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Disclosery

CXE MFS HIGH INCOME MUN TR

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SH BEN INT (common)

61 managers (61 13F filers) reported a position in CXE shares at 2025-12-31, 12,808,892 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
61
13F filers
61
New
8
Added
20
Reduced
10
Sold out
6
Shares held by filers
12,808,892

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
UBS Group AGin group UBS Group AG1,235,110$4.57M<0.01%+535,09113F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.1,203,922$4.45M0.15%-1,014,77013F-HRTimelineGroup
Almitas Capital LLC1,193,886$4.42M0.97%+90,45613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,024,795$3.79M<0.01%-24,56813F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC944,613$3.5M0.17%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC875,846$3.24M0.01%+581,02313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC665,235$2.46M<0.01%013F-HRTimeline
Summit Financial, LLC608,800$2.25M0.03%+104,75013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC580,075$2.15M0.9%new13F-HRTimeline
WHITEBOX ADVISORS LLC512,763$1.9M0.03%+29,46313F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC493,464$1.83M0.04%-108,79713F-HRTimelineGroup
Bulldog Investors, LLP449,633$1.66M0.37%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY270,203$1000K<0.01%+2,91313F-HR/ATimelineGroup
Closed-End Fund Advisors, Inc.269,342$997K0.59%13F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…195,885$725K0.05%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.166,696$617K0.21%+44,74813F-HRTimeline
NewEdge Advisors, LLC166,429$616K<0.01%+73,24913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.165,291$612K0.35%+14,65813F-HRTimeline
Logan Stone Capital, LLC154,058$570K0.14%-9,05413F-HRTimeline
Noble Wealth Management PBC109,675$406K0.2%-6,00013F-HRTimeline
Cambridge Investment Research Advisors,…107,250$397K<0.01%+1,54113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS104,117$385K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC100,752$373K0.05%013F-HRTimeline
Steward Partners Investment Advisory, L…87,857$325K<0.01%+37513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC87,022$322K<0.01%+17,25913F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC86,286$319K0.01%-35913F-HRTimeline
Catalina Capital Group, LLC81,793$303K0.19%+2,04913F-HRTimeline
Matisse Capital73,090$270K0.12%013F-HRTimeline
Capital Investment Advisors, LLC64,517$239K<0.01%-1,60913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP63,341$234K<0.01%-30,85413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC55,367$205K<0.01%+68213F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC52,053$193K<0.01%+50,02413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,993$163K<0.01%+21,39213F-HRTimelineGroup
Novak & Powell Financial Services, Inc.37,638$139K0.07%new13F-HRTimeline
PFG Investments, LLC34,700$128K0.01%013F-HRTimeline
DAVIS R M INC31,104$115K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,538$109K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC29,188$108K<0.01%+13,70313F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC26,714$98.8K<0.01%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC24,900$92.1K0.01%13F-HRTimeline
HighTower Advisors, LLC24,727$91.5K<0.01%+3,75013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,584$88K<0.01%+18,35613F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd22,248$82.3K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,191$82.1K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN21,784$80.6K<0.01%-1,50013F-HRTimelineGroup
BOKF, NAin group BOKF, NA20,143$74.5K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,848$69.7K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers18,079$66.9K<0.01%013F-HRTimeline
ACT Advisors, LLC.17,689$65.4K0.03%+8013F-HRTimeline
LPL Financial LLC16,620$61.5K<0.01%-3,66613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,749$58.3K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,737$54.5K<0.01%new13F-HR/ATimelineGroup
Collar Capital Management, LLC14,000$51.8K0.03%013F-HRTimeline
Allworth Financial LP13,000$48.1K<0.01%013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC12,623$47K<0.01%013F-HRTimeline
Indivisible Partners10,500$38.9K<0.01%13F-HRTimeline
Park Place Capital Corp10,262$38K0.01%013F-HRTimeline
Mascoma Wealth Management LLC2,517$9.31K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,600$5.92K<0.01%013F-HR/ATimelineGroup
HIGHLINE WEALTH PARTNERS LLC1,000$3.7K<0.01%013F-HRTimeline
Arax Advisory Partners50$185<0.01%new13F-HRTimeline