BLACKROCK LTD DURATION INCOM
CUSIP 09249W101
Blackrock Ltd Duration Incom has 82 institutional holders in Filings Flow’s 13F database, together reporting 11.37M shares worth $143M as of Q1 2026. The largest reported holders are Morgan Stanley, Wells Fargo & Company/Mn, and Ubs Group AG.
Institutional Holders
82
Q1 2026
Reported Value
$143M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| GraniteShares Advisors LLC$139M AUM | 1.76% | $3M | 217.6K | Q3 2025OLDER |
| Smith Asset Management Co., LLC$117M AUM | 0.59% | $693,268 | 55.1K | Q1 2026OLDER |
| Shaker Financial Services, LLC$287M AUM | 0.49% | $1M | 112.8K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 0.44% | $2M | 173.3K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.35% | $808,544 | 58.8K | Q4 2025OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.23% | $343,707 | 27.3K | Q1 2026OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.20% | $736,767 | 58.5K | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 0.16% | $322,833 | 25.6K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.14% | $138,490 | 11.0K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.13% | $1M | 71.9K | Q3 2025OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.13% | $4M | 300.9K | Q1 2026OLDER |
| Marin Bay Wealth Advisors, LLC$166M AUM | 0.12% | $203,958 | 16.2K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.12% | $2M | 120.1K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.11% | $389,459 | 30.9K | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 0.11% | $121,600 | 10.0K | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.09% | $240,912 | 17.2K | Q3 2025OLDER |
| Papamarkou Wellner Asset Management inc.$164M AUM | 0.09% | $140,000 | 10.0K | Q3 2025OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.08% | $187,005 | 14.9K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.07% | $435,236 | 34.6K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.07% | $678,696 | 53.9K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.06% | $8M | 628.5K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.06% | $156,686 | 12.4K | Q1 2026OLDER |
| Gridiron Partners, LLC$164M AUM | 0.05% | $83,692 | 128.0K | Q3 2025OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.05% | $251,230 | 20.0K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.05% | $174,498 | 12.7K | Q4 2025OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.04% | $304,696 | 21.8K | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $450,580 | 35.8K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.03% | $342,826 | 27.2K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.03% | $429,949 | 34.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 157.7K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.02% | $2M | 123.8K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.02% | $2M | 124.6K | Q4 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $1M | 94.1K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $2M | 129.4K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.01% | $155,084 | 12.3K | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.01% | $125,900 | 10.0K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $428,324 | 34.0K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $555,792 | 40.5K | Q4 2025OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.01% | $150,010 | 10.7K | Q3 2025OLDER |
| Fiera Capital Corp$29.2B AUM | 0.01% | $2M | 146.4K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $256,975 | 20.4K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.01% | $289,570 | 23.0K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $204,602 | 14.9K | Q4 2025OLDER |
| NFSG Corp$608M AUM | 0.01% | $34,706 | 2.5K | Q3 2025OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.01% | $17,409 | 1.2K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $63M | 4.59M | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.00% | $193,974 | 15.4K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $213,314 | 16.9K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 150.6K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $75,360 | 6.0K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $881,866 | 70.0K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.00% | $3,273 | 260 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 135.1K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.00% | $16,997 | 1.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $13M | 1.03M | Q2 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $586,409 | 42.7K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $608,935 | 48.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $524,103 | 41.6K | Q2 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $163,300 | 13.0K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $44,065 | 3.5K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $269,899 | 21.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $8M | 639.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 302.9K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $199,091 | 15.8K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $3,777 | 300 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $20,371 | 1.6K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $191,935 | 15.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $418,829 | 33.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $661,170 | 52.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $32,759 | 2.6K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $6,295 | 500 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $4M | 325.9K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $17,862 | 1.3K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $211,966 | 16.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 165.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 136.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 181.2K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $6,295 | 500 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $176,965 | 14.1K | Q1 2026OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.00% | $2,153 | 171 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $24,244 | 1.9K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $14,000 | 1.0K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $189 | 13.5K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 255.3K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $16,482 | 1.3K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $31,543 | 2.3K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $128,018 | 10.2K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $5,194 | 371 | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $506,005 | 40.2K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $27,215 | 2.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $10,685 | 848 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $19,212 | 1.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $2,545 | 202 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $498,144 | 36.3K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $21,113 | 1.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $398,210 | 31.6K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $756 | 55 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $2,392 | 190 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $746 | 59 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $9,810 | 714 | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $6,962 | 553 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $8 | 1 | Q4 2025OLDER |
| Clear Street Group Inc.$24.6B AUM | 0.00% | $13 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.