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Disclosery

BLW BLACKROCK LTD DURATION INCOM

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COM SHS (common), issuer CIK 1233681

85 managers (85 13F filers) reported a position in BLW shares at 2026-06-30, 11,675,764 shares in all. 12 filers opened a position and 8 filers sold out during the quarter.

Managers
85
13F filers
85
New
12
Added
29
Reduced
25
Sold out
8
Shares held by filers
11,675,764

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY4,083,624$51M<0.01%-84,21213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,007,843$12.6M<0.01%-19,04413F-HRTimelineGroup
UBS Group AGin group UBS Group AG606,131$7.57M<0.01%-33,09213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC520,486$6.5M0.04%-108,03213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.384,488$4.8M<0.01%+58,58913F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.371,801$4.64M0.01%013F-HRTimelineGroup
Shaker Financial Services, LLC301,450$3.77M1.18%+188,68713F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC289,494$3.62M0.07%+264,49413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC284,146$3.55M<0.01%-18,75813F-HRTimelineGroup
Venture Visionary Partners LLC279,335$3.49M0.1%-21,58213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC204,454$2.55M<0.01%+38,92113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA191,191$2.39M<0.01%+10,02913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC182,218$2.28M0.03%+24,53813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/178,861$2.23M<0.01%-76,48713F-HRTimelineGroup
LPL Financial LLC171,532$2.14M<0.01%+35,40113F-HRTimeline
Blue Zone Wealth Advisors, LLC162,935$2.04M0.36%-10,40613F-HRTimeline
Waterfront Wealth Inc.156,398$1.99M0.31%+136,44313F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC156,211$1.95M0.03%+62,13413F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp151,570$1.89M0.01%+5,13413F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…147,340$1.84M0.12%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.138,427$1.73M<0.01%-12,16913F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.129,856$1.62M0.01%+45313F-HRTimelineGroup
Capital Investment Advisors, LLC120,910$1.51M0.02%-2,86313F-HRTimeline
Ethos Financial Group, LLC111,237$1.39M0.09%-8,85113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.104,390$1.3M<0.01%-30,74713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC98,519$1.23M<0.01%+28,47413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC67,456$843K<0.01%+19,08913F-HRTimelineGroup
Gridiron Partners, LLC62,941$786K0.41%new13F-HRTimeline
Cetera Investment Advisers60,424$755K<0.01%+7,90913F-HRTimeline
Peregrine Asset Advisers, Inc.57,520$718K0.16%-1,00013F-HRTimeline
WEALTH ALLIANCE, LLC54,647$683K0.06%+73913F-HRTimeline
Janney Montgomery Scott LLC53,411$667K<0.01%+11,71613F-HRTimeline
Smith Asset Management Co., LLC53,354$666K0.52%-1,71113F-HRTimeline
READYSTATE ASSET MANAGEMENT LP51,402$642K0.03%new13F-HRTimeline
NewEdge Advisors, LLC41,629$520K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.41,027$512K0.03%+5,23913F-HRTimeline
SHUFRO ROSE & CO LLC34,150$427K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,600$407K<0.01%-66613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC31,296$391K<0.01%-8,89513F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…28,365$354K0.08%-2,56913F-HRTimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA27,300$341K0.18%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …27,230$340K0.03%013F-HRTimelineGroup
Integrated Wealth Concepts LLC26,501$331K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…26,017$325K<0.01%-1,80213F-HR/ATimeline
Almitas Capital LLC23,822$298K0.07%new13F-HRTimeline
IMC-Chicago, LLC23,715$296K<0.01%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd20,328$254K<0.01%new13F-HRTimelineGroup
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD19,100$239K<0.01%new13F-HRTimelineGroup
Pointe Capital Management LLC19,063$238K0.11%-6,57913F-HRTimeline
MAI Capital Management18,393$230K<0.01%+2,58013F-HRTimeline
Beacon Pointe Advisors, LLC18,257$228K<0.01%-3,18013F-HRTimeline
Prospera Financial Services Inc17,489$219K<0.01%+55313F-HRTimeline
MML INVESTORS SERVICES, LLC17,034$213K<0.01%+19813F-HRTimeline
Marin Bay Wealth Advisors, LLC16,599$207K0.11%+39913F-HR/ATimeline
Fortitude Advisory Group L.L.C.16,477$206K0.08%+1,62413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,656$196K<0.01%+41113F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd14,747$184K<0.01%-19,27413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,251$166K<0.01%+28013F-HRTimelineGroup
Samalin Investment Counsel, LLC12,742$159K0.05%+29713F-HRTimeline
ProVise Management Group, LLC12,238$153K0.01%-8013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,120$151K<0.01%-19,50913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,902$149K<0.01%-2,15413F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.10,498$131K0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC10,460$131K<0.01%-9,95113F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.10,000$125K0.1%013F-HRTimeline
Leonteq Securities AG8,000$99.9K0.01%+2,00013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,500$43.7K<0.01%013F-HRTimeline
IFP Advisors, Inc2,664$33.3K<0.01%+6213F-HRTimeline
Allworth Financial LP2,179$27.2K<0.01%+1713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,900$23.7K<0.01%013F-HRTimeline
Bogart Wealth, LLC1,618$20.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,526$19.1K<0.01%013F-HRTimeline
Crews Bank & Trust1,350$16.9K<0.01%013F-HRTimeline
Blue Trust, Inc.1,309$16.4K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,229$15.3K<0.01%+67613F-HRTimelineGroup
LifeSteps Financial, Inc.1,000$12.5K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC848$10.6K<0.01%013F-HRTimeline
Global Retirement Partners, LLC649$8.11K<0.01%13F-HRTimeline
North Star Investment Management Corp.500$6.25K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC500$6.25K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC300$3.75K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.225$2.81K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.190$2.37K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC171$2.14K<0.01%013F-HRTimeline
WPG Advisers, LLC98$1.22K<0.01%new13F-HRTimeline