WILMINGTON, DE
BLACKROCK CAPITAL ALLOCATION TERM TRUSTBCAT-RW— Latest position per institution from SEC 13F filings
15
Institutional holders
21M
Total shares held
278.21M
Estimated value
1.05M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
3.60M
Value
57.40M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
2.43M
Value
38.77M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
1.61M
Value
25.70K
Filed
Jun 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
1.57M
Value
25.05K
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
1.55M
Value
24.72M
Filed
Jun 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
1.41M
Value
19.94M
Filed
Dec 31, 2025
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
1.08M
Value
15.94M
Filed
Sep 30, 2025
UBS GROUP AG
CIK 1610520
Shares
1.05M
Value
16.75M
Filed
Jun 30, 2026
ATLAS WEALTH LLC
CIK 1964106
Shares
780.34K
Value
12.95M
Filed
Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
751.20K
Value
11.37M
Filed
Mar 31, 2023
INVESCO LTD.
CIK 914208
Shares
699.93K
Value
11.15M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
680.44K
Value
10.84M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
580.81K
Value
9.26M
Filed
Jun 30, 2026
ADVISOR PARTNERS II, LLC
CIK 1954015
Shares
549.79K
Value
7.97M
Filed
Sep 30, 2023
NORTH GROUND CAPITAL
CIK 2055446
Shares
495.10K
Value
7.50M
Filed
Dec 31, 2024
LPL FINANCIAL LLC
CIK 1403438
Shares
464.98K
Value
7.41M
Filed
Jun 30, 2026
ALPINE GLOBAL MANAGEMENT, LLC
CIK 1581655
Shares
450K
Value
6.82M
Filed
Dec 31, 2024
ROCKEFELLER CAPITAL MANAGEMENT L.P.
CIK 1739439
Shares
442.87K
Value
7.05M
Filed
Jun 30, 2026
STIFEL FINANCIAL CORP
CIK 720672
Shares
401.72K
Value
6.40M
Filed
Jun 30, 2026
MANGROVE PARTNERS IM, LLC
CIK 1535392
Shares
390.67K
Value
5.91M
Filed
Mar 31, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 3.60M | 57.40M | Jun 30, 2026 |
| 2 | WELLS FARGO & COMPANY/MN | 72971 | 2.43M | 38.77M | Jun 30, 2026 |
| 3 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 1.61M | 25.70K | Jun 30, 2026 |
| 4 | COHEN & STEERS, INC. | 1284812 | 1.57M | 25.05K | Jun 30, 2026 |
| 5 | BANK OF AMERICA CORP /DE/ | 70858 | 1.55M | 24.72M | Jun 30, 2026 |
| 6 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 1.41M | 19.94M | Dec 31, 2025 |
| 7 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 1.08M | 15.94M | Sep 30, 2025 |
| 8 | UBS GROUP AG | 1610520 | 1.05M | 16.75M | Jun 30, 2026 |
| 9 | ATLAS WEALTH LLC | 1964106 | 780.34K | 12.95M | Jun 30, 2024 |
| 10 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 751.20K | 11.37M | Mar 31, 2023 |
| 11 | INVESCO LTD. | 914208 | 699.93K | 11.15M | Jun 30, 2026 |
| 12 | ROYAL BANK OF CANADA | 1000275 | 680.44K | 10.84M | Jun 30, 2026 |
| 13 | AMERIPRISE FINANCIAL INC | 820027 | 580.81K | 9.26M | Jun 30, 2026 |
| 14 | ADVISOR PARTNERS II, LLC | 1954015 | 549.79K | 7.97M | Sep 30, 2023 |
| 15 | NORTH GROUND CAPITAL | 2055446 | 495.10K | 7.50M | Dec 31, 2024 |
| 16 | LPL FINANCIAL LLC | 1403438 | 464.98K | 7.41M | Jun 30, 2026 |
| 17 | ALPINE GLOBAL MANAGEMENT, LLC | 1581655 | 450K | 6.82M | Dec 31, 2024 |
| 18 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1739439 | 442.87K | 7.05M | Jun 30, 2026 |
| 19 | STIFEL FINANCIAL CORP | 720672 | 401.72K | 6.40M | Jun 30, 2026 |
| 20 | MANGROVE PARTNERS IM, LLC | 1535392 | 390.67K | 5.91M | Mar 31, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.