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Disclosery

MCI BARINGS CORPORATE INVS

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COM (fund), issuer CIK 275694

66 managers (66 13F filers) reported a position in MCI shares at 2025-09-30, 3,407,181 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
66
13F filers
66
New
7
Added
21
Reduced
18
Sold out
5
Shares held by filers
3,407,181

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BHK Investment Advisors, LLC361,417$7.5M2.8%-77213F-HRTimeline
Curbstone Financial Management Corp294,534$6.11M1.18%-3,19413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.244,810$5.08M<0.01%+6,92413F-HRTimelineGroup
Global Wealth Strategies & Associates230,622$4.79M1.23%+4,55113F-HRTimeline
BARINGS LLCin group BARINGS LLC219,664$4.56M0.09%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY184,937$3.84M<0.01%-4,61013F-HR/ATimelineGroup
Smith Asset Management Co., LLC183,634$3.81M3.25%-3,97013F-HRTimeline
Secure Asset Management, LLC137,055$2.85M0.47%-39,84513F-HRTimeline
LPL Financial LLC122,332$2.54M<0.01%+62,84913F-HRTimeline
Janney Montgomery Scott LLC117,084$2.43M0.01%+13,47513F-HRTimeline
Cetera Investment Advisers92,607$1.92M<0.01%-8,14613F-HRTimeline
Cambridge Investment Research Advisors,…86,785$1.8M<0.01%+2,05013F-HRTimeline
TSP Capital Management Group, LLC85,607$1.78M0.48%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.84,614$1.76M0.75%013F-HRTimeline
MML INVESTORS SERVICES, LLC78,840$1.64M<0.01%+4,09513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…68,100$1.41M0.09%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC62,728$1.3M<0.01%-6,36513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,056$1.21M<0.01%-73813F-HRTimelineGroup
Beacon Pointe Advisors, LLC54,795$1.14M0.01%+9,41813F-HRTimeline
Future Financial Wealth Managment LLC48,196$1M0.63%+15113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC44,777$930K<0.01%+6,75813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,138$896K<0.01%+4,81813F-HR/ATimelineGroup
World Investment Advisors39,768$826K0.02%+18,73413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,147$825K<0.01%-4,62413F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth35,723$756K<0.01%+16,48513F-HRTimelineGroup
QTR Family Wealth, LLC36,000$747K0.35%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC32,993$685K0.01%-31213F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC30,100$625K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,201$585K<0.01%+1,69713F-HRTimelineGroup
MGB Wealth Management, LLC23,194$481K0.14%+2,02713F-HRTimeline
Farther Finance Advisors, LLC22,225$461K0.01%+1,41113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\18,288$380K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC18,109$376K0.02%+413F-HRTimelineGroup
UBS Group AGin group UBS Group AG17,292$359K<0.01%-15613F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK15,256$317K<0.01%013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC14,978$311K0.02%new13F-HRTimelineGroup
Stonebridge Capital Advisors LLC13,300$276K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,476$259K<0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC12,334$256K<0.01%013F-HRTimeline
Mayfair Advisory Group, LLC10,983$228K0.1%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC10,143$211K0.05%-2013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co9,986$207K<0.01%013F-HRTimelineGroup
Sanctuary Advisors, LLC9,862$205K<0.01%013F-HR/ATimeline
MONTAG A & ASSOCIATES INC9,217$191K0.01%013F-HRTimeline
COMERICA BANK6,973$145K<0.01%-3,25913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,998$104K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,995$104K<0.01%-13713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,730$98K<0.01%+67313F-HRTimelineGroup
BOK Financial Private Wealth, Inc.2,825$58.6K<0.01%-17513F-HRTimeline
Whipplewood Advisors, LLC2,464$51.2K0.03%-14913F-HRTimeline
Advisory Services Network, LLC2,394$49.7K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,176$45.2K<0.01%+3913F-HRTimelineGroup
PITTENGER & ANDERSON INC2,000$41.5K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,325$28K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steward Partners Investment Advisory, L…1,200$24.9K<0.01%-22513F-HRTimeline
GHP Investment Advisors, Inc.1,123$23.3K<0.01%+2013F-HRTimeline
Global Retirement Partners, LLC1,040$21.6K<0.01%013F-HRTimeline
TRUST CO OF VERMONT888$18.4K<0.01%013F-HRTimeline
ORG Partners LLC800$16.6K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC800$16.6K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.763$15.8K<0.01%+1313F-HRTimelineGroup
Ulland Investment Advisors, LLC735$15K0.01%-1513F-HRTimeline
Fortis Group Advisors, LLC425$8.82K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton320$6.64K<0.01%013F-HRTimeline
NewEdge Advisors, LLC200$4.15K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN100$2.08K<0.01%+10013F-HRTimelineGroup