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
99,342,872
Price per share
$15.54
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
40,832,600
Total reported value
$669,599,334
% of total 13F portfolios
0%
Share change
-2,569,816
Value change
-$41,564,386
Number of holders
73
Price from insider filings
$15.54
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. 27% -3.6% $441,558,204 -$28,134,155 26,842,444 -6% Saba Capital Management, L.P. 24 Nov 2025

As of 30 Sep 2025, 73 institutional investors reported holding 40,832,600 shares of BlackRock ESG Capital Allocation Term Trust - Common Shares, $0.001 par value (ECAT). This represents 41% of the company’s total 99,342,872 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 40% 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. 28% 27,800,724 -2.8% 15% $455,931,874
MORGAN STANLEY 2.3% 2,318,489 -5.8% 0% $38,023,238
Penserra Capital Management LLC 1.2% 1,238,092 +14% 0.24% $20,304,000
BlackRock, Inc. 1.2% 1,228,545 0% 0% $20,148,136
Invesco Ltd. 1.1% 1,072,318 +0.3% 0% $17,586,015
ROYAL BANK OF CANADA 1.1% 1,060,331 -7.2% 0% $17,389,000
COHEN & STEERS, INC. 0.83% 828,615 0% 0.02% $13,589,000
BANK OF AMERICA CORP /DE/ 0.78% 778,779 +5.3% 0% $12,771,979
Advisors Asset Management, Inc. 0.54% 535,083 +6.5% 0.15% $8,775,361
AMERIPRISE FINANCIAL INC 0.52% 516,089 +14% 0% $8,463,865
WELLS FARGO & COMPANY/MN 0.48% 472,491 +16% 0% $7,748,843
UBS Group AG 0.34% 334,363 -35% 0% $5,483,553
North Ground Capital 0.29% 285,000 -42% 2.9% $4,674,000
OSAIC HOLDINGS, INC. 0.23% 227,593 +5.6% 0.01% $3,749,430
Formidable Asset Management, LLC 0.23% 226,191 +60% 0.57% $3,632,627
OPPENHEIMER & CO INC 0.21% 212,978 -28% 0.04% $3,492,839
LPL Financial LLC 0.15% 144,280 +27% 0% $2,366,188
Americana Partners, LLC 0.12% 120,315 0% 0.06% $1,973,167
RAYMOND JAMES FINANCIAL INC 0.11% 104,327 +2.5% 0% $1,710,971
JANE STREET GROUP, LLC 0.1% 98,739 +90% 0% $1,619,319
FLAGSHIP HARBOR ADVISORS, LLC 0.1% 94,380 +5.4% 0.07% $1,547,836
STIFEL FINANCIAL CORP 0.09% 91,653 -7.4% 0% $1,503,112
WEDBUSH SECURITIES INC 0.09% 88,059 +102% 0.05% $1,444,000
D. E. Shaw & Co., Inc. 0.09% 85,917 0% 0% $1,409,039
Baird Financial Group, Inc. 0.07% 70,885 -3.9% 0% $1,162,514

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 69,562 $1,079,949 -$3,932 $15.54 2
2025 Q3 40,832,600 $669,599,334 -$41,564,386 $16.40 73
2025 Q2 43,404,073 $697,029,328 +$8,620,638 $16.06 78
2025 Q1 42,863,802 $675,590,369 -$43,718,696 $15.77 70
2024 Q4 45,685,485 $749,466,725 -$20,253,867 $16.40 70
2024 Q3 46,370,421 $822,331,031 -$31,209,225 $17.74 65
2024 Q2 47,965,945 $840,925,796 +$11,618,058 $17.54 62
2024 Q1 47,143,242 $817,934,985 +$48,537,180 $17.36 71
2023 Q4 44,760,094 $721,980,224 +$93,099,229 $16.13 74
2023 Q3 35,259,021 $521,478,571 +$32,173,719 $14.79 75
2023 Q2 38,013,918 $595,736,559 +$24,096,459 $15.66 67
2023 Q1 36,477,806 $569,408,208 +$62,749,177 $15.61 65
2022 Q4 32,695,923 $439,110,825 +$149,971,736 $13.43 70
2022 Q3 21,365,496 $273,588,000 +$54,414,597 $12.81 52
2022 Q2 17,112,717 $244,931,000 +$84,832,565 $14.31 47
2022 Q1 12,041,859 $200,617,000 +$67,392,704 $16.66 37
2021 Q4 7,838,010 $146,188,000 +$114,981,097 $18.65 34
2021 Q3 1,586,404 $31,883,000 +$31,883,032 $20.10 11