13F

Stock

Blackrock Ltd Duration Incom

Ticker not mapped · held by 82 managers

Reported value

$132.1M

Holders

82

+13 new · −11 exited

Holders’ est. mark

−$11.4M

Price effect on 69 books still in the name

Largest holder

$52.5M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY4.17M$52.5M−$4.79MCut−$10.6M
WELLS FARGO & COMPANY/MN1.03M$12.9M−$1.13MCut−$560K
UBS Group AG639.2K$8.05M−$735.1KCut−$1.54M
GUGGENHEIM CAPITAL LLC628.5K$7.91M−$722.8KCut−$1.91M
Invesco Ltd.325.9K$4.1M−$366.5KCut−$275.6K
RAYMOND JAMES FINANCIAL INC302.9K$3.81M−$326.3KCut−$84.7K
Venture Visionary Partners LLC300.9K$3.79M−$308KAdded$109.1K
BANK OF AMERICA CORP /DE/255.3K$3.21M−$293.6KCut−$1.02M
ROYAL BANK OF CANADA181.2K$2.28M−$202.4KCut−$137K
Blue Zone Wealth Advisors, LLC173.3K$2.18M−$199.3KCut−$1.56M
ENVESTNET ASSET MANAGEMENT INC165.5K$2.08M−$180.8KCut−$75.6K
PRINCIPAL SECURITIES, INC.157.7K$1.99M−$181.3KCut−$186.7K
Baird Financial Group, Inc.150.6K$1.9M−$159.5KCut−$10.1K
Fiera Capital Corp146.4K$1.84M−$168.4KCut−$264.8K
LPL Financial LLC136.1K$1.71M−$156.6KCut−$508.4K
OSAIC HOLDINGS, INC.135.1K$1.7M−$154.6KCut−$145.6K
Ethos Financial Group, LLC120.1K$1.65M$0Held
Jefferies Financial Group Inc.129.4K$1.63M−$148.8KCut−$150.5K
Capital Investment Advisors, LLC123.8K$1.56M−$142.3KCut−$387.3K
Shaker Financial Services, LLC112.8K$1.42MNew
WOLVERINE ASSET MANAGEMENT LLC94.1K$1.18M−$28.3KAdded$846K
Lido Advisors, LLC70K$881.9K−$80KCut−$74.1K
Peregrine Asset Advisers, Inc.58.5K$736.8K−$67.3KCut−$67.3K
Smith Asset Management Co., LLC55.1K$693.3K−$62.7KCut−$55.5K
WEALTH ALLIANCE, LLC53.9K$678.7K−$59.6KCut−$33.8K
Cetera Investment Advisers52.5K$661.2K−$59.4KCut−$49.1K
Kestra Advisory Services, LLC48.4K$608.9K−$43.6KAdded$88K
AMERIPRISE FINANCIAL INC40.2K$506K−$31.2KAdded$133.6K
NBC SECURITIES, INC.35.8K$450.6K−$41.2KCut−$634.8K
Jackson Hole Capital Partners, LLC34.6K$435.2K−$31.8KAdded$54.8K
SHUFRO ROSE & CO LLC34.1K$429.9K−$39.3KCut−$39.3K
XTX Topco Ltd34K$428.3KNew
Rockefeller Capital Management L.P.33.3K$418.8K−$37.6KCut−$30.5K
JANE STREET GROUP, LLC31.6K$398.2K−$28KAdded$63.6K
Virtus Investment Advisers, LLC30.9K$389.5K−$35.6KCut−$103.5K
ORLEANS CAPITAL MANAGEMENT CORP/LA27.3K$343.7K−$31.4KCut−$31.4K
BTG Pactual Asset Management US LLC27.2K$342.8K−$32.7KAdded$51K
Pointe Capital Management LLC25.6K$322.8K−$29.5KCut−$31.2K
CENTRAL TRUST Co23K$289.6KNew
Beacon Pointe Advisors, LLC21.4K$269.9K−$24.7KCut−$24.7K
IHT Wealth Management, LLC20.4K$257K−$18.8KAdded$32.1K
Waterfront Wealth Inc.20K$251.2K−$23.6KCut−$28.3K
Prospera Financial Services Inc16.9K$213.3K−$17.6KAdded$3.22K
MML INVESTORS SERVICES, LLC16.8K$212K−$18.7KCut−$11.6K
Marin Bay Wealth Advisors, LLC16.2K$204KNew
MAI Capital Management15.8K$199.1K−$18KCut−$16.5K
Annex Advisory Services, LLC15.4K$194K−$17.7KCut−$17.7K
Pathstone Holdings, LLC15.2K$191.9K−$17.1KCut−$12.4K
Fortitude Advisory Group L.L.C.14.9K$187K−$17.1KCut−$17.1K
FIFTH THIRD BANCORP14.1K$177KNew
Concurrent Investment Advisors, LLC13K$163.3K−$14.9KCut−$15.9K
Samalin Investment Counsel, LLC12.4K$156.7K−$14KCut−$10.5K
ProVise Management Group, LLC12.3K$155.1K−$14.2KCut−$19K
Walsh & Associates, LLC11K$138.5K−$12.7KCut−$12.7K
Focus Partners Wealth10.2K$128KNew
Shay Capital LLC10K$125.9KNew
MAIMON WEALTH MANAGEMENT LTD.10K$121.6K−$15.8KCut−$15.8K
Leonteq Securities AG6K$75.4KNew
HOLLENCREST CAPITAL MANAGEMENT3.5K$44.1K−$4.03KCut−$4.03K
IFP Advisors, Inc2.6K$32.8K−$2.93KCut−$2.2K
Allworth Financial LP2.16K$27.2K−$2.47KCut−$2.27K
BARTLETT & CO. WEALTH MANAGEMENT LLC1.9K$24.2K−$1.86KCut−$1.86K
CWM, LLC1.68K$21.1K$340Added$21.1K
Bogart Wealth, LLC1.62K$20.4K−$1.86KCut−$1.86K
Steward Partners Investment Advisory, LLC1.53K$19.2K−$1.76KCut−$1.75K
Crews Bank & Trust1.35K$17K−$1.55KCut−$1.55K
Blue Trust, Inc.1.31K$16.5K−$1.51KCut−$1.5K
Farther Finance Advisors, LLC848$10.7K−$967Cut−$967
BNP PARIBAS FINANCIAL MARKETS553$6.96K−$636Cut−$636
North Star Investment Management Corp.500$6.29K−$575Cut−$575
Moisand Fitzgerald Tamayo, LLC500$6.29K−$575Cut−$575
COHEN & STEERS, INC.371.8K$4.68K−$428Cut−$428
HIGHLINE WEALTH PARTNERS LLC300$3.78K−$345Cut−$345
Osbon Capital Management LLC260$3.27KNew
Western Wealth Management, LLC202$2.54KNew
HARBOUR INVESTMENTS, INC.190$2.39K−$219Cut−$219
HOEY INVESTMENTS, INC171$2.15K−$197Cut−$197
Advisory Services Network, LLC59$746New
Janney Montgomery Scott LLC41.7K$525−$47Cut−$36
Cambridge Investment Research Advisors, Inc.27.8K$350−$32Cut−$64
SIT INVESTMENT ASSOCIATES INC25K$315New
Clear Street Group Inc.1$13New

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.