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BlackRock ESG Capital Allocation Term Trust (ECAT) Institutional Ownership

BlackRock ESG Capital Allocation Term Trust logo
$15.28 -0.01 (-0.07%)
As of 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for BlackRock ESG Capital Allocation Term Trust (NYSE:ECAT)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$28.37M
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
8/22/2026 XP Advisory US Inc.1,950$31K0.0%N/A0.000%
8/21/2026 Mason & Associates Inc357,593$5.62M0.9%+7.6%0.000%
8/21/2026 Triumph Capital Management2,725$43K0.0%-21.0%0.000%
8/20/2026 Wedbush Securities Inc.54,052$850K0.0%+10.5%0.000%
7/7/2026 CoreCap Advisors LLC25,306$398K0.0%+265.7%0.000%
5/19/2026 Bank of America Corp DE785,898$10.67M0.0%+0.5%0.000%
5/18/2026 Royal Bank of Canada1,223,160$16.61M0.0%+0.8%0.000%
5/16/2026 Saba Capital Management L.P.22,022,163$299.06M8.3%-16.4%0.000%
5/13/2026 Cetera Investment Advisers67,685$919K0.0%+11.7%0.000%
5/6/2026 Aviance Capital Partners LLC40,697$553K0.1%N/A0.000%
5/6/2026 Gryphon Financial Partners LLC11,250$153K0.0%N/A0.000%
5/5/2026 Sanctuary Advisors LLC24,036$326K0.0%+34.7%0.000%
5/4/2026 Beckerman Institutional LLC34,589$470K0.2%-2.9%0.000%
5/1/2026 Fifth Third Bancorp8,430$114K0.0%N/A0.000%
4/30/2026 Mason & Associates Inc332,204$4.45M0.9%-3.0%0.000%
4/30/2026 Kestra Advisory Services LLC26,420$359K0.0%N/A0.000%
4/28/2026 Ascentis Independent Advisors72,226$981K0.1%+8.6%0.000%
4/28/2026 Walkner Condon Financial Advisors LLC10,669$145K0.0%N/A0.000%
4/27/2026 PFG Investments LLC24,027$326K0.0%+14.6%0.000%
4/27/2026 World Investment Advisors10,518$143K0.0%-22.5%0.000%
4/27/2026 Private Advisor Group LLC10,195$138K0.0%N/A0.000%
4/23/2026 Formidable Asset Management LLC301,869$4.10M0.6%+2.1%0.000%
4/22/2026 Janney Montgomery Scott LLC26,172$355K0.0%-5.7%0.000%
4/21/2026 Wealth Effects LLC38,310$520K0.2%N/A0.000%
4/20/2026 RFG Advisory LLC105,805$1.44M0.0%+76.9%0.000%
3/17/2026 Rockefeller Capital Management L.P.13,057$201K0.0%-27.3%0.000%
2/26/2026 Alpine Global Management LLC100,000$1.54M0.3%-33.3%0.000%
2/19/2026 Invesco Ltd.1,041,544$16.02M0.0%-2.9%0.000%
2/18/2026 Saba Capital Management L.P.26,336,257$405.05M12.1%-5.3%0.000%
2/18/2026 Evolve Private Wealth LLC103,309$1.59M0.1%N/A0.000%
2/17/2026 Cetera Investment Advisers60,585$932K0.0%+24.8%0.000%
2/17/2026 Osaic Holdings Inc.235,848$3.63M0.0%+3.6%0.000%
2/17/2026 &PARTNERS24,461$376K0.0%N/A0.000%
2/17/2026 Royal Bank of Canada1,213,175$18.66M0.0%+14.4%0.000%
2/16/2026 Landscape Capital Management L.L.C.15,134$233K0.0%N/A0.000%
2/13/2026 Wells Fargo & Company MN564,585$8.68M0.0%+19.5%0.000%
2/12/2026 Advisors Asset Management Inc.580,695$8.93M0.1%+8.5%0.000%
2/12/2026 Jane Street Group LLC17,067$262K0.0%-82.7%0.000%
2/12/2026 HRT Financial LP24,716$380K0.0%-3.6%0.000%
2/12/2026 North Ground Capital223,714$3.44M1.7%-21.5%0.000%
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2/12/2026 Commonwealth Equity Services LLC84,167$1.29M0.0%+21.6%0.000%
2/12/2026 Marex Group plc25,500$392K0.0%N/A0.000%
2/12/2026 Wedbush Securities Inc.52,573$809K0.0%-40.3%0.000%
2/11/2026 Janney Montgomery Scott LLC27,750$427K0.0%+8.7%0.000%
2/11/2026 LPL Financial LLC233,497$3.59M0.0%+61.8%0.000%
2/10/2026 Beckerman Institutional LLC35,616$548K0.3%-3.3%0.000%
2/6/2026 Americana Partners LLC112,105$1.72M0.0%-6.8%0.000%
2/6/2026 Global Retirement Partners LLC4,240$65K0.0%N/A0.000%
2/5/2026 Tucker Asset Management LLC3,459$53K0.0%N/A0.000%
2/3/2026 RFG Advisory LLC59,815$920K0.0%N/A0.000%
2/2/2026 Wolverine Asset Management LLC85,368$1.31M0.0%N/A0.000%
2/2/2026 Truist Financial Corp35,829$551K0.0%+4.9%0.000%
2/2/2026 Oppenheimer & Co. Inc.209,096$3.22M0.0%-1.8%0.000%
1/29/2026Comerica Bank9,261$142K0.0%-47.5%0.000%
1/29/2026 UBS Group AG202,551$3.12M0.0%-39.4%0.000%
1/29/2026 Sanctuary Advisors LLC17,845$274K0.0%+37.3%0.000%
1/29/2026 Golden State Equity Partners66,505$1.02M0.2%+9.8%0.000%
1/26/2026 Shaker Financial Services LLC19,500$300K0.1%N/A0.000%
1/21/2026 Flagship Harbor Advisors LLC88,458$1.36M0.1%-6.3%0.000%
1/16/2026 Formidable Asset Management LLC295,548$4.85M0.7%+30.7%0.000%
1/13/2026 CoreCap Advisors LLC16,053$247K0.0%-45.6%0.000%
12/23/2025 Triumph Capital Management3,750$62K0.0%N/A0.000%
11/21/2025 Alpine Global Management LLC150,000$2.46M0.4%N/A0.000%
11/17/2025 Triumph Capital Management3,750$62K0.0%N/A0.000%
11/17/2025 Focus Partners Wealth16,166$265K0.0%N/A0.000%
11/17/2025 Bank of America Corp DE778,779$12.77M0.0%+5.3%0.000%
11/17/2025 Ameriprise Financial Inc.516,089$8.46M0.0%+14.2%0.000%
11/14/2025 Raymond James Financial Inc.104,327$1.71M0.0%+2.5%0.000%
11/13/2025 SeaCrest Wealth Management LLC30,647$510K0.1%+18.8%0.000%
11/13/2025 Invesco Ltd.1,072,318$17.59M0.0%+0.3%0.000%
11/13/2025 UBS Group AG334,363$5.48M0.0%-35.4%0.000%
11/13/2025 CreativeOne Wealth LLC45,546$747K0.0%-3.8%0.000%
11/13/2025 Blair William & Co. IL11,871$195K0.0%-45.7%0.000%
11/12/2025 US Bancorp DE25,491$418K0.0%+6.2%0.000%
11/7/2025 Keener Financial Planning LLC1,880$30K0.0%N/A0.000%
11/7/2025 PNC Financial Services Group Inc.3,000$49K0.0%N/A0.000%
11/6/2025 Wedbush Securities Inc.88,059$1.44M0.0%+102.3%0.000%
11/6/2025 Advisors Asset Management Inc.535,083$8.78M0.1%+6.5%0.000%
11/6/2025 Oppenheimer & Co. Inc.212,978$3.49M0.0%-28.3%0.000%
11/6/2025 Beckerman Institutional LLC36,816$604K0.4%-5.4%0.000%
11/5/2025 Flagship Harbor Advisors LLC94,380$1.55M0.1%+5.4%0.000%
11/5/2025 Envestnet Asset Management Inc.45,460$746K0.0%N/A0.000%
11/4/2025 Ashton Thomas Private Wealth LLC10,000$164K0.0%N/A0.000%
11/4/2025 Penserra Capital Management LLC1,238,092$20.30M0.2%+13.9%0.000%
11/3/2025 Truist Financial Corp34,169$560K0.0%+1.9%0.000%
10/31/2025 Winebrenner Capital Management LLC39,000$640K0.5%+8.3%0.000%
10/31/2025 PFG Investments LLC20,450$335K0.0%+9.4%0.000%
10/29/2025 North Ground Capital285,000$4.67M2.9%-41.6%0.000%
10/29/2025 Formidable Asset Management LLC226,191$3.63M0.5%+59.6%0.000%
10/22/2025 CoreCap Advisors LLC29,514$484K0.0%+9.8%0.000%
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10/21/2025 Golden State Equity Partners60,545$993K0.2%+11.5%0.000%
10/21/2025 Mather Group LLC.4,587$75K0.0%N/A0.000%
10/15/2025 World Investment Advisors13,244$217K0.0%N/A0.000%
9/4/2025 Osaic Holdings Inc.215,509$3.46M0.0%+2.0%0.000%
8/18/2025 Geneos Wealth Management Inc.3,155$51K0.0%+630.3%0.000%
8/15/2025 Bank of America Corp DE739,424$11.88M0.0%+23.7%0.000%
8/15/2025 Ameriprise Financial Inc.452,028$7.26M0.0%+72.7%0.000%
8/14/2025 Jane Street Group LLC52,022$835K0.0%+141.5%0.000%
8/14/2025 Raymond James Financial Inc.101,832$1.64M0.0%-28.4%0.000%
8/14/2025 Dymon Asia Capital Singapore PTE. LTD.41,774$671K0.1%N/A0.000%


ECAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 96 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 85 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), Sanctuary Advisors LLC ($373.40K), Kovitz Investment Group Partners LLC ($342.71K), Ameriprise Financial Inc. ($314.51K), and Formidable Asset Management LLC ($301.87K).

Institutional investors have bought a total of 1,824,055 shares in the last 24 months. This purchase volume represents approximately $28.37M 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 8/22/2026. New 13F filings are added each quarter as they're published.
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