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Disclosery

XMCRX MFS CHARTER INCOME TR

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SH BEN INT (fund)

60 managers (60 13F filers) reported a position in XMCRX shares at 2025-03-31, 16,100,006 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
60
13F filers
60
New
5
Added
18
Reduced
14
Sold out
7
Shares held by filers
16,100,006

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY7,940,734$49.8M<0.01%-53,54613F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,451,127$15.4M0.36%+370,04013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,598,128$10M0.02%-175,31913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.513,827$3.22M<0.01%-53,82513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC425,984$2.68M0.01%+125,83113F-HRTimelineGroup
GraniteShares Advisors LLC411,174$2.58M1.64%+24,92013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/332,813$2.09M<0.01%+41,08613F-HRTimelineGroup
Shaker Financial Services, LLC314,201$1.97M0.77%+13213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP171,667$1.08M<0.01%-9,12913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN161,575$1.01M<0.01%-17,75513F-HRTimelineGroup
LPL Financial LLC148,440$931K<0.01%+21513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC138,812$870K<0.01%+12,59413F-HRTimeline
NewEdge Advisors, LLC114,840$720K<0.01%-3,20013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC114,246$716K<0.01%-7,34913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC110,783$695K<0.01%+5,03913F-HRTimelineGroup
Cambridge Investment Research Advisors,…108,616$681K<0.01%+16,92613F-HRTimeline
HighTower Advisors, LLC103,445$649K<0.01%-1,50013F-HRTimeline
RIVERBRIDGE PARTNERS LLC95,929$601K0.01%+9,53313F-HRTimeline
UBS Group AGin group UBS Group AG93,155$584K<0.01%-4,38413F-HRTimelineGroup
Fortitude Advisory Group L.L.C.57,217$343K0.25%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC53,650$336K0.09%013F-HRTimeline
Stonebridge Financial Planning Group, L…53,073$333K0.15%+14013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,665$324K<0.01%+14,32013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…42,634$267K0.01%+96313F-HRTimelineGroup
CoreCap Advisors, LLC42,125$264K0.01%-3,35013F-HRTimeline
Waverly Advisors, LLC37,706$236K<0.01%-1,68613F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…36,325$228K0.02%-23,81213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,968$226K<0.01%+15,15613F-HRTimelineGroup
L.M. KOHN & COMPANY34,643$217K0.06%+10213F-HRTimeline
Anderson Financial Strategies, LLC33,775$212K0.13%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,361$184K<0.01%+83313F-HR/ATimelineGroup
Ethos Financial Group, LLC24,598$154K0.01%new13F-HRTimeline
Valley Brook Capital Group, Inc.23,850$150K0.12%013F-HRTimeline
Bard Financial Services, Inc.21,500$135K0.02%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.20,250$127K0.09%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP19,939$125K0.01%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP19,476$122K<0.01%-29,86813F-HRTimeline
HRT FINANCIAL LP16,001$100K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC13,520$84.8K<0.01%-38913F-HRTimelineGroup
PHILADELPHIA TRUST CO12,000$75K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC11,690$73K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC11,228$70.7K<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.11,013$69.1K<0.01%013F-HRTimeline
COMERICA BANK8,615$54K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.5,373$33.7K<0.01%new13F-HRTimeline
Larson Financial Group LLC4,413$27.7K<0.01%013F-HRTimeline
MAI Capital Management3,911$24.5K<0.01%013F-HRTimeline
Allworth Financial LP3,000$18.3K<0.01%013F-HRTimeline
WPG Advisers, LLC2,583$16.2K0.02%+19213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,225$14K<0.01%013F-HRTimeline
SIMA Wealth Partners, LLC1,813$11.4K0.01%+3813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,285$8.06K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,046$6.56K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC974$6K<0.01%013F-HRTimelineGroup
Piscataqua Savings Bank563$3.53K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC500$3.19K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…474$2.97K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.300$1.79K<0.01%013F-HRTimelineGroup
Key Financial Inc228$1.43K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.