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Disclosery

ECAT BLACKROCK ESG CAP ALLC TERM

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SHS BEN INT (fund), issuer CIK 1864843

79 managers (79 13F filers) reported a position in ECAT shares at 2025-12-31, 40,062,556 shares in all. 18 filers opened a position and 14 filers sold out during the quarter.

Managers
79
13F filers
79
New
18
Added
26
Reduced
22
Sold out
14
Shares held by filers
40,062,556

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.26,336,257$405M13.59%-1,464,46713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,166,951$33.3M<0.01%-151,53813F-HR/ATimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,364,372$21M0.25%+126,28013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,228,545$18.9M<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,213,175$18.7M<0.01%+152,84413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,041,544$16M<0.01%-30,77413F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.828,615$12.7M0.02%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/781,913$12M<0.01%+3,13413F-HRTimelineGroup
Advisors Asset Management, Inc.580,695$8.93M0.15%+45,61213F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN564,585$8.68M<0.01%+92,09413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC558,674$8.59M<0.01%+42,58513F-HRTimelineGroup
Mason & Associates Inc342,512$5.27M0.99%new13F-HRTimeline
Formidable Asset Management, LLC295,548$4.85M0.71%+69,35713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.235,848$3.63M0.01%+8,25513F-HRTimelineGroup
LPL Financial LLC233,497$3.59M<0.01%+89,21713F-HRTimeline
North Ground Capital223,714$3.44M1.71%-61,28613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …209,096$3.22M0.05%-3,88213F-HRTimelineGroup
UBS Group AGin group UBS Group AG202,551$3.12M<0.01%-131,81213F-HRTimelineGroup
Americana Partners, LLC112,105$1.72M0.05%-8,21013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC111,875$1.72M<0.01%+7,54813F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC103,309$1.59M0.09%13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.98,455$1.51M<0.01%+12,53813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC88,458$1.36M0.06%-5,92213F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC85,368$1.31M0.02%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC84,167$1.29M<0.01%+14,96413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.69,926$1.08M<0.01%-95913F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…66,505$1.02M0.17%+5,96013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,168$941K<0.01%+15,70813F-HRTimelineGroup
Cetera Investment Advisers60,585$932K<0.01%+12,05813F-HRTimeline
RFG Advisory, LLC59,815$920K0.02%new13F-HRTimeline
WEDBUSH SECURITIES INC52,573$809K0.02%-35,48613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC45,076$693K0.02%-47013F-HRTimelineGroup
D.A. DAVIDSON & CO.40,488$623K<0.01%+20013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC39,000$600K0.4%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP35,829$551K<0.01%+1,66013F-HRTimelineGroup
Beckerman Institutional, LLC35,616$548K0.31%-1,20013F-HRTimeline
SeaCrest Wealth Management, LLC30,562$480K0.05%-8513F-HRTimeline
Janney Montgomery Scott LLC27,750$427K<0.01%+2,22713F-HRTimeline
Marex Group Ltdin group Marex Group Ltd25,500$392K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP24,716$380K<0.01%-91513F-HRTimeline
&PARTNERS24,461$376K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\24,011$369K<0.01%-1,48013F-HRTimelineGroup
PFG Investments, LLC20,968$322K0.02%+51813F-HRTimeline
Shaker Financial Services, LLC19,500$300K0.1%new13F-HRTimeline
Sanctuary Advisors, LLC17,845$274K<0.01%+4,84513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,166$265K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,067$262K<0.01%-81,67213F-HRTimelineGroup
CoreCap Advisors, LLC16,053$247K0.01%-13,46113F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…15,134$233K0.02%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…14,054$216K<0.01%013F-HRTimeline
Boreal Capital Management LLC13,702$211K0.16%-95513F-HRTimeline
World Investment Advisors13,564$209K<0.01%+32013F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,057$201K<0.01%-4,90713F-HR/ATimelineGroup
Creative Planningin group Creative Planning13,054$201K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…11,979$184K<0.01%+1,43913F-HRTimeline
Ashton Thomas Private Wealth, LLC10,000$154K<0.01%013F-HRTimeline
COMERICA BANK9,261$142K<0.01%-8,38213F-HRTimeline
Global Retirement Partners, LLC4,240$65.2K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,459$53.2K0.02%new13F-HRTimeline
Triumph Capital Management3,450$53.1K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,000$46.1K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.2,110$32.5K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB1,500$23.1K<0.01%013F-HRTimeline
Arax Advisory Partners1,073$16.5K<0.01%+113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,000$15.4K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,000$15.4K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC838$12.9K0.01%-28813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC641$10K<0.01%new13F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC628$10K<0.01%013F-HRTimelineGroup
Allworth Financial LP500$7.69K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…500$7.69K0.01%new13F-HRTimeline
Larson Financial Group LLC481$7.4K<0.01%+2413F-HRTimeline
Root Financial Partners, LLC479$7.37K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC427$6.57K<0.01%+12213F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC200$3.08K<0.01%-20013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$1.54K<0.01%013F-HRTimelineGroup
MRP Capital Investments, LLC100$1.54K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC13$193<0.01%+113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3$46<0.01%new13F-HRTimelineGroup

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