3 institutions reported holding $1.3M of BLACKROCK CAP ALLOCATION TER (BCAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: CoreCap Advisors, LLC ($766,970), Bison Wealth, LLC ($528,901), KERR FINANCIAL PLANNING Corp ($3,354). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $766,970 | 48,146 | Added |
| 2 | Bison Wealth, LLC | $528,901 | 33,077 | Added |
| 3 | KERR FINANCIAL PLANNING Corp | $3,354 | 211 | Added |
Source: SEC Form 13F filings · as of 2026-06-30