Vault-13

BLACKROCK DEBT STRATEGIES FD DSU

COM NEW · Closed-End Fund · CUSIP 09255R202

92 institutional holders +1 vs Q2 2025
13,602,38813.6m shares reported held*
$144.4mreported value*
14 new 37 added 20 reduced 11 sold out net bought ≈ $13.5m (+1.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.61.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 101Q4 22: 104Q1 23: 100Q2 23: 89Q3 23: 87Q4 23: 82Q1 24: 83Q2 24: 76Q3 24: 86Q4 24: 91Q1 25: 87Q2 25: 91Q3 25: 9292Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022101
Q4 2022104
Q1 2023100
Q2 202389
Q3 202387
Q4 202382
Q1 202483
Q2 202476
Q3 202486
Q4 202491
Q1 202587
Q2 202591
Q3 202592

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 23: 31 bought or addedQ4 23: 39 cut or sold outQ1 24: 35 bought or addedQ1 24: 32 cut or sold outQ1 24Q2 24: 30 bought or addedQ2 24: 37 cut or sold outQ3 24: 43 bought or addedQ3 24: 20 cut or sold outQ3 24Q4 24: 49 bought or addedQ4 24: 22 cut or sold outQ1 25: 49 bought or addedQ1 25: 32 cut or sold outQ1 25Q2 25: 39 bought or addedQ2 25: 34 cut or sold outQ3 25: 51 bought or addedQ3 25: 31 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20233139
Q1 20243532
Q2 20243037
Q3 20244320
Q4 20244922
Q1 20254932
Q2 20253934
Q3 20255131

Biggest buyers

Penserra Capital Management LLC New +642,392+642.4k
NewEdge Wealth, LLC New +189,947+189.9k
GUGGENHEIM CAPITAL LLC Added +144,371+144.4k
MORGAN STANLEY Added +140,541+140.5k
Ausdal Financial Partners, Inc. New +114,101+114.1k
Cetera Investment Advisers Added +79,486+79.5k
Strategic Wealth Partners, Ltd. Added +64,300+64.3k
Janney Montgomery Scott LLC New +52,920+52.9k
AMERIPRISE FINANCIAL INC Added +47,006+47.0k
LPL Financial LLC Added +31,897+31.9k

Biggest sellers

Moloney Securities Asset Management, LLC Sold out -137,184-137.2k
ROYAL BANK OF CANADA Reduced -89,406-89.4k
MATRIX PRIVATE CAPITAL GROUP LLC Reduced -53,000-53.0k
JANE STREET GROUP, LLC Sold out -37,894-37.9k
UBS Group AG Reduced -32,091-32.1k
Everstar Asset Management, LLC Reduced -23,772-23.8k
RAYMOND JAMES FINANCIAL INC Reduced -21,998-22.0k
KELLEHER FINANCIAL ADVISORS Sold out -20,967-21.0k
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Sold out -19,036-19.0k
Virtu Financial LLC Sold out -16,010-16.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution new · filed 2026-04-27 5.2% new 3.3m≈ $31.7m 2026-04-27

Insider purchases and sales in Q3 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 1 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20241$1080——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——

None reported in Q3 2025.

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,986,1134.0m $42.3m $42.3m 0.00% Added +140.5k +140,541
2 GUGGENHEIM CAPITAL LLC 0.12% of their portfolio CHICAGO, IL 1,547,8421.5m $16.4m $16.4m 0.12% Added +144.4k +144,371
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 723,334723.3k $7.7m $7.7m 0.00% Added +31.9k +31,897
4 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 671,797671.8k $7.1m $7.1m 0.00% Added +16.2k +16,178
5 Penserra Capital Management LLC 0.08% of their portfolio ORINDA, CA 642,392642.4k $6.8m $6.8m 0.08% New
6 OAK HILL ADVISORS LP 1.28% of their portfolio New York, NY 578,922578.9k $6.1m $6.1m 1.28% Unchanged
7 Advisors Asset Management, Inc. 0.09% of their portfolio Monument, CO 480,571480.6k $5.1m $5.1m 0.09% Added +12.9k +12,853
8 Elevated Capital Advisors, LLC 1.06% of their portfolio SANDY, UT 401,963402.0k $4.3m $4.3m 1.06% Reduced -11.6k -11,608
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 376,068376.1k $4.0m $4.0m 0.00% Added +26.5k +26,458
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 317,881317.9k $3.4m $3.4m 0.00% Added +47.0k +47,006
11 GraniteShares Advisors LLC 1.75% of their portfolio NEW YORK, NY 285,507285.5k $3.0m $3.0m 1.75% Added +25.1k +25,143
12 Strategic Wealth Partners, Ltd. 0.22% of their portfolio INDEPENDENCE, OH 275,161275.2k $2.9m $2.9m 0.22% Added +64.3k +64,300
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 250,038250.0k $2.7m $2.7m 0.00% Reduced -22.0k -21,998
14 Polar Asset Management Partners Inc. 0.05% of their portfolio TORONTO, A6 232,046232.0k $2.5m $2.5m 0.05% Added +6.4k +6,390
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 191,704191.7k $2.0m $2.0m 0.00% Added +10.5k +10,526
16 NewEdge Wealth, LLC 0.03% of their portfolio STAMFORD, CT 189,947189.9k $2.0m $2.0m 0.03% New
17 Smith Asset Management Co., LLC 1.66% of their portfolio Chiefland, FL 183,186183.2k $1.9m $1.9m 1.66% Added +2.8k +2,816
18 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 124,295124.3k $1.3m $1.3m 0.00% Added +79.5k +79,486
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 121,466121.5k $1.3m $1.3m 0.00% Reduced -89.4k -89,406
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 120,844120.8k $1.3m $1.3m 0.00% Reduced -32.1k -32,091
21 Ausdal Financial Partners, Inc. 0.06% of their portfolio Davenport, IA 114,101114.1k $1.2m $1.2m 0.06% New
22 PMG Family Office LLC 1.27% of their portfolio PLANO, TX 106,721106.7k $1.1m $1.1m 1.27% First filing
23 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 98,74598.7k $1.0m $1.0m 0.02% Added +1.3k +1,272
24 Whipplewood Advisors, LLC 0.68% of their portfolio LITTLETON, CO 96,74996.7k $1.0m $1.0m 0.68% Added +879 +879
25 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 90,72590.7k $962.7k $962.7k 0.00% Reduced -1.5k -1,524
26 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 88,50788.5k $939.9k $939.9k 0.00% Added +2.0k +1,972
27 Ethos Financial Group, LLC 0.07% of their portfolio KING OF PRUSSIA, PA 86,64086.6k $920.1k $920.1k 0.07% Reduced -237 -237
28 Virtus Investment Advisers, LLC 0.24% of their portfolio HARTFORD, CT 78,23278.2k $830.8k $830.8k 0.24% Added +5.5k +5,536
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 73,60173.6k $781.6k $781.6k 0.00% Added +6.7k +6,722
30 Bison Wealth, LLC 0.07% of their portfolio ATLANTA, GA 71,24271.2k $736.6k $736.6k 0.07% Added +2.6k +2,609
31 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 66,40866.4k $705.0k $705.0k 0.00% Added +626 +626
32 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 65,70865.7k $697.8k $697.8k 0.00% Added +5.1k +5,091
33 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 60,07260.1k $638.0k $638.0k 0.00% Reduced -11 -11
34 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 52,92052.9k $562.0k $562.0k 0.00% New
35 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 48,44248.4k $514.5k $514.5k 0.00% Added +6.0k +5,977
36 MELFA WEALTH MANAGEMENT, INC. 0.25% of their portfolio WESTBOROUGH, MA 40,90940.9k $434.5k $434.5k 0.25% Unchanged
37 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 40,56940.6k $430.8k $430.8k 0.01% Reduced -3.4k -3,384
38 Activest Wealth Management 0.07% of their portfolio AVENTURA, FL 31,88431.9k $338.6k $338.6k 0.07% New
39 Register Financial Advisors LLC 0.13% of their portfolio ATLANTA, GA 31,56031.6k $335.2k $335.2k 0.13% Unchanged
40 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 31,13731.1k $330.7k $330.7k 0.00% Reduced -1.2k -1,250
41 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 28,50028.5k $302.7k $302.7k 0.00% Added +3.0k +3,000
42 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 28,16228.2k $299.1k $299.1k 0.00% Reduced -224 -224
43 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 25,73925.7k $273.3k $273.3k 0.00% New
44 SeaCrest Wealth Management, LLC 0.03% of their portfolio PURCHASE, NY 24,53924.5k $256.4k $256.4k 0.03% Added +2.3k +2,254
45 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 23,34523.3k $248.0k $248.0k 0.01% Unchanged
46 Jackson Hole Capital Partners, LLC 0.04% of their portfolio TULSA, OK 22,30522.3k $236.9k $236.9k 0.04% Unchanged
47 MATRIX PRIVATE CAPITAL GROUP LLC 0.12% of their portfolio NEW YORK, NY 21,00021.0k $223.0k $223.0k 0.12% Reduced -53.0k -53,000
48 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 20,81820.8k $221.1k $221.1k 0.00% Added +130 +130
49 Trek Financial, LLC 0.01% of their portfolio Scottsdale, AZ 20,75420.8k $220.4k $220.4k 0.01% Unchanged
50 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 19,82019.8k $210.5k $210.5k 0.00% Unchanged
51 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 19,31119.3k $205.1k $205.1k 0.01% Reduced -1.1k -1,100
52 Andina Capital Management, LLC 0.12% of their portfolio LOGAN, UT 19,25419.3k $204.5k $204.5k 0.12% New
53 World Investment Advisors 0.00% of their portfolio LINCROFT, NJ 18,57418.6k $197.3k $197.3k 0.00% New
54 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 16,89816.9k $179.5k $179.5k 0.00% Added +426 +426
55 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 16,43316.4k $175.0k $175.0k 0.00% Unchanged
56 Signal Advisors Wealth, LLC 0.01% of their portfolio DETROIT, MI 15,50015.5k $164.6k $164.6k 0.01% New
57 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 15,34215.3k $162.9k $162.9k 0.00% New
58 KFA Private Wealth Group, LLC 0.05% of their portfolio Tysons, VA 15,27315.3k $162.2k $162.2k 0.05% Reduced -2.5k -2,474
59 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 14,39214.4k $153.0k $153.0k 0.00% Added +446 +446
60 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 14,30014.3k $151.9k $151.9k 0.00% Reduced -268 -268
61 Astoria Portfolio Advisors LLC. 0.04% of their portfolio NEW YORK, NY 13,21713.2k $138.1k $138.1k 0.04% Added +65 +65
62 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 12,75612.8k $135.5k $135.5k 0.00% Reduced -904 -904
63 COMERICA BANK 0.00% of their portfolio DALLAS, TX 12,50012.5k $132.8k $132.8k 0.00% Unchanged
64 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.01% of their portfolio CONCORD, MA 10,86210.9k $115.4k $115.4k 0.01% Added +146 +146
65 Everstar Asset Management, LLC 0.07% of their portfolio MOORESVILLE, NC 10,83110.8k $115.0k $115.0k 0.07% Reduced -23.8k -23,772
66 Darwin Wealth Management, LLC 0.03% of their portfolio TAMPA, FL 9,7769.8k $103.8k $103.8k 0.03% Unchanged
67 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 9,6529.7k $102.5k $102.5k 0.01% Added +6.3k +6,310
68 CKW FINANCIAL GROUP 0.01% of their portfolio HONOLULU, HI 7,7117.7k $82.0k $82.0k 0.01% Unchanged
69 GPS Wealth Strategies Group, LLC 0.01% of their portfolio CENTENNIAL, CO 7,1167.1k $75.6k $75.6k 0.01% Unchanged
70 MTM Investment Management, LLC 0.02% of their portfolio SPARTANBURG, SC 6,0896.1k $64.7k $64.7k 0.02% Added +168 +168
71 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 5,0205.0k $53.3k $53.3k 0.00% Added +56 +56
72 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,7243.7k $39.5k $39.5k 0.00% Added +1.8k +1,801
73 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,0333.0k $32.2k $32.2k 0.00% Added +2.4k +2,363
74 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 2,2152.2k $23.5k $23.5k 0.00% New
75 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 2,1352.1k $22.7k $22.7k 0.00% Added +7 +7
76 Creekmur Asset Management LLC 0.00% of their portfolio MORTON, IL 1,8181.8k $19.3k $19.3k 0.00% Reduced -1 -1
77 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,0171.0k $11.0k $11.0k 0.00% Reduced -232 -232
78 Financial Gravity Asset Management, Inc. 0.00% of their portfolio Lakeway, TX 1,0051.0k $10.7k $10.7k 0.00% First filing
79 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 965965 $10.2k $10.2k 0.00% Unchanged
80 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 846846 $9.0k $9.0k 0.00% Reduced -7.8k -7,753
81 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 786786 $8.3k $8.3k 0.00% Unchanged
82 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 500500 $5.3k $5.3k 0.00% New
83 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 500500 $5.3k $5.3k 0.00% New
84 Fourth Dimension Wealth, LLC 0.00% of their portfolio MIDDLEBURG HEIGHTS, OH 493493 $5.2k $5.2k 0.00% Reduced -238 -238
85 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 333333 $3.5k $3.5k 0.00% Unchanged
86 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 330330 $3.5k $3.5k 0.00% Unchanged
87 Private Wealth Asset Management, LLC 0.00% of their portfolio OMAHA, NE 300300 $3.2k $3.2k 0.00% New
88 NFSG Corp 0.00% of their portfolio BOCA RATON, FL 291291 $3.1k $3.1k 0.00% Unchanged
89 Caldwell Trust Co 0.00% of their portfolio Venice, FL 275275 $2.9k $2.9k 0.00% Unchanged
90 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 5555 $579 $579 0.00% Added +2 +2
91 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2828 $297 $297 0.00% Added +19 +19
92 Avenir Tech Ltd 0.00% of their portfolio CENTRAL, HONG KONG, K3 11 $11 $11 0.00% Unchanged