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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
11,086
shares
|
$157,753
0.0% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,005
shares
|
$156,601
0.0% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
10,199
shares
|
$145,131
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$142,300
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$142,300
0.01% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,621
shares
|
$108,446
0.0% of portfolio
|
Q3 2025
Added 13.19%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
5,500
shares
|
$78,265
0.0% of portfolio
|
Q3 2025
Added 450.0%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
5,286
shares
|
$75,219
0.0% of portfolio
|
Q1 2025
Added 1748.25%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,000
shares
|
$71,150
0.0% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
3,674
shares
|
$52,281
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,500
shares
|
$49,805
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,200
shares
|
$45,536
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,999
shares
|
$42,675
0.01% of portfolio
|
Q3 2025
Added 971.07%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,995
shares
|
$42,618
0.0% of portfolio
|
Q3 2025
Added 53.83%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
2,191
shares
|
$31,177
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$28,460
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
1,329
shares
|
$18,911
0.02% of portfolio
|
Q3 2025
Added 53.29%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
1,200
shares
|
$17,076
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,145
shares
|
$16,293
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,122
shares
|
$15,966
0.0% of portfolio
|
Q3 2025
Reduced 63.72%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
995
shares
|
$14,158
0.0% of portfolio
|
Q3 2025
Reduced 44.57%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
900
shares
|
$12,807
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
876
shares
|
$12,465
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
748
shares
|
$10,644
0.0% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
500
shares
|
$7,115
0.0% of portfolio
|
Q1 2021
Added 50.0%
|
|