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BlackRock ESG Cap All TRM TR (ECAT)

CUSIP: 09262F100 | US | Financial Services · Asset Management | Small Cap | 216 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ASaba Capital Management, L.P.12,588,02312.7%−1,005,019Sep 18, 202680d ahead of 13F (17,612,449 sh) · −5,024,426
13D/ASaba Capital Management, L.P.12,588,023
12.7% of class · Sep 18, 2026−1,005,019
80d ahead of 13F (17,612,449 sh) · −5,024,426

Institutional Holders — Q3 2026

Flagship Harbor Advisors, LLC628,428
0.3% of portfolio›$8.7M
Formidable Asset Management, LLC287,267
0.7% of portfolio›$4.5M
Oppenheimer & Co Inc145,774
0.0% of portfolio›$2.0M
RFG Advisory, LLC140,599
0.0% of portfolio›$1.9M
Americana Partners, LLC104,534
0.0% of portfolio›$1.4M
Commonwealth Equity Services, LLC89,611
0.0% of portfolio›$1.2M
Ascentis Independent Advisors80,682
0.1% of portfolio›$1.1M
Wedbush Securities Inc58,356
0.1% of portfolio›$809.0K
Winebrenner Capital Management LLC55,000
0.5% of portfolio›$762.3K
D.A. Davidson & Co.39,530
0.0% of portfolio›$547.9K
SeaCrest Wealth Management, LLC39,308
0.1% of portfolio›$544.8K
Kestra Advisory Services, LLC38,768
0.0% of portfolio›$537.3K
Prospera Financial Services Inc32,056
0.0% of portfolio›$432.2K
CoreCap Advisors, LLC25,780
0.0% of portfolio›$357.3K
Truist Financial Corp22,504
0.0% of portfolio›$311.9K
Wealth Effects LLC21,493
0.1% of portfolio›$297.9K
Creative Planning13,818
0.0% of portfolio›$191.5K
Wolverine Asset Management LLC7,570
0.0% of portfolio›$104.9K
Pinnacle Bancorp, Inc.6,820
0.0% of portfolio›$94.5K
Root Financial Partners, LLC3,642
0.0% of portfolio›$50.5K
Compass Financial Management LLC3,400
0.0% of portfolio›$47.1K
Triumph Capital Management2,725
0.0% of portfolio›$37.8K
Mather Group, Llc.2,087
0.0% of portfolio›$28.9K
Pinnacle Wealth Planning Services, Inc.778
0.0% of portfolio›$10.8K
North Star Investment Management Corp.500
0.0% of portfolio›$6.9K
Comprehensive Financial Planning, Inc.500
0.0% of portfolio›$6.9K
Farther Finance Advisors, LLC500
0.0% of portfolio›$6.9K
WPG Advisers, LLC486
0.0% of portfolio›$6.7K
Assetmark, Inc427
0.0% of portfolio›$5.9K
Highline Wealth Partners LLC200
0.0% of portfolio›$2.8K
Key Capital Management, Inc199
0.0% of portfolio›$2.8K
Signaturefd, LLC15
0.0% of portfolio›$204
StyleTurnoverLocationFiled
Flagship Harbor Advisors, LLC
628,428$8.7M0.3%ETFMediumBoston, MA2026-10-26
Formidable Asset Management, LLC
287,267$4.5M0.7%CoreLowCincinnati, OH2026-11-03
Oppenheimer & Co Inc
145,774$2.0M0.0%CoreLowNew York, NY2026-10-26
RFG Advisory, LLC
140,599$1.9M0.0%ETFMediumBirmingham, AL2026-11-03
Americana Partners, LLC
104,534$1.4M0.0%CoreMediumHouston, TX2026-10-28
Commonwealth Equity Services, LLC
89,611$1.2M0.0%ETFLowWaltham, MA2026-11-02
Ascentis Independent Advisors
80,682$1.1M0.1%ETFLowDallas, TX2026-11-03
Wedbush Securities Inc
58,356$809.0K0.1%CoreLowPasadena, CA2026-10-22
Winebrenner Capital Management LLC
55,000$762.3K0.5%ETFLowLouisville, KY2026-10-07
D.A. Davidson & Co.
39,530$547.9K0.0%CoreLowGreat Falls, MT2026-10-28
SeaCrest Wealth Management, LLC
39,308$544.8K0.1%GrowthLowPurchase, NY2026-10-21
Kestra Advisory Services, LLC
38,768$537.3K0.0%CoreLowAustin, TX2026-11-02
Prospera Financial Services Inc
32,056$432.2K0.0%CoreMediumDallas, TX2026-11-04
CoreCap Advisors, LLC
25,780$357.3K0.0%ETFMediumSouthfield, MI2026-10-08
Truist Financial Corp
22,504$311.9K0.0%CoreLowCharlotte, NC2026-10-30
Wealth Effects LLC
21,493$297.9K0.1%GrowthLowBoston, MA2026-10-23
Creative Planning
13,818$191.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Wolverine Asset Management LLC
7,570$104.9K0.0%Deep ValueVery HighChicago, IL2026-11-02
Pinnacle Bancorp, Inc.
6,820$94.5K0.0%CoreVery LowBeatrice, NE2026-10-21
Root Financial Partners, LLC
3,642$50.5K0.0%ETFMediumEncinitas, CA2026-10-21
Compass Financial Management LLC
3,400$47.1K0.0%CoreN/ATampa, FL2026-10-30
Triumph Capital Management
2,725$37.8K0.0%ETFMediumDenver, CO2026-10-14
Mather Group, Llc.
2,087$28.9K0.0%ETFMediumChicago, IL2026-10-14
Pinnacle Wealth Planning Services, Inc.
778$10.8K0.0%GARPLowMansfield, OH2026-10-27
North Star Investment Management Corp.
500$6.9K0.0%CoreLowChicago, IL2026-10-27
Comprehensive Financial Planning, Inc.
500$6.9K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Farther Finance Advisors, LLC
500$6.9K0.0%IndexLowSan Francisco, CA2026-10-08
WPG Advisers, LLC
486$6.7K0.0%CoreLowBaltimore, MD2026-10-27
Assetmark, Inc
427$5.9K0.0%ETFLowConcord, CA2026-10-21
Highline Wealth Partners LLC
200$2.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Key Capital Management, Inc
199$2.8K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Signaturefd, LLC
15$2040.0%IndexLowAtlanta, GA2026-10-23