MPV — Barings Partn Invs Institutional Holders · Q2 2026

Name: Who Owns MPV? 37 Institutions Hold $39.5M (Q2 2026)
Creator: ko.io

Who owns Barings Partn Invs (MPV)? 37 institutions reported holding $39.50M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Barings LLC ($4.9M), Benjamin Edwards Inc ($4.8M), Morgan Stanley ($4.8M).

Rank	Institution	Value	Shares	Change
1	BARINGS LLC	$4.9M	289,151	Added
2	BENJAMIN EDWARDS INC	$4.8M	286,600	Added
3	MORGAN STANLEY	$4.8M	282,700	Trimmed
4	TSP Capital Management Group, LLC	$4.7M	276,671	Added
5	OSAIC HOLDINGS, INC.	$3.7M	217,893	Added
6	LPL Financial LLC	$3.6M	216,417	Added
7	COMMONWEALTH EQUITY SERVICES, LLC	$2.4M	143,906	Added
8	Cetera Investment Advisers	$1.9M	112,614	Added
9	Smith Asset Management Co., LLC	$1.1M	68,007	Trimmed
10	BANK OF AMERICA CORP /DE/	$838,447	49,789	Hold
11	Schwallier Wealth Management LLC	$801,508	47,596	Added
12	Curbstone Financial Management Corp	$793,838	47,140	Hold
13	CALDWELL SUTTER CAPITAL, INC.	$736,834	43,755	Hold
14	JONES FINANCIAL COMPANIES LLLP	$646,744	38,704	Trimmed
15	RAYMOND JAMES FINANCIAL INC	$523,492	31,086	Added
16	ENVESTNET ASSET MANAGEMENT INC	$497,016	29,514	Trimmed
17	NewEdge Advisors, LLC	$496,536	29,486	Trimmed
18	VANGUARD GROUP INC	$491,728	29,200	Hold
19	UBS Group AG	$358,877	21,311	Trimmed
20	OPPENHEIMER & CO INC	$335,116	19,900	Trimmed
21	PFG Investments, LLC	$306,788	18,218	Added
22	Sanctuary Advisors, LLC	$285,741	16,968	Hold
23	MONTAG A & ASSOCIATES INC	$143,140	8,500	Hold
24	WELLS FARGO & COMPANY/MN	$116,124	6,896	Added
25	Keating Financial Advisory Services, Inc.	$52,089	3,093	Added

Source: SEC Form 13F filings · as of 2026-06-30