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Barings Global Short Duration High Yield Fund
$14.26 +0.06 (+0.42%) At close · Jul 6
Market Cap
$286.38M
Shares
20,082,411

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 52
Total Value: $51,654,517
Total Shares: 3,781,445

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 52 13F filers · Δ vs Dec 31, 2025
Top Holder
17.2%
Jun 2023 → Mar 2026 · range 12.3% – 18.5%
−1.2 pts
Top 5
50.9%
Jun 2023 → Mar 2026 · range 45.6% – 56.2%
−0.9 pts
Top 10
72.3%
Jun 2023 → Mar 2026 · range 71.8% – 77.3%
+0.1 pts
HHI
722
Jun 2023 → Mar 2026 · range 613 – 823
Broadly held−31

Quarterly Activity

vs Dec 31, 2025
New
8
Increased
21
Decreased
13
Sold Out
6
Unchanged
10
Holder count: +2
Institutional value: -4.0%
Shares held: +5.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small Shaker Financial Services, LLC +187,469 221,258
Small TSP Capital Management Group, LLC +84,273 409,027
Small Secure Asset Management, LLC +12,849 86,223
Large Janney Montgomery Scott LLC +10,707 70,614
Large Jefferies Financial Group Inc. +7,500 18,295

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega AMERIPRISE FINANCIAL INC −30,500 37,500
Large GUGGENHEIM CAPITAL LLC −21,995 307,629
Mega Invesco Ltd. −18,650 336,562
Mid Hennion & Walsh Asset Management, Inc. −12,771 16,161
Mega WELLS FARGO & COMPANY/MN −10,691 651,216

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid READYSTATE ASSET MANAGEMENT LP 83,617 $1,142,208
Mid WOLVERINE ASSET MANAGEMENT LLC 50,984 $696,441
Large Cambridge Investment Research Advisors, Inc. 13,207 $180,407
Large FIFTH THIRD BANCORP 12,000 $163,920
Micro IFG Advisory, LLC 6,800 $92,888

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid J.W. COLE ADVISORS, INC. 109,868 $1,649,118
Small Nilsine Partners, LLC 63,501 $953,150
Large COMERICA BANK 12,000 $180,120
Small Camelot Portfolios, LLC 5,518 $82,825
Micro Stephens Consulting, LLC 1,281 $19,227
Filter: New 8 Increased 21 Reduced 13 Sold out 6 Unchanged 10
Showing 52 of 52
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega WELLS FARGO & COMPANY/MN $8,895,609 17.22% 651,216
Small TSP Capital Management Group, LLC $5,587,308 10.82% 409,027
Mega Invesco Ltd. $4,597,436 8.90% 336,562
Large GUGGENHEIM CAPITAL LLC $4,202,211 8.14% 307,629
Small Shaker Financial Services, LLC $3,022,384 5.85% 221,258
Mega MORGAN STANLEY $2,589,102 5.01% 189,539
Large COHEN & STEERS, INC. $2,540,937 4.92% 186,013
Mega RAYMOND JAMES FINANCIAL INC $2,298,854 4.45% 168,291
Mid Capital Investment Advisors, LLC $2,143,882 4.15% 156,946
Mid PFG Investments, LLC $1,484,404 2.87% 108,668
Small Secure Asset Management, LLC $1,177,806 2.28% 86,223
Mid READYSTATE ASSET MANAGEMENT LP $1,142,208 2.21% 83,617
Large Janney Montgomery Scott LLC $964,587 1.87% 70,614
Large NewEdge Advisors, LLC $911,531 1.76% 66,730
Mega ROYAL BANK OF CANADA Bank $864,172 1.67% 63,263
Mega BANK OF AMERICA CORP /DE/ Bank $850,990 1.65% 62,298
Mid Advisors Asset Management, Inc. $733,378 1.42% 53,688
Mid WOLVERINE ASSET MANAGEMENT LLC $696,441 1.35% 50,984
Mega LPL Financial LLC $600,835 1.16% 43,985
Large Cetera Investment Advisers $513,479 0.99% 37,590
Mega AMERIPRISE FINANCIAL INC $512,250 0.99% 37,500
Large Corient Private Wealth LLC $470,382 0.91% 34,435
Mega FIRST TRUST ADVISORS LP $363,069 0.70% 26,579
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $360,528 0.70% 26,393
Large Baird Financial Group, Inc. $340,352 0.66% 24,916
Large Thrivent Financial for Lutherans $325,039 0.63% 23,795
Small MCRAE CAPITAL MANAGEMENT INC $308,374 0.60% 22,575
Large OSAIC HOLDINGS, INC. $284,933 0.55% 20,859
Large Lido Advisors, LLC $283,199 0.55% 20,732
Large Jefferies Financial Group Inc. $249,909 0.48% 18,295
Small CALDWELL SUTTER CAPITAL, INC. $224,024 0.43% 16,400
Mid Hennion & Walsh Asset Management, Inc. $220,759 0.43% 16,161
Mid BARINGS LLC $217,344 0.42% 15,911
Large MML INVESTORS SERVICES, LLC $210,842 0.41% 15,435
Mid OPPENHEIMER & CO INC $183,877 0.36% 13,461
Large Cambridge Investment Research Advisors, Inc. $180,407 0.35% 13,207
Large FIFTH THIRD BANCORP Bank $163,920 0.32% 12,000
Small Founders Financial Alliance, LLC $143,648 0.28% 10,516
Mid ELEVATION POINT WEALTH PARTNERS, LLC $136,600 0.26% 10,000
Mid Vestmark Advisory Solutions, Inc. $136,600 0.26% 10,000
Micro IFG Advisory, LLC $92,888 0.18% 6,800
Mid Western Wealth Management, LLC $87,451 0.17% 6,402
Mid Allworth Financial LP $83,326 0.16% 6,100
Mega UBS Group AG $83,066 0.16% 6,081
Large Rockefeller Capital Management L.P. $53,683 0.10% 3,930
Micro Hamrick Investment Counsel, llc $36,882 0.07% 2,700
Small SOA Wealth Advisors, LLC. $36,431 0.07% 2,667
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $25,093 0.05% 1,837
Small FNY Investment Advisers, LLC $10,928 0.02% 800
Large CWM, LLC $7,649 0.01% 560
Small HIGHLINE WEALTH PARTNERS LLC $2,732 0.01% 200
Mid MAI Capital Management $778 0.00% 57
Key facts CIK 1521404 CUSIP 06760L100 Visit website Investor relations

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