MCI · Barings Corporate Investors

$19.74 +1.33 (+7.22%) At close · Aug 28

Market Cap

$405.77M

20.56M

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.

Quarter:

Holders: 66

Total Value: $57,719,730

Total Shares: 3,285,978

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 66 13F filers · Δ vs Mar 31, 2026

Top Holder

11.8%

+1.0 pts

Top 5

40.4%

+1.1 pts

Top 10

63.0%

+0.4 pts

HHI

512

Broadly held+21

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +5

Institutional value: -4.3%

Shares held: -6.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large Cetera Investment Advisers	+31,580	211,975
Mid Beacon Pointe Advisors, LLC	+28,347	93,996
Large MML INVESTORS SERVICES, LLC	+16,662	86,548
Mid Equitable Holdings, Inc.	+13,492	61,501
Micro Global Wealth Strategies & Associates	+12,926	299,749

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega LPL Financial LLC	−42,652	63,324
Mega JANE STREET GROUP, LLC	−21,816	11,718
Mega UBS Group AG	−8,331	16,906
Small Smith Asset Management Co., LLC	−3,367	169,554
Micro Future Financial Wealth Managment LLC	−2,651	44,370

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Perigon Wealth Management, LLC	12,340	$216,690
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	12,206	$214,337
Small Buck Wealth Strategies, LLC	5,115	$89,819
Small Thomas J. Herzfeld Advisors, Inc.	2,081	$36,542
Small THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1,072	$18,824

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Curbstone Financial Management Corp	289,134	$4,984,670
Mega GOLDMAN SACHS GROUP INC	17,800	$306,872
Mid Kovack Advisors, Inc.	11,120	$191,708
Mid Advisory Services Network, LLC	2,394	$41,272
Mid HANTZ FINANCIAL SERVICES, INC.	689	$11,878

Filter: New 11 Increased 23 Reduced 14 Sold out 6 Unchanged 18

Showing 66 of 66

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BHK Investment Advisors, LLC

$6,795,509

11.77%

386,988

Global Wealth Strategies & Associates

$5,281,577

9.15%

299,749

BARINGS LLC

$3,857,299

6.68%

219,664

Cetera Investment Advisers

$3,722,281

6.45%

211,975

Secure Asset Management, LLC

$3,669,425

6.36%

208,965

MORGAN STANLEY

$3,105,520

5.38%

176,852

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	176,852	$3,105,520	100.0%	Defined

Sky Investment Group LLC

$3,075,440

5.33%

175,139

Smith Asset Management Co., LLC

$2,977,368

5.16%

169,554

Cambridge Investment Research Advisors, Inc.

$2,248,680

3.90%

128,057

Beacon Pointe Advisors, LLC

$1,650,569

2.86%

93,996

TSP Capital Management Group, LLC

$1,523,013

2.64%

86,732

MML INVESTORS SERVICES, LLC

$1,519,782

2.63%

86,548

CALDWELL SUTTER CAPITAL, INC.

$1,474,759

2.56%

83,984

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

$1,195,836

2.07%

68,100

LPL Financial LLC

$1,111,969

1.93%

63,324

Kestra Advisory Services, LLC

$1,096,762

1.90%

62,458

Equitable Holdings, Inc.

$1,079,957

1.87%

61,501

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	61,501	$1,079,957	100.0%	Defined

COMMONWEALTH EQUITY SERVICES, LLC

$1,034,424

1.79%

58,908

RAYMOND JAMES FINANCIAL INC

$974,930

1.69%

55,520

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	26,817	$470,906	48.3%	Defined
Raymond James Financial Services Advisors, Inc.	15,251	$267,807	27.5%	Defined
RAYMOND JAMES TRUST N.A.	13,452	$236,217	24.2%	Defined

Future Financial Wealth Managment LLC

$779,137

1.35%

44,370

BENJAMIN EDWARDS INC

$737,713

1.28%

42,011

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BENJAMIN F. EDWARDS & COMPANY, INC.	42,011	$737,713	100.0%	Defined

BANK OF AMERICA CORP /DE/

$731,900

1.27%

41,680

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	25,225	$442,951	60.5%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	16,455	$288,949	39.5%	Defined

World Investment Advisors

$728,318

1.26%

41,476

OSAIC HOLDINGS, INC.

$677,412

1.17%

38,577

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	38,577	$677,412	100.0%	Defined

Vanguard National Trust Co

$528,556

0.92%

30,100

Cerity Partners LLC

$465,427

0.81%

26,505

Jacobs Equity LLC

$452,626

0.78%

25,776

ENVESTNET ASSET MANAGEMENT INC

$413,344

0.72%

23,539

US BANCORP \DE\

$321,137

0.56%

18,288

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	18,288	$321,137	100.0%	Defined

ST GERMAIN D J CO INC

$318,222

0.55%

18,122

Rockefeller Capital Management L.P.

$316,519

0.55%

18,025

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	18,025	$316,519	100.0%	Defined

Farther Finance Advisors, LLC

$310,759

0.54%

17,697

Focus Partners Wealth

$308,494

0.53%

17,568

UBS Group AG

$296,869

0.51%

16,906

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	16,906	$296,869	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$291,460

0.50%

16,598

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	16,598	$291,460	100.0%	Sole

COMMERCE BANK

$267,895

0.46%

15,256

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
COMMERCE BANCSHARES INC /MO/	15,256	$267,895	100.0%	Sole

HUNTINGTON NATIONAL BANK

$237,060

0.41%

13,500

Stonebridge Capital Advisors LLC

$235,304

0.41%

13,400

Perigon Wealth Management, LLC

$216,690

0.38%

12,340

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$214,337

0.37%

12,206

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	12,206	$214,337	100.0%	Other

JANE STREET GROUP, LLC

$205,767

0.36%

11,718

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	3,687	$64,743	31.5%	Defined
Jane Street Global Trading, LLC	8,031	$141,024	68.5%	Defined

MILLENNIUM MANAGEMENT LLC

$198,287

0.34%

11,292

Mayfair Advisory Group, LLC

$192,861

0.33%

10,983

MONTAG A & ASSOCIATES INC

$144,290

0.25%

8,217

FIFTH THIRD BANCORP

$122,445

0.21%

6,973

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	6,973	$122,445	100.0%	Defined

WELLS FARGO & COMPANY/MN

$102,550

0.18%

5,840

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	5,840	$102,550	100.0%	Defined

Buck Wealth Strategies, LLC

$89,819

0.16%

5,115

ROYAL BANK OF CANADA

$83,655

0.14%

4,764

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	4,764	$83,655	100.0%	Defined

Whipplewood Advisors, LLC

$64,796

0.11%

3,690

BOK Financial Private Wealth, Inc.

$49,607

0.09%

2,825

Thomas J. Herzfeld Advisors, Inc.

$36,542

0.06%

2,081

PITTENGER & ANDERSON INC

$35,120

0.06%

2,000

Steward Partners Investment Advisory, LLC

$21,072

0.04%

1,200

GHP Investment Advisors, Inc.

$20,949

0.04%

1,193

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

$18,824

0.03%

1,072

Global Retirement Partners, LLC

$18,262

0.03%

1,040

TRUST CO OF VERMONT

$15,593

0.03%

888

Glen Eagle Advisors, LLC

$14,048

0.02%

800

Ulland Investment Advisors, LLC

$12,906

0.02%

735

Fortis Group Advisors, LLC

$7,463

0.01%

425

PNC FINANCIAL SERVICES GROUP, INC.

$7,024

0.01%

400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	400	$7,024	100.0%	Defined

Trust Co

$4,038

0.01%

230

NewEdge Advisors, LLC

$3,512

0.01%

200

Keating Financial Advisory Services, Inc.

$2,932

0.01%

167

ASSETMARK, INC

$2,001

0.00%

114

JFS WEALTH ADVISORS, LLC

$1,088

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	17,800	$306,872	100.0%	Defined

Key facts CIK 275694 CUSIP 06759X107 13F (30d) 42 filings 42 filers Visit website