BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND - BGH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 661,907 | 9,935 | 0.0% | 0.0% | 1 | +25,312 | 3.98% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 355,212 | 5,331 | 0.0% | 0.0% | 2 | -48,163 | -11.94% | Q4 2025 | Feb 19, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 329,624 | 4,947 | 0.04% | 0.03% | 3 | +41,766 | 14.51% | Q4 2025 | Feb 17, 2026 |
| TSP Capital Management Group, LLC | History | Reduced | 324,754 | 4,874 | 1.19% | 1.36% | 4 | -5,178 | -1.57% | Q4 2025 | Jan 21, 2026 |
| COHEN & STEERS, INC. | History | No change | 186,013 | 2,792 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 185,588 | 2,785 | 0.0% | 0.0% | 6 | +26,369 | 16.56% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 174,347 | 2,616 | 0.0% | 0.0% | 7 | -35,553 | -16.94% | Q4 2025 | Feb 18, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 156,945 | 2,355 | 0.04% | 0.04% | 8 | -6,513 | -3.98% | Q4 2025 | Jan 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 109,868 | 1,649 | 0.04% | 0.03% | 9 | +11,343 | 11.51% | Q4 2025 | Feb 11, 2026 |
| PFG Investments, LLC | History | New | 105,968 | 1,590 | 0.07% | — | 10 | +105,968 | New | Q4 2025 | Jan 26, 2026 |
| Secure Asset Management, LLC | History | Reduced | 73,374 | 1,101 | 0.17% | 0.22% | 11 | -12,790 | -14.84% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 68,149 | 1,022 | 0.0% | 0.0% | 12 | +205 | 0.3% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 68,000 | 1,020 | 0.0% | 0.0% | 13 | +44,000 | 183.33% | Q4 2025 | Feb 17, 2026 |
| Nilsine Partners, LLC | History | Added to | 63,501 | 953 | 0.08% | 0.09% | 14 | +1,495 | 2.41% | Q4 2025 | Jan 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 59,907 | 899 | 0.0% | 0.0% | 15 | +6,289 | 11.73% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 58,730 | 881 | 0.0% | 0.0% | 16 | +128 | 0.22% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 56,737 | 852 | 0.0% | — | 17 | +56,737 | New | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 53,053 | 796 | 0.01% | 0.01% | 18 | -869 | -1.61% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 47,649 | 715 | 0.0% | 0.0% | 19 | -13,471 | -22.04% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 36,722 | 551 | 0.0% | 0.0% | 20 | -8,643 | -19.05% | Q4 2025 | Feb 17, 2026 |
| Shaker Financial Services, LLC | History | New | 33,789 | 511 | 0.16% | — | 21 | +33,789 | New | Q4 2025 | Jan 26, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 28,932 | 434 | 0.01% | 0.02% | 22 | -12,905 | -30.85% | Q4 2025 | Jan 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 27,304 | 409 | 0.0% | 0.0% | 23 | -1,864 | -6.39% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | No change | 27,085 | 406 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Baird Financial Group, Inc. | History | No change | 24,767 | 371 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 23,795 | 357 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Added to | 22,281 | 334 | 0.07% | 0.07% | 27 | +279 | 1.27% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | No change | 20,732 | 323 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 20,424 | 306 | 0.0% | 0.0% | 29 | +5,934 | 40.95% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 20,121 | 302 | 0.0% | 0.0% | 30 | +621 | 3.18% | Q4 2025 | Feb 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 16,400 | 246 | 0.1% | 0.11% | 32 | -914 | -5.28% | Q4 2025 | Jan 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 16,423 | 246 | 0.0% | 0.0% | 31 | -95 | -0.58% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 15,547 | 233 | 0.0% | 0.0% | 33 | +130 | 0.84% | Q4 2025 | Jan 29, 2026 |
| BARINGS LLC | History | Added to | 15,523 | 232 | 0.0% | 0.0% | 34 | +368 | 2.43% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | No change | 12,000 | 180 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 11,930 | 179 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 11,669 | 175 | 0.0% | 0.0% | 37 | +126 | 1.09% | Q4 2025 | Feb 02, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 10,795 | 162 | 0.0% | 0.0% | 38 | +70 | 0.65% | Q4 2025 | Feb 09, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 10,000 | 151 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Founders Financial Alliance, LLC | History | New | 10,051 | 150 | 0.03% | — | 41 | +10,051 | New | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 10,000 | 150 | 0.0% | — | 40 | +10,000 | New | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 6,100 | 91 | 0.0% | — | 42 | +6,100 | New | Q4 2025 | Feb 05, 2026 |
| Camelot Portfolios, LLC | History | New | 5,518 | 82 | 0.05% | — | 43 | +5,518 | New | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 3,337 | 50 | 0.0% | — | 44 | +3,337 | New | Q4 2025 | Feb 10, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 2,602 | 39 | 0.01% | 0.01% | 45 | +61 | 2.4% | Q4 2025 | Jan 20, 2026 |
| Stephens Consulting, LLC | History | No change | 1,281 | 19 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 850 | 12 | 0.0% | — | 47 | +850 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 560 | 8 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Gridiron Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -739,281 | -100.0% | Q3 2025 | Oct 14, 2025 |
| ADAPT WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -88,800 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,725 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,368 | -100.0% | Q3 2025 | Nov 26, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -889 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -800 | -100.0% | Q3 2025 | Oct 15, 2025 |
| MAI Capital Management | History | Reduced | 57 | 0 | — | 0.0% | — | -512 | -89.98% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2025 | Nov 20, 2025 |