Filing Research | BARINGS CORPORATE INVS COM Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	Global Wealth Strategies & Associates	Shares	299.7KSH	$5.3M
2	Secure Asset Management, LLC	Shares	209.0KSH	$3.7M
3	Sky Investment Group LLC	Principal	175.1KPRN	$3.1M
4	Smith Asset Management Co., LLC	Shares	169.6KSH	$3.0M
5	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	68.1KSH	$1.2M
6	BENJAMIN EDWARDS INC	Shares	42.0KSH	$737.7K
7	Future Financial Wealth Managment LLC	Shares	44.4KSH	$737.4K
8	ST GERMAIN D J CO INC	Shares	18.1KSH	$318.2K
9	Farther Finance Advisors, LLC	Shares	17.7KSH	$310.8K
10	GHP Investment Advisors, Inc.	Shares	1.2KSH	$20.9K
11	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	1.1KSH	$18.8K
12	Fortis Group Advisors, LLC	Shares	425SH	$7.5K
13	Trust Co	Shares	230SH	$4.0K
14	JFS WEALTH ADVISORS, LLC	Shares	62SH	$1.1K
15	Ulland Investment Advisors, LLC	Shares	735SH	$13

Manager changes2026-06-30 vs 2026-03-31

16 / 16 loaded

#		Instrument
1	Global Wealth Strategies & Associates added	Shares	+12.9K	+$318.8K	$5.3M
2	Secure Asset Management, LLC added	Shares	+8.1K	+$206.8K	$3.7M
3	BENJAMIN EDWARDS INC added	Shares	+8.8K	+$165.4K	$737.7K
4	Sky Investment Group LLC added	Principal	+4.8K	+$139.7K	$3.1M
5	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. unchanged	Shares	0	+$21.8K	$1.2M
6	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. new	Shares	+1.1K	+$18.8K	$18.8K
7	ST GERMAIN D J CO INC added	Shares	+5	+$5.9K	$318.2K
8	Trust Co new	Shares	+230	+$4.0K	$4.0K
9	JFS WEALTH ADVISORS, LLC new	Shares	+62	+$1.1K	$1.1K
10	GHP Investment Advisors, Inc. added	Shares	+26	+$831	$20.9K
11	Fortis Group Advisors, LLC unchanged	Shares	0	+$136	$7.5K
12	Ulland Investment Advisors, LLC unchanged	Shares	0	$0	$13
13	Smith Asset Management Co., LLC trimmed	Shares	-3.4K	-$3.8K	$3.0M
14	Rosenberg Matthew Hamilton exited	Shares	-320	-$5.5K	$0
15	Farther Finance Advisors, LLC trimmed	Shares	-705	-$16.2K	$310.8K
16	Future Financial Wealth Managment LLC trimmed	Shares	-2.7K	-$106.1K	$737.4K

Filing Research | BARINGS CORPORATE INVS COM Institutional Holdings