Who Owns BLACKROCK CAP ALLOCATION TER (BCAT)? -- Institutional Holders (2026-06-30)
121 institutions reported holding $305.4M 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 | Integrated Wealth Concepts LLC | $2.0M | 124,489 | Added |
| 20 | Perennial Investment Advisors, LLC | $1.8M | 114,613 | Added |
| 21 | OSAIC HOLDINGS, INC. | $1.7M | 104,070 | Added |
| 22 | PFG Investments, LLC | $1.6M | 101,590 | Added |
| 23 | Baird Financial Group, Inc. | $1.4M | 90,490 | Added |
| 24 | Aviance Capital Partners, LLC | $1.4M | 88,409 | Added |
| 25 | Thrivent Financial for Lutherans | $1.4M | 86,649 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30