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Disclosery

LDP COHEN & STEERS LTD DURATION

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COM (fund), issuer CIK 1548717

82 managers (83 13F filers) reported a position in LDP shares at 2026-03-31, 8,297,731 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
82
13F filers
83
New
13
Added
33
Reduced
21
Sold out
7
Shares held by filers
8,297,731

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 STANLEY2,040,936$40.8M<0.01%+74,89613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,389,272$27.7M<0.01%+8,32213F-HRTimelineGroup
Chicago Partners Investment Group LLC438,083$9.17M0.21%-10,85713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.447,633$8.94M<0.01%+85,56013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC365,133$7.29M<0.01%-38,82013F-HRTimelineGroup
Glaxis Capital Management, LLC261,800$5.23M6.54%+30,00013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA222,370$4.44M<0.01%-12,25113F-HRTimelineGroup
NewEdge Wealth, LLC195,343$3.9M0.05%-18,78513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/177,275$3.54M<0.01%-6,53613F-HRTimelineGroup
GREATMARK INVESTMENT PARTNERS, INC.170,775$3.41M0.4%-1,05013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …167,427$3.34M0.03%+1,45613F-HRTimelineGroup
LPL Financial LLC151,968$3.03M<0.01%+4,77813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.145,463$2.9M<0.01%+2,53813F-HRTimelineGroup
Rareview Capital LLC132,703$2.78M1.63%+22,85513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC136,557$2.73M<0.01%-21,69213F-HRTimelineGroup
Sanctuary Advisors, LLC121,285$2.42M0.01%+14,51413F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.103,791$2.07M0.7%-20,24713F-HRTimeline
Shaker Financial Services, LLC92,937$1.86M0.65%-96513F-HRTimeline
Advisors Asset Management, Inc.83,006$1.66M0.03%new13F-HRTimeline
Platt Wealth Management LLC74,866$1.5M1.46%-8,39013F-HRTimeline
Oder Investment Management, LLC74,570$1.49M1.14%+60113F-HRTimeline
Atria Investments, Inc72,767$1.45M0.02%+20,92713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC66,580$1.33M0.01%+29,96413F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …62,731$1.25M0.02%+90613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN59,866$1.2M<0.01%-10,55313F-HR/ATimelineGroup
WJ Financial Advisors LLC58,314$1.16M0.94%+4,95013F-HRTimeline
MAI Capital Management58,268$1.16M0.01%-4513F-HRTimeline
Beacon Pointe Advisors, LLC55,852$1.12M0.01%+4,12613F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp55,842$1.12M<0.01%-2,03113F-HRTimelineGroup
Capital Investment Advisors, LLC55,723$1.11M0.02%-9,01213F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…52,881$1.06M<0.01%-3,93613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,541$1.05M<0.01%-1,68413F-HRTimelineGroup
Breachway Investments LLC47,880$973K0.93%+5013F-HRTimeline
Belpointe Asset Management LLC44,529$889K0.03%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC41,390$827K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding40,905$817K+1,829Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …40,171$802K0.02%+5,25713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…31,918$637K<0.01%new13F-HRTimelineGroup
LexAurum Advisors, LLC28,133$562K0.07%13F-HRTimeline
PMG Family Office LLC27,750$554K0.62%+2,93613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,208$543K<0.01%+5,22613F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP26,682$533K0.03%new13F-HRTimeline
Cetera Investment Advisers25,694$513K<0.01%+5,78113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC23,911$478K<0.01%+12,11813F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC19,133$382K0.01%new13F-HRTimelineGroup
Smith Asset Management Co., LLC19,016$380K0.33%+7,23113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,683$373K<0.01%+4,86613F-HRTimeline
Janney Montgomery Scott LLC17,929$358K<0.01%-4,76313F-HRTimeline
CHOREO, LLC17,483$349K<0.01%-2,51413F-HRTimeline
Caprock Group, LLC15,025$300K0.01%013F-HRTimeline
Logan Stone Capital, LLC14,838$296K0.08%new13F-HRTimeline
Pettinga Financial Advisors LLC14,688$293K0.06%new13F-HRTimeline
Financial Security Advisor, Inc.13,500$270K0.05%013F-HRTimeline
Prospera Financial Services Inc13,300$266K<0.01%013F-HRTimeline
EVERPAR ADVISORS LLC13,290$265K0.09%013F-HRTimeline
Creative Planningin group Creative Planning11,400$228K<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,566$211K<0.01%-90013F-HRTimelineGroup
PW Nova Financial Services LLC10,085$201K0.05%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,742$175K<0.01%-2,46113F-HRTimelineGroup
BARRETT & COMPANY, INC.7,461$149K0.05%+7513F-HRTimeline
Vermillion Wealth Management, Inc.3,538$70.7K0.03%+1513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,919$58.3K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,085$41.6K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,568$31.3K<0.01%+32313F-HRTimeline
NewEdge Advisors, LLC1,267$25.3K<0.01%013F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,200$24K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC1,103$22.4K<0.01%+30613F-HRTimeline
Dunhill Financial, LLC1,000$20K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC975$19.5K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.939$18.8K<0.01%+31213F-HRTimeline
Triumph Capital Management900$18K<0.01%+10013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP899$18K<0.01%+8113F-HRTimeline
Advisory Services Network, LLC610$12.2K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.500$9.98K<0.01%new13F-HRTimeline
IFP Advisors, Inc500$9.98K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.474$9.47K<0.01%013F-HRTimeline
WPG Advisers, LLC412$8.23K0.01%+15413F-HRTimeline
PRIVATE TRUST CO NA400$7.99K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC290$5.79K<0.01%+15013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.150$3K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC100$2K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC34$702<0.01%new13F-HRTimeline