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Disclosery

CXE MFS HIGH INCOME MUN TR

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SH BEN INT (common)

60 managers (60 13F filers) reported a position in CXE shares at 2026-03-31, 13,011,049 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
60
13F filers
60
New
6
Added
19
Reduced
17
Sold out
7
Shares held by filers
13,011,049

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Almitas Capital LLC1,266,853$4.7M1.06%+72,96713F-HRTimeline
UBS Group AGin group UBS Group AG1,196,892$4.44M<0.01%-38,21813F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.1,110,515$4.12M0.13%-93,40713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,029,129$3.82M<0.01%+4,33413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC999,681$3.71M0.01%+123,83513F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC922,762$3.42M0.17%-21,85113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC665,235$2.47M<0.01%013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC644,863$2.39M1.07%+64,78813F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC633,241$2.35M0.05%+139,77713F-HRTimelineGroup
Summit Financial, LLC576,180$2.14M0.03%-32,62013F-HRTimeline
WHITEBOX ADVISORS LLC512,763$1.9M0.03%013F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…475,885$1.77M0.13%+280,00013F-HRTimeline
Bulldog Investors, LLP449,633$1.67M0.37%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY292,643$1.09M<0.01%+22,44013F-HRTimelineGroup
Closed-End Fund Advisors, Inc.274,770$1.02M1.04%+5,42813F-HRTimeline
NewEdge Advisors, LLC201,166$746K<0.01%+34,73713F-HR/ATimeline
MELFA WEALTH MANAGEMENT, INC.165,470$614K0.35%+17913F-HRTimeline
Cambridge Investment Research Advisors,…108,795$404K<0.01%+1,54513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS104,117$386K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC103,096$382K0.05%+2,34413F-HRTimeline
RIVERBRIDGE PARTNERS LLC101,715$377K0.01%+15,42913F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.88,443$328K0.11%-78,25313F-HRTimeline
Catalina Capital Group, LLC82,017$304K0.19%+22413F-HRTimeline
Matisse Capital73,090$271K0.12%013F-HRTimeline
Noble Wealth Management PBC72,340$268K0.14%-37,33513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC65,791$244K<0.01%-21,23113F-HRTimelineGroup
Capital Investment Advisors, LLC64,517$239K<0.01%013F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP62,922$233K<0.01%-41913F-HRTimelineGroup
Steward Partners Investment Advisory, L…56,409$209K<0.01%-31,44813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC54,948$204K<0.01%-41913F-HRTimelineGroup
Logan Stone Capital, LLC49,093$182K0.05%-104,96513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC44,590$165K<0.01%new13F-HRTimelineGroup
Novak & Powell Financial Services, Inc.38,183$142K0.08%+54513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA33,666$125K<0.01%+10,08213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC29,608$110K<0.01%+42013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,538$110K<0.01%013F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC24,282$90.1K<0.01%-61813F-HRTimeline
LPL Financial LLC23,293$86.4K<0.01%+6,67313F-HRTimeline
DAVIS R M INC23,104$85.7K<0.01%-8,00013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC21,525$79.9K<0.01%-5,18913F-HRTimeline
BOKF, NAin group BOKF, NA20,143$74.7K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,848$69.9K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers18,079$67.1K<0.01%013F-HRTimeline
ACT Advisors, LLC.17,689$65.6K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,872$62.6K<0.01%-27,12113F-HRTimelineGroup
Mutual Advisors, LLC16,496$61.2K<0.01%new13F-HRTimeline
HighTower Advisors, LLC15,244$56.6K<0.01%-9,48313F-HRTimeline
Farther Finance Advisors, LLC15,000$55.4K<0.01%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…14,390$53.4K<0.01%new13F-HRTimeline
Collar Capital Management, LLC14,000$51.9K0.03%013F-HRTimeline
Allworth Financial LP13,000$48.2K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,303$41.9K<0.01%-10,48113F-HR/ATimelineGroup
ADAPT WEALTH ADVISORS, LLC10,800$40.1K0.01%new13F-HRTimeline
Indivisible Partners10,500$39K<0.01%013F-HRTimeline
Park Place Capital Corp10,262$38.1K0.01%013F-HRTimeline
HRT FINANCIAL LP10,412$38K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC2,517$9.34K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,600$5.94K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC1,000$3.71K<0.01%013F-HRTimeline
Arax Advisory Partners131$186<0.01%+8113F-HRTimeline