BLACKROCK Ltd DURATION INCOME TRUST - BLW
Detailed investor-level table based on 13F positions.
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 | No change | 4,083,624 | 51,004 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,007,843 | 12,587 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 606,131 | 7,570 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 520,486 | 6,500 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 384,488 | 4,802 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COHEN & STEERS, INC. | History | No change | 371,801 | 4,644 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shaker Financial Services, LLC | History | Added to | 348,687 | 4,006 | 1.32% | 1.18% | 7 | +47,237 | 15.67% | Q3 2026 | Oct 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 289,494 | 3,616 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 284,146 | 3,548 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venture Visionary Partners LLC | History | Added to | 291,592 | 3,350 | 0.09% | 0.1% | 10 | +12,257 | 4.39% | Q3 2026 | Oct 07, 2026 |
| Waterfront Wealth Inc. | History | Added to | 244,250 | 2,808 | 0.45% | 0.31% | 11 | +87,852 | 56.17% | Q3 2026 | Nov 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 204,454 | 2,553 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 191,191 | 2,388 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 182,218 | 2,275 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | Added to | 197,027 | 2,263 | 0.0% | 0.0% | 15 | +25,495 | 14.86% | Q3 2026 | Nov 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 178,861 | 2,233 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 147,340 | 1,840 | 0.12% | 0.12% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 154,623 | 1,776 | 0.28% | 0.36% | 18 | -8,312 | -5.1% | Q3 2026 | Oct 19, 2026 |
| Fiera Capital Corp | History | No change | 151,570 | 1,741 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 138,427 | 1,728 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ethos Financial Group, LLC | History | No change | 111,237 | 1,389 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 118,555 | 1,362 | 0.02% | 0.02% | 22 | -2,355 | -1.95% | Q3 2026 | Oct 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 104,390 | 1,303 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 112,700 | 1,294 | 0.0% | 0.0% | 24 | +14,181 | 14.39% | Q3 2026 | Nov 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 70,542 | 810 | 0.0% | 0.0% | 25 | +3,086 | 4.57% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 60,424 | 754 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gridiron Partners, LLC | History | No change | 62,941 | 723 | 0.36% | 0.41% | 27 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 57,520 | 718 | 0.16% | 0.16% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 54,647 | 682 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 53,411 | 667 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 51,402 | 642 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smith Asset Management Co., LLC | History | Reduced | 52,680 | 605 | 0.49% | 0.52% | 32 | -674 | -1.26% | Q3 2026 | Oct 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 41,629 | 519 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 45,039 | 517 | 0.0% | 0.0% | 34 | +19,022 | 73.11% | Q3 2026 | Nov 02, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 44,672 | 513 | 0.03% | 0.03% | 35 | +3,645 | 8.88% | Q3 2026 | Oct 26, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 34,150 | 426 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 32,600 | 407 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 31,296 | 390 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 30,836 | 354 | 0.0% | 0.02% | 40 | -125,375 | -80.26% | Q3 2026 | Nov 02, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 28,365 | 354 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 27,300 | 340 | 0.18% | 0.18% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 27,230 | 340 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 26,459 | 330 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Almitas Capital LLC | History | No change | 23,822 | 297 | 0.07% | 0.07% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 24,421 | 280 | 0.11% | 0.08% | 45 | +7,944 | 48.21% | Q3 2026 | Oct 15, 2026 |
| Marex Group Ltd | History | No change | 20,328 | 253 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | No change | 19,100 | 238 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pointe Capital Management LLC | History | No change | 19,063 | 238 | 0.11% | 0.11% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 18,393 | 229 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 18,257 | 228 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 17,034 | 212 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | New | 17,833 | 203 | 0.0% | — | 52 | +17,833 | New | Q3 2026 | Oct 26, 2026 |
| Prospera Financial Services Inc | History | Reduced | 17,260 | 200 | 0.0% | 0.0% | 53 | -229 | -1.31% | Q3 2026 | Nov 04, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Added to | 17,019 | 195 | 0.1% | 0.11% | 55 | +420 | 2.53% | Q3 2026 | Oct 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 15,656 | 195 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 14,875 | 185 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| XTX Topco Ltd | History | No change | 14,747 | 184 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,257 | 163 | 0.0% | 0.0% | 58 | +1,006 | 7.59% | Q3 2026 | Oct 16, 2026 |
| JANE STREET GROUP, LLC | History | No change | 12,120 | 151 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 13,054 | 149 | 0.05% | 0.05% | 60 | +312 | 2.45% | Q3 2026 | Oct 23, 2026 |
| ProVise Management Group, LLC | History | Reduced | 12,198 | 140 | 0.01% | 0.01% | 61 | -40 | -0.33% | Q3 2026 | Nov 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 11,935 | 137 | 0.0% | 0.0% | 62 | +33 | 0.28% | Q3 2026 | Nov 05, 2026 |
| IHT Wealth Management, LLC | History | No change | 10,460 | 130 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 10,000 | 124 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| StoneX Group Inc. | History | Added to | 10,729 | 123 | 0.0% | 0.01% | 65 | +231 | 2.2% | Q3 2026 | Nov 03, 2026 |
| First Bank & Trust | History | New | 10,375 | 119 | 0.02% | — | 66 | +10,375 | New | Q3 2026 | Oct 16, 2026 |
| Leonteq Securities AG | History | No change | 8,000 | 93 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 3,500 | 43 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 2,729 | 31 | 0.0% | 0.0% | 69 | +65 | 2.44% | Q3 2026 | Oct 16, 2026 |
| Allworth Financial LP | History | No change | 2,179 | 27 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,900 | 23 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bogart Wealth, LLC | History | No change | 1,618 | 20 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,526 | 19 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 1,579 | 18 | 0.01% | — | 74 | +1,579 | New | Q3 2026 | Oct 26, 2026 |
| Crews Bank & Trust | History | No change | 1,350 | 16 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,210 | 15 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,229 | 15 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 1,309 | 15 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 848 | 9 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 649 | 8 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| North Star Investment Management Corp. | History | No change | 500 | 5 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 500 | 5 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 339 | 3 | 0.0% | — | 84 | +339 | New | Q3 2026 | Nov 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 300 | 3 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 190 | 2 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 110 | 1 | 0.0% | 0.0% | 86 | -115 | -51.11% | Q3 2026 | Oct 27, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -129,856 | -100.0% | Q3 2026 | Nov 05, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,715 | -100.0% | Q3 2026 | Nov 05, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q3 2026 | Oct 15, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q3 2026 | Oct 28, 2026 |
| WPG Advisers, LLC | History | Reduced | 56 | 0 | — | 0.0% | — | -42 | -42.86% | Q3 2026 | Oct 27, 2026 |