BlackRock ESG Capital Allocation Term Trust - Common Shares, $0.001 par value (ECAT) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2021 to Q4 2025

Type / Class
Equity / Common Shares, $0.001 par value
Symbol
ECAT on NYSE
Shares outstanding
99,348,778
Price per share
$15.91
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
40,062,555
Total reported value
$616,429,597
% of total 13F portfolios
0%
Share change
-888,011
Value change
-$13,781,944
Number of holders
79
Price from insider filings
$15.91
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BlackRock ESG Capital Allocation Term Trust - Common Shares, $0.001 par value (ECAT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Saba Capital Management, L.P. 24% -3.8% $377,772,736 -$14,779,754 23,744,358 -3.8% Saba Capital Management, L.P. 18 Feb 2026

As of 31 Dec 2025, 79 institutional investors reported holding 40,062,555 shares of BlackRock ESG Capital Allocation Term Trust - Common Shares, $0.001 par value (ECAT). This represents 40% of the company’s total 99,348,778 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BlackRock ESG Capital Allocation Term Trust - Common Shares, $0.001 par value (ECAT) together control 39% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Saba Capital Management, L.P. 27% 26,336,257 -5.3% 14% $405,051,633
MORGAN STANLEY 2.2% 2,166,950 -6.5% 0% $33,327,715
Penserra Capital Management LLC 1.4% 1,364,372 +10% 0.25% $20,984,000
BlackRock, Inc. 1.2% 1,228,545 0% 0% $18,895,022
ROYAL BANK OF CANADA 1.2% 1,213,175 +14% 0% $18,659,000
Invesco Ltd. 1% 1,041,544 -2.9% 0% $16,018,947
COHEN & STEERS, INC. 0.83% 828,615 0% 0.02% $12,744,000
BANK OF AMERICA CORP /DE/ 0.79% 781,913 +0.4% 0% $12,025,827
Advisors Asset Management, Inc. 0.58% 580,695 +8.5% 0.15% $8,931,089
WELLS FARGO & COMPANY/MN 0.57% 564,585 +19% 0% $8,683,305
AMERIPRISE FINANCIAL INC 0.56% 558,674 +8.3% 0% $8,592,409
Mason & Associates Inc 0.34% 342,512 0.99% $5,267,835
Formidable Asset Management, LLC 0.3% 295,548 +31% 0.71% $4,846,987
OSAIC HOLDINGS, INC. 0.24% 235,848 +3.6% 0.01% $3,627,476
LPL Financial LLC 0.24% 233,497 +62% 0% $3,591,180
North Ground Capital 0.23% 223,714 -22% 1.7% $3,440,721
OPPENHEIMER & CO INC 0.21% 209,096 -1.8% 0.05% $3,215,896
UBS Group AG 0.2% 202,551 -39% 0% $3,115,234
Americana Partners, LLC 0.11% 112,105 -6.8% 0.05% $1,724,179
RAYMOND JAMES FINANCIAL INC 0.11% 111,875 +7.2% 0% $1,720,626
EVOLVE PRIVATE WEALTH, LLC 0.1% 103,309 0% 0.09% $1,588,892
D. E. Shaw & Co., Inc. 0.1% 98,455 +15% 0% $1,514,238
FLAGSHIP HARBOR ADVISORS, LLC 0.09% 88,458 -6.3% 0.06% $1,360,499
WOLVERINE ASSET MANAGEMENT LLC 0.09% 85,368 0.02% $1,312,960
COMMONWEALTH EQUITY SERVICES, LLC 0.08% 84,167 +22% 0% $1,294,500

Institutional Holders of BlackRock ESG Capital Allocation Term Trust - Common Shares, $0.001 par value (ECAT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 40,062,555 $616,429,597 -$13,781,944 $15.38 79
2025 Q3 40,847,257 $669,839,709 -$41,564,395 $16.40 74
2025 Q2 43,404,073 $697,029,328 +$8,620,629 $16.06 78
2025 Q1 42,863,802 $675,590,369 -$43,718,679 $15.77 70
2024 Q4 45,951,353 $753,650,744 -$21,513,916 $16.40 71
2024 Q3 46,370,423 $822,331,078 -$31,285,550 $17.74 65
2024 Q2 48,068,641 $842,727,089 +$10,561,192 $17.54 63
2024 Q1 47,143,242 $817,934,985 +$41,876,329 $17.36 71
2023 Q4 44,760,094 $721,980,224 +$65,990,336 $16.13 74
2023 Q3 40,029,681 $592,036,643 +$28,889,964 $14.79 77
2023 Q2 38,013,918 $595,736,559 +$24,096,448 $15.66 67
2023 Q1 36,477,806 $569,408,208 +$62,749,178 $15.61 65
2022 Q4 32,695,923 $439,110,825 +$149,971,770 $13.43 70
2022 Q3 21,365,496 $273,588,000 +$54,414,573 $12.81 52
2022 Q2 17,112,717 $244,931,000 +$85,526,785 $14.31 47
2022 Q1 12,041,859 $200,617,000 +$67,061,425 $16.66 37
2021 Q4 7,838,010 $146,188,000 +$114,981,027 $18.65 34
2021 Q3 1,586,404 $31,883,000 +$31,883,000 $20.10 11