BlackRock ESG Capital Allocation Term Trust - ECAT
Detailed investor-level table based on 13F positions.
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 | 17,612,449 | 276,867 | 7.1% | 8.26% | 1 | -4,409,714 | -20.02% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 2,161,073 | 33,972 | 0.0% | 0.0% | 2 | -43,395 | -1.97% | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,516,889 | 23,845 | 0.18% | 0.23% | 3 | +57,879 | 3.97% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,254,166 | 19,715 | 0.0% | 0.0% | 4 | +31,006 | 2.53% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Reduced | 1,228,545 | 19,312 | 0.0% | 0.0% | 5 | -5,000 | -0.41% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | Reduced | 994,942 | 15,640 | 0.0% | 0.0% | 6 | -51,207 | -4.89% | Q2 2026 | Aug 14, 2026 |
| COHEN & STEERS, INC. | History | Added to | 928,615 | 14,598 | 0.02% | 0.02% | 7 | +60,000 | 6.91% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 813,493 | 12,788 | 0.0% | 0.0% | 8 | +170,907 | 26.6% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 786,472 | 12,363 | 0.0% | 0.0% | 9 | +574 | 0.07% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 701,463 | 11,026 | 0.17% | 0.15% | 10 | +54,503 | 8.42% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 646,887 | 10,169 | 0.0% | 0.0% | 11 | +255,394 | 65.24% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 586,647 | 9,222 | 0.35% | 0.33% | 12 | +28,141 | 5.04% | Q2 2026 | Jul 22, 2026 |
| Mason & Associates Inc | History | Added to | 357,593 | 5,621 | 0.91% | 0.86% | 13 | +25,389 | 7.64% | Q2 2026 | Jul 23, 2026 |
| LPL Financial LLC | History | Reduced | 269,321 | 4,233 | 0.0% | 0.0% | 14 | -8,326 | -3.0% | Q2 2026 | Aug 07, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 296,032 | 4,020 | 0.64% | 0.72% | 15 | -5,837 | -1.93% | Q2 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 255,323 | 4,013 | 0.0% | 0.0% | 16 | +24,804 | 10.76% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 196,335 | 3,086 | 0.03% | 0.03% | 17 | -2,896 | -1.45% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | Reduced | 179,846 | 2,827 | 0.0% | 0.0% | 18 | -64,581 | -26.42% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 152,737 | 2,401 | 0.0% | 0.0% | 19 | +212 | 0.14% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 117,195 | 1,842 | 0.03% | 0.03% | 20 | +11,390 | 10.77% | Q2 2026 | Jul 15, 2026 |
| Americana Partners, LLC | History | Reduced | 104,534 | 1,643 | 0.04% | 0.04% | 21 | -4,071 | -3.75% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 102,964 | 1,618 | 0.0% | 0.0% | 22 | +56,964 | 123.83% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 98,455 | 1,547 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 93,640 | 1,472 | 0.09% | 0.07% | 24 | -9,594 | -9.29% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 86,121 | 1,353 | 0.0% | 0.0% | 25 | +17,480 | 25.47% | Q2 2026 | Aug 03, 2026 |
| Baird Financial Group, Inc. | History | Added to | 82,536 | 1,297 | 0.0% | 0.0% | 26 | +3,096 | 3.9% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 82,478 | 1,296 | 0.0% | 0.0% | 27 | +9,692 | 13.32% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 66,968 | 1,052 | 0.0% | 0.0% | 28 | -717 | -1.06% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 61,790 | 971 | 0.0% | 0.0% | 29 | +35,166 | 132.08% | Q2 2026 | Aug 13, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 55,000 | 864 | 0.53% | 0.38% | 30 | +11,000 | 25.0% | Q2 2026 | Jul 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 54,052 | 850 | 0.02% | 0.02% | 31 | +5,143 | 10.52% | Q2 2026 | Jul 28, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 43,269 | 680 | 0.07% | 0.06% | 32 | +2,572 | 6.32% | Q2 2026 | Jul 30, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 40,200 | 631 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 40,000 | 628 | 0.07% | 0.04% | 34 | +10,286 | 34.62% | Q2 2026 | Jul 09, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 38,700 | 608 | 0.01% | 0.01% | 35 | -5,800 | -13.03% | Q2 2026 | Aug 13, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 37,577 | 590 | 0.16% | 0.18% | 36 | -733 | -1.91% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | Added to | 34,302 | 539 | 0.01% | 0.01% | 37 | +5,688 | 19.88% | Q2 2026 | Aug 14, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 34,099 | 536 | 0.26% | 0.25% | 38 | -490 | -1.42% | Q2 2026 | Aug 11, 2026 |
| North Ground Capital | History | Reduced | 28,000 | 440 | 0.53% | 1.64% | 39 | -72,000 | -72.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Added to | 26,465 | 416 | 0.0% | 0.0% | 40 | +1,003 | 3.94% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 26,457 | 415 | 0.01% | 0.01% | 41 | +700 | 2.72% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | New | 26,138 | 410 | 0.0% | — | 42 | +26,138 | New | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 25,473 | 400 | 0.0% | 0.0% | 43 | -699 | -2.67% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 25,306 | 397 | 0.01% | 0.0% | 44 | +18,386 | 265.69% | Q2 2026 | Jul 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 24,984 | 392 | 0.0% | 0.0% | 45 | -1,436 | -5.44% | Q2 2026 | Jul 28, 2026 |
| PFG Investments, LLC | History | Added to | 24,223 | 380 | 0.01% | 0.02% | 46 | +196 | 0.82% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 24,095 | 378 | 0.0% | 0.0% | 47 | +59 | 0.25% | Q2 2026 | Aug 13, 2026 |
| Alpine Global Management, LLC | History | Reduced | 21,848 | 343 | 0.06% | 0.07% | 48 | -13,174 | -37.62% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 20,204 | 317 | 0.0% | 0.0% | 49 | +963 | 5.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 18,011 | 283 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,715 | 278 | 0.0% | 0.0% | 51 | +1,618 | 10.05% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 14,757 | 231 | 0.0% | 0.0% | 52 | +6,327 | 75.05% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 14,696 | 231 | 0.0% | 0.0% | 53 | +4,501 | 44.15% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 14,272 | 224 | 0.0% | 0.0% | 54 | +218 | 1.55% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 13,188 | 207 | 0.0% | 0.0% | 55 | -1,377 | -9.45% | Q2 2026 | Aug 13, 2026 |
| Pasadena Private Wealth, LLC | History | New | 12,221 | 192 | 0.02% | — | 56 | +12,221 | New | Q2 2026 | Aug 10, 2026 |
| Summit Trail Advisors, LLC | History | No change | 11,995 | 188 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 6,820 | 107 | 0.03% | — | 58 | +6,820 | New | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | New | 4,994 | 78 | 0.0% | — | 59 | +4,994 | New | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,000 | 47 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,750 | 43 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | Reduced | 2,725 | 42 | 0.01% | 0.01% | 62 | -725 | -21.01% | Q2 2026 | Jul 20, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,087 | 32 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quent Capital, LLC | History | New | 2,000 | 31 | 0.0% | — | 64 | +2,000 | New | Q2 2026 | Aug 07, 2026 |
| XP Advisory US, Inc. | History | New | 1,950 | 30 | 0.02% | — | 65 | +1,950 | New | Q2 2026 | Jul 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,449 | 22 | 0.0% | 0.0% | 66 | -2 | -0.14% | Q2 2026 | Aug 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,000 | 15 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WPG Advisers, LLC | History | Reduced | 904 | 14 | 0.01% | 0.01% | 68 | -4 | -0.44% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | Added to | 852 | 13 | 0.0% | 0.0% | 69 | +425 | 99.53% | Q2 2026 | Jul 30, 2026 |
| CWM, LLC | History | No change | 628 | 8 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | New | 500 | 7 | 0.0% | — | 73 | +500 | New | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | New | 500 | 7 | 0.0% | — | 74 | +500 | New | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | No change | 500 | 7 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 500 | 7 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | New | 362 | 6 | 0.0% | — | 75 | +362 | New | Q2 2026 | Aug 12, 2026 |
| Key Capital Management, INC | History | New | 200 | 3 | 0.0% | — | 77 | +200 | New | Q2 2026 | Jul 27, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MRP Capital Investments, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -221,850 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.07% | — | -72,226 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Shaker Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -68,329 | -100.0% | Q2 2026 | Jul 15, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,137 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,074 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,582 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Almitas Capital LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,406 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Gryphon Financial Partners LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,250 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Walkner Condon Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,669 | -100.0% | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -10,518 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -9,000 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -499 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -356 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -191 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 14 | 0 | — | — | — | +1 | 7.69% | Q2 2026 | Jul 23, 2026 |