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BlackRock Capital Allocation Term Trust

Institutional holders · 13F as of Dec 31, 2025

109 holders

HolderValueShares% of shares
Morgan Stanley$60.11M4,244,802—
WELLS FARGO & COMPANY/MN$28.99M2,047,452—
BANK OF AMERICA CORP /DE$20.91M1,476,515—
RIVERNORTH CAPITAL MANAGEMENT, LLC$19.94M1,408,167—
Invesco Ltd.$17.86M1,261,012—
UBS Group AG$13.60M960,501—
Royal Bank of Canada$8.05M570,035—
LPL Financial LLC$7.41M464,975—
STIFEL FINANCIAL CORP$6.64M469,272—
Rockefeller Capital Management L.P.$6.08M429,375—
Advisors Asset Management, Inc.$5.10M361,265—
Keebeck Wealth Management$5.10M359,994—
ABSOLUTE INVESTMENT ADVISERS, LLC$5.08M352,521—
RAYMOND JAMES FINANCIAL INC$4.74M334,442—
Lido Advisors, LLC$3.02M189,561—
READYSTATE ASSET MANAGEMENT LP$2.89M203,918—
JANE STREET GROUP, LLC$2.64M186,712—
Wolverine Asset Management, LLC$2.56M181,129—
Quarry LP$2.02M142,366—
AMERIPRISE FINANCIAL INC$1.71M120,789—
COMMONWEALTH EQUITY SERVICES, LLC$1.54M108,896—
FIRST TRUST ADVISORS LP$1.48M104,390—
OSAIC HOLDINGS, INC.$1.40M99,168—
EVOLVE PRIVATE WEALTH, LLC$1.40M99,077—
Integrated Wealth Concepts LLC$1.30M91,652—
Clearstead Advisors, LLC$1.20M84,423—
Baird Financial Group, Inc.$1.13M79,892—
PFG Investments, LLC$1.07M75,757—
Perennial Investment Advisors, LLC$951.9K67,224—
Cetera Investment Advisers$946.1K66,814—
Almitas Capital LLC$778.8K55,000—
OPPENHEIMER & CO INC$721.0K50,916—
&PARTNERS$677.0K47,914—
Cerity Partners LLC$660.3K46,632—
SUSQUEHANNA INTERNATIONAL GROUP, LLP$584.3K41,263—
Quantinno Capital Management LP$565.1K39,908—
Marex Group plc$556.5K39,300—
ELEVATION POINT WEALTH PARTNERS, LLC$543.0K38,350—
Vestmark Advisory Solutions, Inc.$543.0K38,350—
Joseph P. Lucia & Associates, LLC$534.4K33,547—
Closed-End Fund Advisors, Inc.$518.6K36,623—
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$513.0K36,229—
WINEBRENNER CAPITAL MANAGEMENT LLC$509.8K36,000—
Amplius Wealth Advisors, LLC$479.7K33,877—
TD Capital Management LLC$478.8K33,812—
Bison Wealth, LLC$456.5K32,038—
TrueMark Investments, LLC$408.6K28,859—
Corient Private Wealth LLC$397.3K28,059—
XTX Topco Ltd$367.5K25,954—
OneAscent Family Office, LLC$354.0K25,000—
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