BLACKROCK LTD DURATION INCOM (BLW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
82
Reporting holders
$136.8M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $51.0M | 4,083,624 | 0.00% | 35q | -2.0%-$1.1M |
| WELLS FARGO & COMPANY/MN | $12.6M | 1,007,843 | 0.00% | 31q | -50.9%-$13.1M |
| UBS Group AG | $7.6M | 606,131 | 0.00% | 31q | -5.2%-$413.3K |
| GUGGENHEIM CAPITAL LLC | $6.5M | 520,486 | 0.04% | 31q | -17.2%-$1.3M |
| Invesco Ltd. | $4.8M | 384,488 | 0.00% | 31q | +18.0%+$731.8K |
| Shaker Financial Services, LLC | $3.8M | 301,450 | 1.18% | 2q | +167.3%+$2.4M |
| RAYMOND JAMES FINANCIAL INC | $3.5M | 284,146 | 0.00% | 7q | -6.2%-$234.3K |
| Venture Visionary Partners LLC | $3.5M | 279,335 | 0.10% | 14q | -7.2%-$269.6K |
| ENVESTNET ASSET MANAGEMENT INC | $2.6M | 204,454 | 0.00% | 11q | +23.5%+$486.1K |
| ROYAL BANK OF CANADA | $2.4M | 191,191 | 0.00% | 31q | +5.5%+$125.3K |
| PRINCIPAL SECURITIES, INC. | $2.3M | 182,218 | 0.03% | 11q | +15.6%+$306.5K |
| BANK OF AMERICA CORP /DE/ | $2.2M | 178,861 | 0.00% | 31q | -30.0%-$955.3K |
| LPL Financial LLC | $2.1M | 171,532 | 0.00% | 31q | +26.0%+$442.2K |
| Blue Zone Wealth Advisors, LLC | $2.0M | 162,935 | 0.36% | 17q | -6.0%-$130.0K |
| Waterfront Wealth Inc. | $2.0M | 156,398 | 0.31% | 22q | +683.8%+$1.7M |
| WOLVERINE ASSET MANAGEMENT LLC | $2.0M | 156,211 | 0.02% | 3q | +66.0%+$776.1K |
| Fiera Capital Corp | $1.9M | 151,570 | 0.01% | 31q | +3.5%+$64.1K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1.8M | 147,340 | 0.12% | new | NEW |
| Baird Financial Group, Inc. | $1.7M | 138,427 | 0.00% | 29q | -8.1%-$152.0K |
| Jefferies Financial Group Inc. | $1.6M | 129,856 | 0.01% | 14q | HELD |
| Capital Investment Advisors, LLC | $1.5M | 120,910 | 0.02% | 31q | -2.3%-$35.8K |
| Ethos Financial Group, LLC | $1.4M | 111,237 | 0.09% | 6q | -7.4%-$110.5K |
| OSAIC HOLDINGS, INC. | $1.3M | 104,390 | 0.00% | 26q | -22.8%-$384.0K |
| Lido Advisors, LLC | $1.2M | 98,519 | 0.00% | 3q | +40.7%+$355.6K |
| Kestra Advisory Services, LLC | $842.5K | 67,456 | 0.00% | 11q | +39.5%+$238.4K |
| Gridiron Partners, LLC | $786.1K | 62,941 | 0.41% | new | NEW |
| Cetera Investment Advisers | $754.7K | 60,424 | 0.00% | 23q | +15.1%+$98.8K |
| Peregrine Asset Advisers, Inc. | $718.4K | 57,520 | 0.16% | 12q | -1.7%-$12.5K |
| WEALTH ALLIANCE, LLC | $682.5K | 54,647 | 0.06% | 27q | +1.4%+$9.2K |
| Smith Asset Management Co., LLC | $666.4K | 53,354 | 0.52% | 7q | -3.1%-$21.4K |
| READYSTATE ASSET MANAGEMENT LP | $642.0K | 51,402 | 0.02% | new | NEW |
| NewEdge Advisors, LLC | $519.9K | 41,629 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $512.4K | 41,027 | 0.03% | 12q | +14.6%+$65.4K |
| SHUFRO ROSE & CO LLC | $426.5K | 34,150 | 0.02% | 9q | HELD |
| Marin Bay Wealth Advisors, LLC | $414.7K | 33,198 | 0.07% | 2q | +104.9%+$212.3K |
| Rockefeller Capital Management L.P. | $407.2K | 32,600 | 0.00% | 4q | -2.0%-$8.3K |
| AMERIPRISE FINANCIAL INC | $390.9K | 31,296 | 0.00% | 31q | -61.1%-$613.1K |
| Virtus Investment Advisers, LLC | $354.3K | 28,365 | 0.08% | 6q | -8.3%-$32.1K |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | $341.0K | 27,300 | 0.18% | 8q | HELD |
| BTG Pactual Asset Management US LLC | $340.1K | 27,230 | 0.02% | 8q | HELD |
| Integrated Wealth Concepts LLC | $331.0K | 26,501 | 0.00% | new | NEW |
| Almitas Capital LLC | $297.5K | 23,822 | 0.07% | new | NEW |
| IMC-Chicago, LLC | $296.2K | 23,715 | 0.00% | new | NEW |
| Marex Group Ltd | $253.9K | 20,328 | 0.00% | new | NEW |
| NOMURA HOLDINGS INC | $238.6K | 19,100 | 0.00% | new | NEW |
| Pointe Capital Management LLC | $238.1K | 19,063 | 0.11% | 31q | -25.7%-$82.2K |
| MAI Capital Management | $229.7K | 18,393 | 0.00% | 7q | +16.3%+$32.2K |
| Beacon Pointe Advisors, LLC | $228.0K | 18,257 | 0.00% | 12q | -14.8%-$39.7K |
| Prospera Financial Services Inc | $218.6K | 17,489 | 0.00% | 9q | +3.3%+$6.9K |
| MML INVESTORS SERVICES, LLC | $212.8K | 17,034 | 0.00% | 30q | +1.2%+$2.5K |
| Fortitude Advisory Group L.L.C. | $205.8K | 16,477 | 0.08% | 19q | +10.9%+$20.3K |
| Pathstone Holdings, LLC | $195.5K | 15,656 | 0.00% | 11q | +2.7%+$5.1K |
| XTX Topco Ltd | $184.2K | 14,747 | 0.00% | 2q | -56.7%-$240.7K |
| Concurrent Investment Advisors, LLC | $165.5K | 13,251 | 0.00% | 9q | +2.2%+$3.5K |
| Samalin Investment Counsel, LLC | $159.1K | 12,742 | 0.05% | 4q | +2.4%+$3.7K |
| ProVise Management Group, LLC | $152.9K | 12,238 | 0.01% | 31q | -0.6% |
| JANE STREET GROUP, LLC | $151.4K | 12,120 | 0.00% | 3q | -61.7%-$243.7K |
| FIFTH THIRD BANCORP | $148.7K | 11,902 | 0.00% | 2q | -15.3%-$26.9K |
| StoneX Group Inc. | $131.3K | 10,498 | 0.01% | new | NEW |
| IHT Wealth Management, LLC | $130.6K | 10,460 | 0.00% | 4q | -48.8%-$124.3K |
| MAIMON WEALTH MANAGEMENT LTD. | $124.9K | 10,000 | 0.10% | 3q | HELD |
| Leonteq Securities AG | $99.9K | 8,000 | 0.00% | 2q | +33.3%+$25.0K |
| HOLLENCREST CAPITAL MANAGEMENT | $43.7K | 3,500 | 0.00% | 15q | HELD |
| IFP Advisors, Inc | $33.3K | 2,664 | 0.00% | 18q | +2.4% |
| Allworth Financial LP | $27.2K | 2,179 | 0.00% | 23q | +0.8% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $23.7K | 1,900 | 0.00% | 18q | HELD |
| Bogart Wealth, LLC | $20.2K | 1,618 | 0.00% | 18q | HELD |
| Steward Partners Investment Advisory, LLC | $19.1K | 1,526 | 0.00% | 4q | HELD |
| Crews Bank & Trust | $16.9K | 1,350 | 0.00% | 6q | HELD |
| Blue Trust, Inc. | $16.4K | 1,309 | 0.00% | 8q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $15.3K | 1,229 | 0.00% | 4q | +122.2%+$8.4K |
| LifeSteps Financial, Inc. | $12.5K | 1,000 | 0.01% | new | NEW |
| Farther Finance Advisors, LLC | $10.6K | 848 | 0.00% | 4q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $8.1K | 650 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $8.1K | 649 | 0.00% | new | NEW |
| North Star Investment Management Corp. | $6.2K | 500 | 0.00% | 28q | HELD |
| Moisand Fitzgerald Tamayo, LLC | $6.2K | 500 | 0.00% | 21q | HELD |
| COHEN & STEERS, INC. | $4.6K | 371,801 | 0.01% | 31q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $3.7K | 300 | 0.00% | 4q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $3.6K | 289,494 | 0.07% | 2q | +1058.0%+$3.3K |
| Pinnacle Wealth Planning Services, Inc. | $2.8K | 225 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $2.4K | 190 | 0.00% | 20q | HELD |
| HOEY INVESTMENTS, INC | $2.1K | 171 | 0.00% | 27q | HELD |
| WPG Advisers, LLC | $1.2K | 98 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $667 | 53,411 | 0.00% | 31q | +28.1% |
| Cambridge Investment Research Advisors, Inc. | $650 | 52,034 | 0.00% | 31q | +87.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 82 | $136.8M | 10,952,290 | 15 | 26 | 24 | 0.0% |
| Q1 2026 | 78 | $145.6M | 11,550,150 | 13 | 27 | 13 | 0.0% |
| Q4 2025 | 77 | $153.9M | 11,200,148 | 9 | 25 | 23 | 0.0% |
| Q3 2025 | 79 | $158.5M | 11,321,832 | 14 | 27 | 19 | 0.0% |
| Q2 2025 | 71 | $164.2M | 11,578,648 | 3 | 25 | 16 | 0.0% |
| Q1 2025 | 71 | $158.9M | 11,236,225 | 5 | 31 | 13 | 0.0% |
| Q4 2024 | 71 | $147.4M | 10,432,459 | 4 | 26 | 17 | 0.0% |
| Q3 2024 | 70 | $144.3M | 9,969,262 | 8 | 22 | 16 | 0.0% |
| Q2 2024 | 71 | $141.3M | 10,120,256 | 7 | 22 | 20 | 0.0% |
| Q1 2024 | 71 | $271.4M | 19,352,713 | 7 | 20 | 22 | 0.0% |
| Q4 2023 | 78 | $212.5M | 15,201,350 | 13 | 15 | 24 | 0.0% |
| Q3 2023 | 65 | $136.7M | 10,624,831 | 7 | 20 | 13 | 0.0% |
| Q2 2023 | 62 | $131.9M | 10,237,789 | 5 | 20 | 16 | 0.0% |
| Q1 2023 | 61 | $128.8M | 9,826,728 | 5 | 19 | 18 | 0.0% |
| Q4 2022 | 59 | $121.9M | 9,317,227 | 12 | 17 | 16 | 0.0% |
| Q3 2022 | 69 | $124.8M | 10,298,742 | 5 | 19 | 23 | 0.0% |
| Q2 2022 | 77 | $129.9M | 10,263,338 | 3 | 24 | 18 | 0.0% |
| Q1 2022 | 84 | $145.1M | 10,119,349 | 14 | 28 | 19 | 0.0% |
| Q4 2021 | 81 | $164.7M | 9,777,055 | 5 | 22 | 24 | 0.0% |
| Q3 2021 | 83 | $168.3M | 9,850,224 | 8 | 17 | 25 | 0.0% |
| Q2 2021 | 82 | $173.5M | 10,194,507 | 5 | 25 | 31 | 0.0% |
| Q1 2021 | 80 | $173.5M | 10,355,867 | 7 | 28 | 23 | 0.0% |
| Q4 2020 | 88 | $170.4M | 10,663,321 | 12 | 26 | 21 | 0.0% |
| Q3 2020 | 77 | $148.4M | 9,986,933 | 5 | 21 | 27 | 0.0% |
| Q2 2020 | 82 | $147.0M | 10,448,132 | 7 | 29 | 25 | 0.0% |
| Q1 2020 | 86 | $142.7M | 11,365,478 | 18 | 25 | 21 | 0.0% |
| Q4 2019 | 80 | $184.0M | 11,226,014 | 7 | 23 | 24 | 0.0% |
| Q3 2019 | 79 | $165.4M | 10,581,718 | 9 | 27 | 19 | 0.0% |
| Q2 2019 | 75 | $160.7M | 10,714,884 | 8 | 24 | 19 | 0.0% |
| Q1 2019 | 74 | $158.2M | 10,760,727 | 6 | 29 | 18 | 0.0% |
| Q4 2018 | 76 | $143.3M | 10,709,948 | 0 | 1 | 1 | 0.0% |