MPV

Barings Participation Investors
$18.72-0.01 (-0.05%)TechnologyNYSE

Institutional Holders

45

as of Q4 2025

Total Shares Held

2.8301428009529967e+194B

Total Value

$4.497445040003976e+93T

% of Float

—

Price History

$15.20$16.57$17.94$19.30$20.67Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BARINGS LLC283,014$4.5M0.08%Share
2TSP Capital Management Group, LLC280,095$4.5M1.09%Share
3MORGAN STANLEY299,677$4.0M0.00%Share
4BENJAMIN EDWARDS INC250,172$4.0M0.04%Share
5OSAIC HOLDINGS, INC.202,958$3.0M0.00%Share
6COMMONWEALTH EQUITY SERVICES, LLC133,523$2.0M0.00%Share
7LPL Financial LLC162,606$2.0M0.00%Share
8Smith Asset Management Co., LLC70,323$1.1M0.92%Share
9Cetera Investment Advisers101,149$1.0M0.00%Share
10Schwallier Wealth Management LLC44,987$848K0.54%Share
11Curbstone Financial Management Corp47,966$762K0.15%Share
12CALDWELL SUTTER CAPITAL, INC.43,755$695K0.29%Share
13VANGUARD GROUP INC29,200$463K0.00%Share
14UBS Group AG21,630$343K0.00%Share
15Sanctuary Advisors, LLC16,968$341K0.00%Share
16Sanctuary Advisors, LLC16,968$299K0.00%Share
17Sanctuary Advisors, LLC16,968$299K0.00%Share
18OPPENHEIMER & CO INC18,800$298K0.00%Share
19PFG Investments, LLC17,491$277K0.01%Share
20Sanctuary Advisors, LLC16,968$269K0.00%Share
21MONTAG A & ASSOCIATES INC9,500$154K0.01%Share
22UBS Group AG3,307$52K0.00%Share
23Keating Financial Advisory Services, Inc.2,967$47K0.01%Share
24ST GERMAIN D J CO INC1,402$22K0.00%Share
25Whipplewood Advisors, LLC1,324$21K0.01%Share
26TRUST CO OF VERMONT1,200$19K0.00%Share
27PFS Partners, LLC1,141$18K0.01%Share
28Ulland Investment Advisors, LLC700$11K0.01%Share
29Salomon & Ludwin, LLC365$6K0.00%Share
30UBS Group AG225$3K0.00%Share
31COMERICA BANK100$1K0.00%Share
32RAYMOND JAMES FINANCIAL INC24,514$00.00%Share
33MORGAN STANLEY1$00.00%Share
34ENVESTNET ASSET MANAGEMENT INC20,024$00.00%Share
35RAYMOND JAMES FINANCIAL INC5,623$00.00%Share
36WELLS FARGO & COMPANY/MN0$00.00%Share
37NewEdge Advisors, LLC21,142$00.00%Share
38Rockefeller Capital Management L.P.850$00.00%Share
39ROYAL BANK OF CANADA3,000$00.00%Share
40BANK OF AMERICA CORP /DE/56,424$00.00%Share
41BANK OF AMERICA CORP /DE/10,000$00.00%Share
42JONES FINANCIAL COMPANIES LLLP35,568$00.00%Share
43Kestra Advisory Services, LLC1,868$00.00%Share
44JANE STREET GROUP, LLC17,644$00.00%Share
45JANE STREET GROUP, LLC1,953$00.00%Share