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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 13 | $180 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $1.36K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 100 | $1.36K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 191 | $2.59K | 0.00% | −288−60.1% | Reduced |
| Highline Wealth Partners LLC | 200 | $2.72K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 356 | $4.83K | 0.00% | +356 | New |
| Assetmark, Inc | 427 | $5.80K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 499 | $6.77K | 0.00% | +18+3.7% | Added |
| Allworth Financial LP | 500 | $6.79K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 500 | $6.79K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 628 | $8.53K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 908 | $12.3K | 0.01% | +70+8.4% | Added |
| Cullen/Frost Bankers, Inc. | 1,000 | $13.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,451 | $19.7K | 0.00% | −659−31.2% | Reduced |
| Mather Group, LLC. | 2,087 | $28.3K | 0.00% | +2,087 | New |
| Harbour Investments, Inc. | 2,750 | $37.3K | 0.00% | +2,750 | New |
| The PNC Financial Services Group, Inc. | 3,000 | $40.7K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 3,450 | $46.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,920 | $94.0K | 0.00% | −9,133−56.9% | Reduced |
| Fifth Third Bancorp | 8,430 | $114.5K | 0.00% | +8,430 | New |
| Bryn Mawr Trust Co | 9,000 | $122.2K | 0.00% | +7,500+500.0% | Added |
| Private Advisor Group, LLC | 10,195 | $138.4K | 0.00% | +10,195 | New |
| Pensionmark Financial Group, LLC | 10,518 | $142.8K | 0.00% | −3,046−22.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 10,669 | $144.9K | 0.02% | +10,669 | New |
| Gryphon Financial Partners LLC | 11,250 | $152.8K | 0.02% | +11,250 | New |
| Almitas Capital LLC | 11,406 | $154.9K | 0.04% | +11,406 | New |
| Summit Trail Advisors, LLC | 11,995 | $162.9K | 0.00% | +11,995 | New |
| Steward Partners Investment Advisory, LLC | 14,054 | $190.9K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 14,565 | $197.8K | 0.00% | +1,511+11.6% | Added |
| Goldman Sachs Group Inc | 14,582 | $198.0K | 0.00% | +14,582 | New |
| Cambridge Investment Research Advisors, Inc. | 16,097 | $219.0K | 0.00% | +4,118+34.4% | Added |
| US Bancorp | 18,011 | $244.6K | 0.00% | −6,000−25.0% | Reduced |
| Truist Financial Corp | 19,241 | $261.3K | 0.00% | −16,588−46.3% | Reduced |
| Virtu Financial LLC | 20,074 | $273.0K | 0.01% | +20,074 | New |
| PFG Investments, LLC | 24,027 | $326.3K | 0.02% | +3,059+14.6% | Added |
| Sanctuary Advisors, LLC | 24,036 | $326.4K | 0.00% | +6,191+34.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 25,462 | $345.8K | 0.00% | +1,001+4.1% | Added |
| Prospera Financial Services Inc | 25,757 | $349.8K | 0.01% | +25,757 | New |
| Janney Montgomery Scott LLC | 26,172 | $355.0K | 0.00% | −1,578−5.7% | Reduced |
| Kestra Advisory Services, LLC | 26,420 | $358.8K | 0.00% | +26,420 | New |
| Rockefeller Capital Management L.P. | 26,624 | $361.6K | 0.00% | +13,567+103.9% | Added |
| XTX Topco Ltd | 28,614 | $388.6K | 0.01% | +28,614 | New |
| SeaCrest Wealth Management, LLC | 29,714 | $403.5K | 0.04% | −848−2.8% | Reduced |
| Beckerman Institutional, LLC | 34,589 | $469.7K | 0.25% | −1,027−2.9% | Reduced |
| Alpine Global Management, LLC | 35,022 | $475.6K | 0.07% | +35,022 | New |
| Franklin Resources Inc | 37,137 | $504.3K | 0.00% | +37,137 | New |
| Wealth Effects LLC | 38,310 | $520.3K | 0.18% | +38,310 | New |
| D.A. Davidson & Co. | 40,200 | $545.9K | 0.00% | −288−0.7% | Reduced |
| Aviance Capital Partners, LLC | 40,697 | $552.7K | 0.06% | +40,697 | New |
| Winebrenner Capital Management LLC | 44,000 | $597.5K | 0.38% | +5,000+12.8% | Added |
| Change Path, LLC | 44,500 | $604.3K | 0.01% | −576−1.3% | Reduced |
| Jane Street Group, LLC | 46,000 | $624.7K | 0.00% | +28,933+169.5% | Added |
| Wedbush Securities Inc | 48,909 | $664.0K | 0.02% | −3,664−7.0% | Reduced |
| Cetera Investment Advisers | 67,685 | $919.2K | 0.00% | +7,100+11.7% | Added |
| Shaker Financial Services, LLC | 68,329 | $927.9K | 0.32% | +48,829+250.4% | Added |
| Envestnet Asset Management Inc | 68,641 | $932.1K | 0.00% | +7,473+12.2% | Added |
| Golden State Equity Partners | 72,226 | $980.8K | 0.07% | +5,721+8.6% | Added |
| Commonwealth Equity Services, LLC | 72,786 | $988.4K | 0.00% | −11,381−13.5% | Reduced |
| Baird Financial Group, Inc. | 79,440 | $1.08M | 0.00% | +9,514+13.6% | Added |
| D. E. Shaw & Co., Inc. | 98,455 | $1.34M | 0.00% | 00.0% | Unchanged |
| CF Capital LLC | 100,000 | $1.36M | 1.64% | −123,714−55.3% | Reduced |
| Evolve Private Wealth, LLC | 103,234 | $1.40M | 0.07% | −75−0.1% | Reduced |
| RFG Advisory, LLC | 105,805 | $1.44M | 0.03% | +45,990+76.9% | Added |
| Americana Partners, LLC | 108,605 | $1.47M | 0.04% | −3,500−3.1% | Reduced |
| Raymond James Financial Inc | 152,525 | $2.07M | 0.00% | +40,650+36.3% | Added |
| Oppenheimer & Co Inc | 199,231 | $2.71M | 0.03% | −9,865−4.7% | Reduced |
| Wolverine Asset Management LLC | 221,850 | $3.01M | 0.05% | +136,482+159.9% | Added |
| Advisor Group Holdings, Inc. | 230,519 | $3.13M | 0.00% | −5,329−2.3% | Reduced |
| UBS Group AG | 244,427 | $3.32M | 0.00% | +41,876+20.7% | Added |
| LPL Financial LLC | 277,647 | $3.77M | 0.00% | +44,150+18.9% | Added |
| Mason & Associates Inc | 332,204 | $4.44M | 0.86% | −10,308−3.0% | Reduced |
| Formidable Asset Management, LLC | 301,869 | $4.64M | 0.72% | +6,321+2.1% | Added |
| Wells Fargo & Company | 391,493 | $5.32M | 0.00% | −173,092−30.7% | Reduced |
| Flagship Harbor Advisors, LLC | 558,506 | $7.58M | 0.33% | +470,048+531.4% | Added |
| Ameriprise Financial Inc | 642,586 | $8.73M | 0.00% | +83,912+15.0% | Added |
| Advisors Asset Management, Inc. | 646,960 | $8.79M | 0.15% | +66,265+11.4% | Added |
| Bank of America Corp | 785,898 | $10.7M | 0.00% | +3,985+0.5% | Added |
| Cohen & Steers, Inc. | 868,615 | $11.8M | 0.02% | +40,000+4.8% | Added |
| Invesco Ltd. | 1,046,149 | $14.2M | 0.00% | +4,605+0.4% | Added |
| Royal Bank of Canada | 1,223,160 | $16.6M | 0.00% | +9,985+0.8% | Added |
| BlackRock, Inc. | 1,233,545 | $16.8M | 0.00% | +5,000+0.4% | Added |
| Penserra Capital Management LLC | 1,459,010 | $19.8M | 0.23% | +94,638+6.9% | Added |
| Morgan Stanley | 2,204,468 | $29.9M | 0.00% | +37,517+1.7% | Added |
| Saba Capital Management, L.P. | 22,022,163 | $299.1M | 9.58% | −4,314,094−16.4% | Reduced |
| 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 |