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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 09249W101

BLACKROCK LTD DURATION INCOM

110 institutions · $158.7M total · 12,103,398 shares · BLK

#ManagerSharesValue% of TotalPeriod
1MORGAN STANLEY4,592,606$63.1M37.94%2025-12-31
2WELLS FARGO & COMPANY/MN855,428$11.8M7.06%2025-12-31
3GUGGENHEIM CAPITAL LLC715,193$9.8M5.90%2025-12-31
4UBS Group AG655,054$9.0M5.41%2025-12-31
5Invesco Ltd.318,678$4.4M2.63%2025-12-31
6Blue Zone Wealth Advisors, LLC272,696$3.7M2.25%2025-12-31
7Venture Visionary Partners LLC267,792$3.7M2.21%2025-12-31
8BANK OF AMERICA CORP /DE/241,094$3.4M1.99%2025-12-31
9GraniteShares Advisors LLC217,573$3.0M1.79%2025-09-30
10Raymond James Financial Services Advisors, Inc.186,573$2.7M1.54%2024-09-30
11Royal Bank of Canada175,971$2.4M1.45%2025-12-31
12LPL Financial LLC161,738$2.2M1.33%2025-12-31
13PRINCIPAL SECURITIES, INC.158,067$2.2M1.30%2025-12-31
14ENVESTNET ASSET MANAGEMENT INC157,180$2.2M1.29%2025-12-31
15Fiera Capital Corp153,453$2.1M1.26%2025-12-31
16RAYMOND JAMES FINANCIAL INC142,758$2.0M1.17%2025-12-31
17Capital Investment Advisors, LLC141,599$1.9M1.16%2025-12-31
18Baird Financial Group, Inc.138,730$1.9M1.14%2025-12-31
19ADVISOR GROUP HOLDINGS, INC.134,425$1.8M1.11%2025-12-31
20Jefferies Financial Group Inc.129,524$1.8M1.07%2025-12-31
21NewEdge Wealth, LLC124,574$1.7M1.02%2025-12-31
22Ethos Financial Group, LLC120,088$1.7M0.99%2025-12-31
23NBC SECURITIES, INC.78,990$1.1M0.65%2025-12-31
24Fountainhead AM, LLC71,928$1.0M0.59%2025-09-30
25Lido Advisors, LLC69,578$956.0K0.57%2025-12-31
26Verity Asset Management, Inc.58,846$808.5K0.48%2025-12-31
27Peregrine Asset Advisers, Inc.58,520$804.1K0.48%2025-12-31
28Smith Asset Management Co., LLC54,494$748.7K0.45%2025-12-31
29Virtus ETF Advisers LLC51,320$725.2K0.42%2024-12-31
30Wealth Alliance51,858$712.5K0.42%2025-12-31
31Cetera Investment Advisers51,693$710.3K0.42%2025-12-31
32NewEdge Advisors, LLC46,755$642.4K0.38%2025-12-31
33COMERICA BANK42,679$586.4K0.35%2025-12-31
34Integrated Wealth Concepts LLC40,451$555.8K0.33%2025-12-31
35Kestra Advisory Services, LLC37,915$520.9K0.31%2025-12-31
36Round Rock Advisors, LLC35,345$501.2K0.29%2025-06-30
37SUSQUEHANNA INTERNATIONAL GROUP, LLP36,255$498.1K0.29%2025-12-31
38Virtus Investment Advisers, Inc.35,876$492.9K0.29%2025-12-31
39SHUFRO ROSE & CO LLC34,150$469.2K0.28%2025-12-31
40Rockefeller Capital Management L.P.32,704$449.4K0.27%2025-12-31
41Jackson Hole Capital Partners, LLC27,688$380.4K0.22%2025-12-31
42ORLEANS CAPITAL MANAGEMENT CORP/LA27,300$375.1K0.22%2025-12-31
43AMERIPRISE FINANCIAL INC27,102$372.4K0.22%2025-12-31
44Pointe Capital Management LLC25,765$354.0K0.21%2025-12-31
45WOLVERINE ASSET MANAGEMENT LLC24,634$338.5K0.20%2025-12-31
46JANE STREET GROUP, LLC24,350$334.6K0.20%2025-12-31
47Consolidated Portfolio Review Corp21,764$304.7K0.17%2025-09-30
48Beacon Pointe Advisors, LLC21,437$294.6K0.17%2025-12-31
49BTG Pactual Asset Management US LLC20,578$291.8K0.17%2025-12-31
50US BANCORP \DE\19,900$282.2K0.16%2025-06-30
51Waterfront Wealth Inc.20,295$279.6K0.16%2025-12-31
52CURA WEALTH ADVISORS, LLC17,208$240.9K0.14%2025-09-30
53IHT Wealth Management, LLC16,366$224.9K0.13%2025-12-31
54MML INVESTORS SERVICES, LLC16,269$223.5K0.13%2025-12-31
55MAI Capital Management15,693$215.6K0.12%2025-12-31
56Annex Advisory Services, LLC15,407$211.7K0.12%2025-12-31
57Prospera Financial Services Inc15,281$210.1K0.12%2025-12-31
58U.S. Capital Wealth Advisors, LLC14,891$204.6K0.12%2025-12-31
59Pathstone Holdings, LLC14,875$204.4K0.12%2025-12-31
60Fortitude Advisory Group L.L.C.14,853$204.1K0.12%2025-12-31
61Concurrent Investment Advisors, LLC12,915$177.5K0.10%2025-12-31
62DELTA FINANCIAL ADVISORS LLC12,700$174.5K0.10%2025-12-31
63ProVise Management Group, LLC12,668$174.1K0.10%2025-12-31
64STIFEL FINANCIAL CORP12,027$170.5K0.09%2025-06-30
65Samalin Investment Counsel, LLC12,170$167.2K0.10%2025-12-31
66Atria Wealth Solutions, Inc.11,700$165.4K0.09%2025-03-31
67Capital Investment Advisory Services, LLC11,138$157.9K0.09%2025-06-30
68READYSTATE ASSET MANAGEMENT LP10,715$150.0K0.08%2025-09-30
69WMG Financial Advisors, LLC10,575$150.0K0.08%2025-06-30
70Papamarkou Wellner Asset Management inc.10,000$140.0K0.08%2025-09-30
71JPMORGAN CHASE & CO9,361$130.9K0.07%2024-12-31
72Gridiron Partners, LLC128,005$83.7K1.05%2025-09-30
73CULLEN/FROST BANKERS, INC.3,492$49.4K0.02%2025-03-31
74HOLLENCREST CAPITAL MANAGEMENT3,500$48.1K0.02%2025-12-31
75OLIVER LAGORE VANVALIN INVESTMENT GROUP3,300$46.7K0.02%2025-06-30
76PNC Financial Services Group, Inc.2,860$40.6K0.02%2025-06-30
77IFP Advisors, Inc2,544$35.0K0.02%2025-12-31
78Newbridge Financial Services Group, Inc.2,479$34.7K0.02%2025-09-30
79Wealthspire Advisors, LLC2,253$31.5K0.01%2025-09-30
80Allworth Financial LP2,146$29.5K0.01%2025-12-31
81BARTLETT & CO. WEALTH MANAGEMENT LLC1,900$26.1K0.01%2025-12-31
82Bogart Wealth, LLC1,618$22.2K0.01%2025-12-31
83Steward Partners Investment Advisory, LLC1,526$21.0K0.01%2025-12-31
84MONTAG A & ASSOCIATES INC1,410$20.0K0.01%2025-06-30
85Crews Bank & Trust1,350$18.5K0.01%2025-12-31
86Ronald Blue Trust, Inc.1,309$18.0K0.01%2025-12-31
87CoreCap Advisors, LLC1,300$17.9K0.01%2025-12-31
88Missouri Trust & Investment Co1,244$17.4K0.01%2025-09-30
89Fortitude Family Office, LLC1,000$14.1K0.00%2024-12-31
90Parallel Advisors, LLC1,000$14.0K0.00%2025-09-30
91Farther Finance Advisors, LLC848$11.7K0.00%2025-12-31
92JONES FINANCIAL COMPANIES LLLP714$9.8K0.00%2025-12-31
93Elequin Securities, LLC632$8.9K0.00%2025-03-31
94BNP PARIBAS ARBITRAGE, SNC553$7.6K0.00%2025-12-31
95Moisand Fitzgerald Tamayo, LLC500$6.9K0.00%2025-12-31
96North Star Investment Management Corp.500$6.9K0.00%2025-12-31
97Geneos Wealth Management Inc.371$5.2K0.00%2025-09-30
98COHEN & STEERS, INC.371,801$5.1K3.07%2025-12-31
99HIGHLINE WEALTH PARTNERS LLC300$4.1K0.00%2025-12-31
100HARBOUR INVESTMENTS, INC.190$2.6K0.00%2025-12-31
101HOEY INVESTMENTS, INC171$2.4K0.00%2025-12-31
102Plante Moran Financial Advisors, LLC142$2.0K0.00%2024-12-31
103Advisory Services Network, LLC59$8300.00%2025-09-30
104BOK Financial Private Wealth, Inc.55$7560.00%2025-12-31
105Janney Montgomery Scott LLC40,845$5610.33%2025-12-31
106Cambridge Investment Research Advisors, Inc.30,145$4140.24%2025-12-31
107COMMONWEALTH EQUITY SERVICES, LLC13,532$1890.11%2025-09-30
108Lloyd Advisory Services, LLC.1$80.00%2025-12-31
109CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30
110CWM, LLC27$00.00%2025-12-31