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Barings Glbl Shrt DUR HI YLD (BGH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
TSP Capital Management Group, LLC
INCREASED
Shares406,029 from 402,228
Change+3,801 (+1%)
Value$5.3M (-$364.6K)
Filed 2026-10-15
Shaker Financial Services, LLC
INCREASED
Shares219,769 from 188,748
Change+31,021 (+16%)
Value$2.9M (+$213.2K)
Filed 2026-10-14
Capital Investment Advisors, LLC
DECREASED
Shares154,241 from 154,817
Change-576 (0%)
Value$2.0M (-$167.0K)
Filed 2026-10-22
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares116,560 from 61,799
Change+54,761 (+89%)
Value$1.5M (+$652.1K)
Filed 2026-10-13
Secure Asset Management, LLC
INCREASED
Shares65,517 from 63,488
Change+2,029 (+3%)
Value$856.3K (-$38.9K)
Filed 2026-10-19
LPL Financial LLC
DECREASED
Shares40,005 from 49,237
Change-9,232 (-19%)
Value$522.9K (-$171.4K)
Filed 2026-11-06
Thrivent Financial for Lutherans
UNCHANGED
Shares23,795 from 23,795
Change0 (0%)
Value$311.0K (-$25.0K)
Filed 2026-11-05
Barings LLC
INCREASED
Shares16,756 from 16,331
Change+425 (+3%)
Value$219.0K (-$11.3K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares15,142 from 14,056
Change+1,086 (+8%)
Value$198.0K ($0)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares14,399 from 11,910
Change+2,489 (+21%)
Value$188.2K (+$20.3K)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares13,626 from 13,614
Change+12 (+0%)
Value$178.1K (-$13.9K)
Filed 2026-10-26
Fifth Third Bancorp
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$156.8K (-$12.4K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
UNCHANGED
Shares10,636 from 10,636
Change0 (0%)
Value$139.0K (-$11.0K)
Filed 2026-10-16
Mcrae Capital Management Inc
DECREASED
Shares10,485 from 22,897
Change-12,412 (-54%)
Value$137.0K (-$185.8K)
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$131.9K (-$10.3K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$50.8K ($0)
Filed 2026-11-06
Larson Financial Group LLC
NEW
Shares2,633
Change+2,633
Value$34.4K
Filed 2026-11-05
Wolverine Asset Management LLC
DECREASED
Shares2,163 from 82,572
Change-80,409 (-97%)
Value$28.3K (-$1.1M)
Filed 2026-11-02
FNY Investment Advisers, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$10 (-$1)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
NEW
Shares339
Change+339
Value$4.4K
Filed 2026-10-30
Highline Wealth Partners LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$2.6K (-$206)
Filed 2026-10-19
Jefferies Financial Group Inc.
CLOSED
Shares0 from 25,943
Change-25,943 (-100%)
Value$0 (-$365.8K)
Filed 2026-11-05
IFG Advisory, LLC
CLOSED
Shares0 from 6,800
Change-6,800 (-100%)
Value$0 (-$95.9K)
Filed 2026-11-09
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 527
Change-527 (-100%)
Value$0 (-$7.4K)
Filed 2026-11-06
Wells Fargo & Company
N/A
Shares— from 577,327
Change-577,327 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 327,822
Change-327,822 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 299,826
Change-299,826 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 249,812
Change-249,812 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 216,013
Change-216,013 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 139,841
Change-139,841 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 108,068
Change-108,068 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 79,957
Change-79,957 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 68,784
Change-68,784 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 62,376
Change-62,376 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 58,245
Change-58,245 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 56,018
Change-56,018 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 53,874
Change-53,874 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 25,615
Change-25,615 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 25,032
Change-25,032 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 24,684
Change-24,684 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 22,340
Change-22,340 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 18,670
Change-18,670 (-100%)
Value—
UBS Group AG
N/A
Shares— from 18,163
Change-18,163 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,518
Change-16,518 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 16,400
Change-16,400 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 15,823
Change-15,823 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,806
Change-12,806 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 12,362
Change-12,362 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,093
Change-11,093 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 10,538
Change-10,538 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 3,334
Change-3,334 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,837
Change-1,837 (-100%)
Value—
Status
TSP Capital Management Group, LLC
INCREASED406,029402,228+3,801+1%$5.7M$5.3M-$364.6K2026-10-15
Shaker Financial Services, LLC
INCREASED219,769188,748+31,021+16%$2.7M$2.9M+$213.2K2026-10-14
Capital Investment Advisors, LLC
DECREASED154,241154,817-5760%$2.2M$2.0M-$167.0K2026-10-22
Hennion & Walsh Asset Management, Inc.
INCREASED116,56061,799+54,761+89%$871.4K$1.5M+$652.1K2026-10-13
Secure Asset Management, LLC
INCREASED65,51763,488+2,029+3%$895.2K$856.3K-$38.9K2026-10-19
LPL Financial LLC
DECREASED40,00549,237-9,232-19%$694.2K$522.9K-$171.4K2026-11-06
Thrivent Financial for Lutherans
UNCHANGED23,79523,79500%$336.0K$311.0K-$25.0K2026-11-05
Barings LLC
INCREASED16,75616,331+425+3%$230.3K$219.0K-$11.3K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED15,14214,056+1,086+8%$198.0K$198.0K$02026-11-02
J.W. Cole Advisors, Inc.
INCREASED14,39911,910+2,489+21%$167.9K$188.2K+$20.3K2026-11-05
Oppenheimer & Co Inc
INCREASED13,62613,614+12+0%$192.0K$178.1K-$13.9K2026-10-26
Fifth Third Bancorp
UNCHANGED12,00012,00000%$169.2K$156.8K-$12.4K2026-11-05
Concurrent Investment Advisors, LLC
UNCHANGED10,63610,63600%$150.0K$139.0K-$11.0K2026-10-16
Mcrae Capital Management Inc
DECREASED10,48522,897-12,412-54%$322.8K$137.0K-$185.8K2026-10-15
Elevation Point Wealth Partners, LLC
UNCHANGED10,00010,00000%$142.2K$131.9K-$10.3K2026-11-05
Allworth Financial LP
UNCHANGED3,6003,60000%$50.8K$50.8K$02026-11-06
Larson Financial Group LLC
NEW2,633—+2,633——$34.4K—2026-11-05
Wolverine Asset Management LLC
DECREASED2,16382,572-80,409-97%$1.2M$28.3K-$1.1M2026-11-02
FNY Investment Advisers, LLC
UNCHANGED80080000%$11$10-$12026-10-16
Provenance Wealth Advisors, LLC
NEW339—+339——$4.4K—2026-10-30
Highline Wealth Partners LLC
UNCHANGED20020000%$2.8K$2.6K-$2062026-10-19
Jefferies Financial Group Inc.
CLOSED025,943-25,943-100%$365.8K$0-$365.8K2026-11-05
IFG Advisory, LLC
CLOSED06,800-6,800-100%$95.9K$0-$95.9K2026-11-09
Institute for Wealth Management, Llc.
CLOSED0527-527-100%$7.4K$0-$7.4K2026-11-06
Wells Fargo & Company
N/A—577,327-577,327-100%$8.1M———
Guggenheim Capital LLC
N/A—327,822-327,822-100%$4.6M———
Invesco Ltd.
N/A—299,826-299,826-100%$4.2M———
Raymond James Financial Inc
N/A—249,812-249,812-100%$3.5M———
Cohen & Steers, Inc.
N/A—216,013-216,013-100%$3.0M———
Morgan Stanley
N/A—139,841-139,841-100%$2.0M———
PFG Investments, LLC
N/A—108,068-108,068-100%$1.5M———
NewEdge Advisors, LLC
N/A—79,957-79,957-100%$1.1M———
Advisors Asset Management, Inc.
N/A—68,784-68,784-100%$969.9K———
Janney Montgomery Scott LLC
N/A—62,376-62,376-100%$880.0K———
Cetera Investment Advisers
N/A—58,245-58,245-100%$821.3K———
Bank of America Corp
N/A—56,018-56,018-100%$789.9K———
Royal Bank of Canada
N/A—53,874-53,874-100%$759.0K———
First Trust Advisors LP
N/A—25,615-25,615-100%$361.2K———
Camelot Portfolios, LLC
N/A—25,032-25,032-100%$353.0K———
Baird Financial Group, Inc.
N/A—24,684-24,684-100%$348.0K———
Osaic Holdings, Inc.
N/A—22,340-22,340-100%$315.1K———
Jane Street Group, LLC
N/A—18,670-18,670-100%$263.2K———
UBS Group AG
N/A—18,163-18,163-100%$256.1K———
MML Investors Services, LLC
N/A—16,518-16,518-100%$232.9K———
Caldwell Sutter Capital, Inc.
N/A—16,400-16,400-100%$231.2K———
Readystate Asset Management LP
N/A—15,823-15,823-100%$223.1K———
Envestnet Asset Management Inc
N/A—12,806-12,806-100%$180.6K———
Two Sigma Securities, LLC
N/A—12,362-12,362-100%$174.3K———
XTX Topco Ltd
N/A—11,093-11,093-100%$156.4K———
Founders Financial Alliance, LLC
N/A—10,538-10,538-100%$148.6K———
Vestmark Advisory Solutions, Inc.
N/A—10,000-10,000-100%$141.0K———
Rockefeller Capital Management L.P.
N/A—3,930-3,930-100%$55.4K———
Clear Street Group Inc.
N/A—3,334-3,334-100%$47.0K———
SOA Wealth Advisors, Llc.
N/A—2,737-2,737-100%$38.6K———
Northwestern Mutual Wealth Management Co
N/A—1,837-1,837-100%$25.9K———
Showing 55 of 55 institutions