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Disclosery

BCAT BLACKROCK CAP ALLOCATION TER

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COM (fund), issuer CIK 1809541

93 managers (93 13F filers) reported a position in BCAT shares at 2025-03-31, 29,584,618 shares in all. 13 filers opened a position and 10 filers sold out during the quarter.

Managers
93
13F filers
93
New
13
Added
44
Reduced
21
Sold out
10
Shares held by filers
29,584,618

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Saba Capital Management, L.P.in group Saba Capital Management, L.P.11,809,531$170M4.67%-1,807,74613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,180,811$60.2M<0.01%-123,49413F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC1,393,325$20.1M1.06%-1,780,83313F-HRTimeline
UBS Group AGin group UBS Group AG1,383,158$19.9M<0.01%-157,91313F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,350,751$19.5M0.04%+407,00013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,307,863$18.8M<0.01%+124,34513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,291,066$18.6M<0.01%-20,87913F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,136,511$16.4M0.29%+100,03813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP592,742$8.54M0.01%+57,96413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN537,283$7.74M<0.01%+28,24813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…481,998$6.94M0.02%-1,19713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA428,585$6.17M<0.01%+343,15413F-HR/ATimelineGroup
Keebeck Wealth Management363,870$5.24M0.77%-3,16613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC282,503$4.07M<0.01%+73,87213F-HRTimelineGroup
Advisors Asset Management, Inc.238,252$3.43M0.06%+45,92513F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC198,157$2.85M<0.01%+18,42413F-HRTimeline
LPL Financial LLC189,656$2.73M<0.01%+70,02113F-HRTimeline
Cambridge Investment Research Advisors,…164,392$2.37M0.01%+10,59413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC143,719$2.22M0.01%-591,12313F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC114,083$1.64M0.03%+31,62913F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC111,173$1.6M0.43%+4,31913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.109,816$1.58M<0.01%+14,80713F-HRTimelineGroup
Mathes Company, Inc.105,500$1.52M0.62%-4,30013F-HRTimeline
Advisor Resource Council102,944$1.48M0.12%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP92,190$1.33M<0.01%-21,42913F-HRTimelineGroup
Clearstead Advisors, LLC83,420$1.2M0.02%+96013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.81,079$1.17M<0.01%+35,58213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …61,849$891K0.01%+4,47113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…61,000$878K<0.01%+25,00513F-HR/ATimelineGroup
OBSIDIAN CIO, LLC56,533$814K0.13%+3,32213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC48,889$704K<0.01%+4,36113F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP47,532$684K0.03%-35,96113F-HRTimeline
Perennial Investment Advisors, LLC47,493$684K0.08%+11,06413F-HRTimeline
Cetera Investment Advisers46,640$672K<0.01%+7,33813F-HRTimeline
IEQ CAPITAL, LLC45,308$652K0.01%new13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC45,000$648K0.58%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC44,608$642K0.05%+8,65413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC41,832$602K<0.01%+1,83213F-HRTimelineGroup
Elequin Capital, LP34,464$496K0.09%+23,75113F-HRTimeline
Integrated Wealth Concepts LLC34,000$490K0.01%+8,95013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP30,616$441K<0.01%+9,46613F-HRTimelineGroup
Shaker Financial Services, LLC30,216$435K0.17%+4,69913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC29,746$428K0.04%-9,47213F-HR/ATimeline
Walleye Capital LLCin group Walleye Capital LLC29,257$421K<0.01%+16,77313F-HRTimelineGroup
Amplius Wealth Advisors, LLC29,005$418K0.04%+1,49213F-HRTimeline
Consolidated Portfolio Review Corp28,768$414K0.07%-6,57913F-HRTimeline
Bison Wealth, LLC25,445$366K0.03%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC24,094$347K0.16%+7,24913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.23,254$335K<0.01%+18,25413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,449$309K<0.01%-27,16013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS19,700$284K<0.01%013F-HRTimeline
CALTON & ASSOCIATES, INC.19,614$282K0.06%-6,09613F-HR/ATimeline
Camelot Portfolios, LLC19,500$281K0.17%+1,00013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC17,902$258K0.04%013F-HRTimeline
Patriot Financial Group Insurance Agenc…16,650$240K0.03%013F-HRTimeline
Walkner Condon Financial Advisors LLC16,213$233K0.05%new13F-HRTimeline
&PARTNERS16,230$233K<0.01%+80813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC15,619$225K0.02%new13F-HRTimeline
Janney Montgomery Scott LLC15,150$218K<0.01%-2,00013F-HRTimeline
CoreCap Advisors, LLC15,000$216K0.01%+6,00013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,899$215K<0.01%+56013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.14,146$204K<0.01%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,717$198K0.01%-8,89413F-HRTimelineGroup
WEDBUSH SECURITIES INC12,708$183K0.01%new13F-HRTimeline
HighTower Advisors, LLC12,399$179K<0.01%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…12,299$177K0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,331$163K<0.01%-3,28013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC11,000$158K0.01%013F-HRTimeline
COMERICA BANK10,805$156K<0.01%+67913F-HRTimeline
Private Advisor Group, LLC10,602$153K<0.01%+15013F-HRTimeline
HUB Investment Partners, LLC10,454$151K0.01%+45413F-HRTimeline
Steward Partners Investment Advisory, L…9,819$141K<0.01%-97113F-HRTimeline
Geneos Wealth Management Inc.463$98.6K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,995$86.3K0.02%-6,30613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,286$76.1K<0.01%+5,00013F-HRTimelineGroup
SOA Wealth Advisors, LLC.75,069$75.1K0.02%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,674$52.9K0.02%013F-HRTimelineGroup
PRIVATE TRUST CO NA3,500$50.4K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.3,034$43K<0.01%+3,03213F-HRTimeline
Noble Wealth Management PBC2,191$31.6K0.02%new13F-HRTimeline
WPG Advisers, LLC1,646$23.7K0.02%+90613F-HRTimeline
AdvisorNet Financial, Inc1,062$15.3K<0.01%new13F-HRTimeline
Founders Capital Management900$13K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.876$12.6K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC780$11.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC779$11K<0.01%013F-HRTimelineGroup
ROGCO, LP748$10.8K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…479$6.9K<0.01%new13F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.430$6.19K<0.01%-211,65613F-HRTimeline
McIlrath & Eck, LLC280$4.03K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO277$3.99K<0.01%+26813F-HRTimelineGroup
Allworth Financial LP16$222<0.01%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.