IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

BlackRock Capital Alloc TR (BCAT)

CUSIP: 09260U109 | US | Financial Services · Asset Management | Small Cap | 284 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC599,958
0.0% of portfolio›$8.2M
Cambridge Investment Research Advisors, Inc.237,346
0.0% of portfolio›$3.3M
Lido Advisors, LLC180,766
0.0% of portfolio›$2.5M
Commonwealth Equity Services, LLC90,264
0.0% of portfolio›$1.2M
Thrivent Financial for Lutherans86,649
0.0% of portfolio›$1.2M
Clearstead Advisors, LLC83,423
0.0% of portfolio›$1.1M
Formidable Asset Management, LLC78,874
0.2% of portfolio›$1.3M
CoreCap Advisors, LLC62,291
0.0% of portfolio›$853.4K
Winebrenner Capital Management LLC60,000
0.5% of portfolio›$822.0K
Triumph Capital Management46,159
0.1% of portfolio›$632.4K
Valen Private Capital, LLC41,495
0.2% of portfolio›$568.5K
Amplius Wealth Advisors, LLC37,124
0.0% of portfolio›$508.6K
Elevation Point Wealth Partners, LLC35,850
0.0% of portfolio›$491.1K
Oppenheimer & Co Inc35,554
0.0% of portfolio›$487.1K
Joseph P. Lucia & Associates, LLC33,983
0.1% of portfolio›$465.6K
Kingswood Wealth Advisors, LLC31,984
0.0% of portfolio›$438.2K
Bison Wealth, LLC29,901
0.0% of portfolio›$410.2K
Wedbush Securities Inc29,025
0.0% of portfolio›$398.0K
Sovran Advisors, LLC18,415
0.0% of portfolio›$254.3K
Eagle Rock Investment Company, LLC17,902
0.0% of portfolio›$245.3K
Truist Financial Corp16,938
0.0% of portfolio›$232.0K
Patriot Financial Group Insurance Agency, LLC16,650
0.0% of portfolio›$228.1K
SeaCrest Wealth Management, LLC16,241
0.0% of portfolio›$222.5K
Advisory Solutions Group, LLC15,991
0.0% of portfolio›$219.1K
Firethorn Wealth Partners, LLC13,203
0.1% of portfolio›$180.9K
Davenport & Co LLC12,111
0.0% of portfolio›$165.9K
Creative Planning12,102
0.0% of portfolio›$165.8K
Kestra Advisory Services, LLC11,353
0.0% of portfolio›$155.5K
Capital CS Group, LLC10,803
0.1% of portfolio›$148.0K
Closed-End Fund Advisors, Inc.10,402
0.1% of portfolio›$142.5K
Fifth Third Bancorp9,368
0.0% of portfolio›$128.3K
Assetmark, Inc5,366
0.0% of portfolio›$73.5K
Bokf, NA5,000
0.0% of portfolio›$68.5K
Lanark Financial, Inc.1,680
0.0% of portfolio›$23.0K
William Mack & Associates, Inc.1,339
0.0% of portfolio›$18.3K
US Bancorp \de\1,000
0.0% of portfolio›$13.7K
Gables Capital Management Inc.876
0.0% of portfolio›$12.0K
PNC Financial Services Group, Inc.851
0.0% of portfolio›$11.7K
North Star Investment Management Corp.500
0.0% of portfolio›$6.9K
Reyes Financial Architecture, Inc.337
0.0% of portfolio›$4.6K
Highline Wealth Partners LLC250
0.0% of portfolio›$3.4K
Key Capital Management, Inc200
0.0% of portfolio›$2.7K
Root Financial Partners, LLC196
0.0% of portfolio›$2.7K
StyleTurnoverLocationFiled
LPL Financial LLC
599,958$8.2M0.0%IndexVery LowFort Mill, SC2026-11-06
Cambridge Investment Research Advisors, Inc.
237,346$3.3M0.0%ETFLowFairfield, IA2026-11-02
Lido Advisors, LLC
180,766$2.5M0.0%GrowthLowLos Angeles, CA2026-11-04
Commonwealth Equity Services, LLC
90,264$1.2M0.0%ETFLowWaltham, MA2026-11-02
Thrivent Financial for Lutherans
86,649$1.2M0.0%GARPMediumMinneapolis, MN2026-11-05
Clearstead Advisors, LLC
83,423$1.1M0.0%ETFLowCleveland, OH2026-11-06
Formidable Asset Management, LLC
78,874$1.3M0.2%CoreLowCincinnati, OH2026-11-03
CoreCap Advisors, LLC
62,291$853.4K0.0%ETFMediumSouthfield, MI2026-10-08
Winebrenner Capital Management LLC
60,000$822.0K0.5%ETFLowLouisville, KY2026-10-07
Triumph Capital Management
46,159$632.4K0.1%ETFMediumDenver, CO2026-10-14
Valen Private Capital, LLC
41,495$568.5K0.2%ETFN/APaoli, PA2026-10-23
Amplius Wealth Advisors, LLC
37,124$508.6K0.0%ETFLowBlue Bell, PA2026-10-20
Elevation Point Wealth Partners, LLC
35,850$491.1K0.0%CoreHighDenver, CO2026-11-05
Oppenheimer & Co Inc
35,554$487.1K0.0%CoreLowNew York, NY2026-10-26
Joseph P. Lucia & Associates, LLC
33,983$465.6K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Kingswood Wealth Advisors, LLC
31,984$438.2K0.0%GrowthLowSan Diego, CA2026-10-23
Bison Wealth, LLC
29,901$410.2K0.0%GrowthMediumAtlanta, GA2026-10-13
Wedbush Securities Inc
29,025$398.0K0.0%CoreLowPasadena, CA2026-10-22
Sovran Advisors, LLC
18,415$254.3K0.0%ETFMediumSan Diego, CA2026-11-02
Eagle Rock Investment Company, LLC
17,902$245.3K0.0%CoreLowAtlanta, GA2026-10-21
Truist Financial Corp
16,938$232.0K0.0%CoreLowCharlotte, NC2026-10-30
Patriot Financial Group Insurance Agency, LLC
16,650$228.1K0.0%GrowthLowWalpole, MA2026-10-14
SeaCrest Wealth Management, LLC
16,241$222.5K0.0%GrowthLowPurchase, NY2026-10-21
Advisory Solutions Group, LLC
15,991$219.1K0.0%ETFN/APlymouth, MN2026-10-14
Firethorn Wealth Partners, LLC
13,203$180.9K0.1%ETFLowAugusta, GA2026-10-14
Davenport & Co LLC
12,111$165.9K0.0%CoreMediumRichmond, VA2026-10-14
Creative Planning
12,102$165.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Kestra Advisory Services, LLC
11,353$155.5K0.0%CoreLowAustin, TX2026-11-02
Capital CS Group, LLC
10,803$148.0K0.1%YieldMediumIrvine, CA2026-10-29
Closed-End Fund Advisors, Inc.
10,402$142.5K0.1%YieldMediumRichmond, VA2026-11-04
Fifth Third Bancorp
9,368$128.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Assetmark, Inc
5,366$73.5K0.0%ETFLowConcord, CA2026-10-21
Bokf, NA
5,000$68.5K0.0%CoreLowTulsa, OK2026-10-27
Lanark Financial, Inc.
1,680$23.0K0.0%CoreMediumBirmingham, AL2026-10-26
William Mack & Associates, Inc.
1,339$18.3K0.0%ETFLowTroy, MI2026-10-27
US Bancorp \de\
1,000$13.7K0.0%IndexLowMinneapolis, MN2026-11-05
Gables Capital Management Inc.
876$12.0K0.0%GrowthVery LowMiami, FL2026-11-04
PNC Financial Services Group, Inc.
851$11.7K0.0%GrowthVery LowPittsburgh, PA2026-11-06
North Star Investment Management Corp.
500$6.9K0.0%CoreLowChicago, IL2026-10-27
Reyes Financial Architecture, Inc.
337$4.6K0.0%ETFVery HighSan Diego, CA2026-10-22
Highline Wealth Partners LLC
250$3.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Key Capital Management, Inc
200$2.7K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Root Financial Partners, LLC
196$2.7K0.0%ETFMediumEncinitas, CA2026-10-21