Funds holding BLACKROCK LTD DURATION INCOME TRUST
2 funds declare a position · 2 ETFs and 0 other funds · 4.6M $ · US09249W1018
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Invesco CEF Income Composite ETF Invesco Exchange-Traded Fund Trust II | 313,673 | 4.3M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| Virtus Private Credit Strategy ETF ETFis Series Trust I | 26,260 | 337.4K $ | 1.01 % | as of Apr 30, 2026 · Original filing |
Institutional managers
82 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 4,167,836 | 52.5M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1,026,887 | 12.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 639,223 | 8M $ | as of Mar 31, 2026 |
| GUGGENHEIM CAPITAL LLC | 628,518 | 7.9M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 325,899 | 4.1M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 302,904 | 3.8M $ | as of Mar 31, 2026 |
| Venture Visionary Partners LLC | 300,917 | 3.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 255,348 | 3.2M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 181,162 | 2.3M $ | as of Mar 31, 2026 |
| Blue Zone Wealth Advisors, LLC | 173,341 | 2.2M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 165,533 | 2.1M $ | as of Mar 31, 2026 |
| PRINCIPAL SECURITIES, INC. | 157,680 | 2M $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 150,596 | 1.9M $ | as of Mar 31, 2026 |
| Fiera Capital Corp | 146,436 | 1.8M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 136,131 | 1.7M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 135,137 | 1.7M $ | as of Mar 31, 2026 |
| Ethos Financial Group, LLC | 120,088 | 1.7M $ | as of Mar 31, 2026 |
| Jefferies Financial Group Inc. | 129,403 | 1.6M $ | as of Mar 31, 2026 |
| Capital Investment Advisors, LLC | 123,773 | 1.6M $ | as of Mar 31, 2026 |
| Shaker Financial Services, LLC | 112,763 | 1.4M $ | as of Mar 31, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | 94,077 | 1.2M $ | as of Mar 31, 2026 |
| Lido Advisors, LLC | 70,045 | 881.9K $ | as of Mar 31, 2026 |
| Peregrine Asset Advisers, Inc. | 58,520 | 736.8K $ | as of Mar 31, 2026 |
| Smith Asset Management Co., LLC | 55,065 | 693.3K $ | as of Mar 31, 2026 |
| WEALTH ALLIANCE, LLC | 53,908 | 678.7K $ | as of Mar 31, 2026 |