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Disclosery

CXE MFS HIGH INCOME MUN TR

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SH BEN INT (common)

57 managers (57 13F filers) reported a position in CXE shares at 2025-09-30, 11,676,615 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
57
13F filers
57
New
8
Added
18
Reduced
14
Sold out
3
Shares held by filers
11,676,615

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Saba Capital Management, L.P.in group Saba Capital Management, L.P.2,218,692$8.25M0.27%-169,10613F-HRTimelineGroup
Almitas Capital LLC1,103,430$4.1M0.94%013F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,049,363$3.9M<0.01%+40,75313F-HR/ATimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC944,613$3.51M0.2%013F-HRTimeline
UBS Group AGin group UBS Group AG700,019$2.6M<0.01%-15,84513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC665,235$2.48M<0.01%-12,00013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC602,261$2.24M0.05%013F-HRTimelineGroup
Summit Financial, LLC504,050$1.88M0.03%+47,35013F-HRTimeline
WHITEBOX ADVISORS LLC483,300$1.8M0.03%013F-HRTimeline
Bulldog Investors, LLP449,633$1.67M0.39%+6,00213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC294,823$1.1M<0.01%-11,06213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY267,290$994K<0.01%+7,29813F-HR/ATimelineGroup
Hennion & Walsh Asset Management, Inc.231,653$862K0.03%-374,67813F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…195,885$729K0.05%013F-HRTimeline
Logan Stone Capital, LLC163,112$607K0.28%-90,45213F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.150,633$560K0.33%+16113F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.121,948$454K0.16%+36113F-HRTimeline
Noble Wealth Management PBC115,675$430K0.23%13F-HRTimeline
Cambridge Investment Research Advisors,…105,709$393K<0.01%+1,57113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS104,117$387K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC100,752$375K0.06%-1,20013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP94,195$350K<0.01%+5,09413F-HRTimelineGroup
NewEdge Advisors, LLC93,180$347K<0.01%+60,48013F-HRTimeline
Steward Partners Investment Advisory, L…87,482$325K<0.01%+82,39313F-HRTimeline
RIVERBRIDGE PARTNERS LLC86,645$322K0.01%new13F-HRTimeline
Catalina Capital Group, LLC79,744$297K0.18%new13F-HRTimeline
Matisse Capital73,090$272K0.12%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC69,763$260K<0.01%+2,17113F-HRTimelineGroup
Capital Investment Advisors, LLC66,126$246K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC54,685$203K<0.01%+5,09413F-HRTimelineGroup
PFG Investments, LLC34,700$129K0.01%new13F-HRTimeline
DAVIS R M INC31,104$116K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,538$110K<0.01%+14,47713F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC26,714$99.4K<0.01%-7,90013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,812$96K<0.01%+4,14213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23,284$86.6K<0.01%-76013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,601$84.1K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC20,977$78K<0.01%-90813F-HRTimeline
LPL Financial LLC20,286$75.5K<0.01%+9,23613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,848$67.7K<0.01%+4,62313F-HRTimelineGroup
Cetera Investment Advisers18,079$67.3K<0.01%-33313F-HRTimeline
ACT Advisors, LLC.17,609$65.5K0.03%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC15,485$57.6K<0.01%+23013F-HRTimelineGroup
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD15,000$55.8K<0.01%new13F-HRTimelineGroup
Collar Capital Management, LLC14,000$52.1K0.04%-6,00013F-HRTimeline
Allworth Financial LP13,000$48.4K<0.01%013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC12,623$47K<0.01%013F-HRTimeline
TOWNSQUARE CAPITAL LLC11,690$43.5K0.01%-1,83413F-HRTimeline
Park Place Capital Corp10,262$38.2K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,228$19K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky3,332$12.4K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC2,517$9.36K<0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC2,029$7.55K<0.01%-14,96713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,600$5.95K<0.01%+1,10013F-HRTimelineGroup
Guerra Advisors Inc1,216$4.52K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,000$3.72K<0.01%new13F-HRTimeline
NFSG Corp978$3.64K<0.01%013F-HRTimeline