Barings Global Short Duration High Yield Fund
BGH- Exchange
- NYSE
- SEC CIK
- 0001521404
No open-market purchases or sales by Barings Global Short Duration High Yield Fund insiders were filed in the last 90 days; 54 institutions reported holding it in 13F filings for Q2 2026, worth $53.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Barings Global Short Duration High Yield Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 54
- +4 vs. Q1 2026
- Shares held
- 3.79M
- +428.6K (+12.7%) vs. Q1 2026
- Total value
- $53.5M
- +$1.93M (+3.7%) vs. Q1 2026
- New holders
- 9
- 20 more added
- Sold out
- 5
- 14 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BGH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 54 | $53.5M |
| Q1 2026 | 51 | $51.6M |
| Q4 2025 | 50 | $53.8M |
| Q3 2025 | 54 | $54.7M |
| Q2 2025 | 48 | $63.9M |
| Q1 2025 | 46 | $57.4M |
| Q4 2024 | 50 | $63.1M |
| Q3 2024 | 47 | $65.9M |
| Q2 2024 | 53 | $74.1M |
| Q1 2024 | 49 | $74.6M |
| Q4 2023 | 55 | $77.3M |
| Q3 2023 | 59 | $70.5M |
| Q2 2023 | 50 | $73.2M |
| Q1 2023 | 57 | $77.1M |
| Q4 2022 | 57 | $82.5M |
| Q3 2022 | 61 | $77.5M |
| Q2 2022 | 62 | $84.1M |
| Q1 2022 | 65 | $98.6M |
| Q4 2021 | 55 | $97.3M |
| Q3 2021 | 51 | $85.3M |
| Q2 2021 | 49 | $83.1M |
| Q1 2021 | 53 | $71.9M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Barings Global Short Duration High Yield Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Highline Wealth Partners LLC | 200 | $2.82K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 527 | $7.43K | 0.00% | +527 | New |
| FNY Investment Advisers, LLC | 800 | $11.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,837 | $25.9K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,737 | $38.6K | 0.01% | +70+2.6% | Added |
| Clear Street Group Inc. | 3,334 | $47.0K | 0.00% | +3,334 | New |
| Allworth Financial LP | 3,600 | $50.8K | 0.00% | −2,500−41.0% | Reduced |
| Rockefeller Capital Management L.P. | 3,930 | $55.4K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6,800 | $95.9K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 10,000 | $141.0K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 10,000 | $142.2K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 10,538 | $148.6K | 0.02% | +22+0.2% | Added |
| Concurrent Investment Advisors, LLC | 10,636 | $150.0K | 0.00% | +10,636 | New |
| XTX Topco Ltd | 11,093 | $156.4K | 0.00% | +11,093 | New |
| J.W. Cole Advisors, Inc. | 11,910 | $167.9K | 0.00% | +11,910 | New |
| Fifth Third Bancorp | 12,000 | $169.2K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 12,362 | $174.3K | 0.02% | +12,362 | New |
| Envestnet Asset Management Inc | 12,806 | $180.6K | 0.00% | +12,806 | New |
| Oppenheimer & Co Inc | 13,614 | $192.0K | 0.00% | +153+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,056 | $198.0K | 0.00% | +849+6.4% | Added |
| Readystate Asset Management LP | 15,823 | $223.1K | 0.01% | −67,794−81.1% | Reduced |
| Barings LLC | 16,331 | $230.3K | 0.00% | +420+2.6% | Added |
| Caldwell Sutter Capital, Inc. | 16,400 | $231.2K | 0.09% | 00.0% | Unchanged |
| MML Investors Services, LLC | 16,518 | $232.9K | 0.00% | +1,083+7.0% | Added |
| UBS Group AG | 18,163 | $256.1K | 0.00% | +12,082+198.7% | Added |
| Jane Street Group, LLC | 18,670 | $263.2K | 0.00% | +18,670 | New |
| Advisor Group Holdings, Inc. | 22,340 | $315.1K | 0.00% | +1,481+7.1% | Added |
| McRae Capital Management Inc | 22,897 | $322.8K | 0.06% | +322+1.4% | Added |
| Thrivent Financial for Lutherans | 23,795 | $336.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 24,684 | $348.0K | 0.00% | −232−0.9% | Reduced |
| Camelot Portfolios, LLC | 25,032 | $353.0K | 0.25% | +25,032 | New |
| First Trust Advisors LP | 25,615 | $361.2K | 0.00% | −964−3.6% | Reduced |
| Jefferies Financial Group Inc. | 25,943 | $365.8K | 0.00% | +7,648+41.8% | Added |
| LPL Financial LLC | 49,237 | $694.2K | 0.00% | +5,252+11.9% | Added |
| Royal Bank of Canada | 53,874 | $759.0K | 0.00% | −9,389−14.8% | Reduced |
| Bank of America Corp | 56,018 | $789.9K | 0.00% | −6,280−10.1% | Reduced |
| Cetera Investment Advisers | 58,245 | $821.3K | 0.00% | +20,655+54.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 61,799 | $871.4K | 0.02% | +45,638+282.4% | Added |
| Janney Montgomery Scott LLC | 62,376 | $880.0K | 0.00% | −8,238−11.7% | Reduced |
| Secure Asset Management, LLC | 63,488 | $895.2K | 0.13% | −22,735−26.4% | Reduced |
| CI Private Wealth, LLC | 68,256 | $962.4K | 0.00% | +33,821+98.2% | Added |
| Advisors Asset Management, Inc. | 68,784 | $969.9K | 0.01% | +15,096+28.1% | Added |
| GWM Advisors LLC | 79,957 | $1.13M | 0.00% | +13,227+19.8% | Added |
| Wolverine Asset Management LLC | 82,572 | $1.16M | 0.02% | +31,588+62.0% | Added |
| PFG Investments, LLC | 108,068 | $1.52M | 0.06% | −600−0.6% | Reduced |
| Morgan Stanley | 139,841 | $1.97M | 0.00% | −49,698−26.2% | Reduced |
| Capital Investment Advisors, LLC | 154,817 | $2.18M | 0.03% | −2,129−1.4% | Reduced |
| Shaker Financial Services, LLC | 188,748 | $2.68M | 0.84% | −32,510−14.7% | Reduced |
| Cohen & Steers, Inc. | 216,013 | $3.05M | 0.00% | +30,000+16.1% | Added |
| Raymond James Financial Inc | 249,812 | $3.52M | 0.00% | +81,521+48.4% | Added |
| Invesco Ltd. | 299,826 | $4.23M | 0.00% | −36,736−10.9% | Reduced |
| Guggenheim Capital LLC | 327,822 | $4.62M | 0.03% | +20,193+6.6% | Added |
| TSP Capital Management Group, LLC | 402,228 | $5.67M | 1.36% | – | – |
| Wells Fargo & Company | 577,327 | $8.14M | 0.00% | −73,889−11.3% | Reduced |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −26,393−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −20,732−100.0% | Sold out |
| Hamrick Investment Counsel, llc | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |