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Disclosery

BLW BLACKROCK LTD DURATION INCOM

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COM SHS (fund), issuer CIK 1233681

82 managers (82 13F filers) reported a position in BLW shares at 2026-03-31, 10,990,814 shares in all. 12 filers opened a position and 10 filers sold out during the quarter.

Managers
82
13F filers
82
New
12
Added
29
Reduced
18
Sold out
10
Shares held by filers
10,990,814

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY4,167,836$52.5M<0.01%-425,39313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,026,887$12.9M<0.01%+45,19113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG639,223$8.05M<0.01%-58,21913F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC628,518$7.91M0.06%-86,67513F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.371,801$4.68M0.01%013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.325,899$4.1M<0.01%+7,22113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC302,904$3.81M<0.01%+19,18513F-HRTimelineGroup
Venture Visionary Partners LLC300,917$3.79M0.13%+33,12513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/255,348$3.21M<0.01%-52,85613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA181,162$2.28M<0.01%+5,19113F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC173,341$2.18M0.44%-99,35513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC165,533$2.08M<0.01%+8,35313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC157,680$1.99M0.03%-38713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.150,596$1.9M<0.01%+11,86613F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp146,436$1.84M0.01%-7,01713F-HRTimelineGroup
LPL Financial LLC136,131$1.71M<0.01%-25,60713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.135,137$1.7M<0.01%+71213F-HRTimelineGroup
Ethos Financial Group, LLC120,088$1.65M0.12%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.129,403$1.63M0.02%-12113F-HRTimelineGroup
Capital Investment Advisors, LLC123,773$1.56M0.02%-17,82613F-HR/ATimeline
Shaker Financial Services, LLC112,763$1.42M0.49%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC94,077$1.18M0.02%+69,44313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC70,045$882K<0.01%+46713F-HRTimelineGroup
Peregrine Asset Advisers, Inc.58,520$737K0.2%013F-HRTimeline
Smith Asset Management Co., LLC55,065$693K0.59%+57113F-HRTimeline
WEALTH ALLIANCE, LLC53,908$679K0.07%+2,05013F-HRTimeline
Cetera Investment Advisers52,515$661K<0.01%+82213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC48,367$609K<0.01%+10,45213F-HRTimelineGroup
Janney Montgomery Scott LLC41,695$525K<0.01%+85013F-HRTimeline
NewEdge Advisors, LLC41,629$524K<0.01%-5,12613F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC40,191$506K<0.01%+13,08913F-HR/ATimelineGroup
LANARK FINANCIAL, INC.35,788$451K0.03%-43,20213F-HRTimeline
Jackson Hole Capital Partners, LLC34,570$435K0.07%+6,88213F-HRTimeline
SHUFRO ROSE & CO LLC34,150$430K0.03%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd34,021$428K0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,266$419K<0.01%+56213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,629$398K<0.01%+7,27913F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…30,934$389K0.11%-4,94213F-HRTimelineGroup
Cambridge Investment Research Advisors,…27,819$350K<0.01%-2,32613F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA27,300$344K0.23%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …27,230$343K0.03%+6,65213F-HRTimelineGroup
Pointe Capital Management LLC25,642$323K0.16%-12313F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC25,000$315K0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co23,000$290K0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC21,437$270K<0.01%013F-HRTimeline
IHT Wealth Management, LLC20,411$257K0.01%+4,04513F-HRTimeline
Waterfront Wealth Inc.19,955$251K0.05%-34013F-HRTimeline
Prospera Financial Services Inc16,936$213K<0.01%+1,65513F-HRTimeline
MML INVESTORS SERVICES, LLC16,836$212K<0.01%+56713F-HRTimeline
Marin Bay Wealth Advisors, LLC16,200$204K0.12%new13F-HRTimeline
MAI Capital Management15,813$199K<0.01%+12013F-HRTimeline
Annex Advisory Services, LLC15,407$194K<0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,245$192K<0.01%+37013F-HRTimelineGroup
Fortitude Advisory Group L.L.C.14,853$187K0.08%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,056$177K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,971$163K<0.01%-6813F-HRTimelineGroup
Samalin Investment Counsel, LLC12,445$157K0.06%+27513F-HRTimeline
ProVise Management Group, LLC12,318$155K0.01%-35013F-HRTimeline
Walsh & Associates, LLC11,000$138K0.14%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,168$128K<0.01%new13F-HRTimelineGroup
Shay Capital LLC10,000$126K0.02%new13F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.10,000$122K0.11%013F-HRTimeline
Leonteq Securities AG6,000$75.4K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,500$44.1K<0.01%013F-HRTimeline
IFP Advisors, Inc2,602$32.8K<0.01%+5813F-HRTimeline
Allworth Financial LP2,162$27.2K<0.01%+1613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,900$24.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,677$21.1K<0.01%+1,65013F-HRTimelineGroup
Bogart Wealth, LLC1,618$20.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,526$19.2K<0.01%013F-HRTimeline
Crews Bank & Trust1,350$17K<0.01%013F-HRTimeline
Blue Trust, Inc.1,309$16.5K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC848$10.7K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS553$6.96K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.500$6.29K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC500$6.29K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC300$3.78K<0.01%013F-HRTimeline
Osbon Capital Management LLC260$3.27K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.190$2.39K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC171$2.15K<0.01%013F-HRTimeline
Advisory Services Network, LLC59$746<0.01%new13F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.1$13<0.01%new13F-HRTimelineGroup