Vault-13

BARINGS CORPORATE INVS MCI

COM · Closed-End Fund · CUSIP 06759X107

61 institutional holders -6 vs Q4 2025
3,233,0243.2m shares reported held*
$60.4mreported value*
5 new 20 added 16 reduced 5 sold out net sold ≈ $951.2k (-53.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $18.69.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 50Q4 22: 56Q1 23: 54Q2 23: 49Q3 23: 55Q4 23: 55Q1 24: 55Q2 24: 54Q3 24: 57Q4 24: 66Q1 25: 70Q2 25: 70Q3 25: 68Q4 25: 67Q1 26: 6161Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202250
Q4 202256
Q1 202354
Q2 202349
Q3 202355
Q4 202355
Q1 202455
Q2 202454
Q3 202457
Q4 202466
Q1 202570
Q2 202570
Q3 202568
Q4 202567
Q1 202661

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 24: 25 bought or addedQ2 24: 19 cut or sold outQ3 24: 24 bought or addedQ3 24: 17 cut or sold outQ3 24Q4 24: 27 bought or addedQ4 24: 14 cut or sold outQ1 25: 23 bought or addedQ1 25: 29 cut or sold outQ1 25Q2 25: 31 bought or addedQ2 25: 21 cut or sold outQ3 25: 27 bought or addedQ3 25: 26 cut or sold outQ3 25Q4 25: 28 bought or addedQ4 25: 25 cut or sold outQ1 26: 25 bought or addedQ1 26: 21 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242519
Q3 20242417
Q4 20242714
Q1 20252329
Q2 20253121
Q3 20252726
Q4 20252825
Q1 20262521

Biggest buyers

Cetera Investment Advisers Added +90,542+90.5k
Secure Asset Management, LLC Added +81,910+81.9k
Global Wealth Strategies & Associates Added +40,712+40.7k
JANE STREET GROUP, LLC New +33,534+33.5k
Cambridge Investment Research Advisors, Inc. Added +30,080+30.1k
Equitable Holdings, Inc. Added +17,820+17.8k
GOLDMAN SACHS GROUP INC New +17,800+17.8k
MILLENNIUM MANAGEMENT LLC New +12,026+12.0k
Kestra Advisory Services, LLC Added +9,929+9.9k
UBS Group AG Added +8,033+8.0k

Biggest sellers

Invesco Ltd. Sold out -226,932-226.9k
Janney Montgomery Scott LLC Sold out -114,990-115.0k
Uptown Financial Advisors LLC Sold out -20,594-20.6k
LPL Financial LLC Reduced -17,955-18.0k
DAVENPORT & Co LLC Sold out -10,334-10.3k
MML INVESTORS SERVICES, LLC Reduced -5,371-5.4k
Curbstone Financial Management Corp Reduced -4,950-5.0k
Rockefeller Capital Management L.P. Reduced -4,664-4.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -4,516-4.5k
Farther Finance Advisors, LLC Reduced -4,045-4.0k

Insider purchases and sales in Q1 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BHK Investment Advisors, LLC 2.18% of their portfolio BIRMINGHAM, AL 377,530377.5k $6.5m $6.5m 2.18% Added +6.9k +6,867
2 Curbstone Financial Management Corp 0.95% of their portfolio MANCHESTER, NH 289,134289.1k $5.0m $5.0m 0.95% Reduced -5.0k -4,950
3 Global Wealth Strategies & Associates 1.21% of their portfolio DENVER, CO 286,823286.8k $4.9m $4.9m 1.21% Added +40.7k +40,712
4 BARINGS LLC 0.06% of their portfolio CHARLOTTE, NC 219,664219.7k $3.8m $3.8m 0.06% Unchanged
5 Secure Asset Management, LLC 0.55% of their portfolio Troy, MI 200,848200.8k $3.5m $3.5m 0.55% Added +81.9k +81,910
6 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 180,395180.4k $3.1m $3.1m 0.00% Added +90.5k +90,542
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 177,539177.5k $3.1m $3.1m 0.00% Reduced -3.8k -3,774
8 Smith Asset Management Co., LLC 2.56% of their portfolio Chiefland, FL 172,921172.9k $3.0m $3.0m 2.56% Reduced -3.2k -3,224
9 Sky Investment Group LLC 0.50% of their portfolio HARTFORD, CT 170,289170.3k $2.9m $2.9m 0.50% Added +1.5k +1,500
10 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 117,514117.5k $2.0m $2.0m 0.01% Added +30.1k +30,080
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 105,976106.0k $1.8m $1.8m 0.00% Reduced -18.0k -17,955
12 CALDWELL SUTTER CAPITAL, INC. 0.59% of their portfolio SAUSALITO, CA 83,98484.0k $1.4m $1.4m 0.59% Unchanged
13 TSP Capital Management Group, LLC 0.35% of their portfolio Summit, NJ 82,28682.3k $1.4m $1.4m 0.35% Reduced -3.1k -3,149
14 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 69,88669.9k $1.2m $1.2m 0.00% Reduced -5.4k -5,371
15 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.07% of their portfolio KNOXVILLE, TN 68,10068.1k $1.2m $1.2m 0.07% Unchanged
16 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 65,64965.6k $1.1m $1.1m 0.01% Added +5.0k +4,979
17 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 60,94960.9k $1.1m $1.1m 0.00% Reduced -1.9k -1,856
18 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 60,48260.5k $1.0m $1.0m 0.00% Added +9.9k +9,929
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 55,51655.5k $957.1k $957.1k 0.00% Added +754 +754
20 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 48,00948.0k $871.4k $871.4k 0.01% Added +17.8k +17,820
21 Future Financial Wealth Managment LLC 0.54% of their portfolio CINCINNATI, OH 47,02147.0k $843.6k $843.6k 0.54% Added +189 +189
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 43,29743.3k $746.4k $746.4k 0.00% Reduced -418 -418
23 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 41,47641.5k $715.0k $715.0k 0.01% Added +870 +870
24 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 40,11240.1k $691.7k $691.7k 0.00% Reduced -3.2k -3,240
25 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 33,53433.5k $578.1k $578.1k 0.00% New
26 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 33,19533.2k $572.3k $572.3k 0.01% Added +55 +55
27 Vanguard National Trust Co 0.03% of their portfolio MALVERN, PA 30,10030.1k $518.9k $518.9k 0.03% First filing
28 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 25,90825.9k $446.6k $446.6k 0.00% Added +521 +521
29 UBS Group AG 0.00% of their portfolio ZURICH, V8 25,23725.2k $435.1k $435.1k 0.00% Added +8.0k +8,033
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 24,77224.8k $427.1k $427.1k 0.00% Reduced -4.5k -4,516
31 Jacobs Equity LLC 0.32% of their portfolio DRAPER, UT 21,02821.0k $362.5k $362.5k 0.32% Unchanged
32 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 18,40218.4k $327.0k $327.0k 0.00% Reduced -4.0k -4,045
33 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 18,28818.3k $315.3k $315.3k 0.00% Unchanged
34 ST GERMAIN D J CO INC 0.01% of their portfolio SPRINGFIELD, MA 18,11718.1k $312.3k $312.3k 0.01% Added +4 +4
35 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 17,97218.0k $309.8k $309.8k 0.00% Reduced -741 -741
36 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 17,80017.8k $306.9k $306.9k 0.00% New
37 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 17,72817.7k $305.6k $305.6k 0.00% Reduced -4.7k -4,664
38 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 15,60815.6k $274.9k $274.9k 0.00% Added +6.5k +6,500
39 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 15,25615.3k $263.0k $263.0k 0.00% Unchanged
40 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 13,50013.5k $232.7k $232.7k 0.00% Unchanged
41 Stonebridge Capital Advisors LLC 0.02% of their portfolio ST PAUL, MN 13,30013.3k $229.3k $229.3k 0.02% Unchanged
42 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 12,02612.0k $207.3k $207.3k 0.00% New
43 Kovack Advisors, Inc. 0.01% of their portfolio FT. LAUDERDALE, FL 11,12011.1k $197.6k $197.6k 0.01% Unchanged
44 Mayfair Advisory Group, LLC 0.07% of their portfolio BIRMINGHAM, AL 10,98311.0k $189.3k $189.3k 0.07% Unchanged
45 MONTAG A & ASSOCIATES INC 0.01% of their portfolio ATLANTA, GA 8,2178.2k $141.7k $141.7k 0.01% Reduced -1.0k -1,000
46 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 6,9737.0k $120.2k $120.2k 0.00% New
47 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,4794.5k $77.0k $77.0k 0.00% Reduced -271 -271
48 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 4,1984.2k $72.4k $72.4k 0.00% Added +4.2k +4,198
49 BOK Financial Private Wealth, Inc. 0.00% of their portfolio DENVER, CO 2,8252.8k $48.7k $48.7k 0.00% Unchanged
50 Whipplewood Advisors, LLC 0.02% of their portfolio LITTLETON, CO 2,6302.6k $45.3k $45.3k 0.02% Unchanged
51 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 2,3942.4k $41.3k $41.3k 0.00% New
52 PITTENGER & ANDERSON INC 0.00% of their portfolio LINCOLN, NE 2,0002.0k $34.5k $34.5k 0.00% Unchanged
53 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,2001.2k $20.7k $20.7k 0.00% Unchanged
54 GHP Investment Advisors, Inc. 0.00% of their portfolio Denver, CO 1,1671.2k $20.1k $20.1k 0.00% Added +23 +23
55 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 800800 $13.8k $13.8k 0.00% Unchanged
56 Ulland Investment Advisors, LLC 0.01% of their portfolio MINNEAPOLIS, MN 735735 $13.0k $13.0k 0.01% Unchanged
57 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 689689 $12.0k $12.0k 0.00% Reduced -636 -636
58 Keating Financial Advisory Services, Inc. 0.00% of their portfolio MANHATTAN, KS 573573 $9.9k $9.9k 0.00% Added +12 +12
59 Fortis Group Advisors, LLC 0.00% of their portfolio WESTWOOD, NJ 425425 $7.3k $7.3k 0.00% Unchanged
60 Rosenberg Matthew Hamilton 0.00% of their portfolio GRAND JUNCTION, CO 320320 $5.5k $5.5k 0.00% Unchanged
61 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 200200 $3.4k $3.4k 0.00% Unchanged