BlackRock ESG Capital Allocation Term Trust - ECAT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | History | Reduced | 26,336,257 | 405,051 | 12.04% | 12.47% | 1 | -1,464,467 | -5.27% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 2,166,951 | 33,327 | 0.0% | 0.0% | 2 | -151,538 | -6.54% | Q4 2025 | Feb 13, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,364,372 | 20,984 | 0.25% | 0.24% | 3 | +126,280 | 10.2% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | No change | 1,228,545 | 18,895 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,213,175 | 18,659 | 0.0% | — | 5 | +1,213,175 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 1,041,544 | 16,018 | 0.0% | 0.0% | 6 | -30,774 | -2.87% | Q4 2025 | Feb 19, 2026 |
| COHEN & STEERS, INC. | History | No change | 828,615 | 12,744 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 781,913 | 12,025 | 0.0% | 0.0% | 8 | +3,134 | 0.4% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 580,695 | 8,931 | 0.15% | 0.15% | 9 | +45,612 | 8.52% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 564,585 | 8,683 | 0.0% | 0.0% | 10 | +92,094 | 19.49% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 558,674 | 8,592 | 0.0% | 0.0% | 11 | +42,585 | 8.25% | Q4 2025 | Feb 17, 2026 |
| Mason & Associates Inc | History | New | 342,512 | 5,267 | 0.99% | — | 12 | +342,512 | New | Q4 2025 | Feb 05, 2026 |
| Formidable Asset Management, LLC | History | Added to | 295,548 | 4,846 | 0.71% | 0.57% | 13 | +69,357 | 30.66% | Q4 2025 | Jan 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 235,848 | 3,627 | 0.01% | 0.01% | 14 | +8,255 | 3.63% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 233,497 | 3,591 | 0.0% | 0.0% | 15 | +89,217 | 61.84% | Q4 2025 | Feb 11, 2026 |
| North Ground Capital | History | Reduced | 223,714 | 3,440 | 1.71% | 2.87% | 16 | -61,286 | -21.5% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 209,096 | 3,215 | 0.05% | 0.04% | 17 | -3,882 | -1.82% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Reduced | 202,551 | 3,115 | 0.0% | 0.0% | 18 | -131,812 | -39.42% | Q4 2025 | Jan 29, 2026 |
| Americana Partners, LLC | History | Reduced | 112,105 | 1,724 | 0.05% | 0.06% | 19 | -8,210 | -6.82% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 111,875 | 1,720 | 0.0% | 0.0% | 20 | +7,548 | 7.23% | Q4 2025 | Feb 18, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 103,309 | 1,588 | 0.09% | — | 21 | +103,309 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 98,455 | 1,514 | 0.0% | 0.0% | 22 | +12,538 | 14.59% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 88,458 | 1,360 | 0.06% | 0.07% | 23 | -5,922 | -6.27% | Q4 2025 | Jan 21, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 85,368 | 1,312 | 0.01% | — | 24 | +85,368 | New | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 84,167 | 1,294 | 0.0% | 0.0% | 25 | +14,964 | 21.62% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 69,926 | 1,075 | 0.0% | 0.0% | 26 | -959 | -1.35% | Q4 2025 | Feb 13, 2026 |
| Golden State Equity Partners | History | Added to | 66,505 | 1,022 | 0.16% | 0.17% | 27 | +5,960 | 9.84% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 61,168 | 940 | 0.0% | 0.0% | 28 | +15,708 | 34.55% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 60,585 | 931 | 0.0% | 0.0% | 29 | +12,058 | 24.85% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | New | 59,815 | 919 | 0.02% | — | 30 | +59,815 | New | Q4 2025 | Feb 03, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 52,573 | 809 | 0.02% | 0.05% | 31 | -35,486 | -40.3% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 45,076 | 693 | 0.02% | 0.02% | 32 | -470 | -1.03% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 40,488 | 622 | 0.0% | 0.0% | 33 | +200 | 0.5% | Q4 2025 | Jan 29, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 39,000 | 599 | 0.4% | 0.46% | 34 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 35,829 | 551 | 0.0% | 0.0% | 35 | +1,660 | 4.86% | Q4 2025 | Feb 02, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 35,616 | 547 | 0.31% | 0.35% | 36 | -1,200 | -3.26% | Q4 2025 | Feb 10, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 30,562 | 480 | 0.05% | 0.05% | 37 | -85 | -0.28% | Q4 2025 | Jan 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 27,750 | 427 | 0.0% | 0.0% | 38 | +2,227 | 8.73% | Q4 2025 | Feb 11, 2026 |
| Marex Group plc | History | New | 25,500 | 392 | 0.0% | — | 39 | +25,500 | New | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Reduced | 24,716 | 380 | 0.0% | 0.0% | 40 | -915 | -3.57% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | New | 24,461 | 376 | 0.0% | — | 41 | +24,461 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 24,011 | 369 | 0.0% | 0.0% | 42 | -1,480 | -5.81% | Q4 2025 | Jan 30, 2026 |
| PFG Investments, LLC | History | Added to | 20,968 | 322 | 0.02% | 0.02% | 43 | +518 | 2.53% | Q4 2025 | Jan 26, 2026 |
| Shaker Financial Services, LLC | History | New | 19,500 | 299 | 0.09% | — | 44 | +19,500 | New | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 17,845 | 274 | 0.0% | 0.0% | 45 | +4,845 | 37.27% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | No change | 16,166 | 264 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,067 | 262 | 0.0% | 0.0% | 47 | -81,672 | -82.72% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 16,053 | 246 | 0.01% | 0.02% | 48 | -13,461 | -45.61% | Q4 2025 | Jan 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 15,134 | 232 | 0.02% | — | 49 | +15,134 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 14,054 | 216 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Boreal Capital Management LLC | History | Reduced | 13,702 | 210 | 0.16% | 0.19% | 51 | -955 | -6.52% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 13,564 | 208 | 0.0% | 0.0% | 52 | +320 | 2.42% | Q4 2025 | Mar 12, 2026 |
| Creative Planning | History | New | 13,054 | 200 | 0.0% | — | 53 | +13,054 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 13,057 | 200 | 0.0% | 0.0% | 54 | -4,907 | -27.32% | Q4 2025 | Mar 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,979 | 184 | 0.0% | 0.0% | 55 | +1,439 | 13.65% | Q4 2025 | Feb 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 10,000 | 153 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Reduced | 9,261 | 142 | 0.0% | 0.0% | 57 | -8,382 | -47.51% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | New | 4,240 | 65 | 0.0% | — | 58 | +4,240 | New | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 3,459 | 53 | 0.02% | — | 60 | +3,459 | New | Q4 2025 | Feb 05, 2026 |
| Triumph Capital Management | History | New | 3,450 | 53 | 0.01% | — | 59 | +3,450 | New | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,000 | 46 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,110 | 32 | 0.0% | — | 62 | +2,110 | New | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,500 | 23 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Added to | 1,073 | 16 | 0.0% | 0.0% | 64 | +1 | 0.09% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 1,000 | 15 | 0.0% | — | 65 | +1,000 | New | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,000 | 15 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WPG Advisers, LLC | History | Reduced | 838 | 12 | 0.01% | 0.01% | 67 | -288 | -25.58% | Q4 2025 | Jan 28, 2026 |
| Capital Analysts, LLC | History | New | 641 | 10 | 0.0% | — | 69 | +641 | New | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | No change | 628 | 10 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 500 | 7 | 0.0% | — | 70 | +500 | New | Q4 2025 | Feb 05, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 500 | 7 | 0.0% | — | 73 | +500 | New | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | New | 479 | 7 | 0.0% | — | 72 | +479 | New | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | Added to | 481 | 7 | 0.0% | 0.0% | 71 | +24 | 5.25% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 427 | 6 | 0.0% | 0.0% | 74 | +122 | 40.0% | Q4 2025 | Jan 23, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 200 | 3 | 0.0% | 0.0% | 75 | -200 | -50.0% | Q4 2025 | Jan 15, 2026 |
| MRP Capital Investments, LLC | History | New | 100 | 1 | 0.0% | — | 77 | +100 | New | Q4 2025 | Feb 09, 2026 |
| Ancora Advisors LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -91,653 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Closed out | 0 | 0 | — | 0.07% | — | -41,774 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Gibraltar Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -15,000 | -100.0% | Q3 2025 | Oct 28, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -11,871 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,918 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,250 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,587 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Cornerstone Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,400 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,880 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,245 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -461 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -157 | -100.0% | Q3 2025 | Oct 09, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 13 | 0 | — | — | — | +1 | 8.33% | Q4 2025 | Jan 20, 2026 |