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Disclosery

BCAT BLACKROCK CAP ALLOCATION TER

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COM (common), issuer CIK 1809541

110 managers (110 13F filers) reported a position in BCAT shares at 2026-06-30, 19,180,101 shares in all. 23 filers opened a position and 11 filers sold out during the quarter.

Managers
110
13F filers
110
New
23
Added
40
Reduced
23
Sold out
11
Shares held by filers
19,180,101

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY3,603,068$57.4M<0.01%-756,68413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,433,927$38.8M0.01%-83,85813F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,613,297$25.7M0.2%+61,56013F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,572,657$25.1M0.04%-75,00013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,551,775$24.7M<0.01%+74,99713F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,051,479$16.8M<0.01%+72,70413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.699,927$11.1M<0.01%-217,46813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA680,442$10.8M<0.01%+110,40713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC580,806$9.26M<0.01%+460,34613F-HRTimelineGroup
LPL Financial LLC464,975$7.41M<0.01%-7,02113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…442,872$7.05M0.01%+24,85313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP401,718$6.4M0.01%-99,68613F-HRTimelineGroup
Advisors Asset Management, Inc.384,286$6.12M0.09%+23,02113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC356,329$5.68M<0.01%+17,79913F-HRTimelineGroup
Keebeck Wealth Management351,976$5.61M0.55%013F-HRTimeline
Cambridge Investment Research Advisors,…234,106$3.73M0.01%+4,49713F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC189,561$3.02M0.01%+3,24513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC124,513$1.98M<0.01%+43,37413F-HRTimelineGroup
Integrated Wealth Concepts LLC124,489$1.98M0.01%+27,08713F-HRTimeline
Perennial Investment Advisors, LLC114,613$1.83M0.12%+19,96913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.104,070$1.66M<0.01%+12,48513F-HRTimelineGroup
PFG Investments, LLC101,590$1.62M0.06%+4,00513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.90,490$1.44M<0.01%+1,81513F-HRTimelineGroup
Aviance Capital Partners, LLC88,409$1.41M0.15%+67,64413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…86,649$1.38M<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC83,423$1.33M0.01%013F-HRTimeline
Cetera Investment Advisers81,181$1.29M<0.01%+8,64113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC80,879$1.29M<0.01%+11,76813F-HRTimeline
Janney Montgomery Scott LLC80,205$1.28M<0.01%new13F-HRTimeline
Formidable Asset Management, LLC80,117$1.13M0.18%+14,19613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP61,199$975K<0.01%-43,19113F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC57,000$908K0.55%+16,00013F-HRTimeline
Bramshill Investments, LLC51,268$817K0.06%+59113F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC51,089$814K0.05%-47,98013F-HRTimeline
&PARTNERS49,364$786K<0.01%+1,45013F-HRTimeline
CoreCap Advisors, LLC48,146$767K0.02%+21,48213F-HRTimeline
Mathes Company, Inc.46,000$733K0.23%-22,25013F-HRTimeline
Triumph Capital Management43,443$692K0.13%new13F-HRTimeline
Summit Financial, LLC42,396$675K0.01%new13F-HRTimeline
TD Capital Management LLC37,467$597K0.05%+1,80413F-HRTimeline
Vestmark Advisory Solutions, Inc.35,850$571K0.01%-2,30013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC35,850$571K0.01%-2,30013F-HRTimeline
Amplius Wealth Advisors, LLC35,290$562K0.04%-33113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP34,651$552K<0.01%+6,59213F-HR/ATimelineGroup
Joseph P. Lucia & Associates, LLC33,547$534K0.16%+27013F-HRTimeline
Bison Wealth, LLC33,077$529K0.05%+50313F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …31,259$498K0.25%new13F-HRTimelineGroup
HighTower Advisors, LLC29,218$465K<0.01%+12,29913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC28,536$455K0.02%+3,53713F-HRTimeline
Quantinno Capital Management LP27,000$430K<0.01%-14,23213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,329$419K<0.01%+15,48613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS24,505$390K<0.01%013F-HRTimeline
Prosperity Consulting Group, LLC24,141$385K0.01%013F-HRTimeline
NorthRock Partners, LLC20,236$322K<0.01%-1,04513F-HRTimeline
NewEdge Advisors, LLC19,830$316K<0.01%+2,19213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,761$315K<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,554$311K<0.01%-41013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,405$309K<0.01%-70,73113F-HRTimelineGroup
SeaCrest Wealth Management, LLC18,099$288K0.03%+2,61313F-HRTimeline
WEDBUSH SECURITIES INC18,075$288K0.01%+24713F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC17,902$285K0.04%013F-HRTimeline
Patriot Financial Group Insurance Agenc…16,650$265K0.03%-16,65013F-HRTimeline
TWO SIGMA SECURITIES, LLC15,194$242K0.02%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC14,415$230K0.01%013F-HRTimeline
Advisory Solutions Group, LLC13,371$213K0.07%13F-HRTimeline
Confluence Wealth Services, Inc.13,371$213K0.01%new13F-HRTimeline
Sovran Advisors, LLC13,285$205K0.02%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,700$202K0.01%new13F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC12,558$200K0.06%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC12,241$195K<0.01%-6,93313F-HRTimelineGroup
Private Advisor Group, LLC12,206$194K<0.01%+1,50013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,009$191K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning11,692$186K<0.01%-3,10913F-HRTimelineGroup
CALTON & ASSOCIATES, INC.11,442$182K0.03%+37313F-HRTimeline
Mariner, LLCin group Mariner, LLC10,464$167K<0.01%new13F-HRTimelineGroup
Closed-End Fund Advisors, Inc.10,402$166K0.16%-8,87313F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,328$165K0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.9,561$152K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,528$152K<0.01%-17813F-HRTimelineGroup
Clear Street Group Inc.in group Clear Street Group Inc.9,506$151K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…9,081$145K<0.01%+2,31013F-HRTimeline
Global Retirement Partners, LLC7,236$115K<0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,500$87.6K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC5,366$85.5K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA5,000$79.7K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA3,500$55.8K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,605$41.5K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,307$36.8K<0.01%-1,02513F-HRTimeline
LANARK FINANCIAL, INC.1,912$30.5K<0.01%+6313F-HRTimeline
N.E.W. Advisory Services LLC1,324$21.1K<0.01%013F-HRTimeline
IFP Advisors, Inc1,300$20.7K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,296$20.6K<0.01%+1,04613F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,250$19.9K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC1,034$16.5K0.01%-46913F-HRTimeline
Founders Capital Management900$14.3K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.876$14K0.01%013F-HRTimeline
Quantum Portfolio Management LLC859$13.7K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO825$13.3K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB700$11.2K<0.01%013F-HRTimeline
Osbon Capital Management LLC669$10.7K0.01%new13F-HRTimeline
North Star Investment Management Corp.500$7.96K<0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.450$7.17K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.337$5.37K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC228$4K<0.01%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC250$3.98K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp211$3.35K<0.01%+713F-HRTimeline
HARBOUR INVESTMENTS, INC.200$3.19K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC95$1.51K<0.01%013F-HRTimeline
Key Capital Management, INC50$797<0.01%new13F-HRTimeline
DANSKE BANK A/S1$16<0.01%new13F-HRTimeline