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Disclosery

XMCRX MFS CHARTER INCOME TR

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SH BEN INT (fund)

59 managers (59 13F filers) reported a position in XMCRX shares at 2025-09-30, 17,090,375 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
59
13F filers
59
New
6
Added
19
Reduced
13
Sold out
6
Shares held by filers
17,090,375

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
MORGAN STANLEYin group MORGAN STANLEY8,063,898$51.8M<0.01%-43,71113F-HR/ATimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC3,435,877$22.1M0.45%+619,49613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,275,051$8.19M0.01%-323,07713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.524,967$3.37M<0.01%+7,09313F-HRTimelineGroup
GraniteShares Advisors LLC480,950$3.09M1.79%+42,36413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC441,296$2.83M0.01%+57,65813F-HRTimelineGroup
Shaker Financial Services, LLC376,312$2.42M0.83%+34,95813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/360,634$2.32M<0.01%+25,78713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC187,348$1.2M<0.01%+47,94113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP164,498$1.06M<0.01%+7,78413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN141,079$906K<0.01%-16,66813F-HRTimelineGroup
LPL Financial LLC134,310$862K<0.01%-3,54313F-HRTimeline
UBS Group AGin group UBS Group AG122,116$784K<0.01%+32,39513F-HRTimelineGroup
Cambridge Investment Research Advisors,…118,950$764K<0.01%+19,01713F-HRTimeline
NewEdge Advisors, LLC116,540$748K<0.01%+3,94513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC109,507$703K<0.01%-85413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC107,630$691K<0.01%-3,11413F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC101,795$654K0.01%+2,28013F-HRTimeline
HighTower Advisors, LLC98,716$634K<0.01%-5,43713F-HRTimeline
Janney Montgomery Scott LLC73,988$475K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.72,811$466K<0.01%+1,73413F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC68,650$409K0.06%+15,00013F-HRTimeline
Fortitude Advisory Group L.L.C.57,217$367K0.2%013F-HRTimeline
Stonebridge Financial Planning Group, L…50,797$326K0.12%-2,41913F-HRTimeline
CoreCap Advisors, LLC42,125$270K0.01%013F-HRTimeline
Waverly Advisors, LLC36,141$232K<0.01%-83213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC35,749$230K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,283$175K<0.01%-16113F-HRTimelineGroup
Valley Brook Capital Group, Inc.23,850$153K0.1%013F-HRTimeline
Ethos Financial Group, LLC21,950$141K0.01%-2,64813F-HRTimeline
Bard Financial Services, Inc.21,500$138K0.02%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP20,824$134K0.01%+1,24613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,420$131K<0.01%-12,66613F-HRTimelineGroup
Cetera Investment Advisers18,489$119K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,249$117K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…13,936$89.5K<0.01%+12,91613F-HRTimeline
PHILADELPHIA TRUST CO12,000$77K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC11,898$76.4K<0.01%+4213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,675$74.3K0.01%013F-HRTimeline
Farther Finance Advisors, LLC11,287$72.5K<0.01%+3013F-HRTimeline
B. Riley Wealth Advisors, Inc.11,013$70.7K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC10,809$69K<0.01%013F-HRTimeline
COMERICA BANK9,027$58K<0.01%+41213F-HRTimeline
Larson Financial Group LLC4,413$28.3K<0.01%013F-HRTimeline
MAI Capital Management3,911$25.1K<0.01%013F-HRTimeline
Allworth Financial LP3,486$22.4K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2,826$18.1K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,802$18K<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,225$14.3K<0.01%013F-HRTimeline
WPG Advisers, LLC2,124$13.6K0.01%013F-HRTimeline
Advisory Services Network, LLC1,148$7.37K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,046$6.71K<0.01%013F-HRTimeline
FIRST HORIZON CORP882$5.66K<0.01%13F-HRTimeline
Piscataqua Savings Bank563$3.61K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC500$3.21K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…474$3.04K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.300$1.93K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO285$1.83K<0.01%-1,16413F-HR/ATimelineGroup
Key Financial Inc228$1.46K<0.01%013F-HRTimeline