Skip to content
Disclosery

MPV BARINGS PARTN INVS

Follow

SH BEN INT (common), issuer CIK 831655

35 managers (35 13F filers) reported a position in MPV shares at 2026-06-30, 2,345,869 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
35
13F filers
35
New
1
Added
13
Reduced
7
Sold out
2
Shares held by filers
2,345,869

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BARINGS LLCin group BARINGS LLC289,151$4.87M0.09%+3,27613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC286,600$4.83M0.04%+1,90313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY282,700$4.76M<0.01%-4,95413F-HRTimelineGroup
TSP Capital Management Group, LLC276,671$4.66M1.11%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.217,893$3.67M<0.01%+20,07413F-HRTimelineGroup
LPL Financial LLC216,417$3.64M<0.01%+16,50113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC143,906$2.42M<0.01%+7,10813F-HRTimeline
Cetera Investment Advisers112,614$1.9M<0.01%+6,72913F-HRTimeline
Smith Asset Management Co., LLC68,007$1.15M0.9%-60313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/49,789$838K<0.01%013F-HRTimelineGroup
Schwallier Wealth Management LLC47,596$802K0.51%+73413F-HRTimeline
Curbstone Financial Management Corp47,140$794K0.14%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.43,755$737K0.28%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP38,704$647K<0.01%-1,20313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,086$523K<0.01%+36713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,514$497K<0.01%-1,48713F-HR/ATimelineGroup
NewEdge Advisors, LLC29,486$497K<0.01%-1,81713F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC29,200$492K0.03%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG21,311$359K<0.01%-33113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,900$335K<0.01%-50013F-HRTimelineGroup
PFG Investments, LLC18,218$307K0.01%+38813F-HRTimeline
Sanctuary Advisors, LLC16,968$286K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC8,500$143K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,896$116K<0.01%+2,18513F-HRTimelineGroup
Keating Financial Advisory Services, In…3,093$52.1K0.01%+6713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,000$51K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,459$24.6K<0.01%+3013F-HRTimelineGroup
Whipplewood Advisors, LLC1,349$22.7K0.02%+3913F-HRTimeline
TRUST CO OF VERMONT1,200$20.2K<0.01%13F-HRTimeline
PFS Partners, LLC1,141$19.2K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…850$14.3K<0.01%013F-HRTimelineGroup
Ulland Investment Advisors, LLC700$12K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp590$9.94K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC365$5.98K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…100$1.68K<0.01%013F-HRTimelineGroup