BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND (BGH) — Institutional Holders, Q2 2026
55 institutional investment managers reported a BGH position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $53.5M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BGH in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- RAYMOND JAMES FINANCIALAdded · +81,521 sh+$1.1M
- NewEdge AdvisorsNew · +79,957 sh+$1.1M
- Hennion & Walsh Asset ManagementAdded · +45,638 sh+$643.5K
- Corient Private WealthAdded · +33,821 sh+$476.9K
- WOLVERINE ASSET MANAGEMENTAdded · +31,588 sh+$445.4K
Biggest sellers
- WELLS FARGO & COMPANYTrimmed · -73,889 sh-$1.0M
- READYSTATE ASSET MANAGEMENTTrimmed · -67,794 sh-$955.9K
- MORGAN STANLEYTrimmed · -49,698 sh-$700.7K
- AMERIPRISE FINANCIALSold out · -37,500 sh-$528.8K
- Invesco Ltd.Trimmed · -36,736 sh-$518.0K
BGH 13F holders ranked 1–55 of 55
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY#1 · 577,327 sh | 577,327 | $8.1M | <0.01% | -11.3% |
| 2 | TSP Capital Management Group#2 · 402,228 sh | 402,228 | $5.7M | — | -1.7% |
| 3 | GUGGENHEIM CAPITAL#3 · 327,822 sh | 327,822 | $4.6M | 0.03% | +6.6% |
| 4 | Invesco Ltd.#4 · 299,826 sh | 299,826 | $4.2M | <0.01% | -10.9% |
| 5 | RAYMOND JAMES FINANCIAL#5 · 249,812 sh | 249,812 | $3.5M | <0.01% | +48.4% |
| 6 | COHEN & STEERS#6 · 216,013 sh | 216,013 | $3.0M | <0.01% | +16.1% |
| 7 | Shaker Financial Services#7 · 188,748 sh | 188,748 | $2.7M | — | -14.7% |
| 8 | Capital Investment Advisors#8 · 154,817 sh | 154,817 | $2.2M | — | -1.4% |
| 9 | MORGAN STANLEY#9 · 139,841 sh | 139,841 | $2.0M | <0.01% | -26.2% |
| 10 | PFG Investments#10 · 108,068 sh | 108,068 | $1.5M | 0.06% | -0.6% |
| 11 | WOLVERINE ASSET MANAGEMENT#11 · 82,572 sh | 82,572 | $1.2M | 0.01% | +62.0% |
| 12 | NewEdge Advisors#12 · 79,957 sh | 79,957 | $1.1M | <0.01% | New |
| 13 | Advisors Asset Management#13 · 68,784 sh | 68,784 | $969.9K | 0.01% | +28.1% |
| 14 | Corient Private Wealth#14 · 68,256 sh | 68,256 | $962.4K | <0.01% | +98.2% |
| 15 | Secure Asset Management#15 · 63,488 sh | 63,488 | $895.2K | — | -26.4% |
| 16 | Janney Montgomery Scott#16 · 62,376 sh | 62,376 | $880.0K | <0.01% | -11.7% |
| 17 | Hennion & Walsh Asset Management#17 · 61,799 sh | 61,799 | $871.4K | — | +282.4% |
| 18 | Cetera Investment Advisers#18 · 58,245 sh | 58,245 | $821.3K | <0.01% | +54.9% |
| 19 | BANK OF AMERICA#19 · 56,018 sh | 56,018 | $789.9K | <0.01% | -10.1% |
| 20 | ROYAL BANK OF CANADA#20 · 53,874 sh | 53,874 | $759.0K | <0.01% | -14.8% |
| 21 | LPL Financial#21 · 49,237 sh | 49,237 | $694.2K | <0.01% | +11.9% |
| 22 | LEUCADIA NATIONAL#22 · 25,943 sh | 25,943 | $365.8K | <0.01% | +41.8% |
| 23 | FIRST ADVISORS#23 · 25,615 sh | 25,615 | $361.2K | <0.01% | -3.6% |
| 24 | Camelot Portfolios#24 · 25,032 sh | 25,032 | $353.0K | 0.25% | New |
| 25 | Baird Financial Group#25 · 24,684 sh | 24,684 | $348.0K | <0.01% | -0.9% |
| 26 | THRIVENT FINANCIAL FOR LUTHERANS#26 · 23,795 sh | 23,795 | $336.0K | <0.01% | 0.0% |
| 27 | MCRAE CAPITAL MANAGEMENT#27 · 22,897 sh | 22,897 | $322.8K | — | +1.4% |
| 28 | OSAIC#28 · 22,340 sh | 22,340 | $315.1K | <0.01% | +7.1% |
| 29 | JANE STREET GROUP#29 · 18,670 sh | 18,670 | $263.2K | 0.00% | New |
| 30 | UBS Group AG#30 · 18,163 sh | 18,163 | $256.1K | 0.00% | +198.7% |
| 31 | MML INVESTORS SERVICES#31 · 16,518 sh | 16,518 | $232.9K | <0.01% | +7.0% |
| 32 | CALDWELL SUTTER CAPITAL#32 · 16,400 sh | 16,400 | $231.2K | 0.09% | 0.0% |
| 33 | BARINGS#33 · 16,331 sh | 16,331 | $230.3K | — | +2.6% |
| 34 | READYSTATE ASSET MANAGEMENT#34 · 15,823 sh | 15,823 | $223.1K | <0.01% | -81.1% |
| 35 | Cambridge Investment Research Advisors#35 · 14,056 sh | 14,056 | $198.0K | <0.01% | +6.4% |
| 36 | OPPENHEIMER#36 · 13,614 sh | 13,614 | $192.0K | — | +1.1% |
| 37 | ENVESTNET ASSET MANAGEMENT#37 · 12,806 sh | 12,806 | $180.6K | 0.00% | New |
| 38 | TWO SIGMA SECURITIES#38 · 12,362 sh | 12,362 | $174.3K | 0.01% | New |
| 39 | FIFTH THIRD BANCORP#39 · 12,000 sh | 12,000 | $169.2K | <0.01% | 0.0% |
| 40 | J.W. COLE ADVISORS#40 · 11,910 sh | 11,910 | $167.9K | <0.01% | New |
| 41 | XTX Topco Ltd#41 · 11,093 sh | 11,093 | $156.4K | <0.01% | New |
| 42 | Concurrent Investment Advisors#42 · 10,636 sh | 10,636 | $150.0K | — | New |
| 43 | Founders Financial Alliance#43 · 10,538 sh | 10,538 | $148.6K | 0.02% | +0.2% |
| 44 | Mount Yale Investment Advisors#44 · 10,000 sh | 10,000 | $142.2K | <0.01% | 0.0% |
| 45 | Vestmark Advisory Solutions#45 · 10,000 sh | 10,000 | $141.0K | <0.01% | 0.0% |
| 46 | IFG Advisory#46 · 6,800 sh | 6,800 | $95.9K | <0.01% | 0.0% |
| 47 | Rockefeller Capital Management L.P.#47 · 3,930 sh | 3,930 | $55.4K | <0.01% | 0.0% |
| 48 | Allworth Financial#48 · 3,600 sh | 3,600 | $50.8K | <0.01% | -41.0% |
| 49 | Clear Street Group#49 · 3,334 sh | 3,334 | $47.0K | <0.01% | New |
| 50 | SOA Wealth Advisors#50 · 2,737 sh | 2,737 | $38.6K | <0.01% | +2.6% |
| 51 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#51 · 1,837 sh | 1,837 | $25.9K | 0.00% | 0.0% |
| 52 | FNY Investment Advisers#52 · 800 sh | 800 | $11.0K | — | 0.0% |
| 53 | Institute for Wealth Management#53 · 527 sh | 527 | $7.4K | <0.01% | New |
| 54 | Integrated Wealth Concepts#54 · 400 sh | 400 | $5.6K | 0.00% | New |
| 55 | HIGHLINE WEALTH PARTNERS#55 · 200 sh | 200 | $2.8K | — | 0.0% |
Funds that sold out of BGH in Q2 2026 (6)
Held BGH at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| AMERIPRISE FINANCIAL37,500 sh | 37,500 | $512.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP26,393 sh | 26,393 | $360.5K |
| Lido Advisors20,732 sh | 20,732 | $285.7K |
| Western Wealth Management6,402 sh | 6,402 | $87.5K |
| Hamrick Investment Counsel2,700 sh | 2,700 | $37.2K |
| MAI Capital Management57 sh | 57 | $779.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.