Creative Planning

Position in ECAT — BlackRock ESG Capital Allocation Term Trust

CIK 1540235 OVERLAND PARK, KS

Position in ECAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$207,315

+$9,523 QoQ

Shares Held

13,188

-9.5% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#56

of 79 holders

Holding Since

Sep 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Creative Planning holds $559,880,439 across 178 Asset Management names. ECAT ranks #141 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	436,815	$51,400,020
2	TROW	Price T Rowe Group Inc	420,488	$47,805,280
3	BN	BROOKFIELD Corp /ON/	885,994	$37,734,483
4	CGBD	Carlyle Secured Lending, Inc.	3,086,927	$32,505,340
5	BLK	BlackRock, Inc.	33,365	$32,082,448
6	BXSL	Blackstone Secured Lending Fund	1,288,752	$30,556,309
7			452,530	$23,508,932
8	STT	State Street Corp	137,249	$23,277,430

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,315	13,188	-9.5%	Shares	Sole	2026-08-13
2026-03-31	$197,792	14,565	+11.6%	Shares	Sole	2026-05-12
2025-12-31	$200,770	13,054	-8.4%	Shares	Sole	2026-02-17
2023-12-31	$229,852	14,250	-4.7%	Shares	Sole	2024-02-14
2023-09-30	$221,110	14,950	-10.9%	Shares	Sole	2023-11-16
2023-06-30	$262,900	16,788	+4.5%	Shares	Sole	2023-07-21
2023-03-31	$250,790	16,066	-1.5%	Shares	Sole	2023-05-15
2022-12-31	$219,123	16,316	+3.7%	Shares	Sole	2023-02-10
2022-09-30	$201,514	15,731	—	Shares	Sole	2022-11-03
No filing history on record for this holder in this stock.