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Barings Corporate Investors (MCI)

CUSIP: 06759X107 | US | Financial Services · Asset Management | Small Cap | 190 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Curbstone Financial Management Corp292,884
0.9% of portfolio›$5.2M
Global Wealth Strategies & Associates260,773
0.8% of portfolio›$4.6M
Barings LLC219,664
0.1% of portfolio›$3.9M
Secure Asset Management, LLC200,680
0.5% of portfolio›$3.5M
Sky Investment Group LLC173,289
0.3% of portfolio›$3.1M
Smith Asset Management Co., LLC167,534
2.4% of portfolio›$3.0M
Todd Wealth Management, LLC148,312
2.0% of portfolio›$2.6M
Cambridge Investment Research Advisors, Inc.124,622
0.0% of portfolio›$2.2M
TSP Capital Management Group, LLC86,620
0.4% of portfolio›$1.5M
Patriot Investment Management Group, Inc.68,100
0.1% of portfolio›$1.2M
Kestra Advisory Services, LLC60,516
0.0% of portfolio›$1.1M
Commonwealth Equity Services, LLC60,407
0.0% of portfolio›$1.1M
Future Financial Wealth Managment LLC43,725
0.5% of portfolio›$772.6K
US Bancorp \de\18,288
0.0% of portfolio›$323.1K
Farther Finance Advisors, LLC17,622
0.0% of portfolio›$311.4K
Perigon Wealth Management, LLC12,340
0.0% of portfolio›$218.0K
Montag A & Associates Inc8,217
0.0% of portfolio›$145.2K
Fifth Third Bancorp6,973
0.0% of portfolio›$123.2K
Buck Wealth Strategies, LLC5,222
0.0% of portfolio›$92.3K
Whipplewood Advisors, LLC4,055
0.0% of portfolio›$71.7K
Pittenger & Anderson Inc2,000
0.0% of portfolio›$35.3K
GHP Investment Advisors, Inc.1,217
0.0% of portfolio›$21.5K
Rossby Financial, LCC900
0.0% of portfolio›$15.9K
Trust Co of Vermont888
0.0% of portfolio›$15.7K
Ulland Investment Advisors, LLC735
0.0% of portfolio›$13.0K
Trust Co230
0.0% of portfolio›$4.1K
Assetmark, Inc82
0.0% of portfolio›$1.4K
StyleTurnoverLocationFiled
Curbstone Financial Management Corp
292,884$5.2M0.9%CoreLowManchester, NH2026-10-21
Global Wealth Strategies & Associates
260,773$4.6M0.8%ETFLowDenver, CO2026-10-02
Barings LLC
219,664$3.9M0.1%ETFLowCharlotte, NC2026-10-22
Secure Asset Management, LLC
200,680$3.5M0.5%GrowthMediumTroy, MI2026-10-19
Sky Investment Group LLC
173,289$3.1M0.3%CoreVery LowHartford, CT2026-10-30
Smith Asset Management Co., LLC
167,534$3.0M2.4%YieldLowChiefland, FL2026-10-16
Todd Wealth Management, LLC
148,312$2.6M2.0%GARPVery LowVenice, FL2026-10-19
Cambridge Investment Research Advisors, Inc.
124,622$2.2M0.0%ETFLowFairfield, IA2026-11-02
TSP Capital Management Group, LLC
86,620$1.5M0.4%Deep ValueVery LowSummit, NJ2026-10-15
Patriot Investment Management Group, Inc.
68,100$1.2M0.1%ETFVery LowKnoxville, TN2026-10-15
Kestra Advisory Services, LLC
60,516$1.1M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
60,407$1.1M0.0%ETFLowWaltham, MA2026-11-02
Future Financial Wealth Managment LLC
43,725$772.6K0.5%ETFMediumCincinnati, OH2026-10-15
US Bancorp \de\
18,288$323.1K0.0%IndexLowMinneapolis, MN2026-11-05
Farther Finance Advisors, LLC
17,622$311.4K0.0%IndexLowSan Francisco, CA2026-10-08
Perigon Wealth Management, LLC
12,340$218.0K0.0%GrowthLowSan Francisco, CA2026-10-22
Montag A & Associates Inc
8,217$145.2K0.0%CoreLowAtlanta, GA2026-10-29
Fifth Third Bancorp
6,973$123.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Buck Wealth Strategies, LLC
5,222$92.3K0.0%ValueMediumDenver, CO2026-10-28
Whipplewood Advisors, LLC
4,055$71.7K0.0%ETFLowLittleton, CO2026-10-20
Pittenger & Anderson Inc
2,000$35.3K0.0%CoreLowLincoln, NE2026-11-02
GHP Investment Advisors, Inc.
1,217$21.5K0.0%CoreVery LowDenver, CO2026-10-15
Rossby Financial, LCC
900$15.9K0.0%ETFMediumMelbourne, FL2026-11-05
Trust Co of Vermont
888$15.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Ulland Investment Advisors, LLC
735$13.0K0.0%GrowthVery LowMinneapolis, MN2026-10-13
Trust Co
230$4.1K0.0%ETFVery LowManhattan, KS2026-10-09
Assetmark, Inc
82$1.4K0.0%ETFLowConcord, CA2026-10-21