CHARLOTTE, NC
BARINGS GLOBAL SHORT DURATION HIGH YIELD FUNDBGH— Latest position per institution from SEC 13F filings
15
Institutional holders
4.79M
Total shares held
49.94M
Estimated value
239.38K
Avg. position size
GRIDIRON PARTNERS, LLC
CIK 1910867
Shares
739.28K
Value
127.93K
Filed
Sep 30, 2025
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
651.22K
Value
8.90M
Filed
Mar 31, 2026
TSP CAPITAL MANAGEMENT GROUP, LLC
CIK 1317208
Shares
409.03K
Value
5.59M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
336.56K
Value
4.60M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
307.63K
Value
4.20M
Filed
Mar 31, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
261.92K
Value
4.03K
Filed
Jun 30, 2025
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
221.26K
Value
3.05M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
189.54K
Value
2.59M
Filed
Mar 31, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
186.01K
Value
2.54K
Filed
Mar 31, 2026
GRANITESHARES ADVISORS LLC
CIK 1839545
Shares
175.91K
Value
2.23M
Filed
Dec 31, 2022
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
168.83K
Value
2.56M
Filed
Sep 30, 2024
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
168.29K
Value
2.30M
Filed
Mar 31, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
167.48K
Value
2.54M
Filed
Sep 30, 2024
CAPITAL INVESTMENT ADVISORS, LLC
CIK 1582732
Shares
156.95K
Value
2.14M
Filed
Mar 31, 2026
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
130.67K
Value
1.66M
Filed
Mar 31, 2023
RFG ADVISORY, LLC
CIK 1633387
Shares
123.44K
Value
1.77M
Filed
Mar 31, 2024
J.W. COLE ADVISORS, INC.
CIK 1404763
Shares
109.87K
Value
1.65M
Filed
Dec 31, 2025
PFG INVESTMENTS, LLC
CIK 1973224
Shares
108.67K
Value
1.48M
Filed
Mar 31, 2026
ADAPT WEALTH ADVISORS, LLC
CIK 2013937
Shares
88.80K
Value
1.37M
Filed
Sep 30, 2025
SECURE ASSET MANAGEMENT, LLC
CIK 1800692
Shares
86.22K
Value
1.18M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | GRIDIRON PARTNERS, LLC | 1910867 | 739.28K | 127.93K | Sep 30, 2025 |
| 2 | WELLS FARGO & COMPANY/MN | 72971 | 651.22K | 8.90M | Mar 31, 2026 |
| 3 | TSP CAPITAL MANAGEMENT GROUP, LLC | 1317208 | 409.03K | 5.59M | Mar 31, 2026 |
| 4 | INVESCO LTD. | 914208 | 336.56K | 4.60M | Mar 31, 2026 |
| 5 | GUGGENHEIM CAPITAL LLC | 1283072 | 307.63K | 4.20M | Mar 31, 2026 |
| 6 | SIT INVESTMENT ASSOCIATES INC | 769317 | 261.92K | 4.03K | Jun 30, 2025 |
| 7 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 221.26K | 3.05M | Mar 31, 2026 |
| 8 | MORGAN STANLEY | 895421 | 189.54K | 2.59M | Mar 31, 2026 |
| 9 | COHEN & STEERS, INC. | 1284812 | 186.01K | 2.54K | Mar 31, 2026 |
| 10 | GRANITESHARES ADVISORS LLC | 1839545 | 175.91K | 2.23M | Dec 31, 2022 |
| 11 | RAYMOND JAMES & ASSOCIATES | 1084208 | 168.83K | 2.56M | Sep 30, 2024 |
| 12 | RAYMOND JAMES FINANCIAL INC | 720005 | 168.29K | 2.30M | Mar 31, 2026 |
| 13 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 167.48K | 2.54M | Sep 30, 2024 |
| 14 | CAPITAL INVESTMENT ADVISORS, LLC | 1582732 | 156.95K | 2.14M | Mar 31, 2026 |
| 15 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 130.67K | 1.66M | Mar 31, 2023 |
| 16 | RFG ADVISORY, LLC | 1633387 | 123.44K | 1.77M | Mar 31, 2024 |
| 17 | J.W. COLE ADVISORS, INC. | 1404763 | 109.87K | 1.65M | Dec 31, 2025 |
| 18 | PFG INVESTMENTS, LLC | 1973224 | 108.67K | 1.48M | Mar 31, 2026 |
| 19 | ADAPT WEALTH ADVISORS, LLC | 2013937 | 88.80K | 1.37M | Sep 30, 2025 |
| 20 | SECURE ASSET MANAGEMENT, LLC | 1800692 | 86.22K | 1.18M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.