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BlackRock Debt Strategies (DSU)

CUSIP: 09255R202 | US | Financial Services · Asset Management | Small Cap | 383 institutional holders

Quarters

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

Elevated Capital Advisors, LLC479,123
1.4% of portfolio›$4.3M
GraniteShares Advisors LLC276,527
1.6% of portfolio›$2.5M
Bison Wealth, LLC275,748
0.2% of portfolio›$2.4M
Smith Asset Management Co., LLC196,494
1.4% of portfolio›$1.8M
PMG Family Office LLC174,981
1.5% of portfolio›$1.6M
Commonwealth Equity Services, LLC70,784
0.0% of portfolio›$637.1K
Nepsis Inc.67,313
0.2% of portfolio›$605.8K
Creative Planning58,507
0.0% of portfolio›$526.6K
Wolverine Asset Management LLC48,330
0.0% of portfolio›$435.0K
Citigroup Inc41,222
0.0% of portfolio›$371.0K
Cambridge Investment Research Advisors, Inc.39,115
0.0% of portfolio›$352.0K
Kingstone Capital Partners Texas, LLC38,210
0.2% of portfolio›$343.9K
Pinnacle Wealth Planning Services, Inc.36,117
0.0% of portfolio›$325.1K
StoneX Group Inc.36,027
0.0% of portfolio›$336.3K
Kestra Advisory Services, LLC32,583
0.0% of portfolio›$293.2K
Register Financial Advisors LLC28,560
0.1% of portfolio›$257.0K
Kathmere Capital Management, LLC27,960
0.0% of portfolio›$251.6K
Cornerstone Wealth Management, LLC25,024
0.0% of portfolio›$225.2K
Lido Advisors, LLC24,235
0.0% of portfolio›$218.1K
Capital Investment Advisors, LLC24,025
0.0% of portfolio›$216.2K
Shaker Financial Services, LLC22,066
0.1% of portfolio›$198.6K
Trek Financial, LLC20,754
0.0% of portfolio›$186.8K
SeaCrest Wealth Management, LLC19,867
0.0% of portfolio›$178.8K
RFG Advisory, LLC19,584
0.0% of portfolio›$176.3K
Sowell Financial Services LLC19,311
0.0% of portfolio›$173.8K
Concurrent Investment Advisors, LLC16,872
0.0% of portfolio›$151.8K
KFA Private Wealth Group, LLC16,691
0.0% of portfolio›$150.2K
Cyndeo Wealth Partners, LLC15,000
0.0% of portfolio›$135.0K
Signal Advisors Wealth, LLC14,000
0.0% of portfolio›$126.0K
Strong Retirement Solutions LLC14,000
0.1% of portfolio›$126.0K
Truist Financial Corp11,704
0.0% of portfolio›$105.3K
Stevens Capital Partners11,000
0.0% of portfolio›$99.0K
Dynamic Advisor Solutions LLC10,998
0.0% of portfolio›$99.0K
Greenup Street Wealth Management LLC10,049
0.0% of portfolio›$90.4K
Private Trust Co NA8,068
0.0% of portfolio›$72.6K
CKW Financial Group7,748
0.0% of portfolio›$69
MTM Investment Management, LLC6,870
0.0% of portfolio›$61.8K
Activest Wealth Management4,007
0.0% of portfolio›$36.1K
IFP Advisors, Inc3,909
0.0% of portfolio›$35.2K
CoreCap Advisors, LLC3,842
0.0% of portfolio›$34.6K
Whipplewood Advisors, LLC3,788
0.0% of portfolio›$34.1K
Cape Investment Advisory, Inc.3,306
0.0% of portfolio›$29.8K
EverSource Wealth Advisors, LLC536
0.0% of portfolio›$4.8K
Highline Wealth Partners LLC500
0.0% of portfolio›$4.5K
Caldwell Trust Co275
0.0% of portfolio›$2.5K
StyleTurnoverLocationFiled
Elevated Capital Advisors, LLC
479,123$4.3M1.4%ETFMediumSandy, UT2026-11-04
GraniteShares Advisors LLC
276,527$2.5M1.6%YieldMediumNew York, NY2026-10-29
Bison Wealth, LLC
275,748$2.4M0.2%GrowthMediumAtlanta, GA2026-10-13
Smith Asset Management Co., LLC
196,494$1.8M1.4%YieldLowChiefland, FL2026-10-16
PMG Family Office LLC
174,981$1.6M1.5%YieldVery LowPlano, TX2026-10-19
Commonwealth Equity Services, LLC
70,784$637.1K0.0%ETFLowWaltham, MA2026-11-02
Nepsis Inc.
67,313$605.8K0.2%CoreMediumMinneapolis, MN2026-10-13
Creative Planning
58,507$526.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Wolverine Asset Management LLC
48,330$435.0K0.0%Deep ValueVery HighChicago, IL2026-11-02
Citigroup Inc
41,222$371.0K0.0%CoreMediumNew York, NY2026-11-04
Cambridge Investment Research Advisors, Inc.
39,115$352.0K0.0%ETFLowFairfield, IA2026-11-02
Kingstone Capital Partners Texas, LLC
38,210$343.9K0.2%GrowthLowFrisco, TX2026-11-03
Pinnacle Wealth Planning Services, Inc.
36,117$325.1K0.0%GARPLowMansfield, OH2026-10-27
StoneX Group Inc.
36,027$336.3K0.0%ETFMediumNew York, NY2026-11-03
Kestra Advisory Services, LLC
32,583$293.2K0.0%CoreLowAustin, TX2026-11-02
Register Financial Advisors LLC
28,560$257.0K0.1%GARPLowAtlanta, GA2026-10-23
Kathmere Capital Management, LLC
27,960$251.6K0.0%ETFLowWayne, PA2026-10-20
Cornerstone Wealth Management, LLC
25,024$225.2K0.0%ETFVery LowSt. Peters, MO2026-11-04
Lido Advisors, LLC
24,235$218.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Capital Investment Advisors, LLC
24,025$216.2K0.0%CoreLowAtlanta, GA2026-10-22
Shaker Financial Services, LLC
22,066$198.6K0.1%YieldHighArlington, VA2026-10-14
Trek Financial, LLC
20,754$186.8K0.0%ETFHighScottsdale, AZ2026-10-29
SeaCrest Wealth Management, LLC
19,867$178.8K0.0%GrowthLowPurchase, NY2026-10-21
RFG Advisory, LLC
19,584$176.3K0.0%ETFMediumBirmingham, AL2026-11-03
Sowell Financial Services LLC
19,311$173.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Concurrent Investment Advisors, LLC
16,872$151.8K0.0%GrowthMediumTampa, FL2026-10-16
KFA Private Wealth Group, LLC
16,691$150.2K0.0%ETFLowTysons, VA2026-10-07
Cyndeo Wealth Partners, LLC
15,000$135.0K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Signal Advisors Wealth, LLC
14,000$126.0K0.0%ETFLowDetroit, MI2026-10-13
Strong Retirement Solutions LLC
14,000$126.0K0.1%GrowthMediumSilverdale, WA2026-10-07
Truist Financial Corp
11,704$105.3K0.0%CoreLowCharlotte, NC2026-10-30
Stevens Capital Partners
11,000$99.0K0.0%ETFVery LowOmaha, NE2026-10-29
Dynamic Advisor Solutions LLC
10,998$99.0K0.0%ETFLowPhoenix, AZ2026-10-13
Greenup Street Wealth Management LLC
10,049$90.4K0.0%ETFMediumOverland Park, KS2026-10-28
Private Trust Co NA
8,068$72.6K0.0%CoreLowCleveland, OH2026-10-20
CKW Financial Group
7,748$690.0%ETFVery LowHonolulu, HI2026-10-29
MTM Investment Management, LLC
6,870$61.8K0.0%CoreVery LowSpartanburg, SC2026-10-30
Activest Wealth Management
4,007$36.1K0.0%ETFLowAventura, FL2026-10-15
IFP Advisors, Inc
3,909$35.2K0.0%GrowthLowTampa, FL2026-10-16
CoreCap Advisors, LLC
3,842$34.6K0.0%ETFMediumSouthfield, MI2026-10-08
Whipplewood Advisors, LLC
3,788$34.1K0.0%ETFLowLittleton, CO2026-10-20
Cape Investment Advisory, Inc.
3,306$29.8K0.0%ETFLowMcdonough, GA2026-10-13
EverSource Wealth Advisors, LLC
536$4.8K0.0%CoreMediumBirmingham, AL2026-11-04
Highline Wealth Partners LLC
500$4.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Caldwell Trust Co
275$2.5K0.0%GrowthLowVenice, FL2026-10-30