BlackRock Capital Allocation Term Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 4.24 M | $60.11 M | -5.35% | 4.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.05 M | $28.99 M | -3.29% | 1.93% |
| COHEN & STEERS, INC. | 02/13/2026 | 1.63 M | $23.12 M | 0.62% | 1.54% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.48 M | $20.91 M | 6.00% | 1.39% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 1.44 M | $20.34 M | 10.20% | 1.35% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 1.41 M | $19.94 M | 100.00% | 1.33% |
| INVESCO LTD. | 02/19/2026 | 1.26 M | $17.86 M | -4.78% | 1.19% |
| UBS GROUP AG | 01/29/2026 | 960.50 K | $13.60 M | -15.65% | 0.90% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 469.27 K | $6.64 M | -8.87% | 0.44% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 429.38 K | $6.08 M | -7.23% | 0.40% |
| LPL FINANCIAL LLC | 02/11/2026 | 401.18 K | $5.68 M | 8.32% | 0.38% |
| ROYAL BANK OF CANADA | 02/17/2026 | 379.43 K | $5.37 M | 66.02% | 0.36% |
| KEEBECK WEALTH MANAGEMENT, LLC | 02/17/2026 | 359.99 K | $5.10 M | -1.07% | 0.34% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 354.79 K | $5.02 M | 4.56% | 0.33% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 352.52 K | $5.08 M | 100.00% | 0.33% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 334.44 K | $4.74 M | -28.45% | 0.31% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 214.35 K | $3.04 M | 2.29% | 0.20% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 203.92 K | $2.89 M | 100.00% | 0.19% |
| JANE STREET GROUP, LLC | 02/12/2026 | 186.71 K | $2.64 M | 100.00% | 0.18% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 181.13 K | $2.56 M | 100.00% | 0.17% |
| LIDO ADVISORS, LLC | 02/10/2026 | 180.59 K | $2.57 M | 1,243.08% | 0.17% |
| QUARRY LP | 02/13/2026 | 142.37 K | $2.02 M | 100.00% | 0.13% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 120.79 K | $1.71 M | 3.77% | 0.11% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 118.42 K | $1.68 M | -1.93% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 108.90 K | $1.54 M | 47.40% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 99.17 K | $1.40 M | 4.55% | 0.09% |
| 02/17/2026 | 99.08 K | $1.40 M | 100.00% | 0.09% | |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 91.65 K | $1.30 M | -6.42% | 0.09% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 86.65 K | $1.23 M | 15.53% | 0.08% |
| MATHES COMPANY, INC. | 02/09/2026 | 86.50 K | $1.23 M | -18.01% | 0.08% |
| CLEARSTEAD ADVISORS, LLC | 02/09/2026 | 84.42 K | $1.20 M | 0.00% | 0.08% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 79.89 K | $1.13 M | 4.13% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 78.77 K | $1.12 M | 9.05% | 0.07% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 75.76 K | $1.07 M | 49.34% | 0.07% |
| CWM, LLC | 01/26/2026 | 70.30 K | $995.00 K | 0.00% | 0.07% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 02/17/2026 | 67.22 K | $951.90 K | 22.52% | 0.06% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 66.81 K | $946.09 K | -1.18% | 0.06% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 55.00 K | $778.80 K | 100.00% | 0.05% |
| OPPENHEIMER & CO INC | 02/02/2026 | 50.92 K | $720.97 K | 8.23% | 0.05% |
| CERITY PARTNERS LLC | 02/11/2026 | 46.63 K | $660.30 K | 11.47% | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 46.15 K | $653.52 K | 186.32% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 41.26 K | $584.28 K | 100.00% | 0.04% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 39.91 K | $565.11 K | 24.62% | 0.04% |
| MAREX GROUP PLC | 02/12/2026 | 39.30 K | $556.49 K | 100.00% | 0.04% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 38.35 K | $543.04 K | 100.00% | 0.04% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 02/12/2026 | 38.35 K | $543.04 K | -6.46% | 0.04% |
| JOSEPH P. LUCIA & ASSOCIATES, LLC | 01/28/2026 | 37.27 K | $527.80 K | 7.79% | 0.04% |
| 02/11/2026 | 36.62 K | $518.58 K | 100.00% | 0.03% | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 36.23 K | $513.00 K | 100.00% | 0.03% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 01/07/2026 | 36.00 K | $509.76 K | -21.74% | 0.03% |
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BlackRock Capital Allocation Term Trust institutional Ownership - FAQ's
During the previous two years, 139 institutional investors and hedge funds held shares of BlackRock Capital Allocation Term Trust. The most heavily invested institutionals were:
UBS Group AG: 978,775
Cambridge Investment Research Advisors, Inc.: 229,609
PFG Investments, LLC: 97,585
THRIVENT FINANCIAL FOR LUTHERANS: 86,649
COMMONWEALTH EQUITY SERVICES, LLC: 69,111
Formidable Asset Management, LLC: 65,921
19.99% of BlackRock Capital Allocation Term Trust stock is owned by institutional investors.
Institutional investors have bought a total of 22.37 M shares in the last 24 months. This purchase volume represents approximately $339.10 M in transactions.