WILMINGTON, DE
BLACKROCK LTD DURATION INCOME TRUSTBLW— Latest position per institution from SEC 13F filings
15
Institutional holders
9.95M
Total shares held
121.58M
Estimated value
497.27K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
4.17M
Value
52.47M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.03M
Value
12.93M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
639.22K
Value
8.05M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
628.52K
Value
7.91M
Filed
Mar 31, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
371.80K
Value
4.68K
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
325.90K
Value
4.10M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
302.90K
Value
3.81M
Filed
Mar 31, 2026
VENTURE VISIONARY PARTNERS LLC
CIK 1792283
Shares
300.92K
Value
3.79M
Filed
Mar 31, 2026
BRAMSHILL INVESTMENTS, LLC
CIK 1619899
Shares
275.94K
Value
3.86M
Filed
Dec 31, 2023
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
255.35K
Value
3.21M
Filed
Mar 31, 2026
GRANITESHARES ADVISORS LLC
CIK 1839545
Shares
217.57K
Value
3.05M
Filed
Sep 30, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
186.57K
Value
2.70M
Filed
Sep 30, 2024
ROYAL BANK OF CANADA
CIK 1000275
Shares
181.16K
Value
2.28M
Filed
Mar 31, 2026
BLUE ZONE WEALTH ADVISORS, LLC
CIK 1803106
Shares
173.34K
Value
2.18M
Filed
Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
165.53K
Value
2.08M
Filed
Mar 31, 2026
PRINCIPAL SECURITIES, INC.
CIK 12600
Shares
157.68K
Value
1.99M
Filed
Mar 31, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
150.60K
Value
1.90M
Filed
Mar 31, 2026
FIERA CAPITAL CORP
CIK 1505817
Shares
146.44K
Value
1.84M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
136.13K
Value
1.71M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
135.14K
Value
1.70M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 4.17M | 52.47M | Mar 31, 2026 |
| 2 | WELLS FARGO & COMPANY/MN | 72971 | 1.03M | 12.93M | Mar 31, 2026 |
| 3 | UBS GROUP AG | 1610520 | 639.22K | 8.05M | Mar 31, 2026 |
| 4 | GUGGENHEIM CAPITAL LLC | 1283072 | 628.52K | 7.91M | Mar 31, 2026 |
| 5 | COHEN & STEERS, INC. | 1284812 | 371.80K | 4.68K | Mar 31, 2026 |
| 6 | INVESCO LTD. | 914208 | 325.90K | 4.10M | Mar 31, 2026 |
| 7 | RAYMOND JAMES FINANCIAL INC | 720005 | 302.90K | 3.81M | Mar 31, 2026 |
| 8 | VENTURE VISIONARY PARTNERS LLC | 1792283 | 300.92K | 3.79M | Mar 31, 2026 |
| 9 | BRAMSHILL INVESTMENTS, LLC | 1619899 | 275.94K | 3.86M | Dec 31, 2023 |
| 10 | BANK OF AMERICA CORP /DE/ | 70858 | 255.35K | 3.21M | Mar 31, 2026 |
| 11 | GRANITESHARES ADVISORS LLC | 1839545 | 217.57K | 3.05M | Sep 30, 2025 |
| 12 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 186.57K | 2.70M | Sep 30, 2024 |
| 13 | ROYAL BANK OF CANADA | 1000275 | 181.16K | 2.28M | Mar 31, 2026 |
| 14 | BLUE ZONE WEALTH ADVISORS, LLC | 1803106 | 173.34K | 2.18M | Mar 31, 2026 |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 165.53K | 2.08M | Mar 31, 2026 |
| 16 | PRINCIPAL SECURITIES, INC. | 12600 | 157.68K | 1.99M | Mar 31, 2026 |
| 17 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 150.60K | 1.90M | Mar 31, 2026 |
| 18 | FIERA CAPITAL CORP | 1505817 | 146.44K | 1.84M | Mar 31, 2026 |
| 19 | LPL FINANCIAL LLC | 1403438 | 136.13K | 1.71M | Mar 31, 2026 |
| 20 | OSAIC HOLDINGS, INC. | 1677044 | 135.14K | 1.70M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.