SEC 13F Intelligence

BARINGS GLOBAL SHORT DURATIO

CUSIP 06760L100

Barings Global Short Duratio has 51 institutional holders in Filings Flow’s 13F database, together reporting 3.71M shares worth $47M as of Q1 2026. The largest reported holders are Wells Fargo & Company/Mn, Tsp Capital Management Group, LLC, and Invesco Ltd..

Institutional Holders
51
Q1 2026
Reported Value
$47M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 40Q4 ’18Q1 ’19: 28Q2 ’19: 29Q2 ’19Q3 ’19: 31Q2 ’21: 42Q2 ’21Q4 ’21: 49Q4 ’22: 51Q4 ’22Q4 ’25: 50Q1 ’26: 51Q1 ’26Q2 ’26: 6filingsflow.com
Total reported value
Q4 ’18: $38MQ4 ’18Q1 ’19: $25MQ2 ’19: $25MQ2 ’19Q3 ’19: $25MQ2 ’21: $56MQ2 ’21Q4 ’21: $78MQ4 ’22: $43MQ4 ’22Q4 ’25: $50MQ1 ’26: $47MQ1 ’26Q2 ’26: $11Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
TSP Capital Management Group, LLC$410M AUM1.36%$6M409.0KQ1 2026OLDER
Shaker Financial Services, LLC$287M AUM1.06%$3M221.3KQ1 2026OLDER
ADAPT WEALTH ADVISORS, LLC$276M AUM0.51%$1M88.8KQ3 2025OLDER
Camelot Portfolios, LLC$143M AUM0.25%$352,95125.0KQ2 2026
Secure Asset Management, LLC$632M AUM0.19%$1M86.2KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.09%$224,02416.4KQ1 2026OLDER
Nilsine Partners, LLC$1.3B AUM0.08%$953,14863.5KQ4 2025OLDER
Gridiron Partners, LLC$164M AUM0.07%$127,932739.3KQ3 2025OLDER
PFG Investments, LLC$2.1B AUM0.07%$1M108.7KQ1 2026OLDER
MCRAE CAPITAL MANAGEMENT INC$482M AUM0.06%$308,38722.6KQ1 2026OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.05%$1M83.6KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.04%$2M109.9KQ4 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.03%$4M307.6KQ1 2026OLDER
Capital Investment Advisors, LLC$6.8B AUM0.03%$2M156.9KQ1 2026OLDER
Founders Financial Alliance, LLC$555M AUM0.03%$143,64610.5KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.02%$871,36661.8KQ2 2026
Hamrick Investment Counsel, llc$180M AUM0.02%$37,2132.7KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$733,37853.7KQ1 2026OLDER
Future Financial Wealth Managment LLC$155M AUM0.01%$12,368800Q3 2025OLDER
SOA Wealth Advisors, LLC.$530M AUM0.01%$36,4372.7KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$696,44151.0KQ1 2026OLDER
Stephens Consulting, LLC$309M AUM0.01%$19,3561.3KQ4 2025OLDER
BARINGS LLC$6.2B AUM0.00%$217,35115.9KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$911,53766.7KQ2 2026
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.00%$137,82310.0KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$87,4516.4KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$183,87713.5KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$249,91018.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$9M651.2KQ2 2026
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$136,60010.0KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$285,73520.7KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$180,12012.0KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M168.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$5M336.6KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$470,38334.4KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$210,84315.4KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$2,820200Q2 2026
Cetera Investment Advisers$94.0B AUM0.00%$513,47537.6KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$340,35324.9KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$285,06820.9KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$83,3266.1KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$163,92012.0KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$363,06626.6KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$3,865250Q3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$3M185.6KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$600,83444.0KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$864,00063.3KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$512,25037.5KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$53,6843.9KQ1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$1,22279Q3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$850,99162.3KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$329,29821.3KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$360,52826.4KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$7,650560Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$25,0931.8KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$83,0666.1KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$12,759850Q4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$13,744889Q3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$77957Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$42,2982.7KQ3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.