BLACKROCK Ltd DURATION INCOME TRUST - BLW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 4,593,229 | 63,110 | 0.0% | 0.0% | 1 | +55,856 | 1.23% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 981,696 | 13,488 | 0.0% | 0.0% | 2 | -22,555 | -2.25% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 715,193 | 9,826 | 0.07% | 0.08% | 3 | -81,951 | -10.28% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 697,442 | 9,582 | 0.0% | 0.0% | 4 | +48,276 | 7.44% | Q4 2025 | Jan 29, 2026 |
| COHEN & STEERS, INC. | History | No change | 371,801 | 5,109 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 318,678 | 4,378 | 0.0% | 0.0% | 6 | -18,763 | -5.56% | Q4 2025 | Feb 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 308,204 | 4,234 | 0.0% | 0.0% | 7 | +7,114 | 2.36% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 283,719 | 3,898 | 0.0% | 0.0% | 8 | +33,876 | 13.56% | Q4 2025 | Feb 18, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 272,696 | 3,746 | 0.72% | 0.93% | 9 | -60,492 | -18.16% | Q4 2025 | Jan 21, 2026 |
| Venture Visionary Partners LLC | History | Added to | 267,792 | 3,679 | 0.12% | 0.12% | 10 | +25,530 | 10.54% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 175,971 | 2,418 | 0.0% | — | 11 | +175,971 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 161,738 | 2,222 | 0.0% | 0.0% | 12 | -3,640 | -2.2% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 158,067 | 2,171 | 0.03% | 0.04% | 13 | -4,654 | -2.86% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 157,180 | 2,159 | 0.0% | 0.0% | 14 | +4,210 | 2.75% | Q4 2025 | Feb 10, 2026 |
| Fiera Capital Corp | History | Added to | 153,453 | 2,108 | 0.01% | 0.01% | 15 | +34,480 | 28.98% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 141,599 | 1,945 | 0.03% | 0.03% | 16 | -6,411 | -4.33% | Q4 2025 | Jan 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 138,730 | 1,906 | 0.0% | 0.0% | 17 | +342 | 0.25% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 134,425 | 1,846 | 0.0% | 0.0% | 18 | +7,537 | 5.94% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 129,524 | 1,779 | 0.01% | 0.01% | 19 | -4,662 | -3.47% | Q4 2025 | Feb 09, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 124,574 | 1,711 | 0.02% | 0.03% | 20 | -17,024 | -12.02% | Q4 2025 | Feb 03, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 120,088 | 1,650 | 0.12% | 0.15% | 21 | -12,562 | -9.47% | Q4 2025 | Jan 20, 2026 |
| NBC SECURITIES, INC. | History | Added to | 78,990 | 1,085 | 0.08% | 0.08% | 22 | +4,099 | 5.47% | Q4 2025 | Jan 29, 2026 |
| Lido Advisors, LLC | History | New | 69,578 | 956 | 0.0% | — | 23 | +69,578 | New | Q4 2025 | Feb 10, 2026 |
| Verity Asset Management, Inc. | History | Added to | 58,846 | 808 | 0.35% | 0.25% | 24 | +3,165 | 5.68% | Q4 2025 | Jan 30, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 58,520 | 804 | 0.23% | 0.25% | 25 | -413 | -0.7% | Q4 2025 | Feb 02, 2026 |
| Smith Asset Management Co., LLC | History | Added to | 54,494 | 748 | 0.62% | 0.64% | 26 | +1,003 | 1.88% | Q4 2025 | Feb 19, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 51,858 | 712 | 0.07% | 0.08% | 27 | -3,624 | -6.53% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 51,693 | 710 | 0.0% | 0.0% | 28 | -16,373 | -24.05% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 46,755 | 642 | 0.0% | 0.0% | 29 | -150 | -0.32% | Q4 2025 | Feb 18, 2026 |
| COMERICA BANK | History | Reduced | 42,679 | 586 | 0.0% | 0.0% | 30 | -3,527 | -7.63% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 40,845 | 561 | 0.0% | 0.0% | 31 | +2,169 | 5.61% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | New | 40,451 | 555 | 0.01% | — | 32 | +40,451 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 37,915 | 520 | 0.0% | 0.0% | 33 | +15,125 | 66.37% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 36,255 | 498 | 0.0% | — | 34 | +36,255 | New | Q4 2025 | Feb 17, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 35,876 | 492 | 0.13% | 0.2% | 35 | -15,030 | -29.53% | Q4 2025 | Feb 17, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 34,150 | 469 | 0.03% | 0.03% | 36 | +8,250 | 31.85% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 32,704 | 449 | 0.0% | 0.0% | 37 | +24,338 | 290.92% | Q4 2025 | Mar 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 30,145 | 414 | 0.0% | 0.0% | 38 | -7,358 | -19.62% | Q4 2025 | Feb 05, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 27,688 | 380 | 0.07% | 0.06% | 39 | +2,421 | 9.58% | Q4 2025 | Jan 30, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 27,300 | 375 | 0.23% | 0.25% | 40 | -200 | -0.73% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 27,102 | 372 | 0.0% | 0.0% | 41 | -1,006 | -3.58% | Q4 2025 | Feb 17, 2026 |
| Pointe Capital Management LLC | History | No change | 25,765 | 354 | 0.18% | 0.18% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 24,634 | 338 | 0.0% | — | 43 | +24,634 | New | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | New | 24,350 | 334 | 0.0% | — | 44 | +24,350 | New | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 21,437 | 294 | 0.0% | 0.0% | 45 | -4,035 | -15.84% | Q4 2025 | Feb 18, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 20,578 | 291 | 0.03% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 20,295 | 279 | 0.05% | 0.06% | 47 | -1,227 | -5.7% | Q4 2025 | Jan 27, 2026 |
| IHT Wealth Management, LLC | History | Added to | 16,366 | 224 | 0.01% | 0.0% | 48 | +2,542 | 18.39% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 16,269 | 223 | 0.0% | 0.0% | 49 | +307 | 1.92% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 15,693 | 215 | 0.0% | 0.0% | 50 | +111 | 0.71% | Q4 2025 | Feb 13, 2026 |
| Annex Advisory Services, LLC | History | No change | 15,407 | 211 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Prospera Financial Services Inc | History | Added to | 15,281 | 210 | 0.0% | 0.0% | 52 | +110 | 0.73% | Q4 2025 | Feb 09, 2026 |
| Pathstone Holdings, LLC | History | New | 14,875 | 204 | 0.0% | — | 55 | +14,875 | New | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 14,891 | 204 | 0.01% | 0.01% | 53 | +505 | 3.51% | Q4 2025 | Jan 23, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 14,853 | 204 | 0.09% | 0.11% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 13,039 | 179 | 0.0% | 0.0% | 56 | +177 | 1.38% | Q4 2025 | Jan 29, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | New | 12,700 | 174 | 0.05% | — | 58 | +12,700 | New | Q4 2025 | Feb 06, 2026 |
| ProVise Management Group, LLC | History | Reduced | 12,668 | 174 | 0.01% | 0.01% | 57 | -1,150 | -8.32% | Q4 2025 | Jan 29, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 12,170 | 167 | 0.06% | 0.06% | 59 | +7 | 0.06% | Q4 2025 | Jan 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 3,500 | 48 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 2,544 | 34 | 0.0% | 0.0% | 61 | +54 | 2.17% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 2,146 | 29 | 0.0% | — | 62 | +2,146 | New | Q4 2025 | Feb 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,900 | 26 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bogart Wealth, LLC | History | No change | 1,618 | 22 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,526 | 20 | 0.0% | 0.0% | 65 | -100 | -6.15% | Q4 2025 | Feb 12, 2026 |
| Crews Bank & Trust | History | No change | 1,350 | 18 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,300 | 17 | 0.0% | 0.0% | 68 | -1,076 | -45.29% | Q4 2025 | Jan 13, 2026 |
| Blue Trust, Inc. | History | No change | 1,309 | 17 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 848 | 11 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 714 | 9 | 0.0% | — | 70 | +714 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 553 | 7 | 0.0% | 0.0% | 71 | -342 | -38.21% | Q4 2025 | Feb 10, 2026 |
| North Star Investment Management Corp. | History | No change | 500 | 6 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 500 | 6 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 300 | 4 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 190 | 2 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 171 | 2 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GraniteShares Advisors LLC | History | Closed out | 0 | 0 | — | 1.76% | — | -217,573 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Gridiron Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -128,005 | -100.0% | Q3 2025 | Oct 14, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -71,928 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -21,764 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CURA WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -17,208 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,532 | -100.0% | Q3 2025 | Oct 22, 2025 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,715 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Papamarkou Wellner Asset Management inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -10,000 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,479 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,253 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Missouri Trust & Investment Co | History | Closed out | 0 | 0 | — | 0.01% | — | -1,244 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -371 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -59 | -100.0% | Q3 2025 | Nov 18, 2025 |
| BOK Financial Private Wealth, Inc. | History | New | 55 | 0 | — | — | — | +55 | New | Q4 2025 | Feb 06, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |