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Disclosery

BGH BARINGS GLOBAL SHORT DURATIO

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COM (fund), issuer CIK 1521404

50 managers (50 13F filers) reported a position in BGH shares at 2026-03-31, 3,366,016 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
50
13F filers
50
New
7
Added
20
Reduced
13
Sold out
4
Shares held by filers
3,366,016

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN651,216$8.9M<0.01%-10,69113F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.336,562$4.6M<0.01%-18,65013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC307,629$4.2M0.03%-21,99513F-HRTimelineGroup
Shaker Financial Services, LLC221,258$3.05M1.06%+187,46913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY189,539$2.59M<0.01%+3,95113F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.186,013$2.54M<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC168,291$2.3M<0.01%-6,05613F-HRTimelineGroup
Capital Investment Advisors, LLC156,946$2.14M0.03%+113F-HR/ATimeline
PFG Investments, LLC108,668$1.48M0.07%+2,70013F-HRTimeline
Secure Asset Management, LLC86,223$1.18M0.19%+12,84913F-HRTimeline
READYSTATE ASSET MANAGEMENT LP83,617$1.14M0.07%new13F-HRTimeline
Janney Montgomery Scott LLC70,614$965K<0.01%+10,70713F-HRTimeline
NewEdge Advisors, LLC66,730$912K<0.01%-1,41913F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA63,263$864K<0.01%+6,52613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/62,298$851K<0.01%+3,56813F-HRTimelineGroup
Advisors Asset Management, Inc.53,688$733K0.01%+63513F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC50,984$696K0.01%new13F-HRTimelineGroup
LPL Financial LLC43,985$601K<0.01%-3,66413F-HRTimeline
Cetera Investment Advisers37,590$513K<0.01%+86813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC37,500$512K<0.01%-30,50013F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP34,435$470K<0.01%+7,35013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP26,579$363K<0.01%-72513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,393$361K<0.01%+5,96913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.24,916$340K<0.01%+14913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…23,795$325K<0.01%013F-HRTimelineGroup
MCRAE CAPITAL MANAGEMENT INC22,575$308K0.06%+29413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC20,732$286K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,859$285K<0.01%+73813F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.18,295$250K<0.01%+7,50013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.16,400$224K0.09%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.16,161$221K0.01%-12,77113F-HRTimeline
BARINGS LLCin group BARINGS LLC15,911$217K<0.01%+38813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC15,435$211K<0.01%-98813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,461$184K<0.01%+1,79213F-HRTimelineGroup
Cambridge Investment Research Advisors,…13,207$180K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…12,000$164K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC10,516$144K0.03%+46513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC10,000$138K<0.01%013F-HRTimeline
Vestmark Advisory Solutions, Inc.10,000$137K<0.01%013F-HRTimeline
IFG Advisory, LLC6,800$92.9K0.27%new13F-HRTimeline
Allworth Financial LP6,100$83.3K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG6,081$83.1K<0.01%-9,46613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,930$53.7K<0.01%-8,00013F-HRTimelineGroup
Hamrick Investment Counsel, llc2,700$37.2K0.02%new13F-HRTimeline
SOA Wealth Advisors, LLC.2,667$36.4K0.01%+6513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,837$25.1K<0.01%-1,50013F-HRTimelineGroup
FNY Investment Advisers, LLC800$10K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC560$7.65K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC200$2.73K<0.01%013F-HRTimeline
MAI Capital Management57$779<0.01%013F-HRTimeline