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 | Reduced | 4,167,836 | 52,473 | 0.0% | 0.0% | 1 | -425,393 | -9.26% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,026,887 | 12,928 | 0.0% | 0.0% | 2 | +45,191 | 4.6% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 639,223 | 8,047 | 0.0% | 0.0% | 3 | -58,219 | -8.35% | Q1 2026 | May 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 628,518 | 7,913 | 0.06% | 0.07% | 4 | -86,675 | -12.12% | Q1 2026 | May 15, 2026 |
| COHEN & STEERS, INC. | History | No change | 371,801 | 4,681 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 325,899 | 4,103 | 0.0% | 0.0% | 6 | +7,221 | 2.27% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 302,904 | 3,813 | 0.0% | 0.0% | 7 | +19,185 | 6.76% | Q1 2026 | May 14, 2026 |
| Venture Visionary Partners LLC | History | Added to | 300,917 | 3,788 | 0.13% | 0.12% | 8 | +33,125 | 12.37% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 255,348 | 3,214 | 0.0% | 0.0% | 9 | -52,856 | -17.15% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 181,162 | 2,281 | 0.0% | 0.0% | 10 | +5,191 | 2.95% | Q1 2026 | May 15, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 173,341 | 2,182 | 0.44% | 0.72% | 11 | -99,355 | -36.43% | Q1 2026 | Apr 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 165,533 | 2,084 | 0.0% | 0.0% | 12 | +8,353 | 5.31% | Q1 2026 | May 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 157,680 | 1,985 | 0.03% | 0.03% | 13 | -387 | -0.24% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 150,596 | 1,896 | 0.0% | 0.0% | 14 | +11,866 | 8.55% | Q1 2026 | May 14, 2026 |
| Fiera Capital Corp | History | Reduced | 146,436 | 1,843 | 0.01% | 0.01% | 15 | -7,017 | -4.57% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 136,131 | 1,713 | 0.0% | 0.0% | 16 | -25,607 | -15.83% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 135,137 | 1,701 | 0.0% | 0.0% | 17 | +712 | 0.53% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | No change | 120,088 | 1,650 | 0.12% | 0.12% | 18 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 129,403 | 1,629 | 0.01% | 0.01% | 19 | -121 | -0.09% | Q1 2026 | May 07, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 123,773 | 1,558 | 0.02% | 0.03% | 20 | -17,826 | -12.59% | Q1 2026 | Apr 17, 2026 |
| Shaker Financial Services, LLC | History | New | 112,763 | 1,419 | 0.49% | — | 21 | +112,763 | New | Q1 2026 | May 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 94,077 | 1,184 | 0.01% | 0.0% | 22 | +69,443 | 281.9% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | Added to | 70,045 | 881 | 0.0% | 0.0% | 23 | +467 | 0.67% | Q1 2026 | May 13, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 58,520 | 736 | 0.2% | 0.23% | 24 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Smith Asset Management Co., LLC | History | Added to | 55,065 | 693 | 0.59% | 0.62% | 25 | +571 | 1.05% | Q1 2026 | May 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 53,908 | 678 | 0.07% | 0.07% | 26 | +2,050 | 3.95% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 52,515 | 661 | 0.0% | 0.0% | 27 | +822 | 1.59% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 48,367 | 608 | 0.0% | 0.0% | 28 | +10,452 | 27.57% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 42,679 | 586 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 41,695 | 525 | 0.0% | 0.0% | 30 | +850 | 2.08% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 41,629 | 524 | 0.0% | 0.0% | 31 | -5,126 | -10.96% | Q1 2026 | Jun 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 40,191 | 506 | 0.0% | 0.0% | 32 | +13,089 | 48.3% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 35,788 | 450 | 0.03% | 0.08% | 33 | -43,202 | -54.69% | Q1 2026 | Apr 14, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 34,570 | 435 | 0.07% | 0.07% | 34 | +6,882 | 24.86% | Q1 2026 | May 08, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 34,150 | 429 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 34,021 | 428 | 0.01% | — | 36 | +34,021 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 33,266 | 418 | 0.0% | 0.0% | 37 | +562 | 1.72% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 31,629 | 398 | 0.0% | 0.0% | 38 | +7,279 | 29.89% | Q1 2026 | May 12, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 30,934 | 389 | 0.11% | 0.13% | 39 | -4,942 | -13.78% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 27,819 | 350 | 0.0% | 0.0% | 40 | -2,326 | -7.72% | Q1 2026 | Apr 30, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 27,300 | 343 | 0.23% | 0.23% | 41 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 27,230 | 342 | 0.03% | 0.03% | 42 | +6,652 | 32.33% | Q1 2026 | May 14, 2026 |
| Pointe Capital Management LLC | History | Reduced | 25,642 | 322 | 0.16% | 0.18% | 43 | -123 | -0.48% | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | New | 25,000 | 315 | 0.01% | — | 44 | +25,000 | New | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | New | 23,000 | 289 | 0.01% | — | 45 | +23,000 | New | Q1 2026 | Apr 17, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 21,437 | 269 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 20,411 | 256 | 0.01% | 0.01% | 47 | +4,045 | 24.72% | Q1 2026 | May 15, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 19,955 | 251 | 0.05% | 0.05% | 48 | -340 | -1.68% | Q1 2026 | Apr 30, 2026 |
| Prospera Financial Services Inc | History | Added to | 16,936 | 213 | 0.0% | 0.0% | 49 | +1,655 | 10.83% | Q1 2026 | Apr 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 16,836 | 211 | 0.0% | 0.0% | 50 | +567 | 3.49% | Q1 2026 | May 04, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 16,200 | 203 | 0.12% | — | 51 | +16,200 | New | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 15,813 | 199 | 0.0% | 0.0% | 52 | +120 | 0.76% | Q1 2026 | May 15, 2026 |
| Annex Advisory Services, LLC | History | No change | 15,407 | 193 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Pathstone Holdings, LLC | History | Added to | 15,245 | 191 | 0.0% | 0.0% | 54 | +370 | 2.49% | Q1 2026 | May 11, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 14,853 | 187 | 0.08% | 0.09% | 55 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | New | 14,056 | 176 | 0.0% | — | 56 | +14,056 | New | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 12,971 | 163 | 0.0% | 0.0% | 57 | -68 | -0.52% | Q1 2026 | Apr 20, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 12,445 | 156 | 0.06% | 0.06% | 58 | +275 | 2.26% | Q1 2026 | Apr 22, 2026 |
| ProVise Management Group, LLC | History | Reduced | 12,318 | 155 | 0.01% | 0.01% | 59 | -350 | -2.76% | Q1 2026 | May 06, 2026 |
| Walsh & Associates, LLC | History | No change | 11,000 | 138 | 0.14% | 0.15% | 60 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | New | 10,168 | 128 | 0.0% | — | 61 | +10,168 | New | Q1 2026 | May 14, 2026 |
| Shay Capital LLC | History | New | 10,000 | 125 | 0.01% | — | 62 | +10,000 | New | Q1 2026 | May 15, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 10,000 | 121 | 0.11% | 0.13% | 63 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Leonteq Securities AG | History | New | 6,000 | 75 | 0.0% | — | 64 | +6,000 | New | Q1 2026 | Apr 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 3,500 | 44 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 2,602 | 32 | 0.0% | 0.0% | 66 | +58 | 2.28% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 2,162 | 27 | 0.0% | 0.0% | 67 | +16 | 0.75% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,900 | 24 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 1,677 | 21 | 0.0% | — | 69 | +1,650 | 6111.11% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | No change | 1,618 | 20 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,526 | 19 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | No change | 1,309 | 16 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Crews Bank & Trust | History | No change | 1,350 | 16 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 848 | 10 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 553 | 6 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| North Star Investment Management Corp. | History | No change | 500 | 6 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 500 | 6 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Osbon Capital Management LLC | History | New | 260 | 3 | 0.0% | — | 79 | +260 | New | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 300 | 3 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Western Wealth Management, LLC | History | New | 202 | 2 | 0.0% | — | 82 | +202 | New | Q1 2026 | May 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 190 | 2 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 171 | 2 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -124,574 | -100.0% | Q1 2026 | May 13, 2026 |
| Verity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.35% | — | -58,846 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -40,451 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -36,255 | -100.0% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,891 | -100.0% | Q1 2026 | Apr 07, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,700 | -100.0% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -714 | -100.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 59 | 0 | — | — | — | +59 | New | Q1 2026 | May 15, 2026 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | — | — | -55 | -100.0% | Q1 2026 | May 12, 2026 |
| Clear Street Group Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 13, 2026 |