Barings Global Short Duration High Yield Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 661.91 K | $9.94 M | 3.98% | 3.30% |
| INVESCO LTD. | 02/19/2026 | 355.21 K | $5.33 M | -11.94% | 1.77% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 329.62 K | $4.95 M | 14.51% | 1.64% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 01/21/2026 | 324.75 K | $4.87 M | -1.57% | 1.62% |
| COHEN & STEERS, INC. | 02/13/2026 | 186.01 K | $2.79 M | 0.00% | 0.93% |
| MORGAN STANLEY | 02/13/2026 | 185.59 K | $2.79 M | 16.56% | 0.93% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 174.35 K | $2.62 M | -16.94% | 0.87% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 156.95 K | $2.36 M | -3.98% | 0.78% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 109.87 K | $1.65 M | 11.51% | 0.55% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 105.97 K | $1.59 M | 100.00% | 0.53% |
| SECURE ASSET MANAGEMENT, LLC | 01/20/2026 | 73.37 K | $1.10 M | -14.84% | 0.37% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 68.15 K | $1.02 M | 0.30% | 0.34% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 68.00 K | $1.02 M | 183.33% | 0.34% |
| NILSINE PARTNERS, LLC | 01/15/2026 | 63.50 K | $953.15 K | 2.41% | 0.32% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 59.91 K | $899.00 K | 11.73% | 0.30% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 58.73 K | $881.54 K | 0.22% | 0.29% |
| ROYAL BANK OF CANADA | 02/17/2026 | 56.74 K | $852.00 K | -1.86% | 0.28% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 53.05 K | $796.33 K | -1.61% | 0.26% |
| LPL FINANCIAL LLC | 02/11/2026 | 47.65 K | $715.21 K | -22.04% | 0.24% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 36.72 K | $551.20 K | -19.05% | 0.18% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 33.79 K | $511.31 K | 100.00% | 0.17% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 28.93 K | $434.27 K | -30.85% | 0.14% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 27.30 K | $409.83 K | -6.39% | 0.14% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 27.09 K | $406.55 K | 0.00% | 0.14% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 24.77 K | $371.75 K | 0.00% | 0.12% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 23.80 K | $357.00 K | 0.00% | 0.12% |
| MCRAE CAPITAL MANAGEMENT INC | 02/11/2026 | 22.28 K | $334.44 K | 1.27% | 0.11% |
| LIDO ADVISORS, LLC | 02/10/2026 | 20.73 K | $323.05 K | 0.00% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 20.42 K | $306.56 K | 40.95% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 20.12 K | $302.12 K | 3.18% | 0.10% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 16.42 K | $246.52 K | -0.58% | 0.08% |
| CALDWELL SUTTER CAPITAL, INC. | 01/30/2026 | 16.40 K | $246.16 K | -5.28% | 0.08% |
| UBS GROUP AG | 01/29/2026 | 15.55 K | $233.36 K | 0.84% | 0.08% |
| BARINGS LLC | 02/12/2026 | 15.52 K | $233.00 K | 2.43% | 0.08% |
| COMERICA BANK | 01/29/2026 | 12.00 K | $180.12 K | 0.00% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 11.93 K | $179.07 K | 0.00% | 0.06% |
| OPPENHEIMER & CO INC | 02/02/2026 | 11.67 K | $175.15 K | 1.09% | 0.06% |
| JEFFERIES FINANCIAL GROUP INC. | 02/09/2026 | 10.80 K | $162.03 K | 0.65% | 0.05% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 02/12/2026 | 10.05 K | $150.87 K | 100.00% | 0.05% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 02/12/2026 | 10.00 K | $151.32 K | 0.00% | 0.05% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 10.00 K | $150.10 K | 100.00% | 0.05% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 6.10 K | $91.56 K | 0.00% | 0.03% |
| CAMELOT PORTFOLIOS, LLC | 01/29/2026 | 5.52 K | $82.83 K | 100.00% | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 3.34 K | $50.09 K | 100.00% | 0.02% |
| SOA WEALTH ADVISORS, LLC. | 01/20/2026 | 2.60 K | $39.06 K | 2.40% | 0.01% |
| STEPHENS CONSULTING, LLC | 01/13/2026 | 1.28 K | $19.36 K | 0.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 850 | $12.76 K | 100.00% | 0.00% |
| CWM, LLC | 01/26/2026 | 560 | $8.00 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 200 | $3.00 K | 0.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 57 | $856 | -89.98% | 0.00% |
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Barings Global Short Duration High Yield Fund institutional Ownership - FAQ's
During the previous two years, 84 institutional investors and hedge funds held shares of Barings Global Short Duration High Yield Fund. The most heavily invested institutionals were:
TSP Capital Management Group, LLC: 409,027
Capital Investment Advisors, LLC: 156,946
PFG Investments, LLC: 108,668
Secure Asset Management, LLC: 86,223
Janney Montgomery Scott LLC: 70,614
WOLVERINE ASSET MANAGEMENT LLC: 50,984
17.87% of Barings Global Short Duration High Yield Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.17 M shares in the last 24 months. This purchase volume represents approximately $58.05 M in transactions.