LDP · Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. · Holdings

$19.95 -0.05 (-0.25%) At close · Sep 11

Market Cap

$601.07M

29.08M

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: 80

Total Value: $182,891,659

Total Shares: 8,643,275

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 80 13F filers · Δ vs Mar 31, 2026

Top Holder

24.2%

−0.4 pts

Top 5

54.5%

−1.9 pts

Top 10

67.9%

−0.9 pts

HHI

989

Broadly held−36

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -5

Institutional value: +10.4%

Shares held: +4.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large Sanctuary Advisors, LLC	+174,178	295,463
Mid Atria Investments, Inc	+173,278	246,045
Mid Advisors Asset Management, Inc.	+98,449	181,455
Mega WELLS FARGO & COMPANY/MN	+93,536	153,402
Mega MORGAN STANLEY	+48,867	2,089,803

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega RAYMOND JAMES FINANCIAL INC	−128,130	237,003
Mid NewEdge Wealth, LLC	−78,436	116,907
Small Shaker Financial Services, LLC	−56,326	36,611
Mid READYSTATE ASSET MANAGEMENT LP	−14,715	11,967
Large Janney Montgomery Scott LLC	−8,017	9,912

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Independent Wealth Network Inc.	36,395	$770,118
Small COMPASS FINANCIAL MANAGEMENT LLC	3,288	$69,574
Mid Global Retirement Partners, LLC	3,123	$66,082
Small Key Financial Inc	2,590	$54,804
Mid IFG Advisory, LLC	1,180	$24,968

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Belpointe Asset Management LLC	44,529	$889,244
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	27,208	$543,343
Mid WOLVERINE ASSET MANAGEMENT LLC	19,133	$382,086
Small Logan Stone Capital, LLC	14,838	$296,314
Small Pettinga Financial Advisors LLC	14,688	$293,319

Filter: New 7 Increased 34 Reduced 23 Sold out 12 Unchanged 16

Showing 80 of 80

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$44,220,229

24.18%

2,089,803

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

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	1,696,706	$35,902,298	81.2%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	393,097	$8,317,931	18.8%	Defined

UBS Group AG

$29,407,722

16.08%

1,389,779

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	1,384,742	$29,301,140	99.6%	Defined
UBS AG	5,037	$106,582	0.4%	Defined

Chicago Partners Investment Group LLC

$9,919,236

5.42%

468,773

Invesco Ltd.

$9,883,919

5.40%

467,104

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

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	122,317	$2,588,227	26.2%	Defined
Invesco Capital Management LLC	344,787	$7,295,692	73.8%	Defined

Sanctuary Advisors, LLC

$6,251,997

3.42%

295,463

Glaxis Capital Management, LLC

$5,713,200

3.12%

270,000

Atria Investments, Inc

$5,206,312

2.85%

246,045

RAYMOND JAMES FINANCIAL INC

$5,014,983

2.74%

237,003

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

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	207,157	$4,383,442	87.4%	Defined
Raymond James Financial Services Advisors, Inc.	29,846	$631,541	12.6%	Defined

ROYAL BANK OF CANADA

$4,774,118

2.61%

225,620

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	225,506	$4,771,706	99.9%	Defined
RBC Rochdale, LLC	114	$2,412	0.1%	Defined

Advisors Asset Management, Inc.

$3,839,587

2.10%

181,455

BANK OF AMERICA CORP /DE/

$3,597,263

1.97%

170,003

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

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	170,003	$3,597,263	100.0%	Defined

GREATMARK INVESTMENT PARTNERS, INC.

$3,560,699

1.95%

168,275

Pinnacle Financial Partners, Inc.

$3,557,736

1.95%

168,135

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

Manager	Shares	Value (USD)	% of position	Discretion
Synovus Securities, Inc.	168,135	$3,557,736	100.0%	Defined

LPL Financial LLC

$3,325,040

1.82%

157,138

WELLS FARGO & COMPANY/MN

$3,245,985

1.77%

153,402

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	32,209	$681,542	21.0%	Defined
WELLS FARGO CLEARING SERVICES, LLC	121,193	$2,564,443	79.0%	Defined

ENVESTNET ASSET MANAGEMENT INC

$3,123,046

1.71%

147,592

Rareview Capital LLC

$3,079,986

1.68%

145,557

Baird Financial Group, Inc.

$3,049,727

1.67%

144,127

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	144,127	$3,049,727	100.0%	Defined

Thomas J. Herzfeld Advisors, Inc.

$2,914,557

1.59%

137,739

NewEdge Wealth, LLC

$2,473,752

1.35%

116,907

Oder Investment Management, LLC

$1,641,783

0.90%

77,589

Platt Wealth Management LLC

$1,579,847

0.86%

74,662

GUGGENHEIM CAPITAL LLC

$1,401,002

0.77%

66,210

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	66,023	$1,397,046	99.7%	Defined
SECURITY INVESTORS LLC	187	$3,956	0.3%	Defined

WJ Financial Advisors LLC

$1,395,438

0.76%

65,947

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

Manager	Shares	Value (USD)	% of position	Discretion
Joseph Giaccone joint	65,947	$1,395,438	100.0%	Defined

OPPENHEIMER & CO INC

$1,326,329

0.73%

62,681

Fiera Capital Corp

$1,213,906

0.66%

57,368

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

Manager	Shares	Value (USD)	% of position	Discretion
Fiera Capital Inc.	57,368	$1,213,906	100.0%	Other

Beacon Pointe Advisors, LLC

$1,182,061

0.65%

55,863

MAI Capital Management

$1,153,135

0.63%

54,496

Rockefeller Capital Management L.P.

$1,132,757

0.62%

53,533

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

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER TRUST COMPANY, N.A.	543	$11,489	1.0%	Defined
ROCKEFELLER FINANCIAL LLC	52,990	$1,121,268	99.0%	Defined

Capital Investment Advisors, LLC

$1,117,903

0.61%

52,831

OSAIC HOLDINGS, INC.

$1,100,066

0.60%

51,988

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

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	51,988	$1,100,066	100.0%	Defined

Breachway Investments LLC

$1,005,353

0.55%

47,512

Lido Advisors, LLC

$928,395

0.51%

43,875

Wealthcare Advisory Partners LLC

$903,722

0.49%

42,709

Shaker Financial Services, LLC

$774,688

0.42%

36,611

Independent Wealth Network Inc.

$770,118

0.42%

36,395

KESTRA PRIVATE WEALTH SERVICES, LLC

$675,998

0.37%

31,947

FIFTH THIRD BANCORP

$665,672

0.36%

31,459

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	31,459	$665,672	100.0%	Defined

PMG Family Office LLC

$621,278

0.34%

29,361

Cetera Investment Advisers

$619,903

0.34%

29,296

LexAurum Advisors, LLC

$528,238

0.29%

24,964

Pathstone Holdings, LLC

$505,999

0.28%

23,913

CHOREO, LLC

$424,342

0.23%

20,054

Smith Asset Management Co., LLC

$383,186

0.21%

18,109

Caprock Group, LLC

$317,929

0.17%

15,025

COMMONWEALTH EQUITY SERVICES, LLC

$293,531

0.16%

13,872

Kestra Advisory Services, LLC

$289,976

0.16%

13,704

Financial Security Advisor, Inc.

$285,660

0.16%

13,500

Prospera Financial Services Inc

$281,428

0.15%

13,300

EVERPAR ADVISORS LLC

$281,216

0.15%

13,290

READYSTATE ASSET MANAGEMENT LP

$253,221

0.14%

11,967

Creative Planning

$241,224

0.13%

11,400

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$219,492

0.12%

10,373

Janney Montgomery Scott LLC

$209,737

0.11%

9,912

STIFEL FINANCIAL CORP

$205,759

0.11%

9,724

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

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	9,724	$205,759	100.0%	Defined

US BANCORP \DE\

$134,958

0.07%

6,378

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

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	6,378	$134,958	100.0%	Defined

Vermillion Wealth Management, Inc.

$74,567

0.04%

3,524

BARRETT & COMPANY, INC.

$74,060

0.04%

3,500

COMPASS FINANCIAL MANAGEMENT LLC

$69,574

0.04%

3,288

Global Retirement Partners, LLC

$66,082

0.04%

3,123

Spire Wealth Management

$61,766

0.03%

2,919

Key Financial Inc

$54,804

0.03%

2,590

Allworth Financial LP

$33,686

0.02%

1,592

NewEdge Advisors, LLC

$26,809

0.01%

1,267

PNC FINANCIAL SERVICES GROUP, INC.

$25,392

0.01%

1,200

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

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	1,200	$25,392	100.0%	Defined

IFG Advisory, LLC

$24,968

0.01%

1,180

Pinnacle Wealth Planning Services, Inc.

$22,810

0.01%

1,078

Dunhill Financial, LLC

$21,160

0.01%

1,000

Medallion Wealth Advisors, LLC

$20,631

0.01%

975

TOTH FINANCIAL ADVISORY CORP

$19,403

0.01%

917

Triumph Capital Management

$19,044

0.01%

900

IFP Advisors, Inc

$10,580

0.01%

500

HARBOUR INVESTMENTS, INC.

$10,580

0.01%

500

WPG Advisers, LLC

$10,051

0.01%

475

PRIVATE TRUST CO NA

$8,464

0.00%

400

HIGHLINE WEALTH PARTNERS LLC

$6,136

0.00%

290

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

$4,041

0.00%

191

Clear Street Group Inc.

$1,290

0.00%

WHITTIER TRUST CO OF NEVADA INC

$719

0.00%

HUNTINGTON NATIONAL BANK

$698

0.00%

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

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	27,208	$543,343	100.0%	Other

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

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	19,133	$382,086	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	150	$2,995	100.0%	Sole

Key facts CIK 1548717 CUSIP 19248C105 13F (30d) 1 filings 1 filers Visit website