Cambridge Investment Research Advisors, Inc.

Position in ECAT — BlackRock ESG Capital Allocation Term Trust

CIK 1419186 FAIRFIELD, IA

Position in ECAT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$278,479

+$59,882 QoQ

Shares Held

17,715

+10.1% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#52

of 79 holders

Holding Since

Sep 2023

12 quarters on record

Financial Services · as of Jun 30, 2026

Cambridge Investment Research Advisors, Inc. holds $736,420,292 across 296 Asset Management names. ECAT ranks #229 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	3,116,362	$94,020,641
2	BPRE	Bluerock Private Real Estate Fund	4,679,291	$60,877,575
3	BX	Blackstone Inc.	298,216	$35,091,076
4	PSLV	Sprott Physical Silver Trust	1,697,326	$32,028,541
5	PDI	PIMCO Dynamic Income Fund	1,334,973	$22,294,049
6	BLK	BlackRock, Inc.	21,557	$20,728,348
7	ARCC	Ares Capital Corp	1,081,390	$20,038,156
8	FSK	FS KKR Capital Corp	1,699,036	$17,839,878

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$278,479	17,715	+10.1%	Shares	Sole	2026-07-30
2026-03-31	$218,597	16,097	+34.4%	Shares	Sole	2026-04-30
2025-12-31	$184,237	11,979	+13.7%	Shares	Sole	2026-02-05
2025-09-30	$172,856	10,540	-57.7%	Shares	Sole	2025-11-12
2025-06-30	$400,552	24,941	+81.2%	Shares	Sole	2025-07-31
2025-03-31	$217,089	13,766	+17.2%	Shares	Sole	2025-04-22
2024-12-31	$192,618	11,745	+2.4%	Shares	Sole	2025-02-14
2024-09-30	$203,442	11,468	-18.5%	Shares	Sole	2024-10-28
2024-06-30	$246,717	14,066	+14.7%	Shares	Sole	2024-07-26
2024-03-31	$212,868	12,262	+0.0%	Shares	Sole	2024-04-24
2023-12-31	$197,705	12,257	+0.3%	Shares	Sole	2024-02-09
2023-09-30	$180,778	12,223	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.