Skip to content
Disclosery

DSU BLACKROCK DEBT STRATEGIES FD

Follow

COM NEW (fund), issuer CIK 1051003

87 managers (87 13F filers) reported a position in DSU shares at 2025-03-31, 11,461,778 shares in all. 13 filers opened a position and 14 filers sold out during the quarter.

Managers
87
13F filers
87
New
13
Added
36
Reduced
18
Sold out
14
Shares held by filers
11,461,778

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 STANLEY3,921,433$40.9M<0.01%+174,68113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,216,991$12.7M0.12%+163,60713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.651,266$6.8M<0.01%+89,51513F-HRTimelineGroup
OAK HILL ADVISORS LP597,004$6.23M1.32%013F-HRTimeline
LPL Financial LLC552,974$5.77M<0.01%+32,91613F-HRTimeline
Advisors Asset Management, Inc.542,622$5.66M0.11%-67,13413F-HR/ATimeline
Elevated Capital Advisors, LLC413,571$4.32M1.21%-30,45613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/346,626$3.62M<0.01%+14,84013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC255,962$2.67M<0.01%+11,07113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC249,457$2.61M<0.01%+1,32213F-HRTimelineGroup
GraniteShares Advisors LLC244,095$2.55M1.62%+14,79013F-HRTimeline
Smith Asset Management Co., LLC180,905$1.89M1.78%+8,84013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN177,116$1.85M<0.01%-99,24613F-HRTimelineGroup
Whipplewood Advisors, LLC29$1.71M1.22%-159,19613F-HRTimeline
Moloney Securities Asset Management, LLC136,541$1.43M0.19%+11,65513F-HRTimeline
UBS Group AGin group UBS Group AG122,590$1.28M<0.01%+37413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA110,286$1.15M<0.01%-5,43413F-HR/ATimelineGroup
Modern Wealth Management, LLC99,627$1.04M0.03%+2,43213F-HR/ATimeline
MATRIX PRIVATE CAPITAL GROUP LLC95,014$992K0.59%-1,88013F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding93,851$980K+23,838Timeline
Ethos Financial Group, LLC89,404$933K0.09%new13F-HRTimeline
NewEdge Advisors, LLC84,379$881K0.01%+5,53013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP80,918$845K<0.01%+7,22613F-HRTimelineGroup
Bison Wealth, LLC73,058$763K0.07%+9,58913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.71,309$744K<0.01%+58713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC69,948$730K<0.01%+3,87913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,075$627K<0.01%+1,62413F-HRTimelineGroup
Creative Planningin group Creative Planning60,071$627K<0.01%+5,71813F-HRTimelineGroup
Cetera Investment Advisers51,512$538K<0.01%+3,04013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.49,527$517K0.35%013F-HRTimeline
Capital Investment Advisors, LLC48,648$508K0.01%-6,82313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…42,465$443K<0.01%+16,43513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.34,888$364K<0.01%+88013F-HRTimeline
Everstar Asset Management, LLC34,688$362K0.24%-1,28613F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…34,553$361K<0.01%-5,41913F-HRTimelineGroup
Register Financial Advisors LLC31,560$329K0.17%+5,22013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,338$296K<0.01%+7313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP27,119$283K<0.01%+2,56013F-HRTimelineGroup
Sowell Financial Services LLC27,011$282K0.01%-36713F-HRTimeline
Advisory Services Network, LLC25,500$266K0.01%013F-HRTimeline
SeaCrest Wealth Management, LLC24,543$256K0.03%+9,14413F-HRTimeline
WEDBUSH SECURITIES INC24,432$255K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC21,905$229K0.05%-9,20013F-HRTimeline
KFA Private Wealth Group, LLC21,199$221K0.08%+38913F-HRTimeline
Trek Financial, LLC20,754$217K0.02%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS20,469$213K0.09%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC19,454$203K0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC19,169$200K<0.01%+2913F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…18,504$193K0.03%+50513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,433$172K<0.01%-3,50013F-HR/ATimelineGroup
Private Advisor Group, LLC16,084$168K<0.01%+5,84513F-HRTimeline
J.W. COLE ADVISORS, INC.15,042$157K<0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,461$151K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…14,219$148K<0.01%-1,82313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,929$135K0.01%013F-HR/ATimelineGroup
Focused Wealth Management, Inc12,712$133K0.02%+23513F-HRTimeline
COMERICA BANK12,500$130K<0.01%-2,00013F-HRTimeline
Allworth Financial LP11,820$120K<0.01%013F-HRTimeline
Astoria Portfolio Advisors LLC.11,879$119K0.04%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,127$119K<0.01%+1,00013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…10,515$111K0.02%-26813F-HRTimeline
Beaumont Asset Management, L.L.C.10,482$109K0.07%new13F-HRTimeline
Darwin Wealth Management, LLC9,776$105K0.04%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.10,000$104K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,599$82.5K<0.01%-1,75913F-HRTimelineGroup
CKW FINANCIAL GROUP7,711$80K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC7,116$74.3K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.5,600$58.5K0.02%+2,30013F-HRTimeline
Steward Partners Investment Advisory, L…4,909$51.2K<0.01%+5213F-HRTimeline
N.E.W. Advisory Services LLC2,121$22.1K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC1,819$19K<0.01%+1,80613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,758$18.4K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC1,500$15.7K<0.01%-1,40013F-HRTimeline
CWM, LLCin group CWM, LLC1,202$13K<0.01%-26013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,005$10.5K<0.01%13F-HRTimelineGroup
Fourth Dimension Wealth, LLC970$10.1K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.965$10.1K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…786$8.21K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…485$5.06K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc469$4.9K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC433$4.52K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…333$3.48K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc330$3.44K<0.01%013F-HRTimeline
Caldwell Trust Co275$2.87K<0.01%013F-HRTimeline
Larson Financial Group LLC52$538<0.01%+213F-HRTimeline
Avenir Tech Ltd1$10<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.