Institutional Ownership
Blackrock Cap Allocation Ter
CUSIP 09260U109COMBCATQ1 2026
13D / 13G Filings
26
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
15.2%
Max % of class reported
Institutional Holders
100
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
26 filings · latest Aug 7, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Aug 7, 2025 | Saba Capital Management, L.P. | 13D/A | 4.9% | — | SEC |
| 2 | Jul 28, 2025 | Saba Capital Management, L.P. | 13D/A | 5.1% | — | SEC |
| 3 | Jul 14, 2025 | Saba Capital Management, L.P. | 13D/A | 6.3% | — | SEC |
| 4 | Jun 30, 2025 | Saba Capital Management, L.P. | 13D/A | 7.5% | — | SEC |
| 5 | Jun 11, 2025 | Saba Capital Management, L.P. | 13D/A | 8.6% | — | SEC |
| 6 | May 30, 2025 | Saba Capital Management, L.P. | 13D/A | 9.6% | — | SEC |
| 7 | May 9, 2025 | Saba Capital Management, L.P. | 13D/A | 10.6% | — | SEC |
| 8 | Mar 3, 2025 | Saba Capital Management, L.P. | 13D/A | 11.7% | — | SEC |
| 9 | Jan 21, 2025 | Saba Capital Management, L.P. | 13D/A | 12.7% | — | SEC |
| 10 | Dec 16, 2024 | Saba Capital Management, L.P. | 13D/A | 12.9% | 13.88M | SEC |
16 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Blackrock Cap Allocation Ter.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 4.36M | $61.60M |
| 2 | Wells Fargo & Company/Mn | 2.52M | $35.58M |
| 3 | Bank Of America Corp /De/ | 1.48M | $20.87M |
| 4 | Ubs Group AG | 978.8K | $13.83M |
| 5 | Invesco Ltd. | 917.4K | $12.96M |
| 6 | Royal Bank Of Canada | 570.0K | $8.05M |
| 7 | Stifel Financial Corp | 501.4K | $7.08M |
| 8 | Lpl Financial LLC | 472.0K | $6.67M |
| 9 | Rockefeller Capital Management L.P. | 418.0K | $5.91M |
| 10 | Advisors Asset Management, Inc. | 361.3K | $5.10M |