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Disclosery

BCAT BLACKROCK CAP ALLOCATION TER

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COM (fund), issuer CIK 1809541

100 managers (100 13F filers) reported a position in BCAT shares at 2026-03-31, 19,469,773 shares in all. 19 filers opened a position and 23 filers sold out during the quarter.

Managers
100
13F filers
100
New
19
Added
42
Reduced
25
Sold out
23
Shares held by filers
19,469,773

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY4,359,752$61.6M<0.01%+114,95013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,517,785$35.6M0.01%+470,33313F-HR/ATimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,647,657$23.3M0.04%+15,00013F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,551,737$21.9M0.26%+115,63413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,476,778$20.9M<0.01%+26313F-HRTimelineGroup
UBS Group AGin group UBS Group AG978,775$13.8M<0.01%+18,27413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.917,395$13M<0.01%-343,61713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA570,035$8.05M<0.01%+190,60413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP501,404$7.08M0.01%+32,13213F-HRTimelineGroup
LPL Financial LLC471,996$6.67M<0.01%+70,82113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…418,019$5.91M0.01%-11,35613F-HRTimelineGroup
Advisors Asset Management, Inc.361,265$5.1M0.08%+6,47413F-HRTimeline
Keebeck Wealth Management351,976$4.97M0.56%-8,01813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC338,530$4.78M<0.01%+4,08813F-HRTimelineGroup
Cambridge Investment Research Advisors,…229,609$3.24M0.01%+15,26013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC186,316$2.63M0.01%+5,72613F-HRTimelineGroup
CWM, LLCin group CWM, LLC127,774$1.81M<0.01%+57,47813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC120,460$1.7M<0.01%-32913F-HR/ATimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP104,390$1.48M<0.01%-14,03313F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC99,069$1.4M0.07%-813F-HRTimeline
PFG Investments, LLC97,585$1.38M0.06%+21,82813F-HRTimeline
Integrated Wealth Concepts LLC97,402$1.38M0.01%+5,75013F-HRTimeline
Perennial Investment Advisors, LLC94,644$1.34M0.11%+27,42013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.91,585$1.29M<0.01%-7,58313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC90,136$1.27M<0.01%+72,68713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.88,675$1.25M<0.01%+8,78313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…86,649$1.23M<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC83,423$1.18M0.01%-1,00013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC81,139$1.15M<0.01%-105,57313F-HRTimelineGroup
Cetera Investment Advisers72,540$1.02M<0.01%+5,72613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC69,111$977K<0.01%-39,78513F-HRTimeline
Mathes Company, Inc.68,250$964K0.35%-18,25013F-HRTimeline
Formidable Asset Management, LLC65,921$933K0.14%new13F-HRTimeline
Bramshill Investments, LLC50,677$716K0.06%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC48,844$690K<0.01%new13F-HRTimeline
&PARTNERS47,914$677K<0.01%+1,76213F-HRTimeline
Quantinno Capital Management LP41,232$583K<0.01%+1,32413F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC41,000$579K0.37%+5,00013F-HRTimeline
Vestmark Advisory Solutions, Inc.38,150$539K0.01%-20013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC38,150$539K0.01%-20013F-HRTimeline
Bison Wealth, LLC32,574$512K0.05%+53613F-HRTimeline
TD Capital Management LLC35,663$504K0.05%+1,85113F-HRTimeline
Amplius Wealth Advisors, LLC35,621$503K0.04%+1,74413F-HRTimeline
Patriot Financial Group Insurance Agenc…33,300$471K0.03%+16,65013F-HRTimeline
Joseph P. Lucia & Associates, LLC33,277$470K0.17%-3,99713F-HRTimeline
CoreCap Advisors, LLC26,664$377K0.01%+8,56113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC24,999$353K0.02%+7,08913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,505$346K<0.01%013F-HRTimeline
Prosperity Consulting Group, LLC24,141$341K0.02%+7,23513F-HRTimeline
NorthRock Partners, LLC21,281$301K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC21,229$300K<0.01%new13F-HRTimeline
Aviance Capital Partners, LLC20,765$293K0.03%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,964$282K<0.01%-30,95213F-HRTimelineGroup
Camelot Portfolios, LLC19,500$276K0.21%013F-HRTimeline
Closed-End Fund Advisors, Inc.19,275$272K0.28%-17,34813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC19,174$271K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP18,166$256K<0.01%-2,80513F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC17,902$253K0.04%013F-HRTimeline
WEDBUSH SECURITIES INC17,828$252K0.01%+1,30013F-HRTimeline
NewEdge Advisors, LLC17,638$249K<0.01%+77913F-HR/ATimeline
Walkner Condon Financial Advisors LLC17,613$249K0.03%+1,40013F-HRTimeline
HighTower Advisors, LLC16,919$239K<0.01%+61913F-HRTimeline
SeaCrest Wealth Management, LLC15,486$219K0.02%-1,61113F-HRTimeline
Creative Planningin group Creative Planning14,801$209K<0.01%+21813F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC14,415$204K0.01%+69013F-HRTimeline
Sovran Advisors, LLC13,285$201K0.02%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,800$181K<0.01%new13F-HRTimelineGroup
CHOREO, LLC11,810$167K<0.01%-6513F-HRTimeline
CALTON & ASSOCIATES, INC.11,069$156K0.02%+38313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,843$153K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC10,706$151K<0.01%+17013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,000$141K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,706$137K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.9,561$135K<0.01%+51313F-HRTimelineGroup
Advisory Services Network, LLC9,012$127K<0.01%-2,62613F-HRTimeline
Steward Partners Investment Advisory, L…6,771$95.7K<0.01%-2313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,500$77.7K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC5,366$75.8K<0.01%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,674$51.9K0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA3,500$49.5K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,332$47.1K<0.01%-46313F-HRTimeline
McIlrath & Eck, LLC3,130$44.2K<0.01%+1,96913F-HRTimeline
AdvisorNet Financial, Inc2,605$36.8K<0.01%-56913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,076$29.3K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP28,059$28.6K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.1,849$26.1K<0.01%+66413F-HRTimeline
WPG Advisers, LLC1,503$21.2K0.02%+17613F-HRTimeline
N.E.W. Advisory Services LLC1,324$18.7K<0.01%-1,07613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,250$17.7K<0.01%013F-HRTimelineGroup
Founders Capital Management900$12.7K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.876$12.4K0.01%013F-HRTimeline
Root Financial Partners, LLC771$10.9K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB700$9.89K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.337$4.76K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC250$3.53K<0.01%-25013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…250$3.53K<0.01%new13F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp204$3.05K<0.01%new13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.200$2.83K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC95$1.37K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10$140<0.01%new13F-HRTimelineGroup