BLACKROCK DEBT STRATEGIES FD (DSU)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
97
Reporting holders
$129.9M
Reported value
0.0%
Held as options
+14
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 | $43.1M | 4,444,535 | 0.00% | 35q | -0.6%-$255.4K |
| GUGGENHEIM CAPITAL LLC | $13.2M | 1,357,719 | 0.08% | 31q | -6.7%-$951.3K |
| LPL Financial LLC | $6.8M | 696,289 | 0.00% | 31q | -1.4%-$98.9K |
| OAK HILL ADVISORS LP | $5.6M | 578,922 | 0.80% | 31q | HELD |
| Invesco Ltd. | $5.4M | 554,585 | 0.00% | 31q | -1.3%-$72.9K |
| BANK OF AMERICA CORP /DE/ | $5.4M | 552,605 | 0.00% | 31q | +8.9%+$440.2K |
| Elevated Capital Advisors, LLC | $4.5M | 462,634 | 1.23% | 22q | +1.6%+$69.3K |
| GREENUP STREET WEALTH MANAGEMENT LLC | $3.8M | 396,179 | 0.47% | 3q | +35.2%+$999.6K |
| AMERIPRISE FINANCIAL INC | $3.8M | 390,627 | 0.00% | 31q | -52.0%-$4.1M |
| Advisors Asset Management, Inc. | $3.4M | 351,476 | 0.05% | 34q | -2.5%-$87.8K |
| Strategic Wealth Partners, Ltd. | $3.2M | 329,048 | 0.20% | 12q | HELD |
| GraniteShares Advisors LLC | $2.6M | 272,252 | 1.70% | 14q | +15.1%+$345.6K |
| WELLS FARGO & COMPANY/MN | $2.2M | 226,492 | 0.00% | 31q | -51.2%-$2.3M |
| RAYMOND JAMES FINANCIAL INC | $2.2M | 221,746 | 0.00% | 7q | -7.1%-$163.4K |
| Smith Asset Management Co., LLC | $1.9M | 194,122 | 1.48% | 7q | -2.7%-$52.5K |
| Bison Wealth, LLC | $1.8M | 186,989 | 0.17% | 7q | +40.6%+$523.6K |
| PMG Family Office LLC | $1.6M | 168,146 | 1.50% | 4q | +11.8%+$172.6K |
| ROYAL BANK OF CANADA | $1.3M | 131,908 | 0.00% | 31q | +4.9%+$59.6K |
| UBS Group AG | $1.1M | 118,215 | 0.00% | 31q | HELD |
| Cetera Investment Advisers | $1.1M | 116,699 | 0.00% | 16q | +3.6%+$39.6K |
| Whipplewood Advisors, LLC | $959.6K | 98,931 | 0.65% | 7q | -3.7%-$36.6K |
| NewEdge Advisors, LLC | $829.4K | 85,502 | 0.00% | new | NEW |
| Ethos Financial Group, LLC | $816.3K | 84,153 | 0.05% | 6q | -0.5%-$4.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $728.0K | 75,051 | 0.00% | 31q | -33.5%-$366.3K |
| Ausdal Financial Partners, Inc. | $714.6K | 73,579 | 0.03% | 4q | -7.7%-$59.3K |
| OSAIC HOLDINGS, INC. | $712.1K | 73,413 | 0.00% | 26q | -5.8%-$43.6K |
| Equitable Holdings, Inc. | $644.5K | 66,445 | 0.00% | 4q | +16.2%+$90.0K |
| Modern Wealth Management, LLC | $621.8K | 64,107 | 0.01% | 9q | -8.1%-$54.8K |
| Creative Planning | $582.7K | 60,072 | 0.00% | 9q | HELD |
| Advisory Services Network, LLC | $475.3K | 49,000 | 0.01% | 15q | +42.0%+$140.7K |
| MELFA WEALTH MANAGEMENT, INC. | $421.3K | 43,429 | 0.23% | 15q | -0.9%-$3.6K |
| CITIGROUP INC | $409.9K | 42,253 | 0.00% | 31q | HELD |
| Virtus Investment Advisers, LLC | $387.3K | 39,931 | 0.09% | 6q | -22.5%-$112.2K |
| PNC Financial Services Group, Inc. | $354.8K | 36,578 | 0.00% | 22q | -13.9%-$57.5K |
| Pinnacle Wealth Planning Services, Inc. | $349.0K | 35,978 | 0.03% | 3q | +1.8%+$6.1K |
| Kingstone Capital Partners Texas, LLC | $300.1K | 30,934 | 0.16% | new | NEW |
| Nepsis Inc. | $287.6K | 29,646 | 0.10% | 3q | +68.0%+$116.4K |
| Kestra Advisory Services, LLC | $282.4K | 29,111 | 0.00% | 24q | HELD |
| Register Financial Advisors LLC | $277.0K | 28,560 | 0.08% | 9q | HELD |
| Capital Investment Advisors, LLC | $259.7K | 26,770 | 0.00% | 25q | -19.1%-$61.4K |
| Signal Advisors Wealth, LLC | $257.1K | 26,500 | 0.01% | 4q | +71.0%+$106.7K |
| Strong Retirement Solutions LLC | $257.1K | 26,500 | 0.15% | 3q | +71.0%+$106.7K |
| Clear Street Group Inc. | $249.9K | 25,759 | 0.00% | new | NEW |
| Cornerstone Wealth Management, LLC | $242.7K | 25,024 | 0.01% | 3q | HELD |
| SeaCrest Wealth Management, LLC | $238.4K | 24,582 | 0.03% | 31q | +3.6%+$8.4K |
| Lido Advisors, LLC | $235.1K | 24,235 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $218.0K | 22,471 | 0.00% | 3q | -30.7%-$96.5K |
| J.W. COLE ADVISORS, INC. | $205.8K | 21,222 | 0.00% | new | NEW |
| Trek Financial, LLC | $201.3K | 20,754 | 0.01% | 25q | HELD |
| Sowell Financial Services LLC | $187.3K | 19,311 | 0.01% | 28q | HELD |
| RFG Advisory, LLC | $180.2K | 18,582 | 0.00% | new | NEW |
| Advyzon Investment Management, LLC | $160.8K | 16,575 | 0.01% | 2q | +272.5%+$117.6K |
| KFA Private Wealth Group, LLC | $158.1K | 16,300 | 0.04% | 27q | +2.2%+$3.5K |
| Logan Stone Capital, LLC | $155.4K | 16,017 | 0.03% | new | NEW |
| FIFTH THIRD BANCORP | $148.4K | 15,300 | 0.00% | 2q | HELD |
| Cape Investment Advisory, Inc. | $146.7K | 15,124 | 0.04% | 3q | +7.5%+$10.2K |
| Concurrent Investment Advisors, LLC | $144.6K | 14,904 | 0.00% | 4q | +1.3%+$1.9K |
| Astoria Portfolio Advisors LLC. | $135.3K | 13,947 | 0.02% | 6q | +4.2%+$5.4K |
| Stratos Wealth Partners, LTD. | $115.2K | 11,875 | 0.00% | 10q | -0.8% |
| TRUIST FINANCIAL CORP | $113.5K | 11,703 | 0.00% | 20q | HELD |
| Private Advisor Group, LLC | $112.4K | 11,583 | 0.00% | 8q | -54.8%-$136.2K |
| Ameritas Advisory Services, LLC | $109.0K | 11,240 | 0.00% | new | NEW |
| BOOTHBAY FUND MANAGEMENT, LLC | $108.1K | 11,149 | 0.00% | new | NEW |
| Stirlingshire Investments, Inc. | $105.6K | 10,886 | 0.08% | new | NEW |
| Focus Partners Wealth | $105.4K | 10,870 | 0.00% | new | NEW |
| WHALEROCK POINT PARTNERS, LLC | $100.8K | 10,395 | 0.02% | new | NEW |
| Keating Financial Advisory Services, Inc. | $99.9K | 10,302 | 0.01% | 3q | -48.3%-$93.4K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $98.3K | 10,129 | 0.01% | new | NEW |
| Kathmere Capital Management, LLC | $97.2K | 10,016 | 0.01% | new | NEW |
| MATRIX PRIVATE CAPITAL GROUP LLC | $97.0K | 10,000 | 0.04% | 23q | HELD |
| STEVENS CAPITAL PARTNERS | $97.0K | 10,000 | 0.02% | new | NEW |
| Darwin Wealth Management, LLC | $94.8K | 9,776 | 0.03% | 8q | HELD |
| PRIVATE TRUST CO NA | $78.3K | 8,068 | 0.01% | new | NEW |
| MTM Investment Management, LLC | $64.5K | 6,654 | 0.02% | 5q | +3.1%+$1.9K |
| Allworth Financial LP | $48.5K | 5,000 | 0.00% | 30q | -9.7%-$5.2K |
| CoreCap Advisors, LLC | $41.1K | 4,242 | 0.00% | 3q | +49.3%+$13.6K |
| IFP Advisors, Inc | $40.7K | 4,195 | 0.00% | 13q | -19.2%-$9.7K |
| HARBOUR INVESTMENTS, INC. | $40.2K | 4,149 | 0.00% | 11q | +1.1% |
| Arax Advisory Partners | $38.5K | 3,969 | 0.00% | 4q | +693.8%+$33.6K |
| Activest Wealth Management | $37.7K | 3,888 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $30.7K | 3,169 | 0.00% | 2q | +448.3%+$25.1K |
| Steward Partners Investment Advisory, LLC | $29.1K | 3,000 | 0.00% | 29q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $21.8K | 2,252 | 0.00% | 4q | +34.1%+$5.6K |
| N.E.W. Advisory Services LLC | $21.0K | 2,169 | 0.00% | 6q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $20.2K | 2,084 | 0.00% | new | NEW |
| Penserra Capital Management LLC | $17.1K | 1,763,406 | 0.13% | 4q | +4.0% |
| Global Retirement Partners, LLC | $15.9K | 1,641 | 0.00% | 16q | -55.9%-$20.2K |
| Financial Gravity Companies, Inc. | $9.7K | 1,005 | 0.00% | 2q | HELD |
| EverSource Wealth Advisors, LLC | $5.2K | 536 | 0.00% | 16q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $4.8K | 500 | 0.00% | 4q | HELD |
| Integrated Wealth Concepts LLC | $3.5K | 364 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $3.2K | 330 | 0.00% | 24q | HELD |
| Private Wealth Asset Management, LLC | $2.9K | 300 | 0.00% | 4q | HELD |
| Caldwell Trust Co | $2.7K | 275 | 0.00% | 25q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $2.2K | 221 | 0.00% | 2q | -46.9%-$1.9K |
| Axiom Investment Management LLC | $941 | 97 | 0.00% | new | NEW |
| Larson Financial Group LLC | $578 | 60 | 0.00% | 15q | +3.4% |
| Janney Montgomery Scott LLC | $567 | 58,452 | 0.00% | 4q | -0.8% |
| Thrivent Financial for Lutherans | $453 | 46,755 | 0.00% | 17q | HELD |
| Cambridge Investment Research Advisors, Inc. | $412 | 42,450 | 0.00% | 31q | +185.8% |
Showing the largest 100 of 103 reported holders.
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 | 97 | $129.9M | 13,395,844 | 20 | 27 | 27 | 0.0% |
| Q1 2026 | 83 | $131.9M | 13,736,425 | 6 | 28 | 28 | 0.0% |
| Q4 2025 | 93 | $142.0M | 13,962,480 | 13 | 31 | 24 | 0.0% |
| Q3 2025 | 84 | $135.6M | 12,777,769 | 12 | 33 | 16 | 0.0% |
| Q2 2025 | 82 | $127.7M | 12,097,403 | 8 | 29 | 22 | 0.0% |
| Q1 2025 | 77 | $117.9M | 11,298,349 | 12 | 32 | 14 | 0.0% |
| Q4 2024 | 82 | $127.4M | 11,844,182 | 11 | 33 | 10 | 0.0% |
| Q3 2024 | 75 | $120.0M | 10,881,862 | 10 | 25 | 12 | 0.0% |
| Q2 2024 | 67 | $117.7M | 10,856,795 | 6 | 21 | 20 | 0.0% |
| Q1 2024 | 73 | $203.0M | 18,350,724 | 8 | 21 | 22 | 0.0% |
| Q4 2023 | 72 | $167.6M | 15,531,062 | 9 | 18 | 21 | 0.0% |
| Q3 2023 | 75 | $124.1M | 12,087,561 | 4 | 18 | 29 | 0.0% |
| Q2 2023 | 78 | $124.7M | 12,737,410 | 4 | 24 | 23 | 0.0% |
| Q1 2023 | 86 | $127.4M | 13,392,170 | 9 | 32 | 17 | 0.0% |
| Q4 2022 | 82 | $117.0M | 12,728,937 | 12 | 20 | 25 | 0.0% |
| Q3 2022 | 99 | $121.6M | 13,635,076 | 12 | 28 | 29 | 0.0% |
| Q2 2022 | 95 | $123.0M | 13,425,454 | 15 | 33 | 19 | 0.0% |
| Q1 2022 | 90 | $128.0M | 12,288,959 | 18 | 28 | 22 | 0.0% |
| Q4 2021 | 87 | $139.7M | 11,941,231 | 11 | 21 | 20 | 0.0% |
| Q3 2021 | 86 | $135.9M | 11,773,528 | 5 | 26 | 28 | 0.0% |
| Q2 2021 | 87 | $145.2M | 12,682,419 | 9 | 31 | 24 | 0.0% |
| Q1 2021 | 86 | $149.0M | 13,545,940 | 10 | 30 | 24 | 0.0% |
| Q4 2020 | 90 | $152.6M | 14,605,866 | 9 | 25 | 25 | 0.0% |
| Q3 2020 | 82 | $142.0M | 14,284,067 | 11 | 19 | 25 | 0.0% |
| Q2 2020 | 80 | $143.3M | 15,325,084 | 13 | 22 | 31 | 0.0% |
| Q1 2020 | 81 | $148.8M | 17,573,808 | 12 | 27 | 20 | 0.0% |
| Q4 2019 | 84 | $191.2M | 17,064,223 | 9 | 22 | 24 | 0.0% |
| Q3 2019 | 87 | $201.3M | 18,723,937 | 12 | 25 | 22 | 0.0% |
| Q2 2019 | 82 | $209.9M | 19,491,234 | 11 | 22 | 28 | 0.0% |
| Q1 2019 | 84 | $225.9M | 21,035,719 | 9 | 24 | 26 | 0.0% |
| Q4 2018 | 86 | $210.1M | 21,482,020 | 0 | 1 | 4 | 0.0% |