CHARLOTTE, NC
BARINGS CORPORATE INVESTORSMCI— Latest position per institution from SEC 13F filings
15
Institutional holders
3.56M
Total shares held
59.07M
Estimated value
177.76K
Avg. position size
BHK INVESTMENT ADVISORS, LLC
CIK 1710539
Shares
386.99K
Value
6.80M
Filed
Jun 30, 2026
CURBSTONE FINANCIAL MANAGEMENT CORP
CIK 1608057
Shares
308.90K
Value
6.30M
Filed
Dec 31, 2024
GLOBAL WEALTH STRATEGIES & ASSOCIATES
CIK 1912297
Shares
260.77K
Value
4.61M
Filed
Sep 30, 2026
INVESCO LTD.
CIK 914208
Shares
226.93K
Value
4.12M
Filed
Dec 31, 2025
BARINGS LLC
CIK 9015
Shares
219.66K
Value
3.88M
Filed
Sep 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
217.85K
Value
4.01M
Filed
Dec 31, 2023
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
211.97K
Value
3.72M
Filed
Jun 30, 2026
SECURE ASSET MANAGEMENT, LLC
CIK 1800692
Shares
200.68K
Value
3.55M
Filed
Sep 30, 2026
MORGAN STANLEY
CIK 895421
Shares
176.85K
Value
3.11M
Filed
Jun 30, 2026
SKY INVESTMENT GROUP LLC
CIK 1333792
Shares
175.14K
Value
3.08M
Filed
Jun 30, 2026
SMITH ASSET MANAGEMENT CO., LLC
CIK 2068217
Shares
167.53K
Value
2.96M
Filed
Sep 30, 2026
RFG ADVISORY, LLC
CIK 1633387
Shares
154.50K
Value
2.66M
Filed
Mar 31, 2024
TODD WEALTH MANAGEMENT, LLC
CIK 2157683
Shares
148.31K
Value
2.62M
Filed
Sep 30, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
128.06K
Value
2.25K
Filed
Jun 30, 2026
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
114.99K
Value
2.09K
Filed
Dec 31, 2025
ALMITAS CAPITAL LLC
CIK 1596468
Shares
104.97K
Value
1.49M
Filed
Mar 31, 2023
BEACON POINTE ADVISORS, LLC
CIK 1744317
Shares
94K
Value
1.65M
Filed
Jun 30, 2026
TSP CAPITAL MANAGEMENT GROUP, LLC
CIK 1317208
Shares
86.62K
Value
1.53M
Filed
Sep 30, 2026
MML INVESTORS SERVICES, LLC
CIK 701059
Shares
86.55K
Value
1.52M
Filed
Jun 30, 2026
CALDWELL SUTTER CAPITAL, INC.
CIK 702007
Shares
83.98K
Value
1.47M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BHK INVESTMENT ADVISORS, LLC | 1710539 | 386.99K | 6.80M | Jun 30, 2026 |
| 2 | CURBSTONE FINANCIAL MANAGEMENT CORP | 1608057 | 308.90K | 6.30M | Dec 31, 2024 |
| 3 | GLOBAL WEALTH STRATEGIES & ASSOCIATES | 1912297 | 260.77K | 4.61M | Sep 30, 2026 |
| 4 | INVESCO LTD. | 914208 | 226.93K | 4.12M | Dec 31, 2025 |
| 5 | BARINGS LLC | 9015 | 219.66K | 3.88M | Sep 30, 2026 |
| 6 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 217.85K | 4.01M | Dec 31, 2023 |
| 7 | CETERA INVESTMENT ADVISERS | 1666741 | 211.97K | 3.72M | Jun 30, 2026 |
| 8 | SECURE ASSET MANAGEMENT, LLC | 1800692 | 200.68K | 3.55M | Sep 30, 2026 |
| 9 | MORGAN STANLEY | 895421 | 176.85K | 3.11M | Jun 30, 2026 |
| 10 | SKY INVESTMENT GROUP LLC | 1333792 | 175.14K | 3.08M | Jun 30, 2026 |
| 11 | SMITH ASSET MANAGEMENT CO., LLC | 2068217 | 167.53K | 2.96M | Sep 30, 2026 |
| 12 | RFG ADVISORY, LLC | 1633387 | 154.50K | 2.66M | Mar 31, 2024 |
| 13 | TODD WEALTH MANAGEMENT, LLC | 2157683 | 148.31K | 2.62M | Sep 30, 2026 |
| 14 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 128.06K | 2.25K | Jun 30, 2026 |
| 15 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 114.99K | 2.09K | Dec 31, 2025 |
| 16 | ALMITAS CAPITAL LLC | 1596468 | 104.97K | 1.49M | Mar 31, 2023 |
| 17 | BEACON POINTE ADVISORS, LLC | 1744317 | 94K | 1.65M | Jun 30, 2026 |
| 18 | TSP CAPITAL MANAGEMENT GROUP, LLC | 1317208 | 86.62K | 1.53M | Sep 30, 2026 |
| 19 | MML INVESTORS SERVICES, LLC | 701059 | 86.55K | 1.52M | Jun 30, 2026 |
| 20 | CALDWELL SUTTER CAPITAL, INC. | 702007 | 83.98K | 1.47M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.