Institutional Ownership Black Rock Esg Capital Allocation Trust (ECAT)
This table provides information about the institutional ownership of Black Rock Esg Capital Allocation Trust (ECAT). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 40.3 Million shares, which have been reported (via 13F filing form) to have a value of $640 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
74,141
shares
|
$1.18 Million
0.09% of portfolio
|
Q3 2022
Reduced 13.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
70,885
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
69,203
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 27.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,034
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
60,545
shares
|
$962,060
0.17% of portfolio
|
Q3 2025
Added 11.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
48,527
shares
|
$771,094
0.0% of portfolio
|
Q3 2025
Added 129.13%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
45,546
shares
|
$723,725
0.02% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
45,460
shares
|
$722,359
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
41,774
shares
|
$663,788
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
40,288
shares
|
$640,176
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
39,000
shares
|
$619,710
0.4% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
36,816
shares
|
$585,006
0.38% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
34,169
shares
|
$542,945
0.0% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
30,562
shares
|
$485,630
0.05% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
25,631
shares
|
$407,276
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
25,523
shares
|
$405,560
0.0% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
25,491
shares
|
$405,051
0.0% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
20,450
shares
|
$324,950
0.02% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
17,964
shares
|
$285,447
0.0% of portfolio
|
Q3 2025
Reduced 39.48%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
17,643
shares
|
$280,347
0.0% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
16,053
shares
|
$255,082
0.01% of portfolio
|
Q4 2025
Reduced 45.61%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
15,000
shares
|
$238,350
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
14,657
shares
|
$232,899
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
14,054
shares
|
$223,318
0.0% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
13,244
shares
|
$210,447
0.0% of portfolio
|
Q3 2025
New holding
|
|