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ECAT
BlackRock ESG Capital Allocation Term Trust• Energy
Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
21
Partial Q3 2026
Total 13F value
$15.8M
Filed positions so far
New positions
1
This quarter
Sold positions
1
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Flagship Harbor Advisors, Llc | $8.7M | 628.4K | 0.32% | +7.1% |
Oppenheimer & Co Inc | $2M | 145.8K | 0.02% | -25.8% |
Americana Partners, Llc | $1.4M | 104.5K | 0.03% | Unchanged |
Wedbush Securities Inc | $809K | 58.4K | 0.02% | +8.0% |
Winebrenner Capital Management Llc | $762K | 55.0K | 0.49% | Unchanged |
D.A. Davidson & Co. | $548K | 39.5K | 0.00% | -1.7% |
Seacrest Wealth Management, Llc | $545K | 39.3K | 0.06% | -1.7% |
Corecap Advisors, Llc | $357K | 25.8K | 0.01% | +1.9% |
Wealth Effects Llc | $298K | 21.5K | 0.08% | -42.8% |
Pinnacle Bancorp, Inc. | $95K | 6.8K | 0.03% | Unchanged |
Root Financial Partners, Llc | $50K | 3.6K | 0.00% | New Position |
Triumph Capital Management | $38K | 2.7K | 0.01% | Unchanged |
Mather Group, Llc. | $29K | 2.1K | 0.00% | Unchanged |
Pinnacle Wealth Planning Services, Inc. | $11K | 778 | 0.00% | -46.3% |
Farther Finance Advisors, Llc | $7K | 500 | 0.00% | Unchanged |
North Star Investment Management Corp. | $7K | 500 | 0.00% | Unchanged |
Comprehensive Financial Planning, Inc./Pa | $7K | 500 | 0.00% | Unchanged |
Wpg Advisers, Llc | $7K | 486 | 0.00% | -46.2% |
Assetmark, Inc | $6K | 427 | 0.00% | -49.9% |
Highline Wealth Partners Llc | $3K | 200 | 0.00% | Unchanged |
Signaturefd, Llc | $204 | 15 | 0.00% | +7.1% |