Skip to main content
Livermore
Livermore
ZHEN

BlackRock ESG Capital Allocation Term Trust

ECAT
Exchange
NYSE
SEC CIK
0001864843

In the last 90 days, BlackRock ESG Capital Allocation Term Trust insiders filed 1 open-market purchase and 35 sales; 78 institutions reported holding it in 13F filings for Q2 2026, worth $512.4M in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in BlackRock ESG Capital Allocation Term Trust as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
79
+5 vs. Q3 2025
Shares held
40.1M
−784.7K (−1.9%) vs. Q3 2025
Total value
$616.5M
−$53.3M (−8.0%) vs. Q3 2025
New holders
19
26 more added
Sold out
14
22 more reduced

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ECAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 79 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 11 institutionsQ4 2021: 34 institutionsQ1 2022: 36 institutionsQ2 2022: 49 institutionsQ3 2022: 55 institutionsQ4 2022: 71 institutionsQ1 2023: 65 institutionsQ2 2023: 67 institutionsQ3 2023: 76 institutionsQ4 2023: 74 institutionsQ1 2024: 71 institutionsQ2 2024: 63 institutionsQ3 2024: 65 institutionsQ4 2024: 69 institutionsQ1 2025: 72 institutionsQ2 2025: 79 institutionsQ3 2025: 74 institutionsQ4 2025: 79 institutionsQ1 2026: 84 institutionsQ2 2026: 78 institutions
Value heldQ4 2025: $616.5M
Q1 2021: $0Q2 2021: $0Q3 2021: $31.9MQ4 2021: $146.2MQ1 2022: $200.2MQ2 2022: $244.9MQ3 2022: $273.6MQ4 2022: $439.1MQ1 2023: $569.4MQ2 2023: $595.7MQ3 2023: $591.1MQ4 2023: $722.0MQ1 2024: $817.9MQ2 2024: $842.7MQ3 2024: $822.3MQ4 2024: $742.9MQ1 2025: $675.8MQ2 2025: $697.2MQ3 2025: $669.8MQ4 2025: $616.5MQ1 2026: $501.0MQ2 2026: $512.4M
Institutions holding ECAT and their total value by quarter
QuarterHoldersValue
Q2 202678$512.4M
Q1 202684$501.0M
Q4 202579$616.5M
Q3 202574$669.8M
Q2 202579$697.2M
Q1 202572$675.8M
Q4 202469$742.9M
Q3 202465$822.3M
Q2 202463$842.7M
Q1 202471$817.9M
Q4 202374$722.0M
Q3 202376$591.1M
Q2 202367$595.7M
Q1 202365$569.4M
Q4 202271$439.1M
Q3 202255$273.6M
Q2 202249$244.9M
Q1 202236$200.2M
Q4 202134$146.2M
Q3 202111$31.9M
Q2 20210$0
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding BlackRock ESG Capital Allocation Term Trust; share changes are against Q3 2025.

Institutions holding ECAT in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Saba Capital Management, L.P.26,336,257$405.1M13.59%−1,464,467−5.3%Reduced
Morgan Stanley2,166,951$33.3M0.00%−151,538−6.5%Reduced
Penserra Capital Management LLC1,364,372$21.0M0.25%+126,280+10.2%Added
BlackRock, Inc.1,228,545$18.9M0.00%00.0%Unchanged
Royal Bank of Canada1,213,175$18.7M0.00%+152,844+14.4%Added
Invesco Ltd.1,041,544$16.0M0.00%−30,774−2.9%Reduced
Cohen & Steers, Inc.828,615$12.7M0.02%00.0%Unchanged
Bank of America Corp781,913$12.0M0.00%+3,134+0.4%Added
Advisors Asset Management, Inc.580,695$8.93M0.15%+45,612+8.5%Added
Wells Fargo & Company564,585$8.68M0.00%+92,094+19.5%Added
Ameriprise Financial Inc558,674$8.59M0.00%+42,585+8.3%Added
Mason & Associates Inc342,512$5.27M0.99%+342,512New
Formidable Asset Management, LLC295,548$4.85M0.71%+69,357+30.7%Added
Advisor Group Holdings, Inc.235,848$3.63M0.01%+8,255+3.6%Added
LPL Financial LLC233,497$3.59M0.00%+89,217+61.8%Added
CF Capital LLC223,714$3.44M1.71%−61,286−21.5%Reduced
Oppenheimer & Co Inc209,096$3.22M0.05%−3,882−1.8%Reduced
UBS Group AG202,551$3.12M0.00%−131,812−39.4%Reduced
Americana Partners, LLC112,105$1.72M0.05%−8,210−6.8%Reduced
Raymond James Financial Inc111,875$1.72M0.00%+7,548+7.2%Added
Evolve Private Wealth, LLC103,309$1.59M0.09%+103,309New
D. E. Shaw & Co., Inc.98,455$1.51M0.00%+12,538+14.6%Added
Flagship Harbor Advisors, LLC88,458$1.36M0.06%−5,922−6.3%Reduced
Wolverine Asset Management LLC85,368$1.31M0.02%+85,368New
Commonwealth Equity Services, LLC84,167$1.29M0.00%+14,964+21.6%Added
Baird Financial Group, Inc.69,926$1.08M0.00%−959−1.4%Reduced
Golden State Equity Partners66,505$1.02M0.17%+5,960+9.8%Added
Envestnet Asset Management Inc61,168$940.8K0.00%+15,708+34.6%Added
Cetera Investment Advisers60,585$931.8K0.00%+12,058+24.8%Added
RFG Advisory, LLC59,815$920.0K0.02%+59,815New
Wedbush Securities Inc52,573$809.0K0.02%−35,486−40.3%Reduced
Change Path, LLC45,076$693.3K0.02%−470−1.0%Reduced
D.A. Davidson & Co.40,488$622.7K0.00%+200+0.5%Added
Winebrenner Capital Management LLC39,000$599.8K0.40%00.0%Unchanged
Truist Financial Corp35,829$551.1K0.00%+1,660+4.9%Added
Beckerman Institutional, LLC35,616$547.8K0.31%−1,200−3.3%Reduced
SeaCrest Wealth Management, LLC30,562$480.1K0.05%−85−0.3%Reduced
Janney Montgomery Scott LLC27,750$427.0K0.00%+2,227+8.7%Added
Marex Group plc25,500$392.2K0.00%+25,500New
HRT Financial LP24,716$380.0K0.00%−915−3.6%Reduced
Wiley Bros.-Aintree Capital, LLC24,461$376.2K0.00%+24,461New
US Bancorp24,011$369.3K0.00%−1,480−5.8%Reduced
PFG Investments, LLC20,968$322.5K0.02%+518+2.5%Added
Shaker Financial Services, LLC19,500$299.9K0.10%+19,500New
Sanctuary Advisors, LLC17,845$274.5K0.00%+4,845+37.3%Added
Colony Group, LLC16,166$265.0K0.00%00.0%Unchanged
Jane Street Group, LLC17,067$262.5K0.00%−81,672−82.7%Reduced
CoreCap Advisors, LLC16,053$246.9K0.01%−13,461−45.6%Reduced
Landscape Capital Management, L.L.C.15,134$232.8K0.02%+15,134New
Steward Partners Investment Advisory, LLC14,054$216.2K0.00%00.0%Unchanged
Boreal Capital Management LLC13,702$210.7K0.16%−955−6.5%Reduced
Pensionmark Financial Group, LLC13,564$208.6K0.00%+320+2.4%Added
Rockefeller Capital Management L.P.13,057$200.8K0.00%−4,907−27.3%Reduced
Creative Planning13,054$200.8K0.00%+13,054New
Cambridge Investment Research Advisors, Inc.11,979$184.0K0.00%+1,439+13.7%Added
Ashton Thomas Private Wealth, LLC10,000$153.8K0.00%00.0%Unchanged
Comerica Bank9,261$142.4K0.00%−8,382−47.5%Reduced
Global Retirement Partners, LLC4,240$65.2K0.00%+4,240New
Tucker Asset Management LLC3,459$53.2K0.02%+3,459New
Triumph Capital Management3,450$53.1K0.01%+3,450New
The PNC Financial Services Group, Inc.3,000$46.1K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.2,110$32.5K0.00%+2,110New
Bryn Mawr Trust Co1,500$23.1K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.1,073$16.5K0.00%+1+0.1%Added
CIBC Private Wealth Group, LLC1,000$15.4K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.1,000$15.4K0.00%+1,000New
WPG Advisers, LLC838$12.9K0.01%−288−25.6%Reduced
CWM, LLC628$10.0K0.00%00.0%Unchanged
Capital Analysts, LLC641$10.0K0.00%+641New
Allworth Financial LP500$7.69K0.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.500$7.69K0.01%+500New
Larson Financial Group LLC481$7.40K0.00%+24+5.3%Added
Root Financial Partners, LLC479$7.37K0.00%+479New
Assetmark, Inc427$6.57K0.00%+122+40.0%Added
Highline Wealth Partners LLC200$3.08K0.00%−200−50.0%Reduced
Ancora Advisors, LLC100$1.54K0.00%00.0%Unchanged
MRP Capital Investments, LLC100$1.54K0.00%+100New
Signaturefd, LLC13$1930.00%+1+8.3%Added
Jones Financial Companies LLLP3$460.00%+3New
Stifel Financial Corp0$00.00%−91,653−100.0%Sold out
Dymon Asia Capital (Singapore) Pte. Ltd.0$00.00%−41,774−100.0%Sold out
Gibraltar Capital Management, Inc.0$00.00%−15,000−100.0%Sold out
Blair William & Co0$00.00%−11,871−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−10,918−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−5,250−100.0%Sold out
Mather Group, LLC.0$00.00%−4,587−100.0%Sold out
Cornerstone Advisors, LLC0$00.00%−4,400−100.0%Sold out
Keener Financial Planning LLC0$00.00%−1,880−100.0%Sold out
Atlantic Union Bankshares Corp0$00.00%−1,245−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−1,000−100.0%Sold out
Advisory Services Network, LLC0$00.00%−461−100.0%Sold out
Parallel Advisors, LLC0$00.00%−300−100.0%Sold out
Pacifica Partners Inc.0$00.00%−157−100.0%Sold out