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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
13,000
shares
|
$206,570
0.0% of portfolio
|
Q1 2025
Reduced 89.72%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,871
shares
|
$188,630
0.0% of portfolio
|
Q3 2025
Reduced 45.72%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
10,918
shares
|
$173,487
0.0% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
10,540
shares
|
$167,480
0.0% of portfolio
|
Q3 2025
Reduced 57.74%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
10,000
shares
|
$158,900
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
5,250
shares
|
$83,422
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
4,400
shares
|
$69,916
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,000
shares
|
$47,670
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
1,880
shares
|
$29,873
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,500
shares
|
$23,835
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,245
shares
|
$19,783
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
1,126
shares
|
$17,892
0.01% of portfolio
|
Q3 2025
Reduced 15.97%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,072
shares
|
$17,034
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,030
shares
|
$16,366
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$15,890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,000
shares
|
$15,890
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
628
shares
|
$9,978
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
500
shares
|
$7,945
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
461
shares
|
$7,325
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
457
shares
|
$7,261
0.0% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
305
shares
|
$4,846
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
300
shares
|
$4,767
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
200
shares
|
$3,178
0.0% of portfolio
|
Q4 2025
Reduced 50.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
100
shares
|
$1,589
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
12
shares
|
$190
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|