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Disclosery

LDP COHEN & STEERS LTD DURATION

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COM (common), issuer CIK 1548717

79 managers (80 13F filers) reported a position in LDP shares at 2026-06-30, 8,643,594 shares in all. 6 filers opened a position and 9 filers sold out during the quarter.

Managers
79
13F filers
80
New
6
Added
34
Reduced
22
Sold out
9
Shares held by filers
8,643,594

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 STANLEY2,089,803$44.2M<0.01%+48,86713F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,389,779$29.4M<0.01%+50713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.467,104$9.88M<0.01%+19,47113F-HRTimelineGroup
Chicago Partners Investment Group LLC468,773$9.7M0.19%+30,69013F-HRTimeline
Sanctuary Advisors, LLC295,463$6.25M0.03%+174,17813F-HRTimeline
Glaxis Capital Management, LLC270,000$5.71M11.48%+8,20013F-HRTimeline
Atria Investments, Inc246,045$5.21M0.05%+173,27813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC237,003$5.01M<0.01%-128,13013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA225,620$4.77M<0.01%+3,25013F-HRTimelineGroup
Advisors Asset Management, Inc.181,455$3.84M0.06%+98,44913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/170,003$3.6M<0.01%-7,27213F-HRTimelineGroup
GREATMARK INVESTMENT PARTNERS, INC.168,275$3.56M0.39%-2,50013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …168,135$3.56M0.02%+70813F-HRTimelineGroup
LPL Financial LLC157,138$3.33M<0.01%+5,17013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN153,402$3.25M<0.01%+93,53613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC147,592$3.12M<0.01%+11,03513F-HRTimelineGroup
Rareview Capital LLC145,557$3.05M1.71%+12,85413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.144,127$3.05M<0.01%-1,33613F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.137,739$2.91M0.89%+33,94813F-HRTimeline
NewEdge Wealth, LLC116,907$2.47M0.02%-78,43613F-HRTimeline
Oder Investment Management, LLC77,589$1.64M1.1%+3,01913F-HRTimeline
Platt Wealth Management LLC74,662$1.58M1.27%-20413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC66,210$1.4M0.01%-37013F-HRTimelineGroup
WJ Financial Advisors LLC65,947$1.4M1.03%+7,63313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …62,681$1.33M0.01%-5013F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp57,368$1.21M<0.01%+1,52613F-HRTimelineGroup
Beacon Pointe Advisors, LLC55,863$1.18M0.01%+1113F-HRTimeline
MAI Capital Management54,496$1.15M<0.01%-3,77213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,533$1.13M<0.01%+65213F-HRTimelineGroup
Capital Investment Advisors, LLC52,831$1.12M0.01%-2,89213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,988$1.1M<0.01%-55313F-HRTimelineGroup
Breachway Investments LLC47,512$1.01M1.51%-36813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding45,651$966K+4,746Timeline
Lido Advisors, LLCin group Lido Advisors, LLC43,875$928K<0.01%+2,48513F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …42,709$904K0.02%+2,53813F-HRTimelineGroup
Shaker Financial Services, LLC36,611$775K0.24%-56,32613F-HRTimeline
Independent Wealth Network Inc.36,395$770K0.2%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…31,459$666K<0.01%-45913F-HRTimelineGroup
PMG Family Office LLC29,361$621K0.57%+1,61113F-HRTimeline
Cetera Investment Advisers29,296$620K<0.01%+3,60213F-HRTimeline
LexAurum Advisors, LLC24,964$528K0.06%-3,16913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC23,913$506K<0.01%+213F-HRTimelineGroup
CHOREO, LLC20,054$424K<0.01%+2,57113F-HRTimeline
Smith Asset Management Co., LLC18,109$383K0.3%-90713F-HRTimeline
Caprock Group, LLC15,025$318K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,872$294K<0.01%-4,81113F-HRTimeline
Financial Security Advisor, Inc.13,500$286K0.05%013F-HRTimeline
Prospera Financial Services Inc13,300$281K<0.01%013F-HRTimeline
EVERPAR ADVISORS LLC13,290$281K0.08%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP11,967$253K0.01%-14,71513F-HRTimeline
Creative Planningin group Creative Planning11,400$241K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,373$219K<0.01%+1,63113F-HRTimelineGroup
Janney Montgomery Scott LLC9,912$210K<0.01%-8,01713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,724$206K<0.01%-84213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,378$135K<0.01%+4,29313F-HRTimelineGroup
Vermillion Wealth Management, Inc.3,524$74.6K0.02%-1413F-HRTimeline
BARRETT & COMPANY, INC.3,500$74.1K0.02%-3,96113F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC3,288$67.4K0.01%13F-HRTimeline
Global Retirement Partners, LLC3,123$66.1K<0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,919$61.8K<0.01%013F-HRTimelineGroup
Key Financial Inc2,590$54.8K0.01%new13F-HRTimeline
Allworth Financial LP1,592$33.7K<0.01%+2413F-HRTimeline
NewEdge Advisors, LLC1,267$26.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,200$25.4K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC1,180$25K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,078$22.8K<0.01%+13913F-HRTimeline
Dunhill Financial, LLC1,000$21.2K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC975$20.6K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP917$19.4K<0.01%+1813F-HRTimeline
Triumph Capital Management900$19K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.500$10.6K<0.01%013F-HRTimeline
IFP Advisors, Inc500$10.6K<0.01%013F-HRTimeline
WPG Advisers, LLC475$10.1K0.01%+6313F-HRTimeline
PRIVATE TRUST CO NA400$8.46K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC352$7.47K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC290$6.14K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…191$4.04K<0.01%new13F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.61$1.29K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC34$720<0.01%013F-HRTimeline