Who owns Barings Global Short Duration High Yield Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BGH from SEC Form 13F filings across 54 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 54 institutions disclosed 3.8M shares of Barings Global Short Duration High Yield Fund worth $53.5M — about 18.9% of shares outstanding; the largest disclosed holder is WELLS FARGO & COMPANY/MN. Source: SEC Form 13F filings, parsed by EvidInvest.
54
13F holders
$53.5M
value, 2026 filers
18.9%
of shares outstanding (3.8M sh)
10
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BGH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 577,327 | $8.1M | 0.0% | 2.9% | -11.3% |
| 2 | TSP Capital Management Group, LLC | 402,228 | $5.7M | 1.4% | 2% | -1.7% |
| 3 | GUGGENHEIM CAPITAL LLC | 327,822 | $4.6M | 0.0% | 1.6% | +6.6% |
| 4 | Invesco Ltd. | 299,826 | $4.2M | 0.0% | 1.5% | -10.9% |
| 5 | RAYMOND JAMES FINANCIAL INC | 249,812 | $3.5M | 0.0% | 1.2% | +48.4% |
| 6 | COHEN & STEERS, INC. | 216,013 | $3.0M | 0.0% | 1.1% | +16.1% |
| 7 | Shaker Financial Services, LLC | 188,748 | $2.7M | 0.8% | 0.9% | -14.7% |
| 8 | Capital Investment Advisors, LLC | 154,817 | $2.2M | 0.0% | 0.8% | -1.4% |
| 9 | MORGAN STANLEY | 139,841 | $2.0M | 0.0% | 0.7% | -26.2% |
| 10 | PFG Investments, LLC | 108,068 | $1.5M | 0.1% | 0.5% | -0.6% |
| 11 | WOLVERINE ASSET MANAGEMENT LLC | 82,572 | $1.2M | 0.0% | 0.4% | +62.0% |
| 12 | NewEdge Advisors, LLCNEW | 79,957 | $1.1M | 0.0% | 0.4% | new |
| 13 | Advisors Asset Management, Inc. | 68,784 | $969,854 | 0.0% | 0.3% | +28.1% |
| 14 | Corient Private Wealth LP | 68,256 | $962,410 | 0.0% | 0.3% | +98.2% |
| 15 | Secure Asset Management, LLC | 63,488 | $895,175 | 0.1% | 0.3% | -26.4% |
| 16 | Janney Montgomery Scott LLC | 62,376 | $880,000 | 0.0% | 0.3% | -11.7% |
| 17 | Hennion & Walsh Asset Management, Inc. | 61,799 | $871,366 | 0.0% | 0.3% | +282.4% |
| 18 | Cetera Investment Advisers | 58,245 | $821,260 | 0.0% | 0.3% | +54.9% |
| 19 | BANK OF AMERICA CORP /DE/ | 56,018 | $789,854 | 0.0% | 0.3% | -10.1% |
| 20 | ROYAL BANK OF CANADA | 53,874 | $759,000 | 0.0% | 0.3% | -14.8% |
| 21 | LPL Financial LLC | 49,237 | $694,246 | 0.0% | 0.2% | +11.9% |
| 22 | Jefferies Financial Group Inc. | 25,943 | $365,804 | 0.0% | 0.1% | +41.8% |
| 23 | FIRST TRUST ADVISORS LP | 25,615 | $361,168 | 0.0% | 0.1% | -3.6% |
| 24 | Camelot Portfolios, LLCNEW | 25,032 | $352,951 | 0.2% | 0.1% | new |
| 25 | Baird Financial Group, Inc. | 24,684 | $348,044 | 0.0% | 0.1% | -0.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.