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BlackRock LTD Durat Inc TR (BLW)

CUSIP: 09249W101 | US | Financial Services · Asset Management | Small Cap | 377 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Shaker Financial Services, LLC348,687
1.3% of portfolio›$4.0M
Venture Visionary Partners LLC291,592
0.1% of portfolio›$3.4M
Waterfront Wealth Inc.244,250
0.4% of portfolio›$2.8M
Blue Zone Wealth Advisors, LLC154,623
0.3% of portfolio›$1.8M
Capital Investment Advisors, LLC118,555
0.0% of portfolio›$1.4M
Lido Advisors, LLC112,700
0.0% of portfolio›$1.3M
Kestra Advisory Services, LLC70,542
0.0% of portfolio›$810.5K
Gridiron Partners, LLC62,941
0.4% of portfolio›$723.2K
Smith Asset Management Co., LLC52,680
0.5% of portfolio›$605.3K
Cambridge Investment Research Advisors, Inc.45,039
0.0% of portfolio›$517.0K
Lanark Financial, Inc.44,672
0.0% of portfolio›$513.3K
Wolverine Asset Management LLC30,836
0.0% of portfolio›$354.3K
Fortitude Advisory Group L.L.C.24,421
0.1% of portfolio›$280.6K
Chicago Partners Investment Group LLC17,833
0.0% of portfolio›$203.3K
Prospera Financial Services Inc17,260
0.0% of portfolio›$200.5K
Marin Bay Wealth Advisors, LLC17,019
0.1% of portfolio›$195.6K
Concurrent Investment Advisors, LLC14,257
0.0% of portfolio›$163.8K
Samalin Investment Counsel, LLC13,054
0.0% of portfolio›$150.0K
StoneX Group Inc.10,729
0.0% of portfolio›$123.8K
First Bank & Trust10,375
0.0% of portfolio›$119.2K
Leonteq Securities AG8,000
0.0% of portfolio›$93.8K
IFP Advisors, Inc2,729
0.0% of portfolio›$31.4K
Foresight Capital Management Advisors, Inc.1,579
0.0% of portfolio›$18.1K
Blue Trust, Inc.1,309
0.0% of portfolio›$15.0K
Farther Finance Advisors, LLC848
0.0% of portfolio›$9.7K
Moisand Fitzgerald Tamayo, LLC500
0.0% of portfolio›$5.7K
North Star Investment Management Corp.500
0.0% of portfolio›$5.7K
Highline Wealth Partners LLC300
0.0% of portfolio›$3.4K
Pinnacle Wealth Planning Services, Inc.110
0.0% of portfolio›$1.3K
WPG Advisers, LLC56
0.0% of portfolio›$643
StyleTurnoverLocationFiled
Shaker Financial Services, LLC
348,687$4.0M1.3%YieldHighArlington, VA2026-10-14
Venture Visionary Partners LLC
291,592$3.4M0.1%CoreLowSylvania, OH2026-10-07
Waterfront Wealth Inc.
244,250$2.8M0.4%ValueLowOverland Park, KS2026-11-03
Blue Zone Wealth Advisors, LLC
154,623$1.8M0.3%MomentumLowLos Angeles, CA2026-10-19
Capital Investment Advisors, LLC
118,555$1.4M0.0%CoreLowAtlanta, GA2026-10-22
Lido Advisors, LLC
112,700$1.3M0.0%GrowthLowLos Angeles, CA2026-11-04
Kestra Advisory Services, LLC
70,542$810.5K0.0%CoreLowAustin, TX2026-11-02
Gridiron Partners, LLC
62,941$723.2K0.4%ETFLowWexford, PA2026-10-08
Smith Asset Management Co., LLC
52,680$605.3K0.5%YieldLowChiefland, FL2026-10-16
Cambridge Investment Research Advisors, Inc.
45,039$517.0K0.0%ETFLowFairfield, IA2026-11-02
Lanark Financial, Inc.
44,672$513.3K0.0%CoreMediumBirmingham, AL2026-10-26
Wolverine Asset Management LLC
30,836$354.3K0.0%Deep ValueVery HighChicago, IL2026-11-02
Fortitude Advisory Group L.L.C.
24,421$280.6K0.1%GrowthMediumGig Harbor, WA2026-10-15
Chicago Partners Investment Group LLC
17,833$203.3K0.0%GARPLowChicago, IL2026-10-27
Prospera Financial Services Inc
17,260$200.5K0.0%CoreMediumDallas, TX2026-11-04
Marin Bay Wealth Advisors, LLC
17,019$195.6K0.1%GrowthLowSan Anselmo, CA2026-10-28
Concurrent Investment Advisors, LLC
14,257$163.8K0.0%GrowthMediumTampa, FL2026-10-16
Samalin Investment Counsel, LLC
13,054$150.0K0.0%YieldMediumChappaqua, NY2026-10-23
StoneX Group Inc.
10,729$123.8K0.0%ETFMediumNew York, NY2026-11-03
First Bank & Trust
10,375$119.2K0.0%CoreLowBrookings, SD2026-10-19
Leonteq Securities AG
8,000$93.8K0.0%CoreHighZurich, Switzerland2026-10-29
IFP Advisors, Inc
2,729$31.4K0.0%GrowthLowTampa, FL2026-10-16
Foresight Capital Management Advisors, Inc.
1,579$18.1K0.0%CoreMediumSaline, MI2026-10-27
Blue Trust, Inc.
1,309$15.0K0.0%ETFLowBrentwood, TN2026-10-15
Farther Finance Advisors, LLC
848$9.7K0.0%IndexLowSan Francisco, CA2026-10-08
Moisand Fitzgerald Tamayo, LLC
500$5.7K0.0%ETFVery LowOrlando, FL2026-10-15
North Star Investment Management Corp.
500$5.7K0.0%CoreLowChicago, IL2026-10-27
Highline Wealth Partners LLC
300$3.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Pinnacle Wealth Planning Services, Inc.
110$1.3K0.0%GARPLowMansfield, OH2026-10-27
WPG Advisers, LLC
56$6430.0%CoreLowBaltimore, MD2026-10-27