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BlackRock ESG Cap All TRM TR (ECAT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Flagship Harbor Advisors, LLC
INCREASED
Shares628,428 from 586,647
Change+41,781 (+7%)
Value$8.7M (-$512.1K)
Filed 2026-10-26
Formidable Asset Management, LLC
DECREASED
Shares287,267 from 296,032
Change-8,765 (-3%)
Value$4.5M (+$495.7K)
Filed 2026-11-03
Oppenheimer & Co Inc
DECREASED
Shares145,774 from 196,335
Change-50,561 (-26%)
Value$2.0M (-$1.1M)
Filed 2026-10-26
RFG Advisory, LLC
INCREASED
Shares140,599 from 117,195
Change+23,404 (+20%)
Value$1.9M (+$106.4K)
Filed 2026-11-03
Americana Partners, LLC
UNCHANGED
Shares104,534 from 104,534
Change0 (0%)
Value$1.4M (-$194.4K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares89,611 from 82,478
Change+7,133 (+9%)
Value$1.2M (-$54.6K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares80,682
Change+80,682
Value$1.1M
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares58,356 from 54,052
Change+4,304 (+8%)
Value$809.0K (+$808.2K)
Filed 2026-10-22
Winebrenner Capital Management LLC
UNCHANGED
Shares55,000 from 55,000
Change0 (0%)
Value$762.3K (-$102.3K)
Filed 2026-10-07
D.A. Davidson & Co.
DECREASED
Shares39,530 from 40,200
Change-670 (-2%)
Value$547.9K (-$84.1K)
Filed 2026-10-28
SeaCrest Wealth Management, LLC
DECREASED
Shares39,308 from 40,000
Change-692 (-2%)
Value$544.8K (-$84.0K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares38,768 from 24,984
Change+13,784 (+55%)
Value$537.3K (+$144.6K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares32,056 from 26,457
Change+5,599 (+21%)
Value$432.2K (+$16.2K)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares25,780 from 25,306
Change+474 (+2%)
Value$357.3K (-$40.5K)
Filed 2026-10-08
Truist Financial Corp
INCREASED
Shares22,504 from 20,204
Change+2,300 (+11%)
Value$311.9K (-$5.7K)
Filed 2026-10-30
Wealth Effects LLC
DECREASED
Shares21,493 from 37,577
Change-16,084 (-43%)
Value$297.9K (-$292.8K)
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares20,511 from 18,011
Change+2,500 (+14%)
Value$284.3K (+$1.1K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares14,691 from 14,757
Change-66 (0%)
Value$203.6K (-$28.4K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares13,818 from 13,188
Change+630 (+5%)
Value$191.5K (-$15.8K)
Filed 2026-11-02
Wolverine Asset Management LLC
NEW
Shares7,570
Change+7,570
Value$104.9K
Filed 2026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED
Shares6,820 from 6,820
Change0 (0%)
Value$94.5K (-$12.7K)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares3,642
Change+3,642
Value$50.5K
Filed 2026-10-21
Compass Financial Management LLC
NEW
Shares3,400
Change+3,400
Value$47.1K
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares2,725 from 2,725
Change0 (0%)
Value$37.8K (-$5.1K)
Filed 2026-10-14
Mather Group, Llc.
UNCHANGED
Shares2,087 from 2,087
Change0 (0%)
Value$28.9K (-$3.9K)
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares778 from 1,449
Change-671 (-46%)
Value$10.8K (-$12.0K)
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$6.9K (-$930)
Filed 2026-10-27
Farther Finance Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$6.9K (-$930)
Filed 2026-10-08
North Star Investment Management Corp.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$6.9K (-$930)
Filed 2026-10-27
WPG Advisers, LLC
DECREASED
Shares486 from 904
Change-418 (-46%)
Value$6.7K (-$7.5K)
Filed 2026-10-27
Assetmark, Inc
DECREASED
Shares427 from 852
Change-425 (-50%)
Value$5.9K (-$7.5K)
Filed 2026-10-21
Highline Wealth Partners LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$2.8K (-$372)
Filed 2026-10-19
Key Capital Management, Inc
DECREASED
Shares199 from 200
Change-1 (0%)
Value$2.8K (-$386)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares15 from 14
Change+1 (+7%)
Value$204 (-$15)
Filed 2026-10-23
Aviance Capital Partners, LLC
CLOSED
Shares0 from 43,269
Change-43,269 (-100%)
Value$0 (-$680.2K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 17,715
Change-17,715 (-100%)
Value$0 (-$278)
Filed 2026-11-02
Cullen T Bankers, Inc.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$15.7K)
Filed 2026-10-28
Saba Capital Management, L.P.A
N/A
Shares— from 17,612,449
Change-17,612,449 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,161,073
Change-2,161,073 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,516,889
Change-1,516,889 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,254,166
Change-1,254,166 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,228,545
Change-1,228,545 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 994,942
Change-994,942 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 928,615
Change-928,615 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 813,493
Change-813,493 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 786,472
Change-786,472 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 701,463
Change-701,463 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 646,887
Change-646,887 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 357,593
Change-357,593 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 269,321
Change-269,321 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 255,323
Change-255,323 (-100%)
Value—
UBS Group AG
N/A
Shares— from 179,846
Change-179,846 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 152,737
Change-152,737 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 102,964
Change-102,964 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 98,455
Change-98,455 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 93,640
Change-93,640 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 86,121
Change-86,121 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 82,536
Change-82,536 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 66,968
Change-66,968 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 61,790
Change-61,790 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 38,700
Change-38,700 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 34,302
Change-34,302 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 34,099
Change-34,099 (-100%)
Value—
North Ground Capital
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
&partners
N/A
Shares— from 26,465
Change-26,465 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 26,138
Change-26,138 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 25,473
Change-25,473 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 24,223
Change-24,223 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 24,095
Change-24,095 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 21,848
Change-21,848 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 14,696
Change-14,696 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 14,272
Change-14,272 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 12,221
Change-12,221 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 11,995
Change-11,995 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,994
Change-4,994 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 500
Change-500 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 362
Change-362 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
Flagship Harbor Advisors, LLC
INCREASED628,428586,647+41,781+7%$9.2M$8.7M-$512.1K2026-10-26
Formidable Asset Management, LLC
DECREASED287,267296,032-8,765-3%$4.0M$4.5M+$495.7K2026-11-03
Oppenheimer & Co Inc
DECREASED145,774196,335-50,561-26%$3.1M$2.0M-$1.1M2026-10-26
RFG Advisory, LLC
INCREASED140,599117,195+23,404+20%$1.8M$1.9M+$106.4K2026-11-03
Americana Partners, LLC
UNCHANGED104,534104,53400%$1.6M$1.4M-$194.4K2026-10-28
Commonwealth Equity Services, LLC
INCREASED89,61182,478+7,133+9%$1.3M$1.2M-$54.6K2026-11-02
Ascentis Independent Advisors
NEW80,682—+80,682——$1.1M—2026-11-03
Wedbush Securities Inc
INCREASED58,35654,052+4,304+8%$850$809.0K+$808.2K2026-10-22
Winebrenner Capital Management LLC
UNCHANGED55,00055,00000%$864.6K$762.3K-$102.3K2026-10-07
D.A. Davidson & Co.
DECREASED39,53040,200-670-2%$631.9K$547.9K-$84.1K2026-10-28
SeaCrest Wealth Management, LLC
DECREASED39,30840,000-692-2%$628.8K$544.8K-$84.0K2026-10-21
Kestra Advisory Services, LLC
INCREASED38,76824,984+13,784+55%$392.8K$537.3K+$144.6K2026-11-02
Prospera Financial Services Inc
INCREASED32,05626,457+5,599+21%$416.0K$432.2K+$16.2K2026-11-04
CoreCap Advisors, LLC
INCREASED25,78025,306+474+2%$397.8K$357.3K-$40.5K2026-10-08
Truist Financial Corp
INCREASED22,50420,204+2,300+11%$317.6K$311.9K-$5.7K2026-10-30
Wealth Effects LLC
DECREASED21,49337,577-16,084-43%$590.7K$297.9K-$292.8K2026-10-23
US Bancorp \de\
INCREASED20,51118,011+2,500+14%$283.1K$284.3K+$1.1K2026-11-05
Fifth Third Bancorp
DECREASED14,69114,757-660%$232.0K$203.6K-$28.4K2026-11-05
Creative Planning
INCREASED13,81813,188+630+5%$207.3K$191.5K-$15.8K2026-11-02
Wolverine Asset Management LLC
NEW7,570—+7,570——$104.9K—2026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED6,8206,82000%$107.2K$94.5K-$12.7K2026-10-21
Root Financial Partners, LLC
NEW3,642—+3,642——$50.5K—2026-10-21
Compass Financial Management LLC
NEW3,400—+3,400——$47.1K—2026-10-30
Triumph Capital Management
UNCHANGED2,7252,72500%$42.8K$37.8K-$5.1K2026-10-14
Mather Group, Llc.
UNCHANGED2,0872,08700%$32.8K$28.9K-$3.9K2026-10-14
Pinnacle Wealth Planning Services, Inc.
DECREASED7781,449-671-46%$22.8K$10.8K-$12.0K2026-10-27
Comprehensive Financial Planning, Inc.
UNCHANGED50050000%$7.9K$6.9K-$9302026-10-27
Farther Finance Advisors, LLC
UNCHANGED50050000%$7.9K$6.9K-$9302026-10-08
North Star Investment Management Corp.
UNCHANGED50050000%$7.9K$6.9K-$9302026-10-27
WPG Advisers, LLC
DECREASED486904-418-46%$14.2K$6.7K-$7.5K2026-10-27
Assetmark, Inc
DECREASED427852-425-50%$13.4K$5.9K-$7.5K2026-10-21
Highline Wealth Partners LLC
UNCHANGED20020000%$3.1K$2.8K-$3722026-10-19
Key Capital Management, Inc
DECREASED199200-10%$3.1K$2.8K-$3862026-11-03
Signaturefd, LLC
INCREASED1514+1+7%$219$204-$152026-10-23
Aviance Capital Partners, LLC
CLOSED043,269-43,269-100%$680.2K$0-$680.2K2026-10-29
Cambridge Investment Research Advisors, Inc.
CLOSED017,715-17,715-100%$278$0-$2782026-11-02
Cullen T Bankers, Inc.
CLOSED01,000-1,000-100%$15.7K$0-$15.7K2026-10-28
Saba Capital Management, L.P.A
N/A—17,612,449-17,612,449-100%$276.9M———
Morgan Stanley
N/A—2,161,073-2,161,073-100%$34.0M———
Penserra Capital Management LLC
N/A—1,516,889-1,516,889-100%$23.8K———
Royal Bank of Canada
N/A—1,254,166-1,254,166-100%$19.7M———
BlackRock, Inc.
N/A—1,228,545-1,228,545-100%$19.3M———
Invesco Ltd.
N/A—994,942-994,942-100%$15.6M———
Cohen & Steers, Inc.
N/A—928,615-928,615-100%$14.6K———
Ameriprise Financial Inc
N/A—813,493-813,493-100%$12.8M———
Bank of America Corp
N/A—786,472-786,472-100%$12.4M———
Advisors Asset Management, Inc.
N/A—701,463-701,463-100%$11.0M———
Wells Fargo & Company
N/A—646,887-646,887-100%$10.2M———
Mason & Associates Inc
N/A—357,593-357,593-100%$5.6M———
LPL Financial LLC
N/A—269,321-269,321-100%$4.2M———
Osaic Holdings, Inc.
N/A—255,323-255,323-100%$4.0M———
UBS Group AG
N/A—179,846-179,846-100%$2.8M———
Raymond James Financial Inc
N/A—152,737-152,737-100%$2.4M———
Jane Street Group, LLC
N/A—102,964-102,964-100%$1.6M———
D. E. Shaw & Co., Inc.
N/A—98,455-98,455-100%$1.5M———
Evolve Private Wealth, LLC
N/A—93,640-93,640-100%$1.5M———
Envestnet Asset Management Inc
N/A—86,121-86,121-100%$1.4M———
Baird Financial Group, Inc.
N/A—82,536-82,536-100%$1.3M———
Cetera Investment Advisers
N/A—66,968-66,968-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—61,790-61,790-100%$971.3K———
CreativeOne Wealth, LLC
N/A—38,700-38,700-100%$608.4K———
XTX Topco Ltd
N/A—34,302-34,302-100%$539.2K———
Beckerman Institutional, LLC
N/A—34,099-34,099-100%$536.0K———
North Ground Capital
N/A—28,000-28,000-100%$440.2K———
&partners
N/A—26,465-26,465-100%$416.0K———
Arax Advisory Partners
N/A—26,138-26,138-100%$410.9K———
Janney Montgomery Scott LLC
N/A—25,473-25,473-100%$400———
PFG Investments, LLC
N/A—24,223-24,223-100%$380.8K———
Sanctuary Advisors, LLC
N/A—24,095-24,095-100%$378.8K———
Alpine Global Management, LLC
N/A—21,848-21,848-100%$343.5K———
Private Advisor Group, LLC
N/A—14,696-14,696-100%$231.0K———
Steward Partners Investment Advisory, LLC
N/A—14,272-14,272-100%$224.4K———
Pasadena Private Wealth, LLC
N/A—12,221-12,221-100%$192.1K———
Summit Trail Advisors, LLC
N/A—11,995-11,995-100%$188.6K———
Global Retirement Partners, LLC
N/A—4,994-4,994-100%$78.5K———
BFC Planning, Inc.
N/A—4,500-4,500-100%$70.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,500-4,500-100%$70.7K———
PNC Financial Services Group, Inc.
N/A—3,000-3,000-100%$47.2K———
Harbour Investments, Inc.
N/A—2,750-2,750-100%$43.2K———
Quent Capital, LLC
N/A—2,000-2,000-100%$31.4K———
XP Advisory US, Inc.
N/A—1,950-1,950-100%$30.7K———
Allworth Financial LP
N/A—500-500-100%$7.9K———
Bessemer Group Inc
N/A—362-362-100%$6———
MRP Capital Investments, LLC
N/A—100-100-100%$1.6K———
Showing 84 of 84 institutions