LDP · Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. · Shareholders & Ownership
Market Cap
$550.76M
Shares
29.08M
Volume · Oct 29
88.8K
Avg daily vol (3M)
89.84K
Every disclosed holder of LDP 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 LDP
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) | 8,677,887 | — |
| Insiders (Forms 3, 4, 5) | 3,935 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 491,967 | — |
% 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 LDP
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,089,803 | ||
| 2 |
|
1,389,779 | ||
| 3 |
Chicago Partners Investment Group LLC
13F
CIK 1563525 · Registered investment adviser · Sep 30, 2026
|
491,612 | ||
| 4 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
467,104 | ||
| 4.1 |
Invesco CEF Income Composite ETF
Fund
S000027370 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
346,223 | ||
| 5 |
Sanctuary Advisors, LLC
13F
CIK 1777271 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
295,463 | ||
| 6 |
Glaxis Capital Management, LLC
13F
CIK 1542161 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
270,000 | ||
| 7 |
Atria Investments, Inc
13F
CIK 1535865 · Registered investment adviser · Sep 30, 2026
|
262,703 | ||
| 8 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
237,003 | ||
| 9 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
225,620 | ||
| 10 |
Advisors Asset Management, Inc.
13F
CIK 1297376 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
181,455 | ||
| 11 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
170,003 | ||
| 12 |
GREATMARK INVESTMENT PARTNERS, INC.
13F
CIK 1540944 · Registered investment adviser · Sep 30, 2026
|
169,025 | ||
| 13 |
Pinnacle Financial Partners, Inc.
13F
CIK 2082866 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
168,135 | ||
| 14 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
157,138 | ||
| 15 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
153,402 | ||
| 16 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
147,592 | ||
| 17 |
Rareview Capital LLC
13F
CIK 2044533 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
145,557 | ||
| 18 |
Rareview Dynamic Fixed Income ETF
Fund
S000069798 · Registered fund · Jun 30, 2026
Collaborative Investment Series Trust, not summed
|
145,557 | ||
| 19 |
Baird Financial Group, Inc.
13F
CIK 1648711 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
144,127 | ||
| 20 |
Thomas J. Herzfeld Advisors, Inc.
13F
CIK 1509510 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
137,739 | ||
| 21 |
NewEdge Wealth, LLC
13F
CIK 1861796 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
116,907 | ||
| 22 |
Oder Investment Management, LLC
13F
CIK 1845109 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
77,589 | ||
| 23 |
Platt Wealth Management LLC
13F
CIK 2109497 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
74,662 | ||
| 24 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
66,210 | ||
| 24.1 |
Multi-Hedge Strategies Fund
Fund
S000003747 · Registered fund · Jun 30, 2026
Rydex Variable Trust, not summed
|
138 | ||
| 24.2 |
Guggenheim Multi-Hedge Strategies Fund
Fund
S000003763 · Registered fund · Jun 30, 2026
Rydex Series Funds, not summed
|
49 | ||
| 25 |
WJ Financial Advisors LLC
13F
CIK 2095682 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
65,947 | ||
| 26 |
Fiera Capital Corp
13F
CIK 1505817 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
57,368 | ||
| 27 |
Beacon Pointe Advisors, LLC
13F
CIK 1744317 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
55,863 | ||
| 28 |
MAI Capital Management
13F
CIK 1040197 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
54,496 | ||
| 29 |
Rockefeller Capital Management L.P.
13F
CIK 1739439 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
53,533 | ||
| 30 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
51,988 | ||
| 31 |
OPPENHEIMER & CO INC
13F
CIK 822581 · Unknown · Sep 30, 2026
|
51,785 | ||
| 32 |
Wealthcare Advisory Partners LLC
13F
CIK 1683059 · Registered investment adviser · Sep 30, 2026
|
50,157 | ||
| 33 |
Capital Investment Advisors, LLC
13F
CIK 1582732 · Registered investment adviser · Sep 30, 2026
|
47,623 | ||
| 34 |
Breachway Investments LLC
13F
CIK 2106661 · Registered investment adviser · Sep 30, 2026
|
47,562 | ||
| 35 |
Lido Advisors, LLC
13F
CIK 1650150 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
43,875 | ||
| 36 |
Independent Wealth Network Inc.
13F
CIK 1891240 · Registered investment adviser · Sep 30, 2026
|
39,333 | ||
| 37 |
KESTRA PRIVATE WEALTH SERVICES, LLC
13F
CIK 1649451 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
31,947 | ||
| 38 |
FIFTH THIRD BANCORP
13F
CIK 35527 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
31,459 | ||
| 39 |
LexAurum Advisors, LLC
13F
CIK 1729677 · Registered investment adviser · Sep 30, 2026
|
30,374 | ||
| 40 |
PMG Family Office LLC
13F
CIK 2102299 · Registered investment adviser · Sep 30, 2026
|
29,579 | ||
| 41 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
29,296 | ||
| 42 |
Shaker Financial Services, LLC
13F
CIK 1511794 · Registered investment adviser · Sep 30, 2026
|
25,568 | ||
| 43 |
Pathstone Holdings, LLC
13F
CIK 2011612 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,913 | ||
| 44 |
CHOREO, LLC
13F
CIK 1679031 · Registered investment adviser · Sep 30, 2026
|
19,686 | ||
| 45 |
Smith Asset Management Co., LLC
13F
CIK 2068217 · Registered investment adviser · Sep 30, 2026
|
17,265 | ||
| 46 |
Caprock Group, LLC
13F
CIK 1610769 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,025 | ||
| 47 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,872 | ||
| 48 |
Kestra Advisory Services, LLC
13F
CIK 1830819 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,704 | ||
| 49 |
Financial Security Advisor, Inc.
13F
CIK 1997602 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,500 | ||
| 50 |
Prospera Financial Services Inc
13F
CIK 1541625 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,300 |
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
1548717
CUSIP
19248C105
13F (30d)
23 filings
23 filers
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