Filing Research | BARINGS BDC INC Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	251.4KSH	$2.1M
2	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	Shares	218.8KSH	$1.9M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	93.7KSH	$802.7K
4	Apollon Wealth Management, LLC	Shares	77.4KSH	$659.0K
5	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	70.7KSH	$602.2K
6	PFG Investments, LLC	Shares	50.1KSH	$427.1K
7	Bison Wealth, LLC	Shares	46.9KSH	$400.4K
8	Sunbeam Capital Management, LLC	Shares	28.3KSH	$240.8K
9	BFSG, LLC	Shares	27.3KSH	$232.9K
10	Triumph Capital Management	Shares	24.4KSH	$207.6K
11	Raleigh Capital Management Inc.	Shares	22.7KSH	$193.1K
12	Patriot Financial Group Insurance Agency, LLC	Shares	19.7KSH	$168.0K
13	Central Pacific Bank - Trust Division	Shares	16.7KSH	$142.3K
14	CARY STREET PARTNERS FINANCIAL LLC	Shares	15.6KSH	$132.8K
15	SeaCrest Wealth Management, LLC	Shares	15.4KSH	$131.5K
16	Castleview Partners, LLC	Shares	13.5KSH	$114.7K
17	RFG Advisory, LLC	Shares	12.7KSH	$108.5K
18	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	12.5KSH	$107.4K
19	Register Financial Advisors LLC	Shares	12.4KSH	$106.0K
20	Merit Financial Group, LLC	Shares	11.4KSH	$97.5K
21	Sound Income Strategies, LLC	Shares	10.7KSH	$90.9K
22	BOS Asset Management, LLC	Shares	10.0KSH	$85.6K
23	Golden State Wealth Management, LLC	Shares	8.0KSH	$68.0K
24	Farther Finance Advisors, LLC	Shares	7.3KSH	$62.4K
25	Security National Bank	Shares	6.5KSH	$55.2K
26	MeadowBrook Investment Advisors LLC	Shares	6.2KSH	$52.5K
27	Nova Wealth Management, Inc.	Shares	4.5KSH	$38.8K
28	Cape Investment Advisory, Inc.	Shares	3.9KSH	$33.4K
29	SIGNATUREFD, LLC	Shares	3.3KSH	$28.4K
30	GHP Investment Advisors, Inc.	Shares	2.6KSH	$21.9K
31	Quest 10 Wealth Builders, Inc.	Shares	1.0KSH	$8.8K
32	Citizens National Bank Trust Department	Shares	879SH	$7.5K
33	Crewe Advisors LLC	Shares	630SH	$5.4K
34	SBI Securities Co., Ltd.	Shares	77SH	$656
35	State of Alaska, Department of Revenue	Shares	4.4KSH	$37

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

42 / 42 loaded

#		Instrument
1	Hennion & Walsh Asset Management, Inc. added	Shares	+44.9K	+$442.4K	$2.1M
2	SBE LLC DBA CEDAR COVE WEALTH PARTNERS added	Shares	+16.8K	+$201.4K	$1.9M
3	Apollon Wealth Management, LLC added	Shares	+11.0K	+$112.6K	$659.0K
4	RFG Advisory, LLC new	Shares	+12.7K	+$108.5K	$108.5K
5	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+12.5K	+$107.4K	$107.4K
6	Security National Bank new	Shares	+6.5K	+$55.2K	$55.2K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.1K	+$53.4K	$802.7K
8	MeadowBrook Investment Advisors LLC new	Shares	+6.2K	+$52.5K	$52.5K
9	BFSG, LLC added	Shares	+4.2K	+$42.1K	$232.9K
10	PFG Investments, LLC added	Shares	+2.4K	+$34.4K	$427.1K
11	Cape Investment Advisory, Inc. new	Shares	+3.9K	+$33.4K	$33.4K
12	Castleview Partners, LLC added	Shares	+1.2K	+$14.1K	$114.7K
13	Sunbeam Capital Management, LLC unchanged	Shares	0	+$8.2K	$240.8K
14	Raleigh Capital Management Inc. added	Shares	+109	+$7.5K	$193.1K
15	Triumph Capital Management unchanged	Shares	0	+$7.1K	$207.6K
16	Central Pacific Bank - Trust Division trimmed	Shares	-1	+$4.8K	$142.3K
17	SeaCrest Wealth Management, LLC unchanged	Shares	0	+$4.5K	$131.5K
18	Farther Finance Advisors, LLC added	Shares	+218	+$4.4K	$62.4K
19	Register Financial Advisors LLC added	Shares	+54	+$4.0K	$106.0K
20	Merit Financial Group, LLC unchanged	Shares	0	+$3.3K	$97.5K
21	BOS Asset Management, LLC unchanged	Shares	0	+$2.9K	$85.6K
22	Golden State Wealth Management, LLC added	Shares	+67	+$2.9K	$68.0K
23	GHP Investment Advisors, Inc. added	Shares	+75	+$1.4K	$21.9K
24	Nova Wealth Management, Inc. unchanged	Shares	0	+$1.3K	$38.8K
25	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	+$299	$8.8K
26	Citizens National Bank Trust Department unchanged	Shares	0	+$255	$7.5K
27	Crewe Advisors LLC unchanged	Shares	0	+$183	$5.4K
28	SBI Securities Co., Ltd. trimmed	Shares	-1	+$14	$656
29	State of Alaska, Department of Revenue unchanged	Shares	0	+$2	$37
30	Sound Income Strategies, LLC trimmed	Shares	-892	-$3.4K	$90.9K
31	Bison Wealth, LLC unchanged	Shares	0	-$3.8K	$400.4K
32	Harbor Asset Planning, Inc. exited	Shares	-1.0K	-$8.2K	$0
33	SIGNATUREFD, LLC trimmed	Shares	-1.8K	-$13.5K	$28.4K
34	Spire Wealth Management exited	Shares	-2.2K	-$18.5K	$0
35	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-3.3K	-$22.6K	$132.8K
36	MBM WEALTH CONSULTANTS, LLC exited	Shares	-3.7K	-$30.2K	$0
37	CALIBER WEALTH MANAGEMENT, LLC / KS trimmed	Shares	-10.0K	-$61.5K	$602.2K
38	Avior Wealth Management, LLC exited	Shares	-10.4K	-$85.6K	$0
39	Wealth Management Partners, LLC exited	Shares	-10.5K	-$86.4K	$0
40	Saxony Capital Management, LLC exited	Shares	-12.4K	-$102.0K	$0
41	Sowell Financial Services LLC exited	Shares	-17.1K	-$140.6K	$0
42	Patriot Financial Group Insurance Agency, LLC trimmed	Shares	-19.0K	-$150.7K	$168.0K