Barings Corporate Investors (MCI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Curbstone Financial Management Corp

INCREASED

Shares292,884 from 287,734

Change+5,150 (+2%)

Value$5.2M (+$122.7K)

Filed 2026-10-21

Global Wealth Strategies & Associates

DECREASED

Shares260,773 from 299,749

Change-38,976 (-13%)

Value$4.6M (-$655.7K)

Filed 2026-10-02

Barings LLC

UNCHANGED

Shares219,664 from 219,664

Change0 (0%)

Value$3.9M (+$24.2K)

Filed 2026-10-22

Secure Asset Management, LLC

DECREASED

Shares200,680 from 208,965

Change-8,285 (-4%)

Value$3.5M (-$123.4K)

Filed 2026-10-19

Sky Investment Group LLC

DECREASED

Shares173,289 from 175,139

Change-1,850 (-1%)

Value$3.1M (-$13.4K)

Filed 2026-10-30

Smith Asset Management Co., LLC

DECREASED

Shares167,534 from 169,554

Change-2,020 (-1%)

Value$3.0M (-$17.0K)

Filed 2026-10-16

Todd Wealth Management, LLC

INCREASED

Shares148,312 from 145,812

Change+2,500 (+2%)

Value$2.6M (+$60.2K)

Filed 2026-10-19

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares124,622 from 128,057

Change-3,435 (-3%)

Value$2.2M (-$47.0K)

Filed 2026-11-02

TSP Capital Management Group, LLC

DECREASED

Shares86,620 from 86,732

Change-112 (0%)

Value$1.5M (+$7.6K)

Filed 2026-10-15

Patriot Investment Management Group, Inc.

UNCHANGED

Shares68,100 from 68,100

Change0 (0%)

Value$1.2M (+$7.5K)

Filed 2026-10-15

Kestra Advisory Services, LLC

DECREASED

Shares60,516 from 62,458

Change-1,942 (-3%)

Value$1.1M (-$27.4K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

INCREASED

Shares60,407 from 58,908

Change+1,499 (+3%)

Value$1.1M (+$33.0K)

Filed 2026-11-02

LPL Financial LLC

DECREASED

Shares47,898 from 63,324

Change-15,426 (-24%)

Value$846.4K (-$265.6K)

Filed 2026-11-06

Future Financial Wealth Managment LLC

DECREASED

Shares43,725 from 44,370

Change-645 (-1%)

Value$772.6K (+$35.2K)

Filed 2026-10-15

US Bancorp \de\

UNCHANGED

Shares18,288 from 18,288

Change0 (0%)

Value$323.1K (+$2.0K)

Filed 2026-11-05

Farther Finance Advisors, LLC

DECREASED

Shares17,622 from 17,697

Change-75 (0%)

Value$311.4K (+$621)

Filed 2026-10-08

Perigon Wealth Management, LLC

UNCHANGED

Shares12,340 from 12,340

Change0 (0%)

Value$218.0K (+$1.4K)

Filed 2026-10-22

Montag A & Associates Inc

UNCHANGED

Shares8,217 from 8,217

Change0 (0%)

Value$145.2K (+$904)

Filed 2026-10-29

Fifth Third Bancorp

UNCHANGED

Shares6,973 from 6,973

Change0 (0%)

Value$123.2K (+$767)

Filed 2026-11-05

Buck Wealth Strategies, LLC

INCREASED

Shares5,222 from 5,115

Change+107 (+2%)

Value$92.3K (+$2.4K)

Filed 2026-10-28

Whipplewood Advisors, LLC

INCREASED

Shares4,055 from 3,690

Change+365 (+10%)

Value$71.7K (+$6.9K)

Filed 2026-10-20

Pittenger & Anderson Inc

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$35.3K (+$220)

Filed 2026-11-02

GHP Investment Advisors, Inc.

INCREASED

Shares1,217 from 1,193

Change+24 (+2%)

Value$21.5K (+$558)

Filed 2026-10-15

Rossby Financial, LCC

NEW

Shares900

Change+900

Value$15.9K

Filed 2026-11-05

Trust Co of Vermont

UNCHANGED

Shares888 from 888

Change0 (0%)

Value$15.7K (+$98)

Filed 2026-10-21

Ulland Investment Advisors, LLC

UNCHANGED

Shares735 from 735

Change0 (0%)

Value$13.0K ($0)

Filed 2026-10-13

Fortis Group Advisors, LLC

UNCHANGED

Shares425 from 425

Change0 (0%)

Value$7.5K (+$47)

Filed 2026-11-06

PNC Financial Services Group, Inc.

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$7.1K (+$44)

Filed 2026-11-06

Trust Co

UNCHANGED

Shares230 from 230

Change0 (0%)

Value$4.1K (+$25)

Filed 2026-10-09

Assetmark, Inc

DECREASED

Shares82 from 114

Change-32 (-28%)

Value$1.4K (-$553)

Filed 2026-10-21

Mayfair Advisory Group, LLC

CLOSED

Shares0 from 10,983

Change-10,983 (-100%)

Value$0 (-$181.8K)

Filed 2026-10-20

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 1,072

Change-1,072 (-100%)

Value$0 (-$18.8K)

Filed 2026-10-14

JFS Wealth Advisors, LLC

CLOSED

Shares0 from 62

Change-62 (-100%)

Value$0 (-$1.1K)

Filed 2026-11-03

BHK Investment Advisors, LLC

N/A

Shares— from 386,988

Change-386,988 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 211,975

Change-211,975 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 176,852

Change-176,852 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 93,996

Change-93,996 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 86,548

Change-86,548 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 83,984

Change-83,984 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 61,501

Change-61,501 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 55,520

Change-55,520 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 42,011

Change-42,011 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 41,680

Change-41,680 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 41,476

Change-41,476 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 38,577

Change-38,577 (-100%)

Value—

Vanguard National Trust Co

N/A

Shares— from 30,100

Change-30,100 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 26,505

Change-26,505 (-100%)

Value—

Jacobs Equity LLC

N/A

Shares— from 25,776

Change-25,776 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 23,539

Change-23,539 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 18,122

Change-18,122 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 18,025

Change-18,025 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 17,568

Change-17,568 (-100%)

Value—

UBS Group AG

N/A

Shares— from 16,906

Change-16,906 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 16,598

Change-16,598 (-100%)

Value—

Commerce Bank

N/A

Shares— from 15,256

Change-15,256 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 13,500

Change-13,500 (-100%)

Value—

Stonebridge Capital Advisors LLC

N/A

Shares— from 13,400

Change-13,400 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 12,206

Change-12,206 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 11,718

Change-11,718 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 11,292

Change-11,292 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 5,840

Change-5,840 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 4,764

Change-4,764 (-100%)

Value—

BOK Financial Private Wealth, Inc.

N/A

Shares— from 2,825

Change-2,825 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 2,081

Change-2,081 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,040

Change-1,040 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 800

Change-800 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 167

Change-167 (-100%)

Value—

	Status
Curbstone Financial Management Corp	INCREASED	292,884	287,734	+5,150	+2%	$5.1M	$5.2M	+$122.7K	2026-10-21
Global Wealth Strategies & Associates	DECREASED	260,773	299,749	-38,976	-13%	$5.3M	$4.6M	-$655.7K	2026-10-02
Barings LLC	UNCHANGED	219,664	219,664	0	0%	$3.9M	$3.9M	+$24.2K	2026-10-22
Secure Asset Management, LLC	DECREASED	200,680	208,965	-8,285	-4%	$3.7M	$3.5M	-$123.4K	2026-10-19
Sky Investment Group LLC	DECREASED	173,289	175,139	-1,850	-1%	$3.1M	$3.1M	-$13.4K	2026-10-30
Smith Asset Management Co., LLC	DECREASED	167,534	169,554	-2,020	-1%	$3.0M	$3.0M	-$17.0K	2026-10-16
Todd Wealth Management, LLC	INCREASED	148,312	145,812	+2,500	+2%	$2.6M	$2.6M	+$60.2K	2026-10-19
Cambridge Investment Research Advisors, Inc.	DECREASED	124,622	128,057	-3,435	-3%	$2.2M	$2.2M	-$47.0K	2026-11-02
TSP Capital Management Group, LLC	DECREASED	86,620	86,732	-112	0%	$1.5M	$1.5M	+$7.6K	2026-10-15
Patriot Investment Management Group, Inc.	UNCHANGED	68,100	68,100	0	0%	$1.2M	$1.2M	+$7.5K	2026-10-15
Kestra Advisory Services, LLC	DECREASED	60,516	62,458	-1,942	-3%	$1.1M	$1.1M	-$27.4K	2026-11-02
Commonwealth Equity Services, LLC	INCREASED	60,407	58,908	+1,499	+3%	$1.0M	$1.1M	+$33.0K	2026-11-02
LPL Financial LLC	DECREASED	47,898	63,324	-15,426	-24%	$1.1M	$846.4K	-$265.6K	2026-11-06
Future Financial Wealth Managment LLC	DECREASED	43,725	44,370	-645	-1%	$737.4K	$772.6K	+$35.2K	2026-10-15
US Bancorp \de\	UNCHANGED	18,288	18,288	0	0%	$321.1K	$323.1K	+$2.0K	2026-11-05
Farther Finance Advisors, LLC	DECREASED	17,622	17,697	-75	0%	$310.8K	$311.4K	+$621	2026-10-08
Perigon Wealth Management, LLC	UNCHANGED	12,340	12,340	0	0%	$216.7K	$218.0K	+$1.4K	2026-10-22
Montag A & Associates Inc	UNCHANGED	8,217	8,217	0	0%	$144.3K	$145.2K	+$904	2026-10-29
Fifth Third Bancorp	UNCHANGED	6,973	6,973	0	0%	$122.4K	$123.2K	+$767	2026-11-05
Buck Wealth Strategies, LLC	INCREASED	5,222	5,115	+107	+2%	$89.8K	$92.3K	+$2.4K	2026-10-28
Whipplewood Advisors, LLC	INCREASED	4,055	3,690	+365	+10%	$64.8K	$71.7K	+$6.9K	2026-10-20
Pittenger & Anderson Inc	UNCHANGED	2,000	2,000	0	0%	$35.1K	$35.3K	+$220	2026-11-02
GHP Investment Advisors, Inc.	INCREASED	1,217	1,193	+24	+2%	$20.9K	$21.5K	+$558	2026-10-15
Rossby Financial, LCC	NEW	900	—	+900	—	—	$15.9K	—	2026-11-05
Trust Co of Vermont	UNCHANGED	888	888	0	0%	$15.6K	$15.7K	+$98	2026-10-21
Ulland Investment Advisors, LLC	UNCHANGED	735	735	0	0%	$13.0K	$13.0K	$0	2026-10-13
Fortis Group Advisors, LLC	UNCHANGED	425	425	0	0%	$7.5K	$7.5K	+$47	2026-11-06
PNC Financial Services Group, Inc.	UNCHANGED	400	400	0	0%	$7.0K	$7.1K	+$44	2026-11-06
Trust Co	UNCHANGED	230	230	0	0%	$4.0K	$4.1K	+$25	2026-10-09
Assetmark, Inc	DECREASED	82	114	-32	-28%	$2.0K	$1.4K	-$553	2026-10-21
Mayfair Advisory Group, LLC	CLOSED	0	10,983	-10,983	-100%	$181.8K	$0	-$181.8K	2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	1,072	-1,072	-100%	$18.8K	$0	-$18.8K	2026-10-14
JFS Wealth Advisors, LLC	CLOSED	0	62	-62	-100%	$1.1K	$0	-$1.1K	2026-11-03
BHK Investment Advisors, LLC	N/A	—	386,988	-386,988	-100%	$6.8M	—	—	—
Cetera Investment Advisers	N/A	—	211,975	-211,975	-100%	$3.7M	—	—	—
Morgan Stanley	N/A	—	176,852	-176,852	-100%	$3.1M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	93,996	-93,996	-100%	$1.7M	—	—	—
MML Investors Services, LLC	N/A	—	86,548	-86,548	-100%	$1.5M	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	83,984	-83,984	-100%	$1.5M	—	—	—
Equitable Holdings, Inc.	N/A	—	61,501	-61,501	-100%	$1.1M	—	—	—
Raymond James Financial Inc	N/A	—	55,520	-55,520	-100%	$974.9K	—	—	—
Benjamin Edwards Inc	N/A	—	42,011	-42,011	-100%	$737.7K	—	—	—
Bank of America Corp	N/A	—	41,680	-41,680	-100%	$731.9K	—	—	—
World Investment Advisors	N/A	—	41,476	-41,476	-100%	$715.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	38,577	-38,577	-100%	$677.6K	—	—	—
Vanguard National Trust Co	N/A	—	30,100	-30,100	-100%	$528.6K	—	—	—
Cerity Partners LLC	N/A	—	26,505	-26,505	-100%	$465.4K	—	—	—
Jacobs Equity LLC	N/A	—	25,776	-25,776	-100%	$452.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	23,539	-23,539	-100%	$413.3K	—	—	—
ST Germain D J Co Inc	N/A	—	18,122	-18,122	-100%	$318.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	18,025	-18,025	-100%	$316.5K	—	—	—
Focus Partners Wealth	N/A	—	17,568	-17,568	-100%	$308.5K	—	—	—
UBS Group AG	N/A	—	16,906	-16,906	-100%	$296.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	16,598	-16,598	-100%	$289.1K	—	—	—
Commerce Bank	N/A	—	15,256	-15,256	-100%	$267.9K	—	—	—
Huntington National Bank	N/A	—	13,500	-13,500	-100%	$237.1K	—	—	—
Stonebridge Capital Advisors LLC	N/A	—	13,400	-13,400	-100%	$235.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	12,206	-12,206	-100%	$214.3K	—	—	—
Jane Street Group, LLC	N/A	—	11,718	-11,718	-100%	$205.8K	—	—	—
Millennium Management LLC	N/A	—	11,292	-11,292	-100%	$198.3K	—	—	—
Wells Fargo & Company	N/A	—	5,840	-5,840	-100%	$102.6K	—	—	—
Royal Bank of Canada	N/A	—	4,764	-4,764	-100%	$84.0K	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	2,825	-2,825	-100%	$49.6K	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	2,081	-2,081	-100%	$36.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,200	-1,200	-100%	$21.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,040	-1,040	-100%	$18.3K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	800	-800	-100%	$14.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	200	-200	-100%	$3.5K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	167	-167	-100%	$2.9K	—	—	—

Showing 69 of 69 institutions