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Disclosery

XMCRX MFS CHARTER INCOME TR

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SH BEN INT (fund)

64 managers (64 13F filers) reported a position in XMCRX shares at 2025-12-31, 17,279,264 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
64
13F filers
64
New
7
Added
16
Reduced
22
Sold out
3
Shares held by filers
17,279,264

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
MORGAN STANLEYin group MORGAN STANLEY8,100,176$50.8M<0.01%+36,27813F-HR/ATimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC3,993,082$25M0.49%+557,20513F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,275,051$7.99M0.01%013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.493,060$3.09M<0.01%-31,90713F-HRTimelineGroup
Shaker Financial Services, LLC400,838$2.51M0.8%+24,52613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/370,741$2.32M<0.01%+10,10713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC353,680$2.22M0.01%-87,61613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN210,837$1.32M<0.01%+69,75813F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC193,336$1.21M0.02%+91,54113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC135,577$850K<0.01%-51,77113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP119,775$751K<0.01%-44,72313F-HRTimelineGroup
Cambridge Investment Research Advisors,…117,318$736K<0.01%-1,63213F-HRTimeline
UBS Group AGin group UBS Group AG113,210$710K<0.01%-8,90613F-HRTimelineGroup
NewEdge Advisors, LLC112,540$706K<0.01%-4,00013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC104,798$657K<0.01%-4,70913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC101,376$636K<0.01%-6,25413F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC88,650$556K0.11%+20,00013F-HRTimeline
HighTower Advisors, LLC84,120$527K<0.01%-14,59613F-HRTimeline
LPL Financial LLC83,733$525K<0.01%-50,57713F-HRTimeline
Janney Montgomery Scott LLC74,088$465K<0.01%+10013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,802$413K<0.01%-7,00913F-HRTimelineGroup
Fortitude Advisory Group L.L.C.57,217$359K0.15%013F-HRTimeline
Logan Stone Capital, LLC53,958$338K0.08%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,228$321K<0.01%+32,97913F-HRTimelineGroup
Stonebridge Financial Planning Group, L…50,892$319K0.12%+9513F-HRTimeline
CoreCap Advisors, LLC45,225$284K0.01%+3,10013F-HRTimeline
DECISION INVESTMENTS, INC36,553$229K0.25%13F-HRTimeline
Waverly Advisors, LLC36,308$228K<0.01%+16713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC35,266$221K<0.01%-48313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA34,186$215K<0.01%+6,90313F-HRTimelineGroup
Closed-End Fund Advisors, Inc.30,841$193K0.11%13F-HRTimeline
Ethos Financial Group, LLC21,729$136K0.01%-22113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,366$134K<0.01%+94613F-HRTimelineGroup
Valley Brook Capital Group, Inc.20,850$131K0.09%-3,00013F-HRTimeline
Global Retirement Partners, LLC20,695$130K<0.01%new13F-HRTimeline
READYSTATE ASSET MANAGEMENT LP18,507$116K0.01%-2,31713F-HRTimeline
Cetera Investment Advisers17,325$109K<0.01%-1,16413F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC16,018$100K<0.01%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.12,608$79.1K<0.01%+1,59513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC12,114$76K<0.01%new13F-HRTimelineGroup
PHILADELPHIA TRUST CO12,000$75K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC11,875$74.5K<0.01%-2313F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…11,590$72.7K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC11,318$71K<0.01%+3113F-HRTimeline
WEDBUSH SECURITIES INC10,809$68K<0.01%013F-HRTimeline
COMERICA BANK8,766$55K<0.01%-26113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,705$29.5K<0.01%new13F-HRTimeline
Larson Financial Group LLC4,413$27.7K<0.01%013F-HRTimeline
Allworth Financial LP3,486$21.9K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2,826$17.7K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,802$17.6K<0.01%013F-HR/ATimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,225$14K<0.01%013F-HRTimeline
WPG Advisers, LLC2,109$13.2K0.01%-1513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,046$6.56K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,020$6.39K<0.01%-12,91613F-HRTimeline
FIRST HORIZON CORP882$5.53K<0.01%013F-HRTimeline
Piscataqua Savings Bank563$3.53K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC500$3.13K<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$1.88K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO285$1.79K<0.01%013F-HRTimelineGroup
MAI Capital Management281$1.76K<0.01%-3,63013F-HRTimeline
Key Financial Inc228$1.43K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.87$546<0.01%new13F-HRTimeline