BLW · BLACKROCK Ltd DURATION INCOME TRUST · Holdings

$11.97 -0.18 (-1.48%) At close · Sep 18

Market Cap

$475.64M

39.10M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 85

Total Value: $145,829,728

Total Shares: 11,675,722

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 85 13F filers · Δ vs Mar 31, 2026

Top Holder

35.0%

−2.9 pts

Top 5

56.5%

−5.6 pts

Top 10

69.6%

−5.0 pts

HHI

1,421

Broadly held−237

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +2

Institutional value: +5.4%

Shares held: +6.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid SIT INVESTMENT ASSOCIATES INC	+264,494	289,494
Small Shaker Financial Services, LLC	+188,687	301,450
Small Waterfront Wealth Inc.	+136,443	156,398
Mid WOLVERINE ASSET MANAGEMENT LLC	+62,134	156,211
Mega Invesco Ltd.	+58,589	384,488

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large GUGGENHEIM CAPITAL LLC	−108,032	520,486
Mega MORGAN STANLEY	−84,212	4,083,624
Mega BANK OF AMERICA CORP /DE/	−76,487	178,861
Mega UBS Group AG	−33,092	606,131
Large OSAIC HOLDINGS, INC.	−30,747	104,390

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	147,340	$1,840,276
Micro Gridiron Partners, LLC	62,941	$786,133
Mid READYSTATE ASSET MANAGEMENT LP	51,402	$642,010
Large Integrated Wealth Concepts LLC	26,459	$330,472
Small Almitas Capital LLC	23,822	$297,536

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Jackson Hole Capital Partners, LLC	34,570	$435,236
Mid CENTRAL TRUST Co	23,000	$289,570
Mid Annex Advisory Services, LLC	15,407	$193,974
Micro Walsh & Associates, LLC	11,000	$138,490
Large Focus Partners Wealth	10,168	$128,015

Filter: New 13 Increased 29 Reduced 25 Sold out 11 Unchanged 18

Showing 85 of 85

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$51,004,461

34.98%

4,083,624

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	26,253	$327,899	0.6%	Defined
MORGAN STANLEY SMITH BARNEY LLC	3,986,976	$49,797,329	97.6%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	70,395	$879,233	1.7%	Defined

WELLS FARGO & COMPANY/MN

$12,587,958

8.63%

1,007,843

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	169,462	$2,116,580	16.8%	Defined
WELLS FARGO CLEARING SERVICES, LLC	838,381	$10,471,378	83.2%	Defined

UBS Group AG

$7,570,576

5.19%

606,131

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	602,092	$7,520,129	99.3%	Defined
UBS AG	4,039	$50,447	0.7%	Defined

GUGGENHEIM CAPITAL LLC

$6,500,869

4.46%

520,486

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	519,938	$6,494,025	99.9%	Defined
SECURITY INVESTORS LLC	548	$6,844	0.1%	Defined

Invesco Ltd.

$4,802,255

3.29%

384,488

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Capital Management LLC	384,488	$4,802,255	100.0%	Defined

COHEN & STEERS, INC.

$4,643,794

3.18%

371,801

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Cohen & Steers Capital Management Inc	371,801	$4,643,794	100.0%	Sole

Shaker Financial Services, LLC

$3,765,110

2.58%

301,450

SIT INVESTMENT ASSOCIATES INC

$3,615,780

2.48%

289,494

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SIT FIXED INCOME ADVISORS II LLC /ADV	289,494	$3,615,780	100.0%	Sole

RAYMOND JAMES FINANCIAL INC

$3,548,982

2.43%

284,146

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	116,064	$1,449,639	40.8%	Defined
Raymond James Financial Services Advisors, Inc.	156,195	$1,950,875	55.0%	Defined
RAYMOND JAMES TRUST N.A.	11,887	$148,468	4.2%	Defined

Venture Visionary Partners LLC

$3,488,894

2.39%

279,335

ENVESTNET ASSET MANAGEMENT INC

$2,553,630

1.75%

204,454

ROYAL BANK OF CANADA

$2,387,975

1.64%

191,191

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	191,191	$2,387,975	100.0%	Defined

PRINCIPAL SECURITIES, INC.

$2,275,902

1.56%

182,218

BANK OF AMERICA CORP /DE/

$2,233,973

1.53%

178,861

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	21,985	$274,592	12.3%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	156,876	$1,959,381	87.7%	Defined

LPL Financial LLC

$2,142,434

1.47%

171,532

Blue Zone Wealth Advisors, LLC

$2,035,058

1.40%

162,935

Waterfront Wealth Inc.

$1,953,411

1.34%

156,398

WOLVERINE ASSET MANAGEMENT LLC

$1,951,075

1.34%

156,211

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	156,211	$1,951,075	100.0%	Defined

Fiera Capital Corp

$1,893,109

1.30%

151,570

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fiera Capital Inc.	151,570	$1,893,109	100.0%	Other

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

$1,840,276

1.26%

147,340

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Landscape High Leverage Fund, LP	27,368	$341,826	18.6%	Defined
LANDSCAPE OFFSHORE HL FUND LTD.	76,490	$955,360	51.9%	Defined
Held directly	43,482	$543,090	29.5%	Sole

Baird Financial Group, Inc.

$1,728,953

1.19%

138,427

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	138,427	$1,728,953	100.0%	Defined

Jefferies Financial Group Inc.

$1,621,901

1.11%

129,856

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jefferies Investment Advisers LLC	129,856	$1,621,901	100.0%	Defined

Capital Investment Advisors, LLC

$1,510,165

1.04%

120,910

Ethos Financial Group, LLC

$1,389,350

0.95%

111,237

OSAIC HOLDINGS, INC.

$1,303,831

0.89%

104,390

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	104,390	$1,303,831	100.0%	Defined

Lido Advisors, LLC

$1,230,502

0.84%

98,519

Kestra Advisory Services, LLC

$842,525

0.58%

67,456

Gridiron Partners, LLC

$786,133

0.54%

62,941

Cetera Investment Advisers

$754,695

0.52%

60,424

Peregrine Asset Advisers, Inc.

$718,424

0.49%

57,520

WEALTH ALLIANCE, LLC

$682,541

0.47%

54,647

Janney Montgomery Scott LLC

$667,103

0.46%

53,411

Smith Asset Management Co., LLC

$666,391

0.46%

53,354

READYSTATE ASSET MANAGEMENT LP

$642,010

0.44%

51,402

NewEdge Advisors, LLC

$519,946

0.36%

41,629

NBC SECURITIES, INC.

$512,427

0.35%

41,027

SHUFRO ROSE & CO LLC

$426,533

0.29%

34,150

Rockefeller Capital Management L.P.

$407,174

0.28%

32,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	32,600	$407,174	100.0%	Defined

AMERIPRISE FINANCIAL INC

$390,887

0.27%

31,296

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	31,296	$390,887	100.0%	Defined

Virtus Investment Advisers, LLC

$354,278

0.24%

28,365

ORLEANS CAPITAL MANAGEMENT CORP/LA

$340,977

0.23%

27,300

BTG Pactual Asset Management US LLC

$340,102

0.23%

27,230

Integrated Wealth Concepts LLC

$330,472

0.23%

26,459

Cambridge Investment Research Advisors, Inc.

$324,952

0.22%

26,017

Almitas Capital LLC

$297,536

0.20%

23,822

IMC-Chicago, LLC

$296,200

0.20%

23,715

Marex Group plc

$253,896

0.17%

20,328

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marex Financial	20,328	$253,896	100.0%	Defined

NOMURA HOLDINGS INC

$238,559

0.16%

19,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NOMURA GLOBAL FINANCIAL PRODUCTS INC	19,100	$238,559	100.0%	Defined

Pointe Capital Management LLC

$238,096

0.16%

19,063

MAI Capital Management

$229,728

0.16%

18,393

Beacon Pointe Advisors, LLC

$228,029

0.16%

18,257

Prospera Financial Services Inc

$218,437

0.15%

17,489

MML INVESTORS SERVICES, LLC

$212,754

0.15%

17,034

Marin Bay Wealth Advisors, LLC

$207,321

0.14%

16,599

Fortitude Advisory Group L.L.C.

$205,797

0.14%

16,477

Pathstone Holdings, LLC

$195,543

0.13%

15,656

XTX Topco Ltd

$184,190

0.13%

14,747

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	14,747	$184,190	100.0%	Defined

Concurrent Investment Advisors, LLC

$165,504

0.11%

13,251

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Concurrent Asset Management, LLC	124	$1,548	0.9%	Sole
Held directly	13,127	$163,956	99.1%	Sole

Samalin Investment Counsel, LLC

$159,147

0.11%

12,742

ProVise Management Group, LLC

$152,852

0.10%

12,238

JANE STREET GROUP, LLC

$151,378

0.10%

12,120

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	7,564	$94,474	62.4%	Defined
Jane Street Global Trading, LLC	4,556	$56,904	37.6%	Defined

FIFTH THIRD BANCORP

$148,655

0.10%

11,902

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	11,902	$148,655	100.0%	Defined

StoneX Group Inc.

$131,120

0.09%

10,498

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STONEX FINANCIAL INC.	10,498	$131,120	100.0%	Defined

IHT Wealth Management, LLC

$130,645

0.09%

10,460

MAIMON WEALTH MANAGEMENT LTD.

$124,900

0.09%

10,000

Leonteq Securities AG

$99,920

0.07%

8,000

HOLLENCREST CAPITAL MANAGEMENT

$43,715

0.03%

3,500

IFP Advisors, Inc

$33,273

0.02%

2,664

Allworth Financial LP

$27,215

0.02%

2,179

BARTLETT & CO. WEALTH MANAGEMENT LLC

$23,731

0.02%

1,900

Bogart Wealth, LLC

$20,208

0.01%

1,618

Steward Partners Investment Advisory, LLC

$19,059

0.01%

1,526

Crews Bank & Trust

$16,861

0.01%

1,350

Blue Trust, Inc.

$16,349

0.01%

1,309

BNP PARIBAS ARBITRAGE, SA

$15,350

0.01%

1,229

LifeSteps Financial, Inc.

$12,490

0.01%

1,000

Farther Finance Advisors, LLC

$10,591

0.01%

848

Global Retirement Partners, LLC

$8,106

0.01%

649

Moisand Fitzgerald Tamayo, LLC

$6,245

0.00%

500

North Star Investment Management Corp.

$6,245

0.00%

500

HIGHLINE WEALTH PARTNERS LLC

$3,747

0.00%

300

Pinnacle Wealth Planning Services, Inc.

$2,810

0.00%

225

HARBOUR INVESTMENTS, INC.

$2,373

0.00%

190

HOEY INVESTMENTS, INC

$2,135

0.00%

171

WPG Advisers, LLC

$1,224

0.00%

Key facts CIK 1233681 CUSIP 09249W101 13F (30d) 2 filings 2 filers Visit website Investor relations