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 2025-12-31, 1,965,061 shares in all. 1 filer opened a position and 6 filers sold out during the quarter.

Managers
35
13F filers
35
New
1
Added
15
Reduced
4
Sold out
6
Shares held by filers
1,965,061

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY299,678$4.76M<0.01%-5,33413F-HR/ATimelineGroup
BARINGS LLCin group BARINGS LLC283,014$4.5M0.08%+2,67313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC250,172$3.98M0.04%+1,61713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.202,958$3.22M<0.01%+10,90213F-HRTimelineGroup
LPL Financial LLC162,606$2.58M<0.01%+4,41813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC133,523$2.12M<0.01%+8,00713F-HRTimeline
Cetera Investment Advisers101,149$1.61M<0.01%+7,91013F-HRTimeline
Smith Asset Management Co., LLC70,323$1.12M0.92%-3,27513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/66,424$1.06M<0.01%+10,00013F-HRTimelineGroup
Schwallier Wealth Management LLC44,987$848K0.54%013F-HRTimeline
Curbstone Financial Management Corp47,966$762K0.15%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.43,755$695K0.29%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP35,568$565K<0.01%+9,43613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,137$479K<0.01%-5,56413F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC29,200$464K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG25,162$400K<0.01%+1,97013F-HRTimelineGroup
NewEdge Advisors, LLC21,142$336K<0.01%+1,35513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,024$318K<0.01%+8,83213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,597$311K<0.01%+7,31113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,800$299K<0.01%+90013F-HRTimelineGroup
PFG Investments, LLC17,491$278K0.01%+37713F-HRTimeline
Sanctuary Advisors, LLC16,968$270K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC9,500$154K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,000$48K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…2,967$47.1K0.01%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,868$29.7K<0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,402$22.3K<0.01%+2613F-HRTimelineGroup
Whipplewood Advisors, LLC1,324$21K0.01%-18,91413F-HRTimeline
TRUST CO OF VERMONT1,200$19.1K<0.01%013F-HRTimeline
PFS Partners, LLC1,141$18.1K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…850$13.5K<0.01%013F-HR/ATimelineGroup
Ulland Investment Advisors, LLC700$11K0.01%013F-HRTimeline
Salomon & Ludwin, LLC365$6.25K<0.01%013F-HRTimeline
COMERICA BANK100$1.59K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$3<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.