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BlackRock ESG Capital Allocation Term Trust (ECAT) Institutional Ownership

BlackRock ESG Capital Allocation Term Trust logo
$13.58 -0.17 (-1.20%)
Closing price 03:59 PM Eastern
Extended Trading
$13.53 -0.05 (-0.40%)
As of 07:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for BlackRock ESG Capital Allocation Term Trust (NYSE:ECAT)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$28.67M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$95.91M
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ECAT Institutional Buying and Selling by Quarter

BlackRock ESG Capital Allocation Term Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Integrated Wealth Concepts LLC18,487$291K0.0%N/A0.000%
9/9/2026RFG Advisory LLC117,195$1.84M0.0%+10.8%0.000%
9/9/2026Baird Financial Group Inc.82,536$1.30M0.0%+3.9%0.000%
8/22/2026XP Advisory US Inc.1,950$31K0.0%N/A0.000%
8/21/2026Mason & Associates Inc357,593$5.62M0.9%+7.6%0.000%
8/21/2026Triumph Capital Management2,725$43K0.0%-21.0%0.000%
8/20/2026Wedbush Securities Inc.54,052$850K0.0%+10.5%0.000%
7/7/2026CoreCap Advisors LLC25,306$398K0.0%+265.7%0.000%
5/19/2026Bank of America Corp DE785,898$10.67M0.0%+0.5%0.000%
5/18/2026Royal Bank of Canada1,223,160$16.61M0.0%+0.8%0.000%
5/16/2026Saba Capital Management L.P.22,022,163$299.06M8.3%-16.4%0.000%
5/13/2026Cetera Investment Advisers67,685$919K0.0%+11.7%0.000%
5/6/2026Aviance Capital Partners LLC40,697$553K0.1%N/A0.000%
5/6/2026Gryphon Financial Partners LLC11,250$153K0.0%N/A0.000%
5/5/2026Sanctuary Advisors LLC24,036$326K0.0%+34.7%0.000%
5/4/2026Beckerman Institutional LLC34,589$470K0.2%-2.9%0.000%
5/1/2026Fifth Third Bancorp8,430$114K0.0%N/A0.000%
4/30/2026Mason & Associates Inc332,204$4.45M0.9%-3.0%0.000%
4/30/2026Kestra Advisory Services LLC26,420$359K0.0%N/A0.000%
4/28/2026Ascentis Independent Advisors72,226$981K0.1%+8.6%0.000%
4/28/2026Walkner Condon Financial Advisors LLC10,669$145K0.0%N/A0.000%
4/27/2026PFG Investments LLC24,027$326K0.0%+14.6%0.000%
4/27/2026World Investment Advisors10,518$143K0.0%-22.5%0.000%
4/27/2026Private Advisor Group LLC10,195$138K0.0%N/A0.000%
4/23/2026Formidable Asset Management LLC301,869$4.10M0.6%+2.1%0.000%
4/22/2026Janney Montgomery Scott LLC26,172$355K0.0%-5.7%0.000%
4/21/2026Wealth Effects LLC38,310$520K0.2%N/A0.000%
4/20/2026RFG Advisory LLC105,805$1.44M0.0%+76.9%0.000%
3/17/2026Rockefeller Capital Management L.P.13,057$201K0.0%-27.3%0.000%
2/26/2026Alpine Global Management LLC100,000$1.54M0.3%-33.3%0.000%
2/19/2026Invesco Ltd.1,041,544$16.02M0.0%-2.9%0.000%
2/18/2026Saba Capital Management L.P.26,336,257$405.05M12.1%-5.3%0.000%
2/18/2026Evolve Private Wealth LLC103,309$1.59M0.1%N/A0.000%
2/17/2026Cetera Investment Advisers60,585$932K0.0%+24.8%0.000%
2/17/2026Osaic Holdings Inc.235,848$3.63M0.0%+3.6%0.000%
2/17/2026&PARTNERS24,461$376K0.0%N/A0.000%
2/17/2026Royal Bank of Canada1,213,175$18.66M0.0%+14.4%0.000%
2/16/2026Landscape Capital Management L.L.C.15,134$233K0.0%N/A0.000%
2/13/2026Wells Fargo & Company MN564,585$8.68M0.0%+19.5%0.000%
2/12/2026Advisors Asset Management Inc.580,695$8.93M0.1%+8.5%0.000%
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2/12/2026Jane Street Group LLC17,067$262K0.0%-82.7%0.000%
2/12/2026HRT Financial LP24,716$380K0.0%-3.6%0.000%
2/12/2026North Ground Capital223,714$3.44M1.7%-21.5%0.000%
2/12/2026Commonwealth Equity Services LLC84,167$1.29M0.0%+21.6%0.000%
2/12/2026Marex Group plc25,500$392K0.0%N/A0.000%
2/12/2026Wedbush Securities Inc.52,573$809K0.0%-40.3%0.000%
2/11/2026Janney Montgomery Scott LLC27,750$427K0.0%+8.7%0.000%
2/11/2026LPL Financial LLC233,497$3.59M0.0%+61.8%0.000%
2/10/2026Beckerman Institutional LLC35,616$548K0.3%-3.3%0.000%
2/6/2026Americana Partners LLC112,105$1.72M0.0%-6.8%0.000%
2/6/2026Global Retirement Partners LLC4,240$65K0.0%N/A0.000%
2/5/2026Tucker Asset Management LLC3,459$53K0.0%N/A0.000%
2/3/2026RFG Advisory LLC59,815$920K0.0%N/A0.000%
2/2/2026Wolverine Asset Management LLC85,368$1.31M0.0%N/A0.000%
2/2/2026Truist Financial Corp35,829$551K0.0%+4.9%0.000%
2/2/2026Oppenheimer & Co. Inc.209,096$3.22M0.0%-1.8%0.000%
1/29/2026Comerica Bank9,261$142K0.0%-47.5%0.000%
1/29/2026UBS Group AG202,551$3.12M0.0%-39.4%0.000%
1/29/2026Sanctuary Advisors LLC17,845$274K0.0%+37.3%0.000%
1/29/2026Golden State Equity Partners66,505$1.02M0.2%+9.8%0.000%
1/26/2026Shaker Financial Services LLC19,500$300K0.1%N/A0.000%
1/21/2026Flagship Harbor Advisors LLC88,458$1.36M0.1%-6.3%0.000%
1/16/2026Formidable Asset Management LLC295,548$4.85M0.7%+30.7%0.000%
1/13/2026CoreCap Advisors LLC16,053$247K0.0%-45.6%0.000%
12/23/2025Triumph Capital Management3,750$62K0.0%N/A0.000%
11/21/2025Alpine Global Management LLC150,000$2.46M0.4%N/A0.000%
11/17/2025Triumph Capital Management3,750$62K0.0%N/A0.000%
11/17/2025Focus Partners Wealth16,166$265K0.0%N/A0.000%
11/17/2025Bank of America Corp DE778,779$12.77M0.0%+5.3%0.000%
11/17/2025Ameriprise Financial Inc.516,089$8.46M0.0%+14.2%0.000%
11/14/2025Raymond James Financial Inc.104,327$1.71M0.0%+2.5%0.000%
11/13/2025SeaCrest Wealth Management LLC30,647$510K0.1%+18.8%0.000%
11/13/2025Invesco Ltd.1,072,318$17.59M0.0%+0.3%0.000%
11/13/2025UBS Group AG334,363$5.48M0.0%-35.4%0.000%
11/13/2025CreativeOne Wealth LLC45,546$747K0.0%-3.8%0.000%
11/13/2025Blair William & Co. IL11,871$195K0.0%-45.7%0.000%
11/12/2025US Bancorp DE25,491$418K0.0%+6.2%0.000%
11/7/2025Keener Financial Planning LLC1,880$30K0.0%N/A0.000%
11/7/2025PNC Financial Services Group Inc.3,000$49K0.0%N/A0.000%
11/6/2025Wedbush Securities Inc.88,059$1.44M0.0%+102.3%0.000%
11/6/2025Advisors Asset Management Inc.535,083$8.78M0.1%+6.5%0.000%
11/6/2025Oppenheimer & Co. Inc.212,978$3.49M0.0%-28.3%0.000%
11/6/2025Beckerman Institutional LLC36,816$604K0.4%-5.4%0.000%
11/5/2025Flagship Harbor Advisors LLC94,380$1.55M0.1%+5.4%0.000%
11/5/2025Envestnet Asset Management Inc.45,460$746K0.0%N/A0.000%
11/4/2025Ashton Thomas Private Wealth LLC10,000$164K0.0%N/A0.000%
11/4/2025Penserra Capital Management LLC1,238,092$20.30M0.2%+13.9%0.000%
11/3/2025Truist Financial Corp34,169$560K0.0%+1.9%0.000%
10/31/2025Winebrenner Capital Management LLC39,000$640K0.5%+8.3%0.000%
10/31/2025PFG Investments LLC20,450$335K0.0%+9.4%0.000%
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10/29/2025North Ground Capital285,000$4.67M2.9%-41.6%0.000%
10/29/2025Formidable Asset Management LLC226,191$3.63M0.5%+59.6%0.000%
10/22/2025CoreCap Advisors LLC29,514$484K0.0%+9.8%0.000%
10/21/2025Golden State Equity Partners60,545$993K0.2%+11.5%0.000%
10/21/2025Mather Group LLC.4,587$75K0.0%N/A0.000%
10/15/2025World Investment Advisors13,244$217K0.0%N/A0.000%
9/4/2025Osaic Holdings Inc.215,509$3.46M0.0%+2.0%0.000%
8/18/2025Geneos Wealth Management Inc.3,155$51K0.0%+630.3%0.000%
8/15/2025Bank of America Corp DE739,424$11.88M0.0%+23.7%0.000%
8/15/2025Ameriprise Financial Inc.452,028$7.26M0.0%+72.7%0.000%


ECAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 97 institutional investors and hedge funds held shares of BlackRock ESG Capital Allocation Term Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($299.06M), Rivernorth Capital Management LLC ($59.15M), Penserra Capital Management LLC ($20.30M), Sit Investment Associates Inc. ($20.00M), Royal Bank of Canada ($16.61M), Invesco Ltd. ($16.02M), and Cohen & Steers Inc. ($11.55M).Learn more on BlackRock ESG Capital Allocation Term Trust's institutional investors.

Of the 86 institutional investors that purchased BlackRock ESG Capital Allocation Term Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Penserra Capital Management LLC ($1.17M), CF Capital LLC ($456.40K), Raymond James Financial Inc. ($399.78K), Kovitz Investment Group Partners LLC ($342.71K), Ameriprise Financial Inc. ($314.51K), Formidable Asset Management LLC ($301.87K), and Bank of America Corp DE ($281.64K).

Institutional investors have bought a total of 1,843,784 shares in the last 24 months. This purchase volume represents approximately $28.67M in transactions.

Of the 21 institutional investors that sold BlackRock ESG Capital Allocation Term Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Saba Capital Management L.P. ($5.78M), UBS Group AG ($315.16K), North Ground Capital ($263.91K), Oppenheimer & Co. Inc. ($87.90K), Jane Street Group LLC ($81.67K), Alpine Global Management LLC ($50K), and Wedbush Securities Inc. ($35.49K).

Institutional investors have sold a total of 6,717,024 shares in the last 24 months. This volume of shares sold represents approximately $95.91M in transactions.



Institutional ownership data for NYSE:ECAT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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