IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Barings Participation Invest (MPV)

CUSIP: 06761A103 | US | Financial Services · Asset Management | Micro Cap | 129 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Barings LLC292,585
0.1% of portfolio›$4.5M
TSP Capital Management Group, LLC276,785
1.1% of portfolio›$4.3M
Commonwealth Equity Services, LLC142,306
0.0% of portfolio›$2.2M
Smith Asset Management Co., LLC67,645
0.8% of portfolio›$1.0M
Curbstone Financial Management Corp47,140
0.1% of portfolio›$726.0K
Oppenheimer & Co Inc19,150
0.0% of portfolio›$294.9K
Montag A & Associates Inc8,500
0.0% of portfolio›$130.9K
Whipplewood Advisors, LLC1,451
0.0% of portfolio›$22.3K
Trust Co of Vermont1,200
0.0% of portfolio›$18.5K
PFS Partners, LLC1,141
0.0% of portfolio›$17.6K
Ulland Investment Advisors, LLC700
0.0% of portfolio›$11
Salomon & Ludwin, LLC365
0.0% of portfolio›$5.6K
Highline Wealth Partners LLC182
0.0% of portfolio›$2.8K
StyleTurnoverLocationFiled
Barings LLC
292,585$4.5M0.1%ETFLowCharlotte, NC2026-10-22
TSP Capital Management Group, LLC
276,785$4.3M1.1%Deep ValueVery LowSummit, NJ2026-10-15
Commonwealth Equity Services, LLC
142,306$2.2M0.0%ETFLowWaltham, MA2026-11-02
Smith Asset Management Co., LLC
67,645$1.0M0.8%YieldLowChiefland, FL2026-10-16
Curbstone Financial Management Corp
47,140$726.0K0.1%CoreLowManchester, NH2026-10-21
Oppenheimer & Co Inc
19,150$294.9K0.0%CoreLowNew York, NY2026-10-26
Montag A & Associates Inc
8,500$130.9K0.0%CoreLowAtlanta, GA2026-10-29
Whipplewood Advisors, LLC
1,451$22.3K0.0%ETFLowLittleton, CO2026-10-20
Trust Co of Vermont
1,200$18.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
PFS Partners, LLC
1,141$17.6K0.0%ETFVery LowMine Hill, NJ2026-10-21
Ulland Investment Advisors, LLC
700$110.0%GrowthVery LowMinneapolis, MN2026-10-13
Salomon & Ludwin, LLC
365$5.6K0.0%ETFVery LowRichmond, VA2026-10-29
Highline Wealth Partners LLC
182$2.8K0.0%ETFMediumSherman Oaks, CA2026-10-19