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BlackRock Capital Allocation Term Trust

Institutional holders · 13F as of Mar 31, 2026

109 holders

HolderValueShares% of shares
WEDBUSH SECURITIES INC$25217,828—
HRT FINANCIAL LP$29620,971—
Allworth Financial LP$37226—
Mathes Company, Inc.$96468,250—
CWM, LLC$99570,296—
Janney Montgomery Scott LLC$1.1K78,769—
THRIVENT FINANCIAL FOR LUTHERANS$1.2K86,649—
WHITTIER TRUST CO OF NEVADA INC$1.4K95—
Cambridge Investment Research Advisors, Inc.$3.0K214,349—
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.5K250—
Reyes Financial Architecture, Inc.$4.8K337—
HIGHLINE WEALTH PARTNERS LLC$7.1K500—
CHESAPEAKE ASSET MANAGEMENT LLC$8.3K500—
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$11.3K795—
GABLES CAPITAL MANAGEMENT INC.$12.4K876—
Founders Capital Management$12.7K900—
McIlrath & Eck, LLC$16.4K1,161—
NBC SECURITIES, INC.$16.8K1,185—
CULLEN/FROST BANKERS, INC.$17.7K1,250—
WPG Advisers, LLC$18.8K1,327—
Penserra Capital Management LLC$20.3K1,436,103—
Cohen & Steers, Inc.$23.3K1,647,657—
N.E.W. Advisory Services LLC$34.0K2,400—
Pinnacle Wealth Planning Services, Inc.$36.8K2,307—
AdvisorNet Financial, Inc$44.9K3,174—
PRIVATE TRUST CO NA$49.5K3,500—
Anfield Capital Management, LLC$52.0K3,674—
ASSETMARK, INC$75.8K5,366—
BROWN BROTHERS HARRIMAN & CO$77.9K5,500—
Steward Partners Investment Advisory, LLC$96.2K6,794—
Global Retirement Partners, LLC$123.0K8,687—
COMERICA BANK$140.3K9,908—
JOURNEY STRATEGIC WEALTH LLC$141.6K10,000—
HUB Investment Partners, LLC$141.6K10,000—
FLAGSHIP HARBOR ADVISORS, LLC$145.1K10,245—
Private Advisor Group, LLC$149.2K10,536—
CALTON & ASSOCIATES, INC.$151.3K10,686—
BlackRock, Inc.$152.3K9,561—
Advisory Services Network, LLC$164.8K11,638—
B. Riley Wealth Advisors, Inc.$171.7K12,122—
CHOREO, LLC$172.4K11,875—
INSIGNEO ADVISORY SERVICES, LLC$194.3K13,725—
Boreal Capital Management LLC$204.1K14,414—
Creative Planning$206.5K14,583—
Walkner Condon Financial Advisors LLC$229.6K16,213—
HighTower Advisors, LLC$230.8K16,300—
Patriot Financial Group Insurance Agency, LLC$235.8K16,650—
NewEdge Advisors, LLC$238.7K16,859—
Prosperity Consulting Group, LLC$239.4K16,906—
SeaCrest Wealth Management, LLC$246.5K17,097—
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