SEC ownership of BlackRock Capital Allocation Term Trust

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001809541.

Comparable stake leader

Saba Capital Management, L.P.

Disclosed value leader

Saba Capital Management, L.P.

Comparable rows

50/50

Latest evidence

13 Jul 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Saba Capital Management, L.P.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
13 Jul 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001809541
Issuer location
Wilmington, DE

Ownership snapshot

Top shareholders of BlackRock Capital Allocation Term Trust (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Saba Capital Management, ...
Disclosed value leader
Saba Capital Management, ...
Comparable rows
50/50
Latest evidence
13 Jul 2026
3/4/5 13D/G 13F Lead comparable stake: 4.9% 13D/G row: Saba Capital Management, L.P. Showing 1-8 of 50 holder rows.

Quick read

Saba Capital Management, L.P. leads the comparable SEC ownership view at 4.9%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Saba Capital Management, L.P.'s linked filing trail.
Comparable ownership Top 5
Saba Capital Management, L.P. 4.9%
Richard M. Rieder 0.26%
Stephen Thomas Minar 0.01%
MORGAN STANLEY 4.2%
WELLS FARGO & COMPANY/MN 2.4%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Saba Capital Management, L.P.
3/4/5 13D/G
10%+ Owner · Boaz R. Weinstein
4.9%
from 13D/G
$154,077,204
10,389,562 shares
15 May 2025
Richard M. Rieder
3/4/5
Portfolio Manager
0.26%
$4,346,781
272,353 shares
-$570,318 13 Jul 2026
Stephen Thomas Minar
3/4/5
Vice President
0.01%
$87,208
6,056 shares
08 May 2025
MORGAN STANLEY
13F
Company
13F
4.2%
$61,603,330
4,359,752 shares
31 Mar 2026
WELLS FARGO & COMPANY/MN
13F
Company
13F
2.4%
$35,576,308
2,517,785 shares
31 Mar 2026
COHEN & STEERS, INC.
13F
Company
13F
1.6%
$23,281,000
1,647,657 shares
31 Mar 2026
Penserra Capital Management LLC
13F
Company
13F
1.5%
$21,926,000
1,551,737 shares
31 Mar 2026
BANK OF AMERICA CORP /DE/
13F
Company
13F
1.4%
$20,866,872
1,476,778 shares
31 Mar 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$570,318.

Buys
$0
Insiders: 0
Sells
$570,318
Insiders: 1
Net
-$570,318
Shares: -35,734
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 35,734
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 35,734 $0 $570,318 -$570,318
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-16 of 16 reporting-owner rows connected to BlackRock Capital Allocation Term Trust. Open a relationship link for the CIK-to-CIK filing trail.

Rows
16
Largest Forms 3/4/5 holder
Saba Capital Management, L.P.
Net 12M change
-$570,318
Latest report
01 Aug 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Saba Capital Management, L.P. 10%+ Owner $154,077,204 Filing P/S 15 May 2025
Richard M. Rieder Portfolio Manager $4,346,781 -$570,318 -12% Filing P/S 13 Jul 2026
Russell Jared Koesterich Portfolio Manager $538,047 Mixed 30 Jan 2026
Stephen Thomas Minar Vice President $87,208 Mixed 08 May 2025
Robert W. Fairbairn Director $80,914 Mixed 22 Nov 2021
Randy William Berkowitz Portfolio Manager $73,437 Mixed 30 Jan 2026
Sarah Croughan Thompson Portfolio Manager $25,750 Mixed 30 Jan 2026
Stayce D. Harris Director $962 Filing P/S 28 Oct 2024
David William Clayton Portfolio Manager $0 Mixed 31 Jan 2024
Charles Park Chief Compliance Officer Mixed 01 Aug 2026
BlackRock International, Ltd. Investment Adviser Mixed 11 Mar 2024
Katherine Ann Moore Portfolio Manager Mixed 30 Jun 2024
Aaron David Wasserman Chief Compliance Officer Mixed 01 Jul 2023
Arthur Philip Steinmetz Director Mixed 09 Sep 2023
Lorenzo Flores Director Mixed 30 Jul 2021
James Phillip Holloman Director Mixed 10 Jun 2021

Recent insider transactions for BlackRock Capital Allocation Term Trust

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Richard M. Rieder BCAT Common Stock Sale -11.6% $570,318 $15.96 -35,734 272,353 13 Jul 2026 Direct
Sarah Croughan Thompson BCAT Common Stock Disposed to Issuer -100% -694 0 30 Jan 2026 Direct
Sarah Croughan Thompson BCAT Common Stock Options Exercise 694 694 30 Jan 2026 Direct
Sarah Croughan Thompson BCAT Phantom Shares Options Exercise -33.3% -694 1,388 30 Jan 2026 Direct
Russell Jared Koesterich BCAT Common Stock Disposed to Issuer -14.4% -5,554 33,000 30 Jan 2026 Direct
Russell Jared Koesterich BCAT Common Stock Options Exercise 16.8% 5,554 38,554 30 Jan 2026 Direct
Russell Jared Koesterich BCAT Phantom Shares Options Exercise -72.2% -5,554 2,140 30 Jan 2026 Direct
Randy William Berkowitz BCAT Common Stock Disposed to Issuer -100% -3,680 0 30 Jan 2026 Direct
Randy William Berkowitz BCAT Common Stock Options Exercise 3,680 3,680 30 Jan 2026 Direct
Randy William Berkowitz BCAT Phantom Shares Options Exercise -72.1% -3,680 1,424 30 Jan 2026 Direct
* marks a reported price that did not pass the local price check.
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