BlackRock ESG Capital Allocation Term Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 26.34 M | $405.05 M | -5.27% | 25.94% |
| MORGAN STANLEY | 02/13/2026 | 2.17 M | $33.33 M | -6.54% | 2.13% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 1.36 M | $20.98 M | 10.20% | 1.34% |
| BLACKROCK, INC. | 02/12/2026 | 1.23 M | $18.90 M | 0.00% | 1.21% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.21 M | $18.66 M | 14.41% | 1.20% |
| INVESCO LTD. | 02/19/2026 | 1.04 M | $16.02 M | -2.87% | 1.03% |
| COHEN & STEERS, INC. | 02/13/2026 | 828.62 K | $12.74 M | 0.00% | 0.82% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 781.91 K | $12.03 M | 0.40% | 0.77% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 580.70 K | $8.93 M | 8.52% | 0.57% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 564.59 K | $8.68 M | 19.49% | 0.56% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 558.67 K | $8.59 M | 8.25% | 0.55% |
| MASON & ASSOCIATES INC | 02/05/2026 | 342.51 K | $5.27 M | 100.00% | 0.34% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 01/16/2026 | 295.55 K | $4.85 M | 30.66% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 235.85 K | $3.63 M | 3.63% | 0.23% |
| LPL FINANCIAL LLC | 02/11/2026 | 233.50 K | $3.59 M | 61.84% | 0.23% |
| NORTH GROUND CAPITAL | 02/12/2026 | 223.71 K | $3.44 M | -21.50% | 0.22% |
| OPPENHEIMER & CO INC | 02/02/2026 | 209.10 K | $3.22 M | -1.82% | 0.21% |
| UBS GROUP AG | 01/29/2026 | 202.55 K | $3.12 M | -39.42% | 0.20% |
| AMERICANA PARTNERS, LLC | 02/06/2026 | 112.11 K | $1.72 M | -6.82% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 111.88 K | $1.72 M | 7.23% | 0.11% |
| 02/17/2026 | 103.31 K | $1.59 M | 100.00% | 0.10% | |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/17/2026 | 100.00 K | $1.54 M | -33.33% | 0.10% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 98.46 K | $1.51 M | 14.59% | 0.10% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 88.46 K | $1.36 M | -6.27% | 0.09% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 85.37 K | $1.31 M | 100.00% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 84.17 K | $1.29 M | 21.62% | 0.08% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 69.93 K | $1.08 M | -1.35% | 0.07% |
| GOLDEN STATE EQUITY PARTNERS | 01/29/2026 | 66.51 K | $1.02 M | 9.84% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 61.17 K | $940.76 K | 34.55% | 0.06% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 60.59 K | $931.79 K | 24.85% | 0.06% |
| RFG ADVISORY, LLC | 02/03/2026 | 59.82 K | $919.96 K | 100.00% | 0.06% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 52.57 K | $809.00 K | -40.30% | 0.05% |
| CREATIVEONE WEALTH, LLC | 02/13/2026 | 45.08 K | $693.27 K | -1.03% | 0.04% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 40.49 K | $622.71 K | 0.50% | 0.04% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 01/07/2026 | 39.00 K | $599.82 K | 0.00% | 0.04% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 35.83 K | $551.06 K | 4.86% | 0.04% |
| BECKERMAN INSTITUTIONAL, LLC | 02/10/2026 | 35.62 K | $547.77 K | -3.26% | 0.04% |
| SEACREST WEALTH MANAGEMENT, LLC | 01/12/2026 | 30.56 K | $480.13 K | -0.28% | 0.03% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 27.75 K | $427.00 K | 8.73% | 0.03% |
| MAREX GROUP PLC | 02/12/2026 | 25.50 K | $392.19 K | 100.00% | 0.03% |
| HRT FINANCIAL LP | 02/12/2026 | 24.72 K | $380.00 K | -3.57% | 0.02% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 24.46 K | $376.21 K | 100.00% | 0.02% |
| US BANCORP \DE\ | 01/30/2026 | 24.01 K | $369.29 K | -5.81% | 0.02% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 20.97 K | $322.49 K | 2.53% | 0.02% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 19.50 K | $299.91 K | 100.00% | 0.02% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 17.85 K | $274.46 K | 37.27% | 0.02% |
| JANE STREET GROUP, LLC | 02/12/2026 | 17.07 K | $262.49 K | -82.72% | 0.02% |
| COLONY GROUP, LLC | 02/13/2026 | 16.17 K | $264.95 K | 0.00% | 0.02% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 16.05 K | $246.89 K | -45.61% | 0.02% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 15.13 K | $232.76 K | 100.00% | 0.01% |
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BlackRock ESG Capital Allocation Term Trust institutional Ownership - FAQ's
During the previous two years, 108 institutional investors and hedge funds held shares of BlackRock ESG Capital Allocation Term Trust. The most heavily invested institutionals were:
FLAGSHIP HARBOR ADVISORS, LLC: 558,506
Mason & Associates Inc: 332,204
Formidable Asset Management, LLC: 301,869
UBS Group AG: 244,427
WOLVERINE ASSET MANAGEMENT LLC: 221,850
OPPENHEIMER & CO INC: 199,231
39.56% of BlackRock ESG Capital Allocation Term Trust stock is owned by institutional investors.
Institutional investors have bought a total of 42.47 M shares in the last 24 months. This purchase volume represents approximately $618.30 M in transactions.