BARINGS GLOBAL SHORT DURATIO (BGH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
50
Reporting holders
$50.0M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $8.1M | 577,327 | 0.00% | 31q | -55.7%-$10.2M |
| TSP Capital Management Group, LLC | $5.7M | 402,228 | 1.36% | 31q | -1.7%-$95.9K |
| GUGGENHEIM CAPITAL LLC | $4.6M | 327,822 | 0.03% | 31q | +6.6%+$284.7K |
| Invesco Ltd. | $4.2M | 299,826 | 0.00% | 31q | -10.9%-$518.0K |
| RAYMOND JAMES FINANCIAL INC | $3.5M | 249,812 | 0.00% | 7q | +48.4%+$1.1M |
| Shaker Financial Services, LLC | $2.7M | 188,748 | 0.84% | 3q | -14.7%-$462.2K |
| Capital Investment Advisors, LLC | $2.2M | 154,817 | 0.03% | 25q | -1.4%-$30.0K |
| MORGAN STANLEY | $2.0M | 139,841 | 0.00% | 35q | -26.2%-$700.7K |
| Corient Private Wealth LP | $1.9M | 136,512 | 0.00% | 7q | +296.4%+$1.4M |
| PFG Investments, LLC | $1.5M | 108,068 | 0.06% | 3q | -0.6%-$8.5K |
| WOLVERINE ASSET MANAGEMENT LLC | $1.2M | 82,572 | 0.01% | 2q | +62.0%+$445.4K |
| NewEdge Advisors, LLC | $1.1M | 79,957 | 0.00% | new | NEW |
| Advisors Asset Management, Inc. | $969.9K | 68,784 | 0.01% | 7q | +28.1%+$212.9K |
| Secure Asset Management, LLC | $895.2K | 63,488 | 0.13% | 9q | -26.4%-$320.6K |
| Hennion & Walsh Asset Management, Inc. | $871.4K | 61,799 | 0.02% | 22q | +282.4%+$643.5K |
| Cetera Investment Advisers | $821.3K | 58,245 | 0.00% | 22q | +54.9%+$291.2K |
| BANK OF AMERICA CORP /DE/ | $789.9K | 56,018 | 0.00% | 31q | -10.1%-$88.5K |
| ROYAL BANK OF CANADA | $759.0K | 53,874 | 0.00% | 31q | -14.8%-$132.3K |
| LPL Financial LLC | $694.2K | 49,237 | 0.00% | 7q | +11.9%+$74.1K |
| Jefferies Financial Group Inc. | $365.8K | 25,943 | 0.00% | 5q | +41.8%+$107.8K |
| FIRST TRUST ADVISORS LP | $361.2K | 25,615 | 0.00% | 31q | -3.6%-$13.6K |
| Camelot Portfolios, LLC | $353.0K | 25,032 | 0.25% | new | NEW |
| Baird Financial Group, Inc. | $348.0K | 24,684 | 0.00% | 21q | -0.9%-$3.3K |
| MCRAE CAPITAL MANAGEMENT INC | $322.8K | 22,897 | 0.06% | 18q | +1.4%+$4.5K |
| OSAIC HOLDINGS, INC. | $315.1K | 22,340 | 0.00% | 26q | +7.1%+$20.9K |
| JANE STREET GROUP, LLC | $263.2K | 18,670 | 0.00% | new | NEW |
| UBS Group AG | $256.1K | 18,163 | 0.00% | 31q | +198.7%+$170.4K |
| MML INVESTORS SERVICES, LLC | $232.9K | 16,518 | 0.00% | 19q | +7.0%+$15.3K |
| CALDWELL SUTTER CAPITAL, INC. | $231.2K | 16,400 | 0.09% | 15q | HELD |
| BARINGS LLC | $230.3K | 16,331 | 0.00% | 29q | +2.6%+$5.9K |
| READYSTATE ASSET MANAGEMENT LP | $223.1K | 15,823 | 0.01% | 2q | -81.1%-$955.9K |
| OPPENHEIMER & CO INC | $192.0K | 13,614 | 0.00% | 4q | +1.1%+$2.2K |
| ENVESTNET ASSET MANAGEMENT INC | $180.6K | 12,806 | 0.00% | new | NEW |
| TWO SIGMA SECURITIES, LLC | $174.3K | 12,362 | 0.02% | new | NEW |
| FIFTH THIRD BANCORP | $169.2K | 12,000 | 0.00% | 2q | HELD |
| J.W. COLE ADVISORS, INC. | $167.9K | 11,910 | 0.00% | new | NEW |
| XTX Topco Ltd | $156.4K | 11,093 | 0.00% | new | NEW |
| Concurrent Investment Advisors, LLC | $150.0K | 10,636 | 0.00% | new | NEW |
| Founders Financial Alliance, LLC | $148.6K | 10,538 | 0.02% | 3q | HELD |
| ELEVATION POINT WEALTH PARTNERS, LLC | $142.2K | 10,000 | 0.00% | 4q | HELD |
| Vestmark Advisory Solutions, Inc. | $141.0K | 10,000 | 0.00% | 3q | HELD |
| IFG Advisory, LLC | $95.9K | 6,800 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $55.4K | 3,930 | 0.00% | 4q | HELD |
| Allworth Financial LP | $50.8K | 3,600 | 0.00% | 5q | -41.0%-$35.2K |
| Clear Street Group Inc. | $47.0K | 3,334 | 0.00% | new | NEW |
| SOA Wealth Advisors, LLC. | $38.6K | 2,737 | 0.01% | 23q | +2.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $25.9K | 1,837 | 0.00% | 3q | HELD |
| Institute for Wealth Management, LLC. | $7.4K | 527 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $5.6K | 400 | 0.00% | new | NEW |
| COHEN & STEERS, INC. | $3.0K | 216,013 | 0.00% | 21q | +16.1% |
| HIGHLINE WEALTH PARTNERS LLC | $2.8K | 200 | 0.00% | 4q | HELD |
| Janney Montgomery Scott LLC | $880 | 62,376 | 0.00% | 9q | -11.7% |
| Cambridge Investment Research Advisors, Inc. | $396 | 28,112 | 0.00% | 2q | +112.9% |
| Thrivent Financial for Lutherans | $336 | 23,795 | 0.00% | 23q | HELD |
| FNY Investment Advisers, LLC | $11 | 800 | 0.00% | 2q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-17 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 20.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 50 | $50.0M | 3,545,715 | 11 | 16 | 14 | 0.0% |
| Q1 2026 | 46 | $56.2M | 4,109,002 | 6 | 19 | 12 | 0.0% |
| Q4 2025 | 46 | $51.0M | 3,395,984 | 7 | 16 | 13 | 0.0% |
| Q3 2025 | 47 | $50.3M | 3,251,528 | 11 | 13 | 12 | 0.0% |
| Q2 2025 | 41 | $55.3M | 3,589,821 | 5 | 13 | 12 | 0.0% |
| Q1 2025 | 39 | $47.9M | 3,169,708 | 1 | 13 | 12 | 0.0% |
| Q4 2024 | 43 | $50.7M | 3,281,472 | 6 | 12 | 14 | 0.0% |
| Q3 2024 | 40 | $51.5M | 3,391,152 | 2 | 12 | 13 | 0.0% |
| Q2 2024 | 46 | $59.3M | 4,103,204 | 8 | 16 | 10 | 0.0% |
| Q1 2024 | 42 | $66.0M | 4,612,764 | 3 | 14 | 16 | 0.0% |
| Q4 2023 | 48 | $68.0M | 5,055,665 | 4 | 18 | 15 | 0.0% |
| Q3 2023 | 51 | $55.5M | 4,373,161 | 11 | 14 | 12 | 0.0% |
| Q2 2023 | 41 | $54.2M | 4,153,859 | 4 | 10 | 15 | 0.0% |
| Q1 2023 | 48 | $57.7M | 4,472,875 | 6 | 16 | 17 | 0.0% |
| Q4 2022 | 47 | $61.8M | 4,872,339 | 5 | 16 | 17 | 0.0% |
| Q3 2022 | 61 | $77.5M | 6,338,832 | 4 | 23 | 22 | 0.0% |
| Q2 2022 | 62 | $84.1M | 6,467,705 | 6 | 18 | 21 | 0.0% |
| Q1 2022 | 65 | $98.6M | 6,372,830 | 13 | 17 | 20 | 0.0% |
| Q4 2021 | 55 | $97.5M | 5,621,649 | 7 | 17 | 14 | 0.0% |
| Q3 2021 | 50 | $85.3M | 4,986,365 | 5 | 23 | 12 | 0.0% |
| Q2 2021 | 49 | $83.1M | 4,865,756 | 3 | 21 | 16 | 0.0% |
| Q1 2021 | 52 | $72.3M | 4,495,442 | 12 | 16 | 12 | 0.0% |
| Q4 2020 | 46 | $61.3M | 4,060,372 | 10 | 14 | 13 | 0.0% |
| Q3 2020 | 39 | $46.8M | 3,515,871 | 5 | 18 | 9 | 0.0% |
| Q2 2020 | 38 | $39.8M | 3,169,753 | 3 | 12 | 13 | 0.0% |
| Q1 2020 | 44 | $34.9M | 3,138,650 | 9 | 11 | 18 | 0.0% |
| Q4 2019 | 42 | $49.4M | 2,816,257 | 11 | 13 | 13 | 0.0% |
| Q3 2019 | 38 | $44.9M | 2,581,751 | 6 | 19 | 8 | 0.0% |
| Q2 2019 | 34 | $45.9M | 2,594,467 | 3 | 15 | 11 | 0.0% |
| Q1 2019 | 34 | $49.2M | 2,715,819 | 0 | 14 | 12 | 0.0% |
| Q4 2018 | 47 | $52.9M | 3,319,363 | 1 | 1 | 1 | 0.0% |