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, Q2 2026
Institutional positions in BlackRock ESG Capital Allocation Term Trust as of Jun 30, 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
- 78
- −5 vs. Q1 2026
- Shares held
- 32.6M
- −4.22M (−11.5%) vs. Q1 2026
- Total value
- $512.4M
- +$11.4M (+2.3%) vs. Q1 2026
- New holders
- 10
- 34 more added
- Sold out
- 15
- 22 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding BlackRock ESG Capital Allocation Term Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 14 | $219 | 0.00% | +1+7.7% | Added |
| MRP Capital Investments, LLC | 100 | $1.57K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 200 | $3.14K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 200 | $3.14K | 0.00% | +200 | New |
| Bessemer Group Inc | 362 | $6.00K | 0.00% | +362 | New |
| Allworth Financial LP | 500 | $7.86K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 500 | $7.86K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $7.86K | 0.00% | +500 | New |
| Farther Finance Advisors, LLC | 500 | $7.86K | 0.00% | +500 | New |
| Assetmark, Inc | 852 | $13.4K | 0.00% | +425+99.5% | Added |
| WPG Advisers, LLC | 904 | $14.2K | 0.01% | −4−0.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,000 | $15.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,449 | $22.8K | 0.00% | −2−0.1% | Reduced |
| XP Advisory US, Inc. | 1,950 | $30.7K | 0.02% | +1,950 | New |
| Quent Capital, LLC | 2,000 | $31.4K | 0.00% | +2,000 | New |
| Mather Group, LLC. | 2,087 | $32.8K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 2,725 | $42.8K | 0.01% | −725−21.0% | Reduced |
| Harbour Investments, Inc. | 2,750 | $43.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,000 | $47.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,994 | $78.5K | 0.00% | +4,994 | New |
| Pinnacle Bancorp, Inc. | 6,820 | $107.2K | 0.03% | +6,820 | New |
| Summit Trail Advisors, LLC | 11,995 | $188.6K | 0.00% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 12,221 | $192.1K | 0.02% | +12,221 | New |
| Creative Planning | 13,188 | $207.3K | 0.00% | −1,377−9.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,272 | $224.4K | 0.00% | +218+1.6% | Added |
| Private Advisor Group, LLC | 14,696 | $231.0K | 0.00% | +4,501+44.1% | Added |
| Fifth Third Bancorp | 14,757 | $232.0K | 0.00% | +6,327+75.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,715 | $278.0K | 0.00% | +1,618+10.1% | Added |
| US Bancorp | 18,011 | $283.1K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 20,204 | $317.6K | 0.00% | +963+5.0% | Added |
| Alpine Global Management, LLC | 21,848 | $343.5K | 0.06% | −13,174−37.6% | Reduced |
| Sanctuary Advisors, LLC | 24,095 | $378.8K | 0.00% | +59+0.2% | Added |
| PFG Investments, LLC | 24,223 | $380.8K | 0.01% | +196+0.8% | Added |
| Kestra Advisory Services, LLC | 24,984 | $392.8K | 0.00% | −1,436−5.4% | Reduced |
| CoreCap Advisors, LLC | 25,306 | $397.8K | 0.01% | +18,386+265.7% | Added |
| Janney Montgomery Scott LLC | 25,473 | $400.0K | 0.00% | −699−2.7% | Reduced |
| SRS Capital Advisors, Inc. | 26,138 | $410.9K | 0.00% | +26,138 | New |
| Prospera Financial Services Inc | 26,457 | $416.0K | 0.01% | +700+2.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 26,465 | $416.0K | 0.00% | +1,003+3.9% | Added |
| CF Capital LLC | 28,000 | $440.2K | 0.53% | −72,000−72.0% | Reduced |
| Beckerman Institutional, LLC | 34,099 | $536.0K | 0.26% | −490−1.4% | Reduced |
| XTX Topco Ltd | 34,302 | $539.2K | 0.01% | +5,688+19.9% | Added |
| Wealth Effects LLC | 37,577 | $590.7K | 0.16% | −733−1.9% | Reduced |
| Change Path, LLC | 38,700 | $608.4K | 0.01% | −5,800−13.0% | Reduced |
| SeaCrest Wealth Management, LLC | 40,000 | $628.8K | 0.07% | +10,286+34.6% | Added |
| D.A. Davidson & Co. | 40,200 | $631.9K | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 43,269 | $680.2K | 0.07% | +2,572+6.3% | Added |
| Wedbush Securities Inc | 54,052 | $850.0K | 0.02% | +5,143+10.5% | Added |
| Winebrenner Capital Management LLC | 55,000 | $864.6K | 0.53% | +11,000+25.0% | Added |
| Rockefeller Capital Management L.P. | 61,790 | $971.3K | 0.00% | +35,166+132.1% | Added |
| Cetera Investment Advisers | 66,968 | $1.05M | 0.00% | −717−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 82,478 | $1.30M | 0.00% | +9,692+13.3% | Added |
| Baird Financial Group, Inc. | 82,536 | $1.30M | 0.00% | +3,096+3.9% | Added |
| Envestnet Asset Management Inc | 86,121 | $1.35M | 0.00% | +17,480+25.5% | Added |
| Evolve Private Wealth, LLC | 93,640 | $1.47M | 0.09% | −9,594−9.3% | Reduced |
| D. E. Shaw & Co., Inc. | 98,455 | $1.55M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 102,964 | $1.62M | 0.00% | +56,964+123.8% | Added |
| Americana Partners, LLC | 104,534 | $1.64M | 0.04% | −4,071−3.7% | Reduced |
| RFG Advisory, LLC | 117,195 | $1.84M | 0.03% | +11,390+10.8% | Added |
| Raymond James Financial Inc | 152,737 | $2.40M | 0.00% | +212+0.1% | Added |
| UBS Group AG | 179,846 | $2.83M | 0.00% | −64,581−26.4% | Reduced |
| Oppenheimer & Co Inc | 196,335 | $3.09M | 0.03% | −2,896−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 255,323 | $4.01M | 0.00% | +24,804+10.8% | Added |
| Formidable Asset Management, LLC | 296,032 | $4.02M | 0.64% | −5,837−1.9% | Reduced |
| LPL Financial LLC | 269,321 | $4.23M | 0.00% | −8,326−3.0% | Reduced |
| Mason & Associates Inc | 357,593 | $5.62M | 0.91% | +25,389+7.6% | Added |
| Flagship Harbor Advisors, LLC | 586,647 | $9.22M | 0.35% | +28,141+5.0% | Added |
| Wells Fargo & Company | 646,887 | $10.2M | 0.00% | +255,394+65.2% | Added |
| Advisors Asset Management, Inc. | 701,463 | $11.0M | 0.17% | +54,503+8.4% | Added |
| Bank of America Corp | 786,472 | $12.4M | 0.00% | +574+0.1% | Added |
| Ameriprise Financial Inc | 813,493 | $12.8M | 0.00% | +170,907+26.6% | Added |
| Cohen & Steers, Inc. | 928,615 | $14.6M | 0.02% | +60,000+6.9% | Added |
| Invesco Ltd. | 994,942 | $15.6M | 0.00% | −51,207−4.9% | Reduced |
| BlackRock, Inc. | 1,228,545 | $19.3M | 0.00% | −5,000−0.4% | Reduced |
| Royal Bank of Canada | 1,254,166 | $19.7M | 0.00% | +31,006+2.5% | Added |
| Penserra Capital Management LLC | 1,516,889 | $23.8M | 0.18% | +57,879+4.0% | Added |
| Morgan Stanley | 2,161,073 | $34.0M | 0.00% | −43,395−2.0% | Reduced |
| Saba Capital Management, L.P. | 17,612,449 | $276.9M | 8.46% | −4,409,714−20.0% | Reduced |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −221,850−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −72,226−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −68,329−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −37,137−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −20,074−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −14,582−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −11,406−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −11,250−100.0% | Sold out |
| Walkner Condon Financial Advisors LLC | 0 | $0 | 0.00% | −10,669−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −10,518−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −499−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −356−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |