Office, LLC 0.25% of their portfolio | 31.3k $498.0k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 29.2k $465.4k | Added +12.3k |
| KINGSWOOD WEALTH ADVISORS, LLC 0.02% of their portfolio | 28.5k $454.6k | Added +3.5k |
| Quantinno Capital Management LP 0.00% of their portfolio | 27.0k $430.1k | Reduced -14.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 26.3k $419.4k | Added +15.5k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 24.5k $390.4k | Unchanged |
| Prosperity Consulting Group, LLC 0.01% of their portfolio | 24.1k $384.6k | Unchanged |
| NorthRock Partners, LLC 0.00% of their portfolio | 20.2k $322.4k | Reduced -1.0k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 19.8k $315.9k | Added +2.2k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 19.8k $314.8k | New |
| OPPENHEIMER & CO INC 0.00% of their portfolio | 19.6k $311.5k | Reduced -410 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 19.4k $309.1k | Reduced -70.7k |
| SeaCrest Wealth Management, LLC 0.03% of their portfolio | 18.1k $288.3k | Added +2.6k |
| WEDBUSH SECURITIES INC 0.01% of their portfolio | 18.1k $288.0k | Added +247 |
| EAGLE ROCK INVESTMENT COMPANY, LLC 0.04% of their portfolio | 17.9k $285.2k | Unchanged |
| Patriot Financial Group Insurance Agency, LLC 0.03% of their portfolio | 16.6k $265.2k | Reduced -16.6k |
| TWO SIGMA SECURITIES, LLC 0.02% of their portfolio | 15.2k $242.0k | New |
| INSIGNEO ADVISORY SERVICES, LLC 0.01% of their portfolio | 14.4k $229.6k | Unchanged |
| Confluence Wealth Services, Inc. 0.01% of their portfolio | 13.4k $213.0k | New |
| Advisory Solutions Group, LLC 0.07% of their portfolio | 13.4k $213.0k | First filing |
| Sovran Advisors, LLC 0.02% of their portfolio | 13.3k $205.1k | Unchanged |
| StoneX Group Inc. 0.01% of their portfolio | 12.7k $202.3k | New |
| FIRETHORN WEALTH PARTNERS, LLC 0.06% of their portfolio | 12.6k $200.0k | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 12.2k $195.0k | Reduced -6.9k |
| Private Advisor Group, LLC 0.00% of their portfolio | 12.2k $194.4k | Added +1.5k |
| XTX Topco Ltd 0.00% of their portfolio | 12.0k $191.3k | New |
| Creative Planning 0.00% of their portfolio | 11.7k $186.3k | Reduced -3.1k |
| CALTON & ASSOCIATES, INC. 0.03% of their portfolio | 11.4k $182.3k | Added +373 |
| Mariner, LLC 0.00% of their portfolio | 10.5k $166.7k | New |
| Closed-End Fund Advisors, Inc. 0.16% of their portfolio | 10.4k $165.7k | Reduced -8.9k |
| Virtu Financial LLC 0.01% of their portfolio | 10.3k $165.0k | New |
| BlackRock, Inc. 0.00% of their portfolio | 9.6k $152.3k | Unchanged |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 9.5k $151.8k | Reduced -178 |
| Clear Street Group Inc. 0.00% of their portfolio | 9.5k $151.4k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 9.1k $144.7k | Added +2.3k |
| Global Retirement Partners, LLC 0.00% of their portfolio | 7.2k $115.3k | First filing |
| BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio | 5.5k $87.6k | Unchanged |
| ASSETMARK, INC 0.00% of their portfolio | 5.4k $85.5k | Unchanged |
| BOKF, NA 0.00% of their portfolio | 5.0k $79.7k | New |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 3.5k $55.8k | Unchanged |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 2.6k $41.5k | Unchanged |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 2.3k $36.8k | Reduced -1.0k |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 1.9k $30.5k | Added +63 |
| N.E.W. Advisory Services LLC 0.00% of their portfolio | 1.3k $21.1k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 1.3k $20.7k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 1.3k $20.6k | Added +1.0k |
| Cullen/Frost Bankers, Inc. 0.00% of their portfolio | 1.2k $19.9k | Unchanged |
| WPG Advisers, LLC 0.01% of their portfolio | 1.0k $16.5k | Reduced -469 |
| Founders Capital Management 0.01% of their portfolio | 900 $14.3k | Unchanged |
| GABLES CAPITAL MANAGEMENT INC. 0.01% of their portfolio | 876 $14.0k | Unchanged |
| Quantum Portfolio Management LLC 0.00% of their portfolio | 859 $13.7k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 825 $13.3k | New |
| Wilmington Savings Fund Society, FSB 0.00% of their portfolio | 700 $11.2k | Unchanged |
| Osbon Capital Management LLC 0.01% of their portfolio | 669 $10.7k | New |