Who Owns BLACKROCK CAP ALLOCATION TER (BCAT)? -- Institutional Holders (2026-06-30)

121 institutions reported holding $304.6M of BLACKROCK CAP ALLOCATION TER (BCAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($57.4M), WELLS FARGO & COMPANY/MN ($38.8M), Penserra Capital Management LLC ($25.7M), COHEN & STEERS, INC. ($25.1M), BANK OF AMERICA CORP /DE/ ($24.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$57.4M	3.6M	Trimmed
2	WELLS FARGO & COMPANY/MN	$38.8M	2.4M	Trimmed
3	Penserra Capital Management LLC	$25.7M	1.6M	Added
4	COHEN & STEERS, INC.	$25.1M	1.6M	Trimmed
5	BANK OF AMERICA CORP /DE/	$24.7M	1.6M	Added
6	UBS Group AG	$16.8M	1.1M	Added
7	Invesco Ltd.	$11.1M	699,927	Trimmed
8	Royal Bank of Canada	$10.8M	680,442	Added
9	AMERIPRISE FINANCIAL INC	$9.3M	580,806	Added
10	LPL Financial LLC	$7.4M	464,975	Trimmed
11	Rockefeller Capital Management L.P.	$7.1M	442,872	Added
12	STIFEL FINANCIAL CORP	$6.4M	401,718	Trimmed
13	Advisors Asset Management, Inc.	$6.1M	384,286	Added
14	RAYMOND JAMES FINANCIAL INC	$5.7M	356,329	Added
15	Keebeck Wealth Management	$5.6M	351,976	Hold
16	Cambridge Investment Research Advisors, Inc.	$3.7M	234,106	Added
17	Lido Advisors, LLC	$3.0M	189,561	Added
18	JANE STREET GROUP, LLC	$2.0M	124,513	Added
19	Perennial Investment Advisors, LLC	$1.8M	114,613	Added
20	OSAIC HOLDINGS, INC.	$1.7M	104,070	Added
21	PFG Investments, LLC	$1.6M	101,590	Added
22	Baird Financial Group, Inc.	$1.4M	90,490	Added
23	Aviance Capital Partners, LLC	$1.4M	88,409	Added
24	Thrivent Financial for Lutherans	$1.4M	86,649	Hold
25	Clearstead Advisors, LLC	$1.3M	83,423	Hold

Source: SEC Form 13F filings · as of 2026-06-30