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Cohen & Steers Limited Durat (LDP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Chicago Partners Investment Group LLC
INCREASED
Shares491,612 from 468,773
Change+22,839 (+5%)
Value$9.2M (-$525.2K)
Filed 2026-10-27
Glaxis Capital Management, LLC
INCREASED
Shares273,350 from 270,000
Change+3,350 (+1%)
Value$5.3M (-$426.6K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares262,703 from 246,045
Change+16,658 (+7%)
Value$5.1M (-$125.6K)
Filed 2026-10-15
LPL Financial LLC
INCREASED
Shares178,859 from 157,138
Change+21,721 (+14%)
Value$3.5M (+$134.1K)
Filed 2026-11-06
Greatmark Investment Partners, Inc.
INCREASED
Shares169,025 from 168,275
Change+750 (+0%)
Value$3.3M (-$291.8K)
Filed 2026-10-28
Rareview Capital LLC
INCREASED
Shares159,281 from 145,557
Change+13,724 (+9%)
Value$3.1M (+$26.7K)
Filed 2026-11-05
Platt Wealth Management LLC
DECREASED
Shares68,206 from 74,662
Change-6,456 (-9%)
Value$1.3M (-$260.0K)
Filed 2026-11-04
Fiera Capital Corp
UNCHANGED
Shares57,368 from 57,368
Change0 (0%)
Value$1.1M (-$104.4K)
Filed 2026-11-06
Lido Advisors, LLC
INCREASED
Shares56,985 from 43,875
Change+13,110 (+30%)
Value$1.1M (+$173.7K)
Filed 2026-11-04
Oppenheimer & Co Inc
DECREASED
Shares51,785 from 62,681
Change-10,896 (-17%)
Value$1.0M (-$324.8K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares50,157 from 42,709
Change+7,448 (+17%)
Value$970.0K (+$66.3K)
Filed 2026-10-21
Capital Investment Advisors, LLC
DECREASED
Shares47,623 from 52,831
Change-5,208 (-10%)
Value$921.0K (-$196.9K)
Filed 2026-10-22
Breachway Investments LLC
INCREASED
Shares47,562 from 47,512
Change+50 (+0%)
Value$919.8K (-$85.5K)
Filed 2026-10-19
Independent Wealth Network Inc.
INCREASED
Shares39,333 from 36,395
Change+2,938 (+8%)
Value$760.7K (-$9.4K)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares31,446 from 31,459
Change-13 (0%)
Value$608.2K (-$57.5K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares30,784 from 31,947
Change-1,163 (-4%)
Value$595.4K (-$80.6K)
Filed 2026-11-06
LexAurum Advisors, LLC
INCREASED
Shares30,374 from 24,964
Change+5,410 (+22%)
Value$587.4K (+$59.2K)
Filed 2026-10-19
PMG Family Office LLC
INCREASED
Shares29,579 from 29,361
Change+218 (+1%)
Value$572.1K (-$49.2K)
Filed 2026-10-19
Shaker Financial Services, LLC
DECREASED
Shares25,568 from 36,611
Change-11,043 (-30%)
Value$494.5K (-$280.2K)
Filed 2026-10-14
Choreo, LLC
DECREASED
Shares19,686 from 20,054
Change-368 (-2%)
Value$380.7K (-$43.6K)
Filed 2026-10-28
Smith Asset Management Co., LLC
DECREASED
Shares17,265 from 18,109
Change-844 (-5%)
Value$333.9K (-$49.3K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares14,794 from 13,704
Change+1,090 (+8%)
Value$286.1K (-$3.9K)
Filed 2026-11-02
Prospera Financial Services Inc
UNCHANGED
Shares13,300 from 13,300
Change0 (0%)
Value$254.7K (-$26.7K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares11,670 from 11,400
Change+270 (+2%)
Value$225.7K (-$15.5K)
Filed 2026-11-02
PW Nova Financial Services LLC
NEW
Shares10,085
Change+10,085
Value$195.0K
Filed 2026-10-15
US Bancorp \de\
DECREASED
Shares5,650 from 6,378
Change-728 (-11%)
Value$109.3K (-$25.7K)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$67.7K (-$6.4K)
Filed 2026-10-22
Compass Financial Management LLC
INCREASED
Shares3,331 from 3,288
Change+43 (+1%)
Value$64.4K (-$2.9K)
Filed 2026-10-30
Spire Wealth Management
UNCHANGED
Shares2,919 from 2,919
Change0 (0%)
Value$56.5K (-$5.3K)
Filed 2026-10-30
Key FInancial Inc
UNCHANGED
Shares2,590 from 2,590
Change0 (0%)
Value$50.1K (-$4.7K)
Filed 2026-11-02
Allworth Financial LP
UNCHANGED
Shares1,592 from 1,592
Change0 (0%)
Value$33.7K ($0)
Filed 2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$23.2K (-$2.2K)
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,051 from 1,078
Change-27 (-2%)
Value$20.3K (-$2.5K)
Filed 2026-10-27
Toth Financial Advisory Corp
INCREASED
Shares1,025 from 917
Change+108 (+12%)
Value$19.8K (+$420)
Filed 2026-10-08
Triumph Capital Management
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$17.4K (-$1.6K)
Filed 2026-10-14
WPG Advisers, LLC
INCREASED
Shares526 from 475
Change+51 (+11%)
Value$10.2K (+$122)
Filed 2026-10-27
IFP Advisors, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$9.7K (-$910)
Filed 2026-10-16
Private Trust Co NA
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$7.7K (-$728)
Filed 2026-10-20
Highline Wealth Partners LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$5.6K (-$527)
Filed 2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$3.7K (-$348)
Filed 2026-10-23
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 13,872
Change-13,872 (-100%)
Value$0 (-$293.5K)
Filed 2026-11-02
Financial Security Advisor, Inc.
CLOSED
Shares0 from 13,500
Change-13,500 (-100%)
Value$0 (-$285.7K)
Filed 2026-11-03
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 3,524
Change-3,524 (-100%)
Value$0 (-$74.6K)
Filed 2026-10-26
Morgan Stanley
N/A
Shares— from 2,089,803
Change-2,089,803 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,389,779
Change-1,389,779 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 467,104
Change-467,104 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 295,463
Change-295,463 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 237,003
Change-237,003 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 225,620
Change-225,620 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 181,455
Change-181,455 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 170,003
Change-170,003 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 168,135
Change-168,135 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 153,402
Change-153,402 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 147,592
Change-147,592 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 144,127
Change-144,127 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 137,739
Change-137,739 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 116,907
Change-116,907 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 77,589
Change-77,589 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 66,210
Change-66,210 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 65,947
Change-65,947 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 55,863
Change-55,863 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 54,496
Change-54,496 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 53,533
Change-53,533 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 51,988
Change-51,988 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 29,296
Change-29,296 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 23,913
Change-23,913 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 15,025
Change-15,025 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 13,290
Change-13,290 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 11,967
Change-11,967 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 10,373
Change-10,373 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 9,912
Change-9,912 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 9,724
Change-9,724 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,825
Change-8,825 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,780
Change-7,780 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,123
Change-3,123 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 975
Change-975 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 61
Change-61 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 34
Change-34 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 33
Change-33 (-100%)
Value—
Status
Chicago Partners Investment Group LLC
INCREASED491,612468,773+22,839+5%$9.7M$9.2M-$525.2K2026-10-27
Glaxis Capital Management, LLC
INCREASED273,350270,000+3,350+1%$5.7M$5.3M-$426.6K2026-11-02
Atria Investments, Inc
INCREASED262,703246,045+16,658+7%$5.2M$5.1M-$125.6K2026-10-15
LPL Financial LLC
INCREASED178,859157,138+21,721+14%$3.3M$3.5M+$134.1K2026-11-06
Greatmark Investment Partners, Inc.
INCREASED169,025168,275+750+0%$3.6M$3.3M-$291.8K2026-10-28
Rareview Capital LLC
INCREASED159,281145,557+13,724+9%$3.1M$3.1M+$26.7K2026-11-05
Platt Wealth Management LLC
DECREASED68,20674,662-6,456-9%$1.6M$1.3M-$260.0K2026-11-04
Fiera Capital Corp
UNCHANGED57,36857,36800%$1.2M$1.1M-$104.4K2026-11-06
Lido Advisors, LLC
INCREASED56,98543,875+13,110+30%$928.4K$1.1M+$173.7K2026-11-04
Oppenheimer & Co Inc
DECREASED51,78562,681-10,896-17%$1.3M$1.0M-$324.8K2026-10-26
Wealthcare Advisory Partners LLC
INCREASED50,15742,709+7,448+17%$903.7K$970.0K+$66.3K2026-10-21
Capital Investment Advisors, LLC
DECREASED47,62352,831-5,208-10%$1.1M$921.0K-$196.9K2026-10-22
Breachway Investments LLC
INCREASED47,56247,512+50+0%$1.0M$919.8K-$85.5K2026-10-19
Independent Wealth Network Inc.
INCREASED39,33336,395+2,938+8%$770.1K$760.7K-$9.4K2026-10-19
Fifth Third Bancorp
DECREASED31,44631,459-130%$665.7K$608.2K-$57.5K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED30,78431,947-1,163-4%$676.0K$595.4K-$80.6K2026-11-06
LexAurum Advisors, LLC
INCREASED30,37424,964+5,410+22%$528.2K$587.4K+$59.2K2026-10-19
PMG Family Office LLC
INCREASED29,57929,361+218+1%$621.3K$572.1K-$49.2K2026-10-19
Shaker Financial Services, LLC
DECREASED25,56836,611-11,043-30%$774.7K$494.5K-$280.2K2026-10-14
Choreo, LLC
DECREASED19,68620,054-368-2%$424.3K$380.7K-$43.6K2026-10-28
Smith Asset Management Co., LLC
DECREASED17,26518,109-844-5%$383.2K$333.9K-$49.3K2026-10-16
Kestra Advisory Services, LLC
INCREASED14,79413,704+1,090+8%$290.0K$286.1K-$3.9K2026-11-02
Prospera Financial Services Inc
UNCHANGED13,30013,30000%$281.4K$254.7K-$26.7K2026-11-04
Creative Planning
INCREASED11,67011,400+270+2%$241.2K$225.7K-$15.5K2026-11-02
PW Nova Financial Services LLC
NEW10,085—+10,085——$195.0K—2026-10-15
US Bancorp \de\
DECREASED5,6506,378-728-11%$135.0K$109.3K-$25.7K2026-11-05
Barrett & Company, Inc.
UNCHANGED3,5003,50000%$74.1K$67.7K-$6.4K2026-10-22
Compass Financial Management LLC
INCREASED3,3313,288+43+1%$67.4K$64.4K-$2.9K2026-10-30
Spire Wealth Management
UNCHANGED2,9192,91900%$61.8K$56.5K-$5.3K2026-10-30
Key FInancial Inc
UNCHANGED2,5902,59000%$54.8K$50.1K-$4.7K2026-11-02
Allworth Financial LP
UNCHANGED1,5921,59200%$33.7K$33.7K$02026-11-06
PNC Financial Services Group, Inc.
UNCHANGED1,2001,20000%$25.4K$23.2K-$2.2K2026-11-06
Pinnacle Wealth Planning Services, Inc.
DECREASED1,0511,078-27-2%$22.8K$20.3K-$2.5K2026-10-27
Toth Financial Advisory Corp
INCREASED1,025917+108+12%$19.4K$19.8K+$4202026-10-08
Triumph Capital Management
UNCHANGED90090000%$19.0K$17.4K-$1.6K2026-10-14
WPG Advisers, LLC
INCREASED526475+51+11%$10.1K$10.2K+$1222026-10-27
IFP Advisors, Inc
UNCHANGED50050000%$10.6K$9.7K-$9102026-10-16
Private Trust Co NA
UNCHANGED40040000%$8.5K$7.7K-$7282026-10-20
Highline Wealth Partners LLC
UNCHANGED29029000%$6.1K$5.6K-$5272026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED19119100%$4.0K$3.7K-$3482026-10-23
Commonwealth Equity Services, LLC
CLOSED013,872-13,872-100%$293.5K$0-$293.5K2026-11-02
Financial Security Advisor, Inc.
CLOSED013,500-13,500-100%$285.7K$0-$285.7K2026-11-03
Vermillion Wealth Management, Inc.
CLOSED03,524-3,524-100%$74.6K$0-$74.6K2026-10-26
Morgan Stanley
N/A—2,089,803-2,089,803-100%$44.2M———
UBS Group AG
N/A—1,389,779-1,389,779-100%$29.4M———
Invesco Ltd.
N/A—467,104-467,104-100%$9.9M———
Sanctuary Advisors, LLC
N/A—295,463-295,463-100%$6.3M———
Raymond James Financial Inc
N/A—237,003-237,003-100%$5.0M———
Royal Bank of Canada
N/A—225,620-225,620-100%$4.8M———
Advisors Asset Management, Inc.
N/A—181,455-181,455-100%$3.8M———
Bank of America Corp
N/A—170,003-170,003-100%$3.6M———
Pinnacle Financial Partners, Inc.
N/A—168,135-168,135-100%$3.6M———
Wells Fargo & Company
N/A—153,402-153,402-100%$3.2M———
Envestnet Asset Management Inc
N/A—147,592-147,592-100%$3.1M———
Baird Financial Group, Inc.
N/A—144,127-144,127-100%$3.0M———
Thomas J. Herzfeld Advisors, Inc.
N/A—137,739-137,739-100%$2.9M———
NewEdge Wealth, LLC
N/A—116,907-116,907-100%$2.5M———
Oder Investment Management, LLC
N/A—77,589-77,589-100%$1.6M———
Guggenheim Capital LLC
N/A—66,210-66,210-100%$1.4M———
WJ Financial Advisors LLC
N/A—65,947-65,947-100%$1.4M———
Beacon Pointe Advisors, LLC
N/A—55,863-55,863-100%$1.2M———
MAI Capital Management
N/A—54,496-54,496-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—53,533-53,533-100%$1.1M———
Osaic Holdings, Inc.
N/A—51,988-51,988-100%$1.1M———
Cetera Investment Advisers
N/A—29,296-29,296-100%$619.9K———
Pathstone Holdings, LLC
N/A—23,913-23,913-100%$506.0K———
Caprock Group, LLC
N/A—15,025-15,025-100%$317.9K———
Everpar Advisors LLC
N/A—13,290-13,290-100%$281.2K———
Readystate Asset Management LP
N/A—11,967-11,967-100%$253.2K———
Northwestern Mutual Wealth Management Co
N/A—10,373-10,373-100%$219.5K———
Janney Montgomery Scott LLC
N/A—9,912-9,912-100%$210.0K———
Stifel Financial Corp
N/A—9,724-9,724-100%$205.8K———
BFC Planning, Inc.
N/A—8,825-8,825-100%$186.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,780-7,780-100%$164.6K———
Global Retirement Partners, LLC
N/A—3,123-3,123-100%$66.1K———
NewEdge Advisors, LLC
N/A—1,267-1,267-100%$26.8K———
IFG Advisory, LLC
N/A—1,180-1,180-100%$25.0K———
Dunhill Financial, LLC
N/A—1,000-1,000-100%$21.2K———
Medallion Wealth Advisors, LLC
N/A—975-975-100%$20.6K———
Harbour Investments, Inc.
N/A—500-500-100%$10.6K———
Clear Street Group Inc.
N/A—61-61-100%$1.3K———
Whittier Trust Co of Nevada Inc
N/A—34-34-100%$720———
Huntington National Bank
N/A—33-33-100%$698———
Showing 83 of 83 institutions