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 34 sales; 78 institutions reported holding it in 13F filings for Q2 2026, worth $512.4M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in BlackRock ESG Capital Allocation Term Trust as of Mar 31, 2026. 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
- 84
- +8 vs. Q4 2025
- Shares held
- 36.9M
- −3.19M (−8.0%) vs. Q4 2025
- Total value
- $501.0M
- −$115.2M (−18.7%) vs. Q4 2025
- New holders
- 18
- 32 more added
- Sold out
- 10
- 21 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 78 | $512.4M |
| Q1 2026 | 84 | $501.0M |
| Q4 2025 | 79 | $616.5M |
| Q3 2025 | 74 | $669.8M |
| Q2 2025 | 79 | $697.2M |
| Q1 2025 | 72 | $675.8M |
| Q4 2024 | 69 | $742.9M |
| Q3 2024 | 65 | $822.3M |
| Q2 2024 | 63 | $842.7M |
| Q1 2024 | 71 | $817.9M |
| Q4 2023 | 74 | $722.0M |
| Q3 2023 | 76 | $591.1M |
| Q2 2023 | 67 | $595.7M |
| Q1 2023 | 65 | $569.4M |
| Q4 2022 | 71 | $439.1M |
| Q3 2022 | 55 | $273.6M |
| Q2 2022 | 49 | $244.9M |
| Q1 2022 | 36 | $200.2M |
| Q4 2021 | 34 | $146.2M |
| Q3 2021 | 11 | $31.9M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding BlackRock ESG Capital Allocation Term Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 22,022,163 | $299.1M | 9.58% | −4,314,094−16.4% | Reduced |
| Morgan Stanley | 2,204,468 | $29.9M | 0.00% | +37,517+1.7% | Added |
| Penserra Capital Management LLC | 1,459,010 | $19.8M | 0.23% | +94,638+6.9% | Added |
| BlackRock, Inc. | 1,233,545 | $16.8M | 0.00% | +5,000+0.4% | Added |
| Royal Bank of Canada | 1,223,160 | $16.6M | 0.00% | +9,985+0.8% | Added |
| Invesco Ltd. | 1,046,149 | $14.2M | 0.00% | +4,605+0.4% | Added |
| Cohen & Steers, Inc. | 868,615 | $11.8M | 0.02% | +40,000+4.8% | Added |
| Bank of America Corp | 785,898 | $10.7M | 0.00% | +3,985+0.5% | Added |
| Advisors Asset Management, Inc. | 646,960 | $8.79M | 0.15% | +66,265+11.4% | Added |
| Ameriprise Financial Inc | 642,586 | $8.73M | 0.00% | +83,912+15.0% | Added |
| Flagship Harbor Advisors, LLC | 558,506 | $7.58M | 0.33% | +470,048+531.4% | Added |
| Wells Fargo & Company | 391,493 | $5.32M | 0.00% | −173,092−30.7% | Reduced |
| Formidable Asset Management, LLC | 301,869 | $4.64M | 0.72% | +6,321+2.1% | Added |
| Mason & Associates Inc | 332,204 | $4.44M | 0.86% | −10,308−3.0% | Reduced |
| LPL Financial LLC | 277,647 | $3.77M | 0.00% | +44,150+18.9% | Added |
| UBS Group AG | 244,427 | $3.32M | 0.00% | +41,876+20.7% | Added |
| Advisor Group Holdings, Inc. | 230,519 | $3.13M | 0.00% | −5,329−2.3% | Reduced |
| Wolverine Asset Management LLC | 221,850 | $3.01M | 0.05% | +136,482+159.9% | Added |
| Oppenheimer & Co Inc | 199,231 | $2.71M | 0.03% | −9,865−4.7% | Reduced |
| Raymond James Financial Inc | 152,525 | $2.07M | 0.00% | +40,650+36.3% | Added |
| Americana Partners, LLC | 108,605 | $1.47M | 0.04% | −3,500−3.1% | Reduced |
| RFG Advisory, LLC | 105,805 | $1.44M | 0.03% | +45,990+76.9% | Added |
| Evolve Private Wealth, LLC | 103,234 | $1.40M | 0.07% | −75−0.1% | Reduced |
| CF Capital LLC | 100,000 | $1.36M | 1.64% | −123,714−55.3% | Reduced |
| D. E. Shaw & Co., Inc. | 98,455 | $1.34M | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 79,440 | $1.08M | 0.00% | +9,514+13.6% | Added |
| Commonwealth Equity Services, LLC | 72,786 | $988.4K | 0.00% | −11,381−13.5% | Reduced |
| Golden State Equity Partners | 72,226 | $980.8K | 0.07% | +5,721+8.6% | Added |
| Envestnet Asset Management Inc | 68,641 | $932.1K | 0.00% | +7,473+12.2% | Added |
| Shaker Financial Services, LLC | 68,329 | $927.9K | 0.32% | +48,829+250.4% | Added |
| Cetera Investment Advisers | 67,685 | $919.2K | 0.00% | +7,100+11.7% | Added |
| Wedbush Securities Inc | 48,909 | $664.0K | 0.02% | −3,664−7.0% | Reduced |
| Jane Street Group, LLC | 46,000 | $624.7K | 0.00% | +28,933+169.5% | Added |
| Change Path, LLC | 44,500 | $604.3K | 0.01% | −576−1.3% | Reduced |
| Winebrenner Capital Management LLC | 44,000 | $597.5K | 0.38% | +5,000+12.8% | Added |
| Aviance Capital Partners, LLC | 40,697 | $552.7K | 0.06% | +40,697 | New |
| D.A. Davidson & Co. | 40,200 | $545.9K | 0.00% | −288−0.7% | Reduced |
| Wealth Effects LLC | 38,310 | $520.3K | 0.18% | +38,310 | New |
| Franklin Resources Inc | 37,137 | $504.3K | 0.00% | +37,137 | New |
| Alpine Global Management, LLC | 35,022 | $475.6K | 0.07% | +35,022 | New |
| Beckerman Institutional, LLC | 34,589 | $469.7K | 0.25% | −1,027−2.9% | Reduced |
| SeaCrest Wealth Management, LLC | 29,714 | $403.5K | 0.04% | −848−2.8% | Reduced |
| XTX Topco Ltd | 28,614 | $388.6K | 0.01% | +28,614 | New |
| Rockefeller Capital Management L.P. | 26,624 | $361.6K | 0.00% | +13,567+103.9% | Added |
| Kestra Advisory Services, LLC | 26,420 | $358.8K | 0.00% | +26,420 | New |
| Janney Montgomery Scott LLC | 26,172 | $355.0K | 0.00% | −1,578−5.7% | Reduced |
| Prospera Financial Services Inc | 25,757 | $349.8K | 0.01% | +25,757 | New |
| Wiley Bros.-Aintree Capital, LLC | 25,462 | $345.8K | 0.00% | +1,001+4.1% | Added |
| Sanctuary Advisors, LLC | 24,036 | $326.4K | 0.00% | +6,191+34.7% | Added |
| PFG Investments, LLC | 24,027 | $326.3K | 0.02% | +3,059+14.6% | Added |
| Virtu Financial LLC | 20,074 | $273.0K | 0.01% | +20,074 | New |
| Truist Financial Corp | 19,241 | $261.3K | 0.00% | −16,588−46.3% | Reduced |
| US Bancorp | 18,011 | $244.6K | 0.00% | −6,000−25.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,097 | $219.0K | 0.00% | +4,118+34.4% | Added |
| Goldman Sachs Group Inc | 14,582 | $198.0K | 0.00% | +14,582 | New |
| Creative Planning | 14,565 | $197.8K | 0.00% | +1,511+11.6% | Added |
| Steward Partners Investment Advisory, LLC | 14,054 | $190.9K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 11,995 | $162.9K | 0.00% | +11,995 | New |
| Almitas Capital LLC | 11,406 | $154.9K | 0.04% | +11,406 | New |
| Gryphon Financial Partners LLC | 11,250 | $152.8K | 0.02% | +11,250 | New |
| Walkner Condon Financial Advisors LLC | 10,669 | $144.9K | 0.02% | +10,669 | New |
| Pensionmark Financial Group, LLC | 10,518 | $142.8K | 0.00% | −3,046−22.5% | Reduced |
| Private Advisor Group, LLC | 10,195 | $138.4K | 0.00% | +10,195 | New |
| Bryn Mawr Trust Co | 9,000 | $122.2K | 0.00% | +7,500+500.0% | Added |
| Fifth Third Bancorp | 8,430 | $114.5K | 0.00% | +8,430 | New |
| CoreCap Advisors, LLC | 6,920 | $94.0K | 0.00% | −9,133−56.9% | Reduced |
| Triumph Capital Management | 3,450 | $46.9K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,000 | $40.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,750 | $37.3K | 0.00% | +2,750 | New |
| Mather Group, LLC. | 2,087 | $28.3K | 0.00% | +2,087 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,451 | $19.7K | 0.00% | −659−31.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,000 | $13.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 908 | $12.3K | 0.01% | +70+8.4% | Added |
| CWM, LLC | 628 | $8.53K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $6.79K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 500 | $6.79K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 499 | $6.77K | 0.00% | +18+3.7% | Added |
| Assetmark, Inc | 427 | $5.80K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 356 | $4.83K | 0.00% | +356 | New |
| Highline Wealth Partners LLC | 200 | $2.72K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 191 | $2.59K | 0.00% | −288−60.1% | Reduced |
| Ancora Advisors, LLC | 100 | $1.36K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 100 | $1.36K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 13 | $180 | 0.00% | 00.0% | Unchanged |
| Marex Group plc | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −24,716−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −16,166−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −15,134−100.0% | Sold out |
| Boreal Capital Management LLC | 0 | $0 | 0.00% | −13,702−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −3,459−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −1,073−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |