Vault-13

BLACKROCK DEBT STRATEGIES FD DSU

COM NEW · Closed-End Fund · CUSIP 09255R202

90 institutional holders -11 vs Q4 2025
15,023,24015.0m shares reported held*
$144.2mreported value*
7 new 34 added 29 reduced 15 sold out net bought ≈ $6.0m (+623.5k 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 ($42.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $9.60.

Trends to Q1 2026

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: 92Q4 25: 101Q1 26: 9090Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q4 2025101
Q1 202690

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 50 bought or addedQ4 25: 34 cut or sold outQ1 26: 41 bought or addedQ1 26: 44 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243037
Q3 20244320
Q4 20244922
Q1 20254932
Q2 20253934
Q3 20255131
Q4 20255034
Q1 20264144

Biggest buyers

Penserra Capital Management LLC Added +988,170+988.2k
MORGAN STANLEY Added +136,136+136.1k
Strategic Wealth Partners, Ltd. Added +50,000+50.0k
Elevated Capital Advisors, LLC Added +48,214+48.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +46,311+46.3k
AMERIPRISE FINANCIAL INC Added +44,248+44.2k
BANK OF AMERICA CORP /DE/ Added +41,216+41.2k
Thrivent Financial for Lutherans Added +30,322+30.3k
PMG Family Office LLC Added +28,346+28.3k
Pinnacle Wealth Planning Services, Inc. Added +27,720+27.7k

Biggest sellers

NewEdge Wealth, LLC Sold out -167,081-167.1k
GUGGENHEIM CAPITAL LLC Reduced -132,502-132.5k
TrueMark Investments, LLC Sold out -81,573-81.6k
Invesco Ltd. Reduced -75,128-75.1k
ENVESTNET ASSET MANAGEMENT INC Sold out -65,541-65.5k
TRUIST FINANCIAL CORP Reduced -50,839-50.8k
Ausdal Financial Partners, Inc. Reduced -33,373-33.4k
Activest Wealth Management Sold out -32,814-32.8k
LPL Financial LLC Reduced -28,749-28.7k
UBS Group AG Reduced -27,480-27.5k

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 Q1 2026

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
101Q2 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 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20240—0——
Q3 20240—0——
Q4 20241$1080——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,470,8684.5m $42.9m $42.9m 0.00% Added +136.1k +136,136
2 Penserra Capital Management LLC 0.19% of their portfolio ORINDA, CA 1,696,1011.7m $16.3m $16.3m 0.19% Added +988.2k +988,170
3 GUGGENHEIM CAPITAL LLC 0.11% of their portfolio CHICAGO, IL 1,455,7891.5m $14.0m $14.0m 0.11% Reduced -132.5k -132,502
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 706,490706.5k $6.8m $6.8m 0.00% Reduced -28.7k -28,749
5 OAK HILL ADVISORS LP 0.63% of their portfolio New York, NY 578,922578.9k $5.6m $5.6m 0.63% Unchanged
6 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 562,102562.1k $5.4m $5.4m 0.00% Reduced -75.1k -75,128
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 507,223507.2k $4.9m $4.9m 0.00% Added +41.2k +41,216
8 Elevated Capital Advisors, LLC 1.10% of their portfolio SANDY, UT 455,494455.5k $4.4m $4.4m 1.10% Added +48.2k +48,214
9 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 406,829406.8k $3.9m $3.9m 0.00% Added +44.2k +44,248
10 Advisors Asset Management, Inc. 0.06% of their portfolio Monument, CO 360,531360.5k $3.5m $3.5m 0.06% Reduced -13.1k -13,102
11 Strategic Wealth Partners, Ltd. 0.22% of their portfolio INDEPENDENCE, OH 329,048329.0k $3.2m $3.2m 0.22% Added +50.0k +50,000
12 GREENUP STREET WEALTH MANAGEMENT LLC 0.40% of their portfolio OVERLAND PARK, KS 293,125293.1k $2.8m $2.8m 0.40% Added +21.0k +21,014
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 238,596238.6k $2.3m $2.3m 0.00% Reduced -9.7k -9,707
14 GraniteShares Advisors LLC 1.63% of their portfolio NEW YORK, NY 236,627236.6k $2.3m $2.3m 1.63% Reduced -27.1k -27,075
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 232,019232.0k $2.2m $2.2m 0.00% Reduced -319 -319
16 Smith Asset Management Co., LLC 1.64% of their portfolio Chiefland, FL 199,531199.5k $1.9m $1.9m 1.64% Added +16.6k +16,566
17 PMG Family Office LLC 1.61% of their portfolio PLANO, TX 150,356150.4k $1.4m $1.4m 1.61% Added +28.3k +28,346
18 Bison Wealth, LLC 0.13% of their portfolio ATLANTA, GA 133,009133.0k $1.3m $1.3m 0.13% Added +3.0k +2,976
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 125,758125.8k $1.2m $1.2m 0.00% Added +4.0k +3,958
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 118,226118.2k $1.1m $1.1m 0.00% Reduced -27.5k -27,480
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 112,817112.8k $1.1m $1.1m 0.00% Added +46.3k +46,311
22 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 112,618112.6k $1.1m $1.1m 0.00% Added +2.9k +2,882
23 Whipplewood Advisors, LLC 0.51% of their portfolio LITTLETON, CO 102,704102.7k $984.9k $984.9k 0.51% Added +2.5k +2,457
24 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 88,42888.4k $848.0k $848.0k 0.00% Added +3.8k +3,787
25 Ethos Financial Group, LLC 0.06% of their portfolio KING OF PRUSSIA, PA 84,59384.6k $861.2k $861.2k 0.06% Unchanged
26 Ausdal Financial Partners, Inc. 0.03% of their portfolio Davenport, IA 79,68179.7k $765.0k $765.0k 0.03% Reduced -33.4k -33,373
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 77,90477.9k $747.1k $747.1k 0.00% Reduced -14.7k -14,735
28 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 69,75369.8k $675.2k $675.2k 0.01% Reduced -11.1k -11,057
29 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 60,20760.2k $577.4k $577.4k 0.00% Added +134 +134
30 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 58,95259.0k $565.0k $565.0k 0.00% Added +5.1k +5,096
31 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 57,16257.2k $580.0k $580.0k 0.00% Added +24.2k +24,166
32 Virtus Investment Advisers, LLC 0.14% of their portfolio HARTFORD, CT 51,50251.5k $493.9k $493.9k 0.14% Reduced -5.9k -5,917
33 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 46,75546.8k $448.0k $448.0k 0.00% Added +30.3k +30,322
34 MELFA WEALTH MANAGEMENT, INC. 0.24% of their portfolio WESTBOROUGH, MA 43,80243.8k $420.1k $420.1k 0.24% Reduced -341 -341
35 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 42,50442.5k $407.6k $407.6k 0.00% Added +2.2k +2,247
36 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 42,21742.2k $404.9k $404.9k 0.00% Reduced -1.7k -1,708
37 Pinnacle Wealth Planning Services, Inc. 0.04% of their portfolio MANSFIELD, OH 35,34535.3k $339.0k $339.0k 0.04% Added +27.7k +27,720
38 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 34,50034.5k $330.9k $330.9k 0.00% Added +1.5k +1,500
39 Capital Investment Advisors, LLC 0.00% of their portfolio ATLANTA, GA 33,09533.1k $317.4k $317.4k 0.00% Reduced -1.4k -1,389
40 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 32,41632.4k $310.9k $310.9k 0.00% Reduced -22.1k -22,058
41 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 29,19029.2k $279.9k $279.9k 0.00% Added +1.1k +1,111
42 Register Financial Advisors LLC 0.10% of their portfolio ATLANTA, GA 28,56028.6k $273.9k $273.9k 0.10% Reduced -4.0k -4,000
43 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 25,62825.6k $245.8k $245.8k 0.00% Added +4.6k +4,573
44 Cornerstone Wealth Management, LLC 0.01% of their portfolio ST. PETERS, MO 25,02425.0k $240.0k $240.0k 0.01% Unchanged
45 SeaCrest Wealth Management, LLC 0.02% of their portfolio PURCHASE, NY 23,71823.7k $227.5k $227.5k 0.02% Reduced -667 -667
46 KELLEHER FINANCIAL ADVISORS 0.06% of their portfolio NEW YORK, NY 23,59923.6k $226.3k $226.3k 0.06% Added +1.6k +1,625
47 Jackson Hole Capital Partners, LLC 0.04% of their portfolio TULSA, OK 22,18522.2k $212.8k $212.8k 0.04% Reduced -120 -120
48 Trek Financial, LLC 0.01% of their portfolio Scottsdale, AZ 20,75420.8k $199.0k $199.0k 0.01% Unchanged
49 Keating Financial Advisory Services, Inc. 0.03% of their portfolio MANHATTAN, KS 19,93119.9k $191.1k $191.1k 0.03% Reduced -21.8k -21,786
50 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 19,31119.3k $185.2k $185.2k 0.01% Unchanged
51 Nepsis Inc. 0.06% of their portfolio Minneapolis, MN 17,64617.6k $169.2k $169.2k 0.06% Reduced -1.5k -1,529
52 Virtu Financial LLC 0.01% of their portfolio New York, NY 17,31117.3k $166.0k $166.0k 0.01% New
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,27317.3k $165.6k $165.6k 0.00% Reduced -7.2k -7,240
54 KFA Private Wealth Group, LLC 0.04% of their portfolio Tysons, VA 15,94215.9k $152.9k $152.9k 0.04% Added +347 +347
55 Signal Advisors Wealth, LLC 0.01% of their portfolio DETROIT, MI 15,50015.5k $148.6k $148.6k 0.01% Reduced -151 -151
56 Strong Retirement Solutions LLC 0.10% of their portfolio SILVERDALE, WA 15,50015.5k $148.6k $148.6k 0.10% Unchanged
57 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 15,30015.3k $146.7k $146.7k 0.00% New
58 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 14,85414.9k $142.0k $142.0k 0.00% Added +234 +234
59 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 14,70614.7k $141.0k $141.0k 0.00% Reduced -1.8k -1,812
60 Cape Investment Advisory, Inc. 0.04% of their portfolio MCDONOUGH, GA 14,07014.1k $134.9k $134.9k 0.04% Added +660 +660
61 Astoria Portfolio Advisors LLC. 0.03% of their portfolio NEW YORK, NY 13,39013.4k $132.3k $132.3k 0.03% Reduced -1.1k -1,143
62 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 11,96512.0k $114.7k $114.7k 0.00% Reduced -445 -445
63 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 11,70211.7k $112.2k $112.2k 0.00% Reduced -50.8k -50,839
64 MATRIX PRIVATE CAPITAL GROUP LLC 0.05% of their portfolio NEW YORK, NY 10,00010.0k $95.9k $95.9k 0.05% Unchanged
65 Darwin Wealth Management, LLC 0.03% of their portfolio TAMPA, FL 9,7769.8k $93.8k $93.8k 0.03% Unchanged
66 CKW FINANCIAL GROUP 0.01% of their portfolio HONOLULU, HI 7,7117.7k $75.0k $75.0k 0.01% Unchanged
67 MTM Investment Management, LLC 0.02% of their portfolio SPARTANBURG, SC 6,4576.5k $61.9k $61.9k 0.02% Added +191 +191
68 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 5,5385.5k $53.1k $53.1k 0.00% Unchanged
69 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 5,1935.2k $49.8k $49.8k 0.00% Added +108 +108
70 Advyzon Investment Management, LLC 0.00% of their portfolio LISLE, IL 4,4504.5k $42.7k $42.7k 0.00% New
71 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4,1044.1k $39.4k $39.4k 0.00% Added +3.1k +3,139
72 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,0003.0k $28.8k $28.8k 0.00% Unchanged
73 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 2,8422.8k $27.3k $27.3k 0.00% Unchanged
74 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 2,1602.2k $20.7k $20.7k 0.00% Added +8 +8
75 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,7581.8k $16.9k $16.9k 0.00% New
76 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1,6791.7k $16.1k $16.1k 0.00% Unchanged
77 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,0171.0k $9.8k $9.8k 0.00% Unchanged
78 Financial Gravity Asset Management, Inc. 0.00% of their portfolio Lakeway, TX 1,0051.0k $9.6k $9.6k 0.00% Unchanged
79 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 728728 $7.0k $7.0k 0.00% Added +711 +711
80 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 578578 $5.5k $5.5k 0.00% New
81 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 536536 $5.1k $5.1k 0.00% Reduced -250 -250
82 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 500500 $4.8k $4.8k 0.00% Unchanged
83 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 500500 $4.8k $4.8k 0.00% Unchanged
84 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 416416 $3.9k $3.9k 0.00% New
85 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 330330 $3.2k $3.2k 0.00% Unchanged
86 Private Wealth Asset Management, LLC 0.00% of their portfolio OMAHA, NE 300300 $2.9k $2.9k 0.00% Unchanged
87 Caldwell Trust Co 0.00% of their portfolio Venice, FL 275275 $2.6k $2.6k 0.00% Unchanged
88 Osbon Capital Management LLC 0.00% of their portfolio BOSTON, MA 107107 $1.0k $1.0k 0.00% New
89 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 5858 $554 $554 0.00% Added +2 +2
90 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1414 $134 $134 0.00% Reduced -148 -148