MPV · Barings Participation Investors · Shareholders & Ownership
Market Cap
$180.23M
Shares
10.79M
Volume · Nov 12
27.44K
Avg daily vol (3M)
16.83K
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Every disclosed holder of MPV in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns MPV
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 2,200,515 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 7,667 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of MPV
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BARINGS LLC
13F
CIK 9015 · Registered investment adviser · Sep 30, 2026
|
292,585 | ||
| 2 |
BENJAMIN EDWARDS INC
13F
CIK 1451623 · Unknown · Sep 30, 2026
|
286,627 | ||
| 3 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
282,700 | ||
| 4 |
TSP Capital Management Group, LLC
13F
CIK 1317208 · Registered investment adviser · Sep 30, 2026
|
276,785 | ||
| 5 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Sep 30, 2026
|
213,772 | ||
| 6 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Sep 30, 2026
|
142,306 | ||
| 7 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
112,614 | ||
| 8 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Sep 30, 2026
|
75,375 | ||
| 9 |
Smith Asset Management Co., LLC
13F
CIK 2068217 · Registered investment adviser · Sep 30, 2026
|
67,645 | ||
| 10 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
49,789 | ||
| 11 |
Schwallier Wealth Management LLC
13F
CIK 1934951 · Registered investment adviser · Sep 30, 2026
|
47,882 | ||
| 12 |
Curbstone Financial Management Corp
13F
CIK 1608057 · Registered investment adviser · Sep 30, 2026
|
47,140 | ||
| 13 |
CALDWELL SUTTER CAPITAL, INC.
13F
CIK 702007 · Registered investment adviser · Sep 30, 2026
|
43,755 | ||
| 14 |
JONES FINANCIAL COMPANIES LLLP
13F
CIK 815917 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
38,704 | ||
| 15 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Sep 30, 2026
|
29,993 | ||
| 16 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
29,514 | ||
| 17 |
NewEdge Advisors, LLC
13F
CIK 1633516 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
29,486 | ||
| 18 |
Vanguard National Trust Co
13F
CIK 1984256 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
29,200 | ||
| 19 |
UBS Group AG
13F
CIK 1610520 · Bank · Sep 30, 2026
|
21,935 | ||
| 20 |
OPPENHEIMER & CO INC
13F
CIK 822581 · Unknown · Sep 30, 2026
|
19,150 | ||
| 21 |
PFG Investments, LLC
13F
CIK 1973224 · Unknown · Sep 30, 2026
|
18,202 | ||
| 22 |
Sanctuary Advisors, LLC
13F
CIK 1777271 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,968 | ||
| 23 |
MONTAG A & ASSOCIATES INC
13F
CIK 829407 · Unknown · Sep 30, 2026
|
8,500 | ||
| 24 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,896 | ||
| 25 |
Pinnacle Value Fund
Fund
S000004888 · Registered fund · Jun 30, 2026
BERTOLET CAPITAL TRUST, not summed
|
4,378 | ||
| 26 |
RiverNorth Active Income ETF
Fund
S000093615 · Registered fund · Jul 31, 2026
Elevation Series Trust, not summed
|
3,289 | ||
| 27 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,000 | ||
| 28 |
BFC Planning, Inc.
13F
CIK 2160654 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,182 | ||
| 29 |
ST GERMAIN D J CO INC
13F
CIK 831571 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,459 | ||
| 30 |
Whipplewood Advisors, LLC
13F
CIK 2052510 · Unknown · Sep 30, 2026
|
1,451 | ||
| 31 |
TRUST CO OF VERMONT
13F
CIK 1134008 · Unknown · Sep 30, 2026
|
1,200 | ||
| 32 |
PFS Partners, LLC
13F
CIK 2002654 · Registered investment adviser · Sep 30, 2026
|
1,141 | ||
| 33 |
Rockefeller Capital Management L.P.
13F
CIK 1739439 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
850 | ||
| 34 |
Ulland Investment Advisors, LLC
13F
CIK 1911497 · Registered investment adviser · Sep 30, 2026
|
700 | ||
| 35 |
Salomon & Ludwin, LLC
13F
CIK 1766156 · Registered investment adviser · Sep 30, 2026
|
365 | ||
| 36 |
Keating Financial Advisory Services, Inc.
13F
CIK 2103443 · Registered investment adviser · Sep 30, 2026
|
362 | ||
| 37 |
HIGHLINE WEALTH PARTNERS LLC
13F
CIK 2042654 · Registered investment adviser · Sep 30, 2026
|
182 | ||
| 38 |
FIFTH THIRD BANCORP
13F
CIK 35527 · Bank · Sep 30, 2026
|
100 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Key facts
CIK
831655
CUSIP
06761A103
13F (30d)
25 filings
24 filers