Who Holds BlackRock ESG Capital Allocation Term Trust (ECAT)? 79 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 79 holders, $473 million in total.
Largest holders
The 79 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| Saba Capital Management, L.P. | 17,612,449 | $277 million | -20% | 13F |
| MORGAN STANLEY | 2,161,073 | $34 million | -2% | 13F |
| ROYAL BANK OF CANADA | 1,254,166 | $20 million | +3% | 13F |
| BlackRock, Inc. | 1,228,545 | $19 million | 0% | 13F |
| Invesco Ltd. | 994,942 | $16 million | -5% | 13F |
| AMERIPRISE FINANCIAL INC | 813,493 | $13 million | +27% | 13F |
| BANK OF AMERICA CORP /DE/ | 786,472 | $12 million | +0% | 13F |
| Advisors Asset Management, Inc. | 701,463 | $11 million | +8% | 13F |
| WELLS FARGO & COMPANY/MN | 646,887 | $10 million | +65% | 13F |
| FLAGSHIP HARBOR ADVISORS, LLC | 586,647 | $9 million | +5% | 13F |
| Mason & Associates Inc | 357,593 | $6 million | +8% | 13F |
| LPL Financial LLC | 269,321 | $4 million | -3% | 13F |
| Formidable Asset Management, LLC | 296,032 | $4 million | -2% | 13F |
| OSAIC HOLDINGS, INC. | 255,323 | $4 million | +11% | 13F |
| OPPENHEIMER & CO INC | 196,335 | $3 million | -1% | 13F |
| UBS Group AG | 179,846 | $3 million | -26% | 13F |
| RAYMOND JAMES FINANCIAL INC | 152,737 | $2 million | +0% | 13F |
| RFG Advisory, LLC | 117,195 | $2 million | +11% | 13F |
| Americana Partners, LLC | 104,534 | $2 million | -4% | 13F |
| JANE STREET GROUP, LLC | 102,964 | $2 million | +124% | 13F |
| D. E. Shaw & Co., Inc. | 98,455 | $2 million | +0% | 13F |
| EVOLVE PRIVATE WEALTH, LLC | 93,640 | $1 million | -9% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 86,121 | $1 million | +25% | 13F |
| Baird Financial Group, Inc. | 82,536 | $1 million | +4% | 13F |
| COMMONWEALTH EQUITY SERVICES, LLC | 82,478 | $1 million | +13% | 13F |
| Cetera Investment Advisers | 66,968 | $1 million | -1% | 13F |
| Rockefeller Capital Management L.P. | 61,790 | $971,343 | +132% | 13F |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 55,000 | $864,600 | +25% | 13F |
| Aviance Capital Partners, LLC | 43,269 | $680,186 | +6% | 13F |
| D.A. DAVIDSON & CO. | 40,200 | $631,944 | +0% | 13F |
| SeaCrest Wealth Management, LLC | 40,000 | $628,800 | +35% | 13F |
| CreativeOne Wealth, LLC | 38,700 | $608,364 | -13% | 13F |
| WEALTH EFFECTS LLC | 37,577 | $590,706 | -2% | 13F |
| XTX Topco Ltd | 34,302 | $539,227 | +20% | 13F |
| Beckerman Institutional, LLC | 34,099 | $536,041 | -1% | 13F |
| North Ground Capital | 28,000 | $440,160 | -72% | 13F |
| &PARTNERS | 26,465 | $416,032 | +4% | 13F |
| Prospera Financial Services Inc | 26,457 | $415,981 | +3% | 13F |
| Arax Advisory Partners | 26,138 | $410,885 | New | 13F |
| CoreCap Advisors, LLC | 25,306 | $397,808 | +266% | 13F |
| Kestra Advisory Services, LLC | 24,984 | $392,756 | -5% | 13F |
| PFG Investments, LLC | 24,223 | $380,784 | +1% | 13F |
| Sanctuary Advisors, LLC | 24,095 | $378,771 | +0% | 13F |
| Alpine Global Management, LLC | 21,848 | $343,451 | -38% | 13F |
| TRUIST FINANCIAL CORP | 20,204 | $317,613 | +5% | 13F |
| Integrated Wealth Concepts LLC | 18,487 | $290,594 | New | 13F |
| US BANCORP \DE\ | 18,011 | $283,133 | +0% | 13F |
| FIFTH THIRD BANCORP | 14,757 | $231,980 | +75% | 13F |
| Private Advisor Group, LLC | 14,696 | $231,025 | +44% | 13F |
| Steward Partners Investment Advisory, LLC | 14,272 | $224,356 | +2% | 13F |
| Creative Planning | 13,188 | $207,309 | -9% | 13F |
| Pasadena Private Wealth, LLC | 12,221 | $192,115 | New | 13F |
| Summit Trail Advisors, LLC | 11,995 | $188,561 | +0% | 13F |
| Pinnacle Bancorp, Inc. | 6,820 | $107,206 | New | 13F |
| Global Retirement Partners, LLC | 4,994 | $78,506 | New | 13F |
| PNC Financial Services Group, Inc. | 3,000 | $47,160 | +0% | 13F |
| HARBOUR INVESTMENTS, INC. | 2,750 | $43,230 | +0% | 13F |
| Triumph Capital Management | 2,725 | $42,837 | -21% | 13F |
| MATHER GROUP, LLC. | 2,087 | $32,808 | +0% | 13F |
| Quent Capital, LLC | 2,000 | $31,440 | New | 13F |
| XP Advisory US, Inc. | 1,950 | $30,654 | New | 13F |
| Penserra Capital Management LLC | 1,516,889 | $23,845 | +4% | 13F |
| Pinnacle Wealth Planning Services, Inc. | 1,449 | $22,778 | 0% | 13F |
| Cullen/Frost Bankers, Inc. | 1,000 | $15,720 | +0% | 13F |
| COHEN & STEERS, INC. | 928,615 | $14,598 | +7% | 13F |
| WPG Advisers, LLC | 904 | $14,211 | 0% | 13F |
| ASSETMARK, INC | 852 | $13,393 | +100% | 13F |
| Comprehensive Financial Planning, Inc./PA | 500 | $7,860 | +0% | 13F |
| Allworth Financial LP | 500 | $7,860 | +0% | 13F |
| Farther Finance Advisors, LLC | 500 | $7,860 | New | 13F |
| North Star Investment Management Corp. | 500 | $7,860 | New | 13F |
| HIGHLINE WEALTH PARTNERS LLC | 200 | $3,144 | +0% | 13F |
| Key Capital Management, INC | 200 | $3,144 | New | 13F |
| MRP Capital Investments, LLC | 100 | $1,572 | +0% | 13F |
| WEDBUSH SECURITIES INC | 54,052 | $850 | +11% | 13F |
| Janney Montgomery Scott LLC | 25,473 | $400 | -3% | 13F |
| Cambridge Investment Research Advisors, Inc. | 17,715 | $278 | +10% | 13F |
| SIGNATUREFD, LLC | 14 | $219 | +8% | 13F |
| BESSEMER GROUP INC | 362 | $6 | New | 13F |
Questions and answers
- How many institutions hold BlackRock ESG Capital Allocation Term Trust?
- 79 managers reported BlackRock ESG Capital Allocation Term Trust on Form 13F for the quarter ended 30 June 2026, against 84 the quarter before.
- Who is the largest institutional holder of BlackRock ESG Capital Allocation Term Trust?
- Saba Capital Management, L.P., with 17,612,449 shares worth $277 million on its 13F for Q2 2026.
- How many institutions bought or sold out of BlackRock ESG Capital Allocation Term Trust in Q2 2026?
- 11 managers reported a new position and 16 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds BlackRock ESG Capital Allocation Term Trust, Q2 2026", https://app.tamarly.ai/holders/blackrock-esg-capital-allocation-term-trust, built from SEC EDGAR.
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