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 | 08/14/2026 | 577.33 K | $8.14 M | -11.35% | 2.87% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 07/31/2026 | 402.23 K | $5.67 M | -1.66% | 2.00% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 327.82 K | $4.62 M | 6.56% | 1.63% |
| INVESCO LTD. | 08/14/2026 | 299.83 K | $4.23 M | -10.92% | 1.49% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 249.81 K | $3.52 M | 48.44% | 1.24% |
| COHEN & STEERS, INC. | 08/14/2026 | 216.01 K | $3.05 M | 16.13% | 1.08% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 188.75 K | $2.68 M | -14.69% | 0.94% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 154.82 K | $2.18 M | -1.36% | 0.77% |
| MORGAN STANLEY | 08/13/2026 | 139.84 K | $1.97 M | -26.22% | 0.70% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 108.07 K | $1.52 M | -0.55% | 0.54% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 82.57 K | $1.16 M | 61.96% | 0.41% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 79.96 K | $1.13 M | 19.82% | 0.40% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 68.78 K | $969.85 K | 28.12% | 0.34% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 68.26 K | $962.41 K | 98.22% | 0.34% |
| SECURE ASSET MANAGEMENT, LLC | 07/15/2026 | 63.49 K | $895.18 K | -26.37% | 0.32% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 62.38 K | $880.00 K | -11.67% | 0.31% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 61.80 K | $871.37 K | 282.40% | 0.31% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 58.25 K | $821.26 K | 54.95% | 0.29% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 56.02 K | $789.85 K | -10.08% | 0.28% |
| ROYAL BANK OF CANADA | 08/14/2026 | 53.87 K | $759.00 K | -14.84% | 0.27% |
| LPL FINANCIAL LLC | 08/07/2026 | 49.24 K | $694.25 K | 11.94% | 0.25% |
| JEFFERIES FINANCIAL GROUP INC. | 08/17/2026 | 25.94 K | $365.80 K | 41.80% | 0.13% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 25.62 K | $361.17 K | -3.63% | 0.13% |
| CAMELOT PORTFOLIOS, LLC | 07/17/2026 | 25.03 K | $352.95 K | 100.00% | 0.12% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 24.68 K | $348.04 K | -0.93% | 0.12% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 23.80 K | $336.00 K | 0.00% | 0.12% |
| MCRAE CAPITAL MANAGEMENT INC | 07/17/2026 | 22.90 K | $322.85 K | 1.43% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 22.34 K | $315.12 K | 7.10% | 0.11% |
| JANE STREET GROUP, LLC | 08/14/2026 | 18.67 K | $263.25 K | 100.00% | 0.09% |
| UBS GROUP AG | 08/13/2026 | 18.16 K | $256.10 K | 198.68% | 0.09% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 16.52 K | $232.90 K | 7.02% | 0.08% |
| CALDWELL SUTTER CAPITAL, INC. | 08/05/2026 | 16.40 K | $231.24 K | 0.00% | 0.08% |
| BARINGS LLC | 08/07/2026 | 16.33 K | $230.27 K | 2.64% | 0.08% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 15.82 K | $223.10 K | -81.08% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 14.06 K | $198.00 K | 6.43% | 0.07% |
| OPPENHEIMER & CO INC | 08/03/2026 | 13.61 K | $191.96 K | 1.14% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 12.81 K | $180.57 K | 100.00% | 0.06% |
| TWO SIGMA SECURITIES, LLC | 08/14/2026 | 12.36 K | $174.30 K | 100.00% | 0.06% |
| FIFTH THIRD BANCORP | 08/05/2026 | 12.00 K | $169.20 K | 0.00% | 0.06% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 11.91 K | $167.93 K | 100.00% | 0.06% |
| XTX TOPCO LTD | 08/14/2026 | 11.09 K | $156.41 K | 100.00% | 0.06% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 10.64 K | $149.97 K | 100.00% | 0.05% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 08/04/2026 | 10.54 K | $148.58 K | 0.21% | 0.05% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 08/12/2026 | 10.00 K | $142.22 K | 0.00% | 0.05% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 10.00 K | $141.00 K | 0.00% | 0.05% |
| IFG ADVISORY, LLC | 08/14/2026 | 6.80 K | $95.88 K | 0.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 3.93 K | $55.41 K | 0.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 3.60 K | $50.76 K | -40.98% | 0.02% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 3.33 K | $47.01 K | 100.00% | 0.02% |
| SOA WEALTH ADVISORS, LLC. | 07/21/2026 | 2.74 K | $38.60 K | 2.62% | 0.01% |
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Barings Global Short Duration High Yield Fund institutional Ownership - FAQ's
During the previous two years, 86 institutional investors and hedge funds held shares of Barings Global Short Duration High Yield Fund. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 577,327
TSP Capital Management Group, LLC: 402,228
GUGGENHEIM CAPITAL LLC: 327,822
Invesco Ltd.: 299,826
RAYMOND JAMES FINANCIAL INC: 249,812
COHEN & STEERS, INC.: 216,013
18.89% of Barings Global Short Duration High Yield Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.39 M shares in the last 24 months. This purchase volume represents approximately $61.06 M in transactions.