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 106 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $293 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
21,625
shares
|
$307,723
0.0% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,241
shares
|
$302,259
0.0% of portfolio
|
Q3 2024
Added 14.46%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
19,500
shares
|
$277,485
0.17% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
18,363
shares
|
$261,305
0.04% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
17,990
shares
|
$255,997
0.03% of portfolio
|
Q3 2025
Added 64.13%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
17,902
shares
|
$254,745
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
17,369
shares
|
$247,160
0.02% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
16,906
shares
|
$240,572
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
16,650
shares
|
$236,929
0.03% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
16,236
shares
|
$231,038
0.01% of portfolio
|
Q3 2025
Added 29.51%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
16,213
shares
|
$230,710
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
16,119
shares
|
$229,373
0.0% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
16,100
shares
|
$229,103
0.0% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
15,698
shares
|
$223,382
0.0% of portfolio
|
Q3 2025
Added 22.35%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
15,695
shares
|
$223,339
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
15,500
shares
|
$220,565
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,932
shares
|
$198,252
0.01% of portfolio
|
Q3 2024
Reduced 41.79%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
13,446
shares
|
$191,336
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
12,690
shares
|
$180,578
0.02% of portfolio
|
Q3 2025
Reduced 31.29%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,308
shares
|
$175,142
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
12,299
shares
|
$175,014
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
12,132
shares
|
$172,638
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
11,638
shares
|
$165,608
0.0% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,353
shares
|
$161,553
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,183
shares
|
$159,134
0.0% of portfolio
|
Q3 2025
New holding
|
|