Institutional Ownership
Blackrock Cap Allocation Ter
CUSIP 09260U109COMBCATQ1 2026
Institutional Holders
100
13F filers
Shares Held
19.47M
Aggregate institutional
Institutional Value
$223.48M
Q1 2026
Net New Holders
-4
19 new · 23 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions19
Increased42
Decreased25
Sold out23
Institutional Holders
100 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 4.36M | $61.60M | +115.0K | Added |
| 2 | Wells Fargo & Company/Mn | 2.52M | $35.58M | +470.3K | Added |
| 3 | Bank Of America Corp /De/ | 1.48M | $20.87M | +263 | Added |
| 4 | Ubs Group AG | 978.8K | $13.83M | +18.3K | Added |
| 5 | Invesco Ltd. | 917.4K | $12.96M | −343.6K | Reduced |
| 6 | Royal Bank Of Canada | 570.0K | $8.05M | +190.6K | Added |
| 7 | Stifel Financial Corp | 501.4K | $7.08M | +32.1K | Added |
| 8 | Lpl Financial LLC | 472.0K | $6.67M | +70.8K | Added |
| 9 | Rockefeller Capital Management L.P. | 418.0K | $5.91M | −11.4K | Reduced |
| 10 | Advisors Asset Management, Inc. | 361.3K | $5.10M | +6.5K | Added |
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