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Equibles

ECAT · BlackRock ESG Capital Allocation Term Trust · Holdings

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$14.11 +0.02 (+0.14%) At close · Oct 8
Rebalance outlook locked
Market Cap
$1.39B
Shares
99.47M
Volume · Oct 8 246.42K Avg daily vol (3M) 537.99K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 78
Total Value: $512,896,716
Total Shares: 32,636,637

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 78 13F filers
Top Holder
54.0%
Sep 2023 → Jun 2026 · range 38.4% – 68.1%
of institutional value
Top 5
72.8%
Sep 2023 → Jun 2026 · range 70.9% – 82.4%
of institutional value
Top 10
85.8%
Sep 2023 → Jun 2026 · range 82.1% – 91.5%
of institutional value
HHI
3,053
Sep 2023 → Jun 2026 · range 1,831 – 4,711
Highly concentrated
Showing 78 of 78
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Saba Capital Management, L.P. $276,867,698 53.98% 17,612,449
MORGAN STANLEY $33,972,064 6.62% 2,161,073
Penserra Capital Management LLC $23,845,495 4.65% 1,516,889
ROYAL BANK OF CANADA $19,715,489 3.84% 1,254,166
BlackRock, Inc. $19,312,727 3.77% 1,228,545
Invesco Ltd. $15,640,487 3.05% 994,942
COHEN & STEERS, INC. $14,597,827 2.85% 928,615
AMERIPRISE FINANCIAL INC $12,788,109 2.49% 813,493
BANK OF AMERICA CORP /DE/ $12,363,339 2.41% 786,472
Advisors Asset Management, Inc. $11,026,998 2.15% 701,463
WELLS FARGO & COMPANY/MN $10,169,062 1.98% 646,887
FLAGSHIP HARBOR ADVISORS, LLC $9,222,090 1.80% 586,647
Mason & Associates Inc $5,621,361 1.10% 357,593
Formidable Asset Management, LLC $4,653,623 0.91% 296,032
LPL Financial LLC $4,233,726 0.83% 269,321
OSAIC HOLDINGS, INC. $4,013,677 0.78% 255,323
OPPENHEIMER & CO INC $3,086,386 0.60% 196,335
UBS Group AG $2,827,178 0.55% 179,846
RAYMOND JAMES FINANCIAL INC $2,401,025 0.47% 152,737
RFG Advisory, LLC $1,842,305 0.36% 117,195
Americana Partners, LLC $1,643,274 0.32% 104,534
JANE STREET GROUP, LLC $1,618,593 0.32% 102,964
D. E. Shaw & Co., Inc. $1,547,712 0.30% 98,455
EVOLVE PRIVATE WEALTH, LLC $1,472,020 0.29% 93,640
ENVESTNET ASSET MANAGEMENT INC $1,353,822 0.26% 86,121
Baird Financial Group, Inc. $1,297,465 0.25% 82,536
COMMONWEALTH EQUITY SERVICES, LLC $1,296,554 0.25% 82,478
Cetera Investment Advisers $1,052,736 0.21% 66,968
Rockefeller Capital Management L.P. $971,338 0.19% 61,790
WEDBUSH SECURITIES INC $849,697 0.17% 54,052
WINEBRENNER CAPITAL MANAGEMENT LLC $762,300 0.15% 55,000
Aviance Capital Partners, LLC $680,188 0.13% 43,269
D.A. DAVIDSON & CO. $631,944 0.12% 40,200
SeaCrest Wealth Management, LLC $628,800 0.12% 40,000
CreativeOne Wealth, LLC $608,364 0.12% 38,700
WEALTH EFFECTS LLC $590,710 0.12% 37,577
XTX Topco Ltd $539,227 0.11% 34,302
Beckerman Institutional, LLC $536,036 0.10% 34,099
North Ground Capital $440,160 0.09% 28,000
&PARTNERS $416,029 0.08% 26,465
Prospera Financial Services Inc $415,904 0.08% 26,457
Arax Advisory Partners $410,889 0.08% 26,138
Janney Montgomery Scott LLC $400,435 0.08% 25,473
Kestra Advisory Services, LLC $392,748 0.08% 24,984
PFG Investments, LLC $380,785 0.07% 24,223
Sanctuary Advisors, LLC $378,773 0.07% 24,095
CoreCap Advisors, LLC $357,310 0.07% 25,780
Alpine Global Management, LLC $343,450 0.07% 21,848
TRUIST FINANCIAL CORP $317,606 0.06% 20,204
US BANCORP \DE\ $283,132 0.06% 18,011
Cambridge Investment Research Advisors, Inc. $278,479 0.05% 17,715
FIFTH THIRD BANCORP $231,980 0.05% 14,757
Private Advisor Group, LLC $231,021 0.05% 14,696
Steward Partners Investment Advisory, LLC $224,355 0.04% 14,272
Creative Planning $207,315 0.04% 13,188
Pasadena Private Wealth, LLC $192,114 0.04% 12,221
Summit Trail Advisors, LLC $188,561 0.04% 11,995
Pinnacle Bancorp, Inc. $107,210 0.02% 6,820
Global Retirement Partners, LLC $78,505 0.02% 4,994
PNC FINANCIAL SERVICES GROUP, INC. $47,160 0.01% 3,000
HARBOUR INVESTMENTS, INC. $43,230 0.01% 2,750
Triumph Capital Management $42,837 0.01% 2,725
MATHER GROUP, LLC. $32,807 0.01% 2,087
Quent Capital, LLC $31,440 0.01% 2,000
XP Advisory US, Inc. $30,654 0.01% 1,950
Pinnacle Wealth Planning Services, Inc. $22,778 0.00% 1,449
Cullen/Frost Bankers, Inc. $15,720 0.00% 1,000
WPG Advisers, LLC $14,210 0.00% 904
ASSETMARK, INC $13,393 0.00% 852
Comprehensive Financial Planning, Inc./PA $7,860 0.00% 500
North Star Investment Management Corp. $7,860 0.00% 500
Allworth Financial LP $7,860 0.00% 500
Farther Finance Advisors, LLC $6,930 0.00% 500
BESSEMER GROUP INC $5,690 0.00% 362
Key Capital Management, INC $3,144 0.00% 200
HIGHLINE WEALTH PARTNERS LLC $3,144 0.00% 200
MRP Capital Investments, LLC $1,572 0.00% 100
SIGNATUREFD, LLC $220 0.00% 14
Key facts CIK 1864843 CUSIP 09262F100 13F (30d) 4 filings 4 filers Visit website Investor relations