WILMINGTON, DE
BLACKROCK LTD DURATION INCOME TRUSTBLW— Latest position per institution from SEC 13F filings
15
Institutional holders
10.06M
Total shares held
118.51M
Estimated value
502.82K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
4.08M
Value
51M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.01M
Value
12.59M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
606.13K
Value
7.57M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
520.49K
Value
6.50M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
384.49K
Value
4.80M
Filed
Jun 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
371.80K
Value
4.64K
Filed
Jun 30, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
301.45K
Value
3.77M
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
289.49K
Value
3.62K
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
284.15K
Value
3.55M
Filed
Jun 30, 2026
VENTURE VISIONARY PARTNERS LLC
CIK 1792283
Shares
279.33K
Value
3.49M
Filed
Jun 30, 2026
BRAMSHILL INVESTMENTS, LLC
CIK 1619899
Shares
275.94K
Value
3.86M
Filed
Dec 31, 2023
GRANITESHARES ADVISORS LLC
CIK 1839545
Shares
217.57K
Value
3.05M
Filed
Sep 30, 2025
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
204.45K
Value
2.55M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
191.19K
Value
2.39M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
186.57K
Value
2.70M
Filed
Sep 30, 2024
PRINCIPAL SECURITIES, INC.
CIK 12600
Shares
182.22K
Value
2.28M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
178.86K
Value
2.23M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
171.53K
Value
2.14M
Filed
Jun 30, 2026
BLUE ZONE WEALTH ADVISORS, LLC
CIK 1803106
Shares
162.94K
Value
2.04M
Filed
Jun 30, 2026
WATERFRONT WEALTH INC.
CIK 1775210
Shares
156.40K
Value
1.99M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 4.08M | 51M | Jun 30, 2026 |
| 2 | WELLS FARGO & COMPANY/MN | 72971 | 1.01M | 12.59M | Jun 30, 2026 |
| 3 | UBS GROUP AG | 1610520 | 606.13K | 7.57M | Jun 30, 2026 |
| 4 | GUGGENHEIM CAPITAL LLC | 1283072 | 520.49K | 6.50M | Jun 30, 2026 |
| 5 | INVESCO LTD. | 914208 | 384.49K | 4.80M | Jun 30, 2026 |
| 6 | COHEN & STEERS, INC. | 1284812 | 371.80K | 4.64K | Jun 30, 2026 |
| 7 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 301.45K | 3.77M | Jun 30, 2026 |
| 8 | SIT INVESTMENT ASSOCIATES INC | 769317 | 289.49K | 3.62K | Jun 30, 2026 |
| 9 | RAYMOND JAMES FINANCIAL INC | 720005 | 284.15K | 3.55M | Jun 30, 2026 |
| 10 | VENTURE VISIONARY PARTNERS LLC | 1792283 | 279.33K | 3.49M | Jun 30, 2026 |
| 11 | BRAMSHILL INVESTMENTS, LLC | 1619899 | 275.94K | 3.86M | Dec 31, 2023 |
| 12 | GRANITESHARES ADVISORS LLC | 1839545 | 217.57K | 3.05M | Sep 30, 2025 |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 204.45K | 2.55M | Jun 30, 2026 |
| 14 | ROYAL BANK OF CANADA | 1000275 | 191.19K | 2.39M | Jun 30, 2026 |
| 15 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 186.57K | 2.70M | Sep 30, 2024 |
| 16 | PRINCIPAL SECURITIES, INC. | 12600 | 182.22K | 2.28M | Jun 30, 2026 |
| 17 | BANK OF AMERICA CORP /DE/ | 70858 | 178.86K | 2.23M | Jun 30, 2026 |
| 18 | LPL FINANCIAL LLC | 1403438 | 171.53K | 2.14M | Jun 30, 2026 |
| 19 | BLUE ZONE WEALTH ADVISORS, LLC | 1803106 | 162.94K | 2.04M | Jun 30, 2026 |
| 20 | WATERFRONT WEALTH INC. | 1775210 | 156.40K | 1.99M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.