DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK LTD DURATION INCOM (BLW)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
86
Reporting holders
$146.4M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | -1.9%-$237.9K |
| 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 |
| COHEN & STEERS, INC. | $4.6M | 371,801 | 0.01% | 31q | HELD |
| Shaker Financial Services, LLC | $3.8M | 301,450 | 1.18% | 2q | +167.3%+$2.4M |
| SIT INVESTMENT ASSOCIATES INC | $3.6M | 289,494 | 0.07% | 2q | +1058.0%+$3.3M |
| 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 |
| Janney Montgomery Scott LLC | $667.0K | 53,411 | 0.00% | 31q | +28.1%+$146.3K |
| Smith Asset Management Co., LLC | $666.4K | 53,354 | 0.52% | 7q | -3.1%-$21.4K |
| Cambridge Investment Research Advisors, Inc. | $650.0K | 52,034 | 0.00% | 31q | +87.0%+$302.5K |
| READYSTATE ASSET MANAGEMENT LP | $642.0K | 51,402 | 0.02% | new | NEW |
| NewEdge Advisors, LLC | $519.9K | 41,629 | 0.00% | 19q | HELD |
| 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 |
| 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 | -22.1%-$111.1K |
| 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 | $330.5K | 26,459 | 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 |
| Marin Bay Wealth Advisors, LLC | $207.3K | 16,599 | 0.11% | 2q | +2.5%+$5.0K |
| 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 |
| BFC Planning, Inc. | $185.8K | 14,875 | 0.01% | 7q | +1129.3%+$170.7K |
| 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 |
| 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 |
| HIGHLINE WEALTH PARTNERS LLC | $3.7K | 300 | 0.00% | 4q | HELD |
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 23 | $13.6M | 1,186,640 | 3 | 8 | 5 | 0.0% |
| Q2 2026 | 86 | $146.4M | 11,716,614 | 13 | 30 | 24 | 0.0% |
| Q1 2026 | 83 | $138.5M | 10,992,024 | 13 | 28 | 15 | 0.0% |
| Q4 2025 | 81 | $160.0M | 11,644,149 | 9 | 26 | 24 | 0.0% |
| Q3 2025 | 84 | $165.0M | 11,784,554 | 14 | 28 | 21 | 0.0% |
| Q2 2025 | 78 | $172.2M | 12,145,742 | 3 | 28 | 18 | 0.0% |
| Q1 2025 | 78 | $166.8M | 11,794,083 | 5 | 34 | 15 | 0.0% |
| Q4 2024 | 77 | $154.3M | 10,922,154 | 4 | 27 | 20 | 0.0% |
| Q3 2024 | 77 | $152.3M | 10,516,783 | 8 | 23 | 19 | 0.0% |
| Q2 2024 | 79 | $151.1M | 10,822,005 | 7 | 23 | 26 | 0.0% |
| Q1 2024 | 81 | $280.8M | 20,021,587 | 9 | 24 | 24 | 0.0% |
| Q4 2023 | 86 | $220.7M | 15,786,357 | 13 | 17 | 28 | 0.0% |
| Q3 2023 | 73 | $144.3M | 11,214,709 | 7 | 21 | 16 | 0.0% |
| Q2 2023 | 71 | $141.0M | 10,941,390 | 5 | 22 | 17 | 0.0% |
| Q1 2023 | 71 | $138.1M | 10,531,519 | 7 | 21 | 22 | 0.0% |
| Q4 2022 | 73 | $135.6M | 10,367,269 | 12 | 18 | 29 | 0.0% |
| Q3 2022 | 68 | $163.5M | 13,502,073 | 4 | 19 | 24 | 0.0% |
| Q2 2022 | 76 | $170.6M | 13,480,208 | 4 | 24 | 17 | 0.0% |
| Q1 2022 | 83 | $300.8M | 20,982,581 | 14 | 28 | 18 | 0.0% |
| Q4 2021 | 81 | $331.1M | 19,648,777 | 5 | 22 | 24 | 0.0% |
| Q3 2021 | 83 | $349.5M | 20,452,215 | 8 | 17 | 25 | 0.0% |
| Q2 2021 | 82 | $317.1M | 18,031,266 | 5 | 25 | 31 | 0.0% |
| Q1 2021 | 79 | $329.0M | 19,642,352 | 7 | 27 | 23 | 0.0% |
| Q4 2020 | 88 | $217.0M | 12,976,609 | 12 | 26 | 21 | 0.0% |
| Q3 2020 | 77 | $182.4M | 12,300,221 | 5 | 21 | 27 | 0.0% |
| Q2 2020 | 82 | $179.3M | 12,761,420 | 7 | 29 | 25 | 0.0% |
| Q1 2020 | 86 | $171.9M | 13,678,163 | 18 | 25 | 21 | 0.0% |
| Q4 2019 | 80 | $807.7M | 49,053,149 | 7 | 23 | 24 | 0.0% |
| Q3 2019 | 79 | $632.6M | 40,470,799 | 9 | 27 | 19 | 0.0% |
| Q2 2019 | 75 | $198.3M | 13,216,380 | 8 | 24 | 19 | 0.0% |
| Q1 2019 | 74 | $181.2M | 12,329,157 | 6 | 29 | 18 | 0.0% |
| Q4 2018 | 76 | $164.2M | 12,278,378 | 0 | 1 | 1 | 0.0% |