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Disclosery

BLW BLACKROCK LTD DURATION INCOM

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COM SHS (fund), issuer CIK 1233681

78 managers (78 13F filers) reported a position in BLW shares at 2025-03-31, 11,791,882 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
78
13F filers
78
New
5
Added
35
Reduced
16
Sold out
3
Shares held by filers
11,791,882

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY4,508,881$63.8M<0.01%-91,51813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN989,071$14M<0.01%+64,12213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC760,828$10.8M0.1%+94,04513F-HRTimelineGroup
UBS Group AGin group UBS Group AG607,394$8.59M<0.01%+30,95113F-HRTimelineGroup
Venture Visionary Partners LLC469,432$6.64M0.28%+457,85913F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.371,801$5.26M0.01%013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.329,756$4.66M<0.01%-13,04813F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC301,626$4.26M1.19%+43,32413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/263,482$3.73M<0.01%+11,17013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC242,041$3.42M<0.01%-34,09213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC212,931$3.01M0.07%013F-HRTimelineGroup
GraniteShares Advisors LLC186,017$2.63M1.68%+11,27013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA163,741$2.31M<0.01%-12,77413F-HR/ATimelineGroup
Capital Investment Advisors, LLC159,765$2.26M0.04%-18,24213F-HRTimeline
Ethos Financial Group, LLC158,183$2.24M0.21%new13F-HRTimeline
LPL Financial LLC154,586$2.19M<0.01%+40,19513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.146,068$2.07M0.04%-36,72513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC140,460$1.99M<0.01%+12,21213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.128,203$1.81M<0.01%+1,92613F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp114,590$1.62M0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.110,143$1.56M<0.01%+24,12113F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC95,238$1.35M0.54%-5,00013F-HRTimeline
OBSIDIAN CIO, LLC68,727$972K0.16%+31,26513F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding64,879$917K+13,559Timeline
LANARK FINANCIAL, INC.61,545$870K0.07%+61,51813F-HRTimeline
Cetera Investment Advisers59,774$845K<0.01%+1,46313F-HRTimeline
Peregrine Asset Advisers, Inc.58,970$834K0.31%+10613F-HRTimeline
Verity Asset Management, Inc.54,677$773K0.31%+47913F-HRTimeline
WEALTH ALLIANCE, LLC54,612$772K0.09%-3,03613F-HRTimeline
Smith Asset Management Co., LLC53,006$750K0.71%+33513F-HRTimeline
COMERICA BANK47,357$670K<0.01%+8,48113F-HRTimeline
NewEdge Advisors, LLC46,460$657K<0.01%-10013F-HRTimeline
Cambridge Investment Research Advisors,…44,806$634K<0.01%-99213F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA40,500$573K0.34%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …37,630$532K0.07%-5,40013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC36,127$511K<0.01%-60913F-HRTimeline
Round Rock Advisors LLC33,832$478K0.09%+20,37813F-HRTimeline
Waterfront Wealth Inc.30,887$437K0.11%-7,65913F-HRTimeline
Consolidated Portfolio Review Corp27,971$396K0.06%+24513F-HRTimeline
Janney Montgomery Scott LLC26,736$378K<0.01%+8,06813F-HRTimeline
Pointe Capital Management LLC26,565$376K0.22%013F-HRTimeline
SHUFRO ROSE & CO LLC25,900$366K0.03%013F-HRTimeline
Beacon Pointe Advisors, LLC21,360$302K<0.01%+7,90313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\19,900$281K<0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC18,807$266K<0.01%+1,20413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC15,633$221K<0.01%+15113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,578$220K0.01%+9413F-HRTimelineGroup
Annex Advisory Services, LLC15,407$218K0.01%013F-HRTimeline
MAI Capital Management15,370$217K<0.01%+10213F-HRTimeline
Prospera Financial Services Inc15,120$214K<0.01%+1,07313F-HRTimeline
Fortitude Advisory Group L.L.C.14,853$198K0.14%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,833$196K<0.01%+21913F-HRTimelineGroup
ProVise Management Group, LLC13,818$195K0.02%-47513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,459$176K<0.01%-3,52313F-HRTimelineGroup
Samalin Investment Counsel, LLC11,863$168K0.07%+25513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,842$167K<0.01%+46213F-HRTimelineGroup
Atria Wealth Solutions, Inc.11,700$165K<0.01%013F-HRTimeline
WMG Financial Advisors, LLC10,575$150K0.06%013F-HRTimeline
Papamarkou Wellner Asset Management inc.10,000$140K0.1%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,500$49.5K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,492$49.4K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC3,326$47K<0.01%-1,32613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,792$39.5K<0.01%+6613F-HRTimelineGroup
IFP Advisors, Inc2,389$33.8K<0.01%+4913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,900$26.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC1,618$22.9K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,410$19.9K<0.01%013F-HRTimeline
Crews Bank & Trust1,350$19.1K<0.01%new13F-HRTimeline
Blue Trust, Inc.1,309$18.5K<0.01%+3113F-HRTimeline
Allworth Financial LP1,292$17.6K<0.01%+1413F-HRTimeline
Missouri Trust & Investment Co1,204$17K0.01%+2813F-HRTimeline
Geneos Wealth Management Inc.991$14K<0.01%new13F-HRTimeline
Elequin Capital, LP632$8.94K<0.01%new13F-HRTimeline
North Star Investment Management Corp.500$7.07K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC500$7.07K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.190$2.69K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC171$2.42K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.