Skip to content
Disclosery

ECAT BLACKROCK ESG CAP ALLC TERM

Follow

SHS BEN INT (fund), issuer CIK 1864843

73 managers (73 13F filers) reported a position in ECAT shares at 2025-03-31, 42,877,234 shares in all. 12 filers opened a position and 9 filers sold out during the quarter.

Managers
73
13F filers
73
New
12
Added
24
Reduced
23
Sold out
9
Shares held by filers
42,877,234

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Saba Capital Management, L.P.10% owner2026-10-07-25,204 S$14.1Form 4
Saba Capital Management, L.P.10% owner2026-10-06-9,252 S$14.18Form 4

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Saba Capital Management, L.P.in group Saba Capital Management, L.P.28,605,041$451M12.38%+52,31413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,514,605$39.7M<0.01%+30,50513F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC1,367,673$21.6M1.14%-1,370,99413F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,268,190$20M0.47%-224,34413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,233,676$19.5M<0.01%-32,43513F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,054,779$16.6M0.3%+84,46113F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.781,015$12.3M0.02%+77,00013F-HRTimelineGroup
North Ground Capital700,000$10.6M10.83%+243,60013F-HRTimeline
Karpus Management, Inc.645,959$10.2M0.33%-206,61813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/597,858$9.43M<0.01%+7,99113F-HRTimelineGroup
UBS Group AGin group UBS Group AG528,827$8.34M<0.01%-24,89713F-HRTimelineGroup
Advisors Asset Management, Inc.462,754$7.3M0.14%-14,29013F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN435,843$6.87M<0.01%+6,69813F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …276,323$4.36M0.07%+7,86213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC261,758$4.13M<0.01%+82,79813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.211,268$3.33M0.01%+33,60913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA186,019$2.93M<0.01%-735,71213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC142,190$2.24M<0.01%-56,45013F-HRTimelineGroup
Formidable Asset Management, LLC141,730$2.24M0.37%new13F-HRTimeline
IEQ CAPITAL, LLC126,738$2M0.02%new13F-HRTimeline
Americana Partners, LLC120,315$1.9M0.07%-19,97213F-HRTimeline
LPL Financial LLC109,761$1.73M<0.01%+30,02313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP101,708$1.6M<0.01%-71813F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.91,471$1.44M<0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC91,343$1.44M0.08%+10,77513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.75,176$1.19M<0.01%+28,13613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC56,173$886K0.03%-27,21413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC52,905$834K<0.01%+3,32413F-HRTimeline
Beckerman Institutional, LLC42,245$666K0.48%-9,34013F-HRTimeline
D.A. DAVIDSON & CO.40,488$638K0.01%+2,45013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC36,000$568K0.51%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP33,696$531K<0.01%-2,40413F-HRTimelineGroup
WEDBUSH SECURITIES INC31,944$504K0.02%-8,22013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC27,034$426K0.02%new13F-HRTimelineGroup
Dakota Wealth Management26,178$413K0.01%-5,26713F-HRTimeline
Janney Montgomery Scott LLC26,019$410K<0.01%-1,52213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,263$383K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\24,011$379K<0.01%013F-HRTimelineGroup
SeaCrest Wealth Management, LLC23,713$374K0.04%new13F-HRTimeline
Elequin Capital, LP22,834$360K0.07%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC20,852$359K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL21,871$345K<0.01%-8,19713F-HRTimeline
CoreCap Advisors, LLC21,758$343K0.02%+3,58613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,544$340K<0.01%new13F-HR/ATimelineGroup
PFG Investments, LLC18,200$287K0.02%+1,50013F-HRTimeline
COMERICA BANK16,899$266K<0.01%+3,82313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,025$253K<0.01%-12,09513F-HRTimelineGroup
OBSIDIAN CIO, LLC15,100$238K0.04%-30,87213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC14,180$224K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…14,054$222K<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…13,766$217K<0.01%+2,02113F-HRTimeline
Sanctuary Advisors, LLC13,000$205K<0.01%-113,47313F-HRTimeline
CALTON & ASSOCIATES, INC.12,325$194K0.04%-1,79913F-HR/ATimeline
Private Advisor Group, LLC12,156$192K<0.01%+1,30713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,034$158K<0.01%+9,99913F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…10,000$158K0.03%new13F-HRTimeline
Geneos Wealth Management Inc.432$101K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,269$98.9K0.02%-16,76913F-HRTimeline
Cornerstone Advisors, LLC4,400$69.4K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,596$56.7K<0.01%new13F-HRTimeline
IFP Advisors, Inc2,200$34.7K<0.01%013F-HRTimeline
MATHER GROUP, LLC.2,087$32.9K<0.01%013F-HRTimeline
WPG Advisers, LLC1,537$24.2K0.02%+84713F-HRTimeline
Wilmington Savings Fund Society, FSB1,500$23.7K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,000$15.8K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,000$14.2K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC628$10K<0.01%013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.473$7.46K<0.01%+1313F-HRTimeline
Larson Financial Group LLC409$6.45K<0.01%+2213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC305$4.81K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC100$1.58K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC11$168<0.01%-50813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Saba Capital Management, L.P. sold 25,204 ECAT shares on 2026-10-07, Form 4 filed 2026-10-09. 0001510281-26-000337

    Accepted , ingested

  • Saba Capital Management, L.P. sold 9,252 ECAT shares on 2026-10-06, Form 4 filed 2026-10-08. 0001510281-26-000329

    Accepted , ingested