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Disclosery

XCMUX MFS HIGH YIELD MUN TR

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SH BEN INT (fund)

45 managers (45 13F filers) reported a position in XCMUX shares at 2026-03-31, 12,707,626 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
45
13F filers
45
New
8
Added
12
Reduced
10
Sold out
4
Shares held by filers
12,707,626

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
Bulldog Investors, LLP3,531,732$12.6M2.84%-61,92513F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC2,955,950$10.6M0.53%+325,05413F-HRTimeline
Almitas Capital LLC1,497,718$5.36M1.21%013F-HRTimeline
ICON ADVISERS INC/CO731,734$2.62M0.61%-89,72213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY710,702$2.54M<0.01%+319,09113F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…676,122$2.42M0.18%+107,87313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/405,971$1.45M<0.01%013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …377,111$1.35M<0.01%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp354,378$1.27M<0.01%+35,96313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC315,595$1.13M0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC146,367$524K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG129,606$464K<0.01%-109,22413F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.124,236$445K0.26%+11313F-HRTimeline
Matisse Capital98,712$353K0.15%-163,49613F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC91,331$327K0.02%-1,27213F-HRTimeline
LPL Financial LLC60,315$216K<0.01%+32313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.46,113$165K<0.01%-18,11013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,988$157K<0.01%-4,22913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,335$117K<0.01%+61113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC30,929$111K<0.01%013F-HRTimelineGroup
Novak & Powell Financial Services, Inc.30,789$110K0.06%+42413F-HRTimeline
Cetera Investment Advisers30,249$108K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,368$98K<0.01%+8,97213F-HRTimelineGroup
Cambridge Investment Research Advisors,…26,138$94K<0.01%+8713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC20,917$74.9K0.01%-413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,000$71.6K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV18,540$66.4K<0.01%new13F-HRTimeline
HighTower Advisors, LLC17,365$62.2K<0.01%new13F-HRTimeline
Fisher Asset Management, LLC16,847$60.3K<0.01%new13F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC16,247$58.2K0.01%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.15,000$54K<0.01%013F-HRTimelineGroup
WealthTrust Asset Management, LLC14,229$50.9K0.03%new13F-HRTimeline
Closed-End Fund Advisors, Inc.13,091$46.9K0.05%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,924$46K<0.01%+6013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,756$45.7K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,851$42.4K<0.01%-1,85213F-HRTimelineGroup
Mesirow Financial Investment Management…11,835$42.4K<0.01%+16213F-HRTimeline
Integrated Wealth Concepts LLC11,696$41.9K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,609$34.4K<0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.2,024$7.25K<0.01%new13F-HRTimeline
Independence Bank of Kentucky2,000$7.16K<0.01%-86013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,537$5.5K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,000$3.58K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC844$3.02K<0.01%013F-HRTimeline
Larson Financial Group LLC825$2.95K<0.01%new13F-HRTimeline