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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+470,333+23.0%2,517,785$35.58MQ1 2026Jul 08, 2026
Kerr Financial Planning CorpBuy+204—204$3.05KQ1 2026Jul 01, 2026
Mcilrath & Eck, LlcBuy+1,969+169.6%3,130$44.23KQ1 2026May 19, 2026
Newedge Advisors, LlcBuy+779+4.6%17,638$17.64KQ1 2026May 18, 2026
Bank Of America CorpBuy+263+0.0%1,476,778$20.87MQ1 2026May 18, 2026
Advisors Asset Management, Inc.Buy+361,265—361,265$5.10MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+190,604+50.2%570,035$8.05MQ1 2026May 15, 2026
Morgan StanleyBuy+114,950+2.7%4,359,752$61.60MQ1 2026May 15, 2026
Citadel Advisors LlcBuy+72,687+416.6%90,136$1.27MQ1 2026May 15, 2026
Bramshill Investments, LlcBuy+50,677—50,677$716.07KQ1 2026May 15, 2026
Perennial Investment Advisors, LlcBuy+27,420+40.8%94,644$1.34MQ1 2026May 15, 2026
Northrock Partners, LlcBuy+21,281—21,281$300.70KQ1 2026May 15, 2026
Millennium Management LlcBuy+19,174—19,174$270.93KQ1 2026May 15, 2026
Cohen & Steers, Inc.Buy+15,000+0.9%1,647,657$23.28MQ1 2026May 15, 2026
Goldman Sachs Group IncBuy+12,800—12,800$180.86KQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-7,583-7.6%91,585$1.29MQ1 2026May 15, 2026
Integrated Wealth Concepts LlcBuy+5,750+6.3%97,402$1.38MQ1 2026May 15, 2026
Joseph P. Lucia & Associates, LlcSell-3,997-10.7%33,277$470.20KQ1 2026May 15, 2026
Advisory Services Network, LlcSell-2,626-22.6%9,012$127.34KQ1 2026May 15, 2026
Tower Research Capital Llc (Trc)Buy+2,076—2,076$29.33KQ1 2026May 15, 2026
&PartnersBuy+1,762+3.8%47,914$677.02KQ1 2026May 15, 2026
Quantinno Capital Management LpBuy+1,324+3.3%41,232$582.62KQ1 2026May 15, 2026
Bison Wealth, LlcBuy+536+1.7%32,574$512.07KQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+200—200$2.83KQ1 2026May 15, 2026
Vestmark Advisory Solutions, Inc.Sell-200-0.5%38,150$539.06KQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+10—10$140.00Q1 2026May 15, 2026
Cwm, LlcBuy+57,478+81.8%127,774$1.81MQ1 2026May 14, 2026
Rockefeller Capital Management L.P.Sell-11,356-2.6%418,019$5.91MQ1 2026May 14, 2026
Baird Financial Group, Inc.Buy+8,783+11.0%88,675$1.25MQ1 2026May 14, 2026
Keebeck Wealth ManagementSell-8,018-2.2%351,976$4.97MQ1 2026May 14, 2026
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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.