BLACKROCK CAPITAL ALLOC TR (BCAT) Institutional Ownership Changes & 13F Activity
BLACKROCK CAPITAL ALLOC TR (BCAT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Advisors Asset Management, Inc., Royal Bank Of Canada, Morgan Stanley, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +470,333 | +23.0% | 2,517,785 | $35.58M | Q1 2026 | Jul 08, 2026 |
| Kerr Financial Planning Corp | Buy | +204 | — | 204 | $3.05K | Q1 2026 | Jul 01, 2026 |
| Mcilrath & Eck, Llc | Buy | +1,969 | +169.6% | 3,130 | $44.23K | Q1 2026 | May 19, 2026 |
| Newedge Advisors, Llc | Buy | +779 | +4.6% | 17,638 | $17.64K | Q1 2026 | May 18, 2026 |
| Bank Of America Corp | Buy | +263 | +0.0% | 1,476,778 | $20.87M | Q1 2026 | May 18, 2026 |
| Advisors Asset Management, Inc. | Buy | +361,265 | — | 361,265 | $5.10M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +190,604 | +50.2% | 570,035 | $8.05M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +114,950 | +2.7% | 4,359,752 | $61.60M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +72,687 | +416.6% | 90,136 | $1.27M | Q1 2026 | May 15, 2026 |
| Bramshill Investments, Llc | Buy | +50,677 | — | 50,677 | $716.07K | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, Llc | Buy | +27,420 | +40.8% | 94,644 | $1.34M | Q1 2026 | May 15, 2026 |
| Northrock Partners, Llc | Buy | +21,281 | — | 21,281 | $300.70K | Q1 2026 | May 15, 2026 |
| Millennium Management Llc | Buy | +19,174 | — | 19,174 | $270.93K | Q1 2026 | May 15, 2026 |
| Cohen & Steers, Inc. | Buy | +15,000 | +0.9% | 1,647,657 | $23.28M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +12,800 | — | 12,800 | $180.86K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -7,583 | -7.6% | 91,585 | $1.29M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +5,750 | +6.3% | 97,402 | $1.38M | Q1 2026 | May 15, 2026 |
| Joseph P. Lucia & Associates, Llc | Sell | -3,997 | -10.7% | 33,277 | $470.20K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -2,626 | -22.6% | 9,012 | $127.34K | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +2,076 | — | 2,076 | $29.33K | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +1,762 | +3.8% | 47,914 | $677.02K | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management Lp | Buy | +1,324 | +3.3% | 41,232 | $582.62K | Q1 2026 | May 15, 2026 |
| Bison Wealth, Llc | Buy | +536 | +1.7% | 32,574 | $512.07K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +200 | — | 200 | $2.83K | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -200 | -0.5% | 38,150 | $539.06K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +10 | — | 10 | $140.00 | Q1 2026 | May 15, 2026 |
| Cwm, Llc | Buy | +57,478 | +81.8% | 127,774 | $1.81M | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | Sell | -11,356 | -2.6% | 418,019 | $5.91M | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | Buy | +8,783 | +11.0% | 88,675 | $1.25M | Q1 2026 | May 14, 2026 |
| Keebeck Wealth Management | Sell | -8,018 | -2.2% | 351,976 | $4.97M | Q1 2026 | May 14, 2026 |
Frequently asked questions about BCAT activity
Which institutional owners are buying BCAT?
Institutional owners buying BCAT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BCAT activity?
"Buy" means an investor increased their reported position in BCAT compared to the prior reporting period. This reflects growing exposure to BLACKROCK CAPITAL ALLOC TR (BCAT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BCAT increasing?
Institutional interest in BCAT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.