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Barings Glbl Shrt DUR HI YLD (BGH)

CUSIP: 06760L100 | US | Financial Services · Asset Management | Micro Cap | 209 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.3,627,29818.1%−491,035Sep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.3,627,298
18.1% of class · Sep 30, 2026−491,035
No 13F filer matched

Institutional Holders — Q3 2026

TSP Capital Management Group, LLC406,029
1.3% of portfolio›$5.3M
Shaker Financial Services, LLC219,769
1.0% of portfolio›$2.9M
Capital Investment Advisors, LLC154,241
0.0% of portfolio›$2.0M
Hennion & Walsh Asset Management, Inc.116,560
0.0% of portfolio›$1.5M
Secure Asset Management, LLC65,517
0.1% of portfolio›$856.3K
Thrivent Financial for Lutherans23,795
0.0% of portfolio›$311.0K
Barings LLC16,756
0.0% of portfolio›$219.0K
Cambridge Investment Research Advisors, Inc.15,142
0.0% of portfolio›$198.0K
J.W. Cole Advisors, Inc.14,399
0.0% of portfolio›$188.2K
Oppenheimer & Co Inc13,626
0.0% of portfolio›$178.1K
Fifth Third Bancorp12,000
0.0% of portfolio›$156.8K
Concurrent Investment Advisors, LLC10,636
0.0% of portfolio›$139.0K
Mcrae Capital Management Inc10,485
0.0% of portfolio›$137.0K
Elevation Point Wealth Partners, LLC10,000
0.0% of portfolio›$131.9K
Larson Financial Group LLC2,633
0.0% of portfolio›$34.4K
Wolverine Asset Management LLC2,163
0.0% of portfolio›$28.3K
FNY Investment Advisers, LLC800
0.0% of portfolio›$10
Provenance Wealth Advisors, LLC339
0.0% of portfolio›$4.4K
Highline Wealth Partners LLC200
0.0% of portfolio›$2.6K
StyleTurnoverLocationFiled
TSP Capital Management Group, LLC
406,029$5.3M1.3%Deep ValueVery LowSummit, NJ2026-10-15
Shaker Financial Services, LLC
219,769$2.9M1.0%YieldHighArlington, VA2026-10-14
Capital Investment Advisors, LLC
154,241$2.0M0.0%CoreLowAtlanta, GA2026-10-22
Hennion & Walsh Asset Management, Inc.
116,560$1.5M0.0%ValueMediumParsippany, NJ2026-10-13
Secure Asset Management, LLC
65,517$856.3K0.1%GrowthMediumTroy, MI2026-10-19
Thrivent Financial for Lutherans
23,795$311.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Barings LLC
16,756$219.0K0.0%ETFLowCharlotte, NC2026-10-22
Cambridge Investment Research Advisors, Inc.
15,142$198.0K0.0%ETFLowFairfield, IA2026-11-02
J.W. Cole Advisors, Inc.
14,399$188.2K0.0%IndexLowTampa, FL2026-11-05
Oppenheimer & Co Inc
13,626$178.1K0.0%CoreLowNew York, NY2026-10-26
Fifth Third Bancorp
12,000$156.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Concurrent Investment Advisors, LLC
10,636$139.0K0.0%GrowthMediumTampa, FL2026-10-16
Mcrae Capital Management Inc
10,485$137.0K0.0%CoreLowMorristown, NJ2026-10-15
Elevation Point Wealth Partners, LLC
10,000$131.9K0.0%CoreHighDenver, CO2026-11-05
Larson Financial Group LLC
2,633$34.4K0.0%GrowthLowSt Louis, MO2026-11-05
Wolverine Asset Management LLC
2,163$28.3K0.0%Deep ValueVery HighChicago, IL2026-11-02
FNY Investment Advisers, LLC
800$100.0%GrowthVery HighNew York, NY2026-10-16
Provenance Wealth Advisors, LLC
339$4.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Highline Wealth Partners LLC
200$2.6K0.0%ETFMediumSherman Oaks, CA2026-10-19