BlackRock Capital Allocation Term Trust (BCAT) — Institutional Holders, Q2 2026 (page 2)
110 institutional investment managers reported a BCAT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $305.4M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 110. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BCAT 13F holders ranked 101–110 of 110
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Institute for Wealth Management#101 · 450 sh | 450 | $7.2K | <0.01% | New |
| 102 | Reyes Financial Architecture#102 · 337 sh | 337 | $5.4K | — | 0.0% |
| 103 | BESSEMER GROUP#103 · 228 sh | 228 | $4.0K | 0.00% | New |
| 104 | HIGHLINE WEALTH PARTNERS#104 · 250 sh | 250 | $4.0K | — | 0.0% |
| 105 | KERR FINANCIAL PLANNING#105 · 211 sh | 211 | $3.4K | <0.01% | +3.4% |
| 106 | HARBOUR INVESTMENTS#106 · 200 sh | 200 | $3.2K | 0.00% | 0.0% |
| 107 | WHITTIER OF NEVADA#107 · 95 sh | 95 | $1.5K | 0.00% | 0.0% |
| 108 | Key Capital Management#108 · 50 sh | 50 | $797.00 | <0.01% | New |
| 109 | DANSKE BANK A/S#109 · 1 sh | 1 | $16.00 | 0.00% | New |
| 110 | Quantum Portfolio Management#110 · 859 sh | 859 | — | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.