BARINGS CORPORATE INVS
CUSIP 06759X107
Barings Corporate Invs has 59 institutional holders in Filings Flow’s 13F database, together reporting 3.21M shares worth $54M as of Q1 2026. The largest reported holders are Bhk Investment Advisors, LLC, Global Wealth Strategies & Associates, and Invesco Ltd..
Institutional Holders
59
Q1 2026
Reported Value
$54M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Smith Asset Management Co., LLC$127M AUM | 2.34% | $3M | 169.6K | Q2 2026 |
| BHK Investment Advisors, LLC$299M AUM | 2.18% | $7M | 377.5K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 1.00% | $5M | 299.7K | Q2 2026 |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.59% | $1M | 84.0K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.55% | $3M | 200.8K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.54% | $843,557 | 47.0K | Q1 2026OLDER |
| Sky Investment Group LLC$583M AUM | 0.50% | $3M | 170.3K | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.35% | $747,360 | 36.0K | Q3 2025OLDER |
| TSP Capital Management Group, LLC$410M AUM | 0.35% | $1M | 82.3K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 0.32% | $362,523 | 21.0K | Q1 2026OLDER |
| Uptown Financial Advisors LLC$126M AUM | 0.27% | $373,781 | 20.6K | Q4 2025OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.13% | $442,678 | 24.3K | Q4 2025OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.07% | $1M | 68.1K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.07% | $189,347 | 11.0K | Q1 2026OLDER |
| BARINGS LLC$6.2B AUM | 0.06% | $4M | 219.7K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.03% | $518,924 | 30.1K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.02% | $45,341 | 2.6K | Q1 2026OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.02% | $229,292 | 13.3K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.01% | $312,339 | 18.1K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $715,044 | 41.5K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $197,602 | 11.1K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $18,828 | 1.1K | Q2 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.01% | $141,662 | 8.2K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 65.6K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $572,288 | 33.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $871,363 | 48.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 60.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 69.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 180.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $326,996 | 18.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $45,174 | 2.2K | Q3 2025OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $48,703 | 2.8K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $14,520 | 800 | Q4 2025OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $207,309 | 10.0K | Q3 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $13,792 | 800 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $9,876 | 573 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 60.9K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $34,480 | 2.0K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $232,740 | 13.5K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $263,013 | 15.3K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $7,327 | 425 | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $5,517 | 320 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $691,706 | 40.1K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $187,562 | 10.3K | Q4 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $20,116 | 1.2K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $16,117 | 888 | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $4M | 226.9K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $446,645 | 25.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $41,273 | 2.4K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $305,648 | 17.7K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $126,560 | 7.0K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 106.0K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $315,285 | 18.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $309,845 | 18.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $18,876 | 1.0K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $957,088 | 55.5K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $9,982 | 550 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $120,215 | 7.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3M | 181.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $274,864 | 15.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $427,061 | 24.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $20,688 | 1.2K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $207,328 | 12.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $578,126 | 33.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $435,086 | 25.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $746,444 | 43.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $306,872 | 17.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $259,002 | 12.5K | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $14,115 | 778 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $72,367 | 4.2K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $77,000 | 4.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $3,448 | 200 | Q2 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $546,315 | 30.1K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.