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Disclosery

MPV BARINGS PARTN INVS

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SH BEN INT (common), issuer CIK 831655

35 managers (35 13F filers) reported a position in MPV shares at 2026-03-31, 2,033,347 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
35
13F filers
35
New
3
Added
15
Reduced
9
Sold out
1
Shares held by filers
2,033,347

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
MORGAN STANLEYin group MORGAN STANLEY287,654$4.93M<0.01%-12,02413F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC285,875$4.9M0.08%+2,86113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC284,697$4.88M0.05%+34,52513F-HRTimelineGroup
LPL Financial LLC199,916$3.43M<0.01%+37,31013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.197,819$3.39M<0.01%-5,13913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC136,798$2.34M<0.01%+3,27513F-HRTimeline
Cetera Investment Advisers105,885$1.81M<0.01%+4,73613F-HRTimeline
Smith Asset Management Co., LLC68,610$1.18M1.01%-1,71313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/49,789$853K<0.01%-16,63513F-HRTimelineGroup
Curbstone Financial Management Corp47,140$808K0.15%-82613F-HRTimeline
Schwallier Wealth Management LLC46,862$803K0.59%+1,87513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.43,755$750K0.3%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP39,907$678K<0.01%+4,33913F-HRTimelineGroup
NewEdge Advisors, LLC31,303$537K<0.01%+10,16113F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,001$531K<0.01%+10,97713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,719$527K<0.01%+58213F-HRTimelineGroup
Vanguard National Trust Coin group VANGUARD GROUP INC29,200$500K0.03%13F-HRTimelineGroup
UBS Group AGin group UBS Group AG21,642$371K<0.01%-3,52013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,400$350K<0.01%+1,60013F-HRTimelineGroup
PFG Investments, LLC17,830$306K0.01%+33913F-HRTimeline
Sanctuary Advisors, LLC16,968$291K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,337$177K<0.01%-9,26013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC8,500$146K0.01%-1,00013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,711$80.7K<0.01%+4,71113F-HR/ATimelineGroup
Advisory Services Network, LLC3,518$60.3K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…3,026$51.9K0.01%+5913F-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 INC1,429$24.5K<0.01%+2713F-HRTimelineGroup
Whipplewood Advisors, LLC1,310$22.5K0.01%-1413F-HRTimeline
PFS Partners, LLC1,141$19.6K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…850$14.6K<0.01%013F-HRTimelineGroup
Ulland Investment Advisors, LLC700$12K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp590$10.1K<0.01%new13F-HRTimelineGroup
Salomon & Ludwin, LLC365$6.3K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…100$1.71K<0.01%new13F-HRTimelineGroup