$BCAT

$13.28 +$0.10 (0.76%) Close

$BCAT Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 106.3M shares outstanding

Who owns BCAT?

By type of holder

Institutions 18.0% Insiders 10.1% Everyone else 71.9%

Concentration Top 10 holders own 22.0%

Boaz R. Weinstein 4.8% · Saba Capital Management, L.P. 4.8%

Institutional ownership

18.0%

-0.3 pts vs last qtr

Institutional holders

110

+10 vs last qtr

Net shares bought

−337.0K

by institutions in Q2 2026

New / sold out

25 / 15

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Ameriprise Financial Inc +460.3K
Royal Bank Of Canada +110.4K

Biggest sellers in Q2 2026

Morgan Stanley −756.7K
Invesco Ltd. −217.5K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for BlackRock Capital Allocation Term Trust in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for BlackRock Capital Allocation Term Trust.

How patient are the owners?

Institutional shares by how long they've been held

5+ years55% 3–5 years21% 1–3 years17% Under 1 year7%

Quarterly turnover

8.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting BCAT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Morgan Stanley	3.6M	3.39%	−756.7K (−17.4%)	≤2021	0.0%
Shares held by quarter Peak holding4.5M (Q3'25) Change over 8 quarters−767.6K Share of the company3.390% Morgan Stanley's full portfolio →
WF Wells Fargo & Company/mn	2.4M	2.29%	−83.9K (−3.3%)	≤2021	0.0%
Shares held by quarter Peak holding2.5M (Q1'26) Change over 8 quarters+1.9M Share of the company2.290% Wells Fargo & Company/mn's full portfolio →

Morgan Stanley

3.6M

% of company

3.39%

Change vs last qtr

−756.7K (−17.4%)

Held since

≤2021

Wells Fargo & Company/mn

2.4M

% of company

2.29%

Change vs last qtr

−83.9K (−3.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding BlackRock Capital Allocation Term Trust, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BCAT on Form N-PORT; together they hold 3.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
AC Amplify CEF High Income ETF Amplify ETF Trust	$25.6M	1.6M	1.51%	3.55%	June 30, 2026
CS Cohen & Steers Closed-End Opportunity Fund, Inc. Cohen & Steers Closed-End Opportunity Fund, Inc.	$17.1M	1.1M	1.01%	4.50%	June 30, 2026

Amplify CEF High Income ETF

Amplify ETF Trust

Position value

$25.6M

% of company

1.51%

% of the fund

3.55%

As of

June 30, 2026

Cohen & Steers Closed-End Opportunity Fund, Inc.

Position value

$17.1M

% of company

1.01%

% of the fund

4.50%

As of

June 30, 2026

10 more funds behind a free account

See every fund holding BlackRock Capital Allocation Term Trust and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BR Boaz R. Weinstein 5%+ holder 13D · 4.9%	5.1M	4.80%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.800% Disclosed stake13D · 4.9% View the 13D/G filing →
SC Saba Capital Management, L.P. 5%+ holder 13D · 4.9%	5.1M	4.80%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.800% Disclosed stake13D · 4.9% View the 13D/G filing →

Boaz R. Weinstein

5%+ holder13D · 4.9%

5.1M

% of company

4.80%

Change vs last qtr

—

Held since

—

Saba Capital Management, L.P.

5%+ holder13D · 4.9%

5.1M

% of company

4.80%

Change vs last qtr

—

Held since

—

4 more holders behind a free account

See every insider and 5%+ holder of BlackRock Capital Allocation Term Trust.

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