BlackRock LTD Durat Inc TR (BLW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Shaker Financial Services, LLC

INCREASED

Shares348,687 from 301,450

Change+47,237 (+16%)

Value$4.0M (+$241.3K)

Filed 2026-10-14

Venture Visionary Partners LLC

INCREASED

Shares291,592 from 279,335

Change+12,257 (+4%)

Value$3.4M (-$138.5K)

Filed 2026-10-07

Waterfront Wealth Inc.

INCREASED

Shares244,250 from 156,398

Change+87,852 (+56%)

Value$2.8M (+$814.8K)

Filed 2026-11-03

Blue Zone Wealth Advisors, LLC

DECREASED

Shares154,623 from 162,935

Change-8,312 (-5%)

Value$1.8M (-$258.4K)

Filed 2026-10-19

Capital Investment Advisors, LLC

DECREASED

Shares118,555 from 120,910

Change-2,355 (-2%)

Value$1.4M (-$148.0K)

Filed 2026-10-22

Lido Advisors, LLC

INCREASED

Shares112,700 from 98,519

Change+14,181 (+14%)

Value$1.3M (+$64.4K)

Filed 2026-11-04

Kestra Advisory Services, LLC

INCREASED

Shares70,542 from 67,456

Change+3,086 (+5%)

Value$810.5K (-$32.0K)

Filed 2026-11-02

Gridiron Partners, LLC

UNCHANGED

Shares62,941 from 62,941

Change0 (0%)

Value$723.2K (-$62.9K)

Filed 2026-10-08

Smith Asset Management Co., LLC

DECREASED

Shares52,680 from 53,354

Change-674 (-1%)

Value$605.3K (-$61.1K)

Filed 2026-10-16

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares45,039 from 26,017

Change+19,022 (+73%)

Value$517.0K (+$192.0K)

Filed 2026-11-02

Lanark Financial, Inc.

INCREASED

Shares44,672 from 41,027

Change+3,645 (+9%)

Value$513.3K (+$851)

Filed 2026-10-26

Wolverine Asset Management LLC

DECREASED

Shares30,836 from 156,211

Change-125,375 (-80%)

Value$354.3K (-$1.6M)

Filed 2026-11-02

Fortitude Advisory Group L.L.C.

INCREASED

Shares24,421 from 16,477

Change+7,944 (+48%)

Value$280.6K (+$74.8K)

Filed 2026-10-15

Chicago Partners Investment Group LLC

NEW

Shares17,833

Change+17,833

Value$203.3K

Filed 2026-10-27

Prospera Financial Services Inc

DECREASED

Shares17,260 from 17,489

Change-229 (-1%)

Value$200.5K (-$18.1K)

Filed 2026-11-04

Marin Bay Wealth Advisors, LLC

INCREASED

Shares17,019 from 16,599

Change+420 (+3%)

Value$195.6K (-$11.8K)

Filed 2026-10-28

Concurrent Investment Advisors, LLC

INCREASED

Shares14,257 from 13,251

Change+1,006 (+8%)

Value$163.8K (-$1.7K)

Filed 2026-10-16

Samalin Investment Counsel, LLC

INCREASED

Shares13,054 from 12,742

Change+312 (+2%)

Value$150.0K (-$9.2K)

Filed 2026-10-23

Fifth Third Bancorp

INCREASED

Shares11,935 from 11,902

Change+33 (+0%)

Value$137.1K (-$11.5K)

Filed 2026-11-05

StoneX Group Inc.

INCREASED

Shares10,729 from 10,498

Change+231 (+2%)

Value$123.8K (-$7.5K)

Filed 2026-11-03

First Bank & Trust

NEW

Shares10,375

Change+10,375

Value$119.2K

Filed 2026-10-19

Leonteq Securities AG

UNCHANGED

Shares8,000 from 8,000

Change0 (0%)

Value$93.8K (-$6.1K)

Filed 2026-10-29

IFP Advisors, Inc

INCREASED

Shares2,729 from 2,664

Change+65 (+2%)

Value$31.4K (-$1.9K)

Filed 2026-10-16

Foresight Capital Management Advisors, Inc.

NEW

Shares1,579

Change+1,579

Value$18.1K

Filed 2026-10-27

Blue Trust, Inc.

UNCHANGED

Shares1,309 from 1,309

Change0 (0%)

Value$15.0K (-$1.3K)

Filed 2026-10-15

Farther Finance Advisors, LLC

UNCHANGED

Shares848 from 848

Change0 (0%)

Value$9.7K (-$848)

Filed 2026-10-08

North Star Investment Management Corp.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$5.7K (-$500)

Filed 2026-10-27

Moisand Fitzgerald Tamayo, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$5.7K (-$500)

Filed 2026-10-15

Highline Wealth Partners LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$3.4K (-$300)

Filed 2026-10-19

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares110 from 225

Change-115 (-51%)

Value$1.3K (-$1.5K)

Filed 2026-10-27

WPG Advisers, LLC

DECREASED

Shares56 from 98

Change-42 (-43%)

Value$643 (-$581)

Filed 2026-10-27

Jefferies Financial Group Inc.

CLOSED

Shares0 from 129,856

Change-129,856 (-100%)

Value$0 (-$1.6M)

Filed 2026-11-05

Imc-Chicago, LLC

CLOSED

Shares0 from 23,715

Change-23,715 (-100%)

Value$0 (-$296.2K)

Filed 2026-11-05

LifeSteps Financial, Inc.

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$12.5K)

Filed 2026-10-15

Hoey Investments, Inc

CLOSED

Shares0 from 171

Change-171 (-100%)

Value$0 (-$2.1K)

Filed 2026-10-29

Morgan Stanley

N/A

Shares— from 4,083,624

Change-4,083,624 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,007,843

Change-1,007,843 (-100%)

Value—

UBS Group AG

N/A

Shares— from 606,131

Change-606,131 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 520,486

Change-520,486 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 384,488

Change-384,488 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 371,801

Change-371,801 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 289,494

Change-289,494 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 284,146

Change-284,146 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 204,454

Change-204,454 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 191,191

Change-191,191 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 182,218

Change-182,218 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 178,861

Change-178,861 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 171,532

Change-171,532 (-100%)

Value—

Fiera Capital Corp

N/A

Shares— from 151,570

Change-151,570 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 147,340

Change-147,340 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 138,427

Change-138,427 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 111,237

Change-111,237 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 104,390

Change-104,390 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 60,424

Change-60,424 (-100%)

Value—

Peregrine Asset Advisers, Inc.

N/A

Shares— from 57,520

Change-57,520 (-100%)

Value—

Wealth Alliance, LLC

N/A

Shares— from 54,647

Change-54,647 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 53,411

Change-53,411 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 51,402

Change-51,402 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 41,629

Change-41,629 (-100%)

Value—

Shufro Rose & Co LLC

N/A

Shares— from 34,150

Change-34,150 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 32,600

Change-32,600 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 31,296

Change-31,296 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 28,365

Change-28,365 (-100%)

Value—

Orleans Capital Management Corp

N/A

Shares— from 27,300

Change-27,300 (-100%)

Value—

BTG Pactual Asset Management US LLC

N/A

Shares— from 27,230

Change-27,230 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 26,459

Change-26,459 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 23,822

Change-23,822 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 20,328

Change-20,328 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 19,100

Change-19,100 (-100%)

Value—

Pointe Capital Management LLC

N/A

Shares— from 19,063

Change-19,063 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 18,393

Change-18,393 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 18,257

Change-18,257 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 17,034

Change-17,034 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 15,656

Change-15,656 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 14,875

Change-14,875 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 14,747

Change-14,747 (-100%)

Value—

ProVise Management Group, LLC

N/A

Shares— from 12,238

Change-12,238 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 12,120

Change-12,120 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 10,460

Change-10,460 (-100%)

Value—

Maimon Wealth Management Ltd.

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 3,500

Change-3,500 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 2,179

Change-2,179 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 1,900

Change-1,900 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 1,618

Change-1,618 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,526

Change-1,526 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 1,350

Change-1,350 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,229

Change-1,229 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,210

Change-1,210 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 649

Change-649 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 190

Change-190 (-100%)

Value—

	Status
Shaker Financial Services, LLC	INCREASED	348,687	301,450	+47,237	+16%	$3.8M	$4.0M	+$241.3K	2026-10-14
Venture Visionary Partners LLC	INCREASED	291,592	279,335	+12,257	+4%	$3.5M	$3.4M	-$138.5K	2026-10-07
Waterfront Wealth Inc.	INCREASED	244,250	156,398	+87,852	+56%	$2.0M	$2.8M	+$814.8K	2026-11-03
Blue Zone Wealth Advisors, LLC	DECREASED	154,623	162,935	-8,312	-5%	$2.0M	$1.8M	-$258.4K	2026-10-19
Capital Investment Advisors, LLC	DECREASED	118,555	120,910	-2,355	-2%	$1.5M	$1.4M	-$148.0K	2026-10-22
Lido Advisors, LLC	INCREASED	112,700	98,519	+14,181	+14%	$1.2M	$1.3M	+$64.4K	2026-11-04
Kestra Advisory Services, LLC	INCREASED	70,542	67,456	+3,086	+5%	$842.5K	$810.5K	-$32.0K	2026-11-02
Gridiron Partners, LLC	UNCHANGED	62,941	62,941	0	0%	$786.1K	$723.2K	-$62.9K	2026-10-08
Smith Asset Management Co., LLC	DECREASED	52,680	53,354	-674	-1%	$666.4K	$605.3K	-$61.1K	2026-10-16
Cambridge Investment Research Advisors, Inc.	INCREASED	45,039	26,017	+19,022	+73%	$325.0K	$517.0K	+$192.0K	2026-11-02
Lanark Financial, Inc.	INCREASED	44,672	41,027	+3,645	+9%	$512.4K	$513.3K	+$851	2026-10-26
Wolverine Asset Management LLC	DECREASED	30,836	156,211	-125,375	-80%	$2.0M	$354.3K	-$1.6M	2026-11-02
Fortitude Advisory Group L.L.C.	INCREASED	24,421	16,477	+7,944	+48%	$205.8K	$280.6K	+$74.8K	2026-10-15
Chicago Partners Investment Group LLC	NEW	17,833	—	+17,833	—	—	$203.3K	—	2026-10-27
Prospera Financial Services Inc	DECREASED	17,260	17,489	-229	-1%	$218.6K	$200.5K	-$18.1K	2026-11-04
Marin Bay Wealth Advisors, LLC	INCREASED	17,019	16,599	+420	+3%	$207.3K	$195.6K	-$11.8K	2026-10-28
Concurrent Investment Advisors, LLC	INCREASED	14,257	13,251	+1,006	+8%	$165.5K	$163.8K	-$1.7K	2026-10-16
Samalin Investment Counsel, LLC	INCREASED	13,054	12,742	+312	+2%	$159.1K	$150.0K	-$9.2K	2026-10-23
Fifth Third Bancorp	INCREASED	11,935	11,902	+33	+0%	$148.7K	$137.1K	-$11.5K	2026-11-05
StoneX Group Inc.	INCREASED	10,729	10,498	+231	+2%	$131.3K	$123.8K	-$7.5K	2026-11-03
First Bank & Trust	NEW	10,375	—	+10,375	—	—	$119.2K	—	2026-10-19
Leonteq Securities AG	UNCHANGED	8,000	8,000	0	0%	$99.9K	$93.8K	-$6.1K	2026-10-29
IFP Advisors, Inc	INCREASED	2,729	2,664	+65	+2%	$33.3K	$31.4K	-$1.9K	2026-10-16
Foresight Capital Management Advisors, Inc.	NEW	1,579	—	+1,579	—	—	$18.1K	—	2026-10-27
Blue Trust, Inc.	UNCHANGED	1,309	1,309	0	0%	$16.4K	$15.0K	-$1.3K	2026-10-15
Farther Finance Advisors, LLC	UNCHANGED	848	848	0	0%	$10.6K	$9.7K	-$848	2026-10-08
North Star Investment Management Corp.	UNCHANGED	500	500	0	0%	$6.2K	$5.7K	-$500	2026-10-27
Moisand Fitzgerald Tamayo, LLC	UNCHANGED	500	500	0	0%	$6.2K	$5.7K	-$500	2026-10-15
Highline Wealth Partners LLC	UNCHANGED	300	300	0	0%	$3.7K	$3.4K	-$300	2026-10-19
Pinnacle Wealth Planning Services, Inc.	DECREASED	110	225	-115	-51%	$2.8K	$1.3K	-$1.5K	2026-10-27
WPG Advisers, LLC	DECREASED	56	98	-42	-43%	$1.2K	$643	-$581	2026-10-27
Jefferies Financial Group Inc.	CLOSED	0	129,856	-129,856	-100%	$1.6M	$0	-$1.6M	2026-11-05
Imc-Chicago, LLC	CLOSED	0	23,715	-23,715	-100%	$296.2K	$0	-$296.2K	2026-11-05
LifeSteps Financial, Inc.	CLOSED	0	1,000	-1,000	-100%	$12.5K	$0	-$12.5K	2026-10-15
Hoey Investments, Inc	CLOSED	0	171	-171	-100%	$2.1K	$0	-$2.1K	2026-10-29
Morgan Stanley	N/A	—	4,083,624	-4,083,624	-100%	$51.0M	—	—	—
Wells Fargo & Company	N/A	—	1,007,843	-1,007,843	-100%	$12.6M	—	—	—
UBS Group AG	N/A	—	606,131	-606,131	-100%	$7.6M	—	—	—
Guggenheim Capital LLC	N/A	—	520,486	-520,486	-100%	$6.5M	—	—	—
Invesco Ltd.	N/A	—	384,488	-384,488	-100%	$4.8M	—	—	—
Cohen & Steers, Inc.	N/A	—	371,801	-371,801	-100%	$4.6M	—	—	—
SIT Investment Associates Inc	N/A	—	289,494	-289,494	-100%	$3.6M	—	—	—
Raymond James Financial Inc	N/A	—	284,146	-284,146	-100%	$3.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	204,454	-204,454	-100%	$2.6M	—	—	—
Royal Bank of Canada	N/A	—	191,191	-191,191	-100%	$2.4M	—	—	—
Principal Securities, Inc.	N/A	—	182,218	-182,218	-100%	$2.3M	—	—	—
Bank of America Corp	N/A	—	178,861	-178,861	-100%	$2.2M	—	—	—
LPL Financial LLC	N/A	—	171,532	-171,532	-100%	$2.1M	—	—	—
Fiera Capital Corp	N/A	—	151,570	-151,570	-100%	$1.9M	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	147,340	-147,340	-100%	$1.8M	—	—	—
Baird Financial Group, Inc.	N/A	—	138,427	-138,427	-100%	$1.7M	—	—	—
Ethos Financial Group, LLC	N/A	—	111,237	-111,237	-100%	$1.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	104,390	-104,390	-100%	$1.3M	—	—	—
Cetera Investment Advisers	N/A	—	60,424	-60,424	-100%	$754.7K	—	—	—
Peregrine Asset Advisers, Inc.	N/A	—	57,520	-57,520	-100%	$718.4K	—	—	—
Wealth Alliance, LLC	N/A	—	54,647	-54,647	-100%	$682.5K	—	—	—
Janney Montgomery Scott LLC	N/A	—	53,411	-53,411	-100%	$667.0K	—	—	—
Readystate Asset Management LP	N/A	—	51,402	-51,402	-100%	$642.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	41,629	-41,629	-100%	$519.9K	—	—	—
Shufro Rose & Co LLC	N/A	—	34,150	-34,150	-100%	$426.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	32,600	-32,600	-100%	$407.2K	—	—	—
Ameriprise Financial Inc	N/A	—	31,296	-31,296	-100%	$390.9K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	28,365	-28,365	-100%	$354.3K	—	—	—
Orleans Capital Management Corp	N/A	—	27,300	-27,300	-100%	$341.0K	—	—	—
BTG Pactual Asset Management US LLC	N/A	—	27,230	-27,230	-100%	$340.1K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	26,459	-26,459	-100%	$330.5K	—	—	—
Almitas Capital LLC	N/A	—	23,822	-23,822	-100%	$297.5K	—	—	—
Marex Group Ltd	N/A	—	20,328	-20,328	-100%	$253.9K	—	—	—
Nomura Holdings Inc	N/A	—	19,100	-19,100	-100%	$238.6K	—	—	—
Pointe Capital Management LLC	N/A	—	19,063	-19,063	-100%	$238.1K	—	—	—
MAI Capital Management	N/A	—	18,393	-18,393	-100%	$229.7K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	18,257	-18,257	-100%	$228.0K	—	—	—
MML Investors Services, LLC	N/A	—	17,034	-17,034	-100%	$212.8K	—	—	—
Pathstone Holdings, LLC	N/A	—	15,656	-15,656	-100%	$195.5K	—	—	—
BFC Planning, Inc.	N/A	—	14,875	-14,875	-100%	$185.8K	—	—	—
XTX Topco Ltd	N/A	—	14,747	-14,747	-100%	$184.2K	—	—	—
ProVise Management Group, LLC	N/A	—	12,238	-12,238	-100%	$152.9K	—	—	—
Jane Street Group, LLC	N/A	—	12,120	-12,120	-100%	$151.4K	—	—	—
IHT Wealth Management, LLC	N/A	—	10,460	-10,460	-100%	$130.6K	—	—	—
Maimon Wealth Management Ltd.	N/A	—	10,000	-10,000	-100%	$124.9K	—	—	—
Hollencrest Capital Management	N/A	—	3,500	-3,500	-100%	$43.7K	—	—	—
Allworth Financial LP	N/A	—	2,179	-2,179	-100%	$27.2K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	1,900	-1,900	-100%	$23.7K	—	—	—
Bogart Wealth, LLC	N/A	—	1,618	-1,618	-100%	$20.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,526	-1,526	-100%	$19.1K	—	—	—
Crews Bank & Trust	N/A	—	1,350	-1,350	-100%	$16.9K	—	—	—
BNP Paribas Financial Markets	N/A	—	1,229	-1,229	-100%	$15.4K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,210	-1,210	-100%	$15.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	649	-649	-100%	$8.1K	—	—	—
Harbour Investments, Inc.	N/A	—	190	-190	-100%	$2.4K	—	—	—

Showing 90 of 90 institutions