BLW · BLACKROCK Ltd DURATION INCOME TRUST · Shareholders & Ownership
Market Cap
$445.73M
Shares
39.10M
Volume · Oct 23
188.92K
Avg daily vol (3M)
174.24K
Every disclosed holder of BLW in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns BLW
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 11,742,265 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 357,650 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of BLW
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,083,624 | ||
| 2 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,007,843 | ||
| 3 |
|
606,131 | ||
| 4 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
520,486 | ||
| 4.1 |
Multi-Hedge Strategies Fund
Fund
S000003747 · Registered fund · Jun 30, 2026
Rydex Variable Trust, not summed
|
404 | ||
| 4.2 |
Guggenheim Multi-Hedge Strategies Fund
Fund
S000003763 · Registered fund · Jun 30, 2026
Rydex Series Funds, not summed
|
144 | ||
| 5 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
384,488 | ||
| 5.1 |
Invesco CEF Income Composite ETF
Fund
S000027370 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
328,737 | ||
| 6 |
COHEN & STEERS, INC.
13F
CIK 1284812 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
371,801 | ||
| 7 |
Shaker Financial Services, LLC
13F
CIK 1511794 · Registered investment adviser · Sep 30, 2026
|
348,687 | ||
| 8 |
Venture Visionary Partners LLC
13F
CIK 1792283 · Registered investment adviser · Sep 30, 2026
|
291,592 | ||
| 9 |
SIT INVESTMENT ASSOCIATES INC
13F
CIK 769317 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
289,494 | ||
| 10 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
284,146 | ||
| 11 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
204,454 | ||
| 12 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
191,191 | ||
| 13 |
PRINCIPAL SECURITIES, INC.
13F
CIK 12600 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
182,218 | ||
| 14 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
178,861 | ||
| 15 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
171,532 | ||
| 16 |
Waterfront Wealth Inc.
13F
CIK 1775210 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
156,398 | ||
| 17 |
WOLVERINE ASSET MANAGEMENT LLC
13F
CIK 1279891 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
156,211 | ||
| 18 |
Blue Zone Wealth Advisors, LLC
13F
CIK 1803106 · Registered investment adviser · Sep 30, 2026
|
154,623 | ||
| 19 |
Fiera Capital Corp
13F
CIK 1505817 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
151,570 | ||
| 20 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
13F
CIK 1536186 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
147,340 | ||
| 21 |
Baird Financial Group, Inc.
13F
CIK 1648711 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
138,427 | ||
| 22 |
Jefferies Financial Group Inc.
13F
CIK 96223 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
129,856 | ||
| 23 |
Capital Investment Advisors, LLC
13F
CIK 1582732 · Registered investment adviser · Sep 30, 2026
|
118,555 | ||
| 24 |
Ethos Financial Group, LLC
13F
CIK 1954242 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
111,237 | ||
| 25 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
104,390 | ||
| 26 |
Lido Advisors, LLC
13F
CIK 1650150 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
98,519 | ||
| 27 |
Kestra Advisory Services, LLC
13F
CIK 1830819 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
67,456 | ||
| 28 |
Gridiron Partners, LLC
13F
CIK 1910867 · Registered investment adviser · Sep 30, 2026
|
62,941 | ||
| 29 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
60,424 | ||
| 30 |
Peregrine Asset Advisers, Inc.
13F
CIK 1535227 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
57,520 | ||
| 31 |
WEALTH ALLIANCE, LLC
13F
CIK 1793904 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
54,647 | ||
| 32 |
Janney Montgomery Scott LLC
13F
CIK 1329948 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
53,411 | ||
| 33 |
Smith Asset Management Co., LLC
13F
CIK 2068217 · Registered investment adviser · Sep 30, 2026
|
52,680 | ||
| 34 |
READYSTATE ASSET MANAGEMENT LP
13F
CIK 1900923 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
51,402 | ||
| 35 |
NewEdge Advisors, LLC
13F
CIK 1633516 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
41,629 | ||
| 36 |
NBC SECURITIES, INC.
13F
CIK 791540 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
41,027 | ||
| 37 |
SHUFRO ROSE & CO LLC
13F
CIK 908195 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
34,150 | ||
| 38 |
Rockefeller Capital Management L.P.
13F
CIK 1739439 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
32,600 | ||
| 39 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
31,296 | ||
| 40 |
Virtus Investment Advisers, LLC
13F
CIK 19481 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
28,365 | ||
| 40.1 |
Virtus Private Credit Strategy ETF
Fund
S000064727 · Registered fund · Jul 31, 2026
ETFis Series Trust I, not summed
|
28,365 | ||
| 41 |
ORLEANS CAPITAL MANAGEMENT CORP/LA
13F
CIK 1013234 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
27,300 | ||
| 42 |
BTG Pactual Asset Management US LLC
13F
CIK 1569579 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
27,230 | ||
| 43 |
Integrated Wealth Concepts LLC
13F
CIK 1737109 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
26,459 | ||
| 44 |
Cambridge Investment Research Advisors, Inc.
13F
CIK 1419186 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
26,017 | ||
| 45 |
Fortitude Advisory Group L.L.C.
13F
CIK 1928999 · Registered investment adviser · Sep 30, 2026
|
24,421 | ||
| 46 |
Almitas Capital LLC
13F
CIK 1596468 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,822 | ||
| 47 |
IMC-Chicago, LLC
13F
CIK 1452861 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,715 | ||
| 48 |
Marex Group plc
13F
CIK 1997464 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,328 | ||
| 49 |
NOMURA HOLDINGS INC
13F
CIK 1163653 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,100 | ||
| 50 |
Pointe Capital Management LLC
13F
CIK 1640335 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,063 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 85 holders
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Key facts
CIK
1233681
CUSIP
09249W101
13F (30d)
15 filings
15 filers
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