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 | 4,083,624 | 51,004 | 0.0% | 0.0% | 1 | -84,212 | -2.02% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,007,843 | 12,587 | 0.0% | 0.0% | 2 | -19,044 | -1.85% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 606,131 | 7,570 | 0.0% | 0.0% | 3 | -33,092 | -5.18% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 520,486 | 6,500 | 0.04% | 0.06% | 4 | -108,032 | -17.19% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Added to | 384,488 | 4,802 | 0.0% | 0.0% | 5 | +58,589 | 17.98% | 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 | 301,450 | 3,765 | 1.18% | 0.49% | 7 | +188,687 | 167.33% | Q2 2026 | Jul 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 289,494 | 3,616 | 0.07% | 0.01% | 8 | +264,494 | 1057.98% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 284,146 | 3,548 | 0.0% | 0.0% | 9 | -18,758 | -6.19% | Q2 2026 | Aug 14, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 279,335 | 3,488 | 0.1% | 0.13% | 10 | -21,582 | -7.17% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 204,454 | 2,553 | 0.0% | 0.0% | 11 | +38,921 | 23.51% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 191,191 | 2,388 | 0.0% | 0.0% | 12 | +10,029 | 5.54% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 182,218 | 2,275 | 0.03% | 0.03% | 13 | +24,538 | 15.56% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 178,861 | 2,233 | 0.0% | 0.0% | 14 | -76,487 | -29.95% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 171,532 | 2,142 | 0.0% | 0.0% | 15 | +35,401 | 26.01% | Q2 2026 | Aug 07, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 162,935 | 2,035 | 0.36% | 0.44% | 16 | -10,406 | -6.0% | Q2 2026 | Jul 14, 2026 |
| Waterfront Wealth Inc. | History | Added to | 156,398 | 1,994 | 0.31% | 0.05% | 17 | +136,443 | 683.75% | Q2 2026 | Jul 30, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 156,211 | 1,951 | 0.02% | 0.01% | 18 | +62,134 | 66.05% | Q2 2026 | Aug 10, 2026 |
| Fiera Capital Corp | History | Added to | 151,570 | 1,893 | 0.01% | 0.01% | 19 | +5,134 | 3.51% | Q2 2026 | Aug 07, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 147,340 | 1,840 | 0.12% | — | 20 | +147,340 | New | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 138,427 | 1,728 | 0.0% | 0.0% | 21 | -12,169 | -8.08% | Q2 2026 | Aug 12, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 129,856 | 1,621 | 0.01% | 0.01% | 22 | +453 | 0.35% | Q2 2026 | Aug 17, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 120,910 | 1,510 | 0.02% | 0.02% | 23 | -2,863 | -2.31% | Q2 2026 | Aug 06, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 111,237 | 1,389 | 0.09% | 0.12% | 24 | -8,851 | -7.37% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 104,390 | 1,303 | 0.0% | 0.0% | 25 | -30,747 | -22.75% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 98,519 | 1,230 | 0.0% | 0.0% | 26 | +28,474 | 40.65% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 67,456 | 842 | 0.0% | 0.0% | 27 | +19,089 | 39.47% | Q2 2026 | Jul 28, 2026 |
| Gridiron Partners, LLC | History | New | 62,941 | 786 | 0.41% | — | 28 | +62,941 | New | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 60,424 | 754 | 0.0% | 0.0% | 29 | +7,909 | 15.06% | Q2 2026 | Aug 12, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 57,520 | 718 | 0.16% | 0.2% | 30 | -1,000 | -1.71% | Q2 2026 | Aug 10, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 54,647 | 682 | 0.06% | 0.07% | 31 | +739 | 1.37% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 53,411 | 667 | 0.0% | 0.0% | 32 | +11,716 | 28.1% | Q2 2026 | Aug 05, 2026 |
| Smith Asset Management Co., LLC | History | Reduced | 53,354 | 666 | 0.52% | 0.59% | 33 | -1,711 | -3.11% | Q2 2026 | Jul 14, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 51,402 | 642 | 0.02% | — | 34 | +51,402 | New | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 41,629 | 519 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 41,027 | 512 | 0.03% | 0.03% | 36 | +5,239 | 14.64% | Q2 2026 | Jul 21, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 34,570 | 435 | 0.07% | 0.07% | 37 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 34,150 | 426 | 0.02% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 32,600 | 407 | 0.0% | 0.0% | 39 | -666 | -2.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 31,296 | 390 | 0.0% | 0.0% | 40 | -8,895 | -22.13% | Q2 2026 | Aug 14, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 28,365 | 354 | 0.08% | 0.11% | 41 | -2,569 | -8.3% | Q2 2026 | Aug 11, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 27,300 | 340 | 0.18% | 0.23% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 27,230 | 340 | 0.02% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 26,459 | 330 | 0.0% | — | 44 | +26,459 | New | Q2 2026 | Sep 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 26,017 | 325 | 0.0% | 0.0% | 45 | -1,802 | -6.48% | Q2 2026 | Jul 27, 2026 |
| Almitas Capital LLC | History | New | 23,822 | 297 | 0.07% | — | 46 | +23,822 | New | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | New | 23,715 | 296 | 0.0% | — | 47 | +23,715 | New | Q2 2026 | Aug 06, 2026 |
| Marex Group Ltd | History | New | 20,328 | 253 | 0.0% | — | 48 | +20,328 | New | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | New | 19,100 | 238 | 0.0% | — | 50 | +19,100 | New | Q2 2026 | Aug 14, 2026 |
| Pointe Capital Management LLC | History | Reduced | 19,063 | 238 | 0.11% | 0.16% | 49 | -6,579 | -25.66% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Added to | 18,393 | 229 | 0.0% | 0.0% | 51 | +2,580 | 16.32% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 18,257 | 228 | 0.0% | 0.0% | 52 | -3,180 | -14.83% | Q2 2026 | Aug 18, 2026 |
| Prospera Financial Services Inc | History | Added to | 17,489 | 218 | 0.0% | 0.0% | 53 | +553 | 3.27% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 17,034 | 212 | 0.0% | 0.0% | 54 | +198 | 1.18% | Q2 2026 | Aug 07, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Added to | 16,599 | 207 | 0.11% | 0.12% | 55 | +399 | 2.46% | Q2 2026 | Aug 10, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 16,477 | 205 | 0.08% | 0.08% | 56 | +1,624 | 10.93% | Q2 2026 | Jul 22, 2026 |
| Pathstone Holdings, LLC | History | Added to | 15,656 | 195 | 0.0% | 0.0% | 57 | +411 | 2.7% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | Reduced | 14,747 | 184 | 0.0% | 0.01% | 58 | -19,274 | -56.65% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 13,251 | 165 | 0.0% | 0.0% | 59 | +280 | 2.16% | Q2 2026 | Jul 27, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 12,742 | 159 | 0.05% | 0.06% | 60 | +297 | 2.39% | Q2 2026 | Jul 27, 2026 |
| ProVise Management Group, LLC | History | Reduced | 12,238 | 152 | 0.01% | 0.01% | 61 | -80 | -0.65% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,120 | 151 | 0.0% | 0.0% | 62 | -19,509 | -61.68% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 11,902 | 148 | 0.0% | 0.0% | 63 | -2,154 | -15.32% | Q2 2026 | Aug 05, 2026 |
| StoneX Group Inc. | History | New | 10,498 | 131 | 0.01% | — | 64 | +10,498 | New | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 10,460 | 130 | 0.0% | 0.01% | 65 | -9,951 | -48.75% | Q2 2026 | Aug 14, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 10,000 | 124 | 0.1% | 0.11% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Leonteq Securities AG | History | Added to | 8,000 | 99 | 0.0% | 0.0% | 67 | +2,000 | 33.33% | Q2 2026 | Jul 27, 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 | 2,664 | 33 | 0.0% | 0.0% | 69 | +62 | 2.38% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | Added to | 2,179 | 27 | 0.0% | 0.0% | 70 | +17 | 0.79% | Q2 2026 | Aug 11, 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 |
| CWM, LLC | History | No change | 1,677 | 21 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | No change | 1,618 | 20 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,526 | 19 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 1,309 | 16 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Crews Bank & Trust | History | No change | 1,350 | 16 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,229 | 15 | 0.0% | 0.0% | 77 | +676 | 122.24% | Q2 2026 | Aug 13, 2026 |
| LifeSteps Financial, Inc. | History | New | 1,000 | 12 | 0.01% | — | 78 | +1,000 | New | Q2 2026 | Jul 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 848 | 10 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Global Retirement Partners, LLC | History | New | 649 | 8 | 0.0% | — | 80 | +649 | New | Q2 2026 | Aug 06, 2026 |
| North Star Investment Management Corp. | History | No change | 500 | 6 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 500 | 6 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 300 | 3 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 225 | 2 | 0.0% | — | 86 | +225 | New | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 190 | 2 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 171 | 2 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WPG Advisers, LLC | History | New | 98 | 1 | 0.0% | — | 87 | +98 | New | Q2 2026 | Aug 05, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.01% | — | -23,000 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Annex Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,407 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Walsh & Associates, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -11,000 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -10,168 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Shay Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Osbon Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -59 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Clear Street Group Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 12, 2026 |