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Disclosery

XMCRX MFS CHARTER INCOME TR

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SH BEN INT (fund)

66 managers (66 13F filers) reported a position in XMCRX shares at 2026-03-31, 17,366,303 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
66
13F filers
66
New
9
Added
17
Reduced
19
Sold out
4
Shares held by filers
17,366,303

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
MORGAN STANLEYin group MORGAN STANLEY7,677,944$46.5M<0.01%-422,23213F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC4,097,943$24.8M0.5%+104,86113F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,362,242$8.26M0.01%+87,19113F-HRTimelineGroup
Shaker Financial Services, LLC533,655$3.23M1.13%+132,81713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.489,516$2.97M<0.01%-3,54413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/381,610$2.31M<0.01%+10,86913F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC309,031$1.87M0.09%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN209,970$1.27M<0.01%-86713F-HR/ATimelineGroup
RIVERBRIDGE PARTNERS LLC207,236$1.26M0.03%+13,90013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC144,700$877K<0.01%-208,98013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC135,913$824K<0.01%+33613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC128,467$779K<0.01%+27,09113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC117,463$712K<0.01%+12,66513F-HRTimelineGroup
UBS Group AGin group UBS Group AG112,309$681K<0.01%-90113F-HRTimelineGroup
Cambridge Investment Research Advisors,…111,537$676K<0.01%-5,78113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP110,446$669K<0.01%-9,32913F-HRTimelineGroup
NewEdge Advisors, LLC108,740$659K<0.01%-3,80013F-HR/ATimeline
ASHTON THOMAS SECURITIES, LLC96,650$586K0.07%+8,00013F-HRTimeline
Logan Stone Capital, LLC88,880$539K0.15%+34,92213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.85,892$520K<0.01%+20,09013F-HRTimelineGroup
HighTower Advisors, LLC78,375$475K<0.01%-5,74513F-HRTimeline
LPL Financial LLC76,200$462K<0.01%-7,53313F-HRTimeline
Janney Montgomery Scott LLC74,063$449K<0.01%-2513F-HRTimeline
Fortitude Advisory Group L.L.C.57,217$347K0.16%013F-HRTimeline
Stonebridge Financial Planning Group, L…51,149$310K0.11%+25713F-HRTimeline
Waverly Advisors, LLC46,809$284K<0.01%+10,50113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,898$248K<0.01%-10,33013F-HRTimelineGroup
CoreCap Advisors, LLC40,105$243K0.01%-5,12013F-HRTimeline
DECISION INVESTMENTS, INC36,853$223K0.25%+30013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC35,203$213K<0.01%-6313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,942$194K<0.01%-2,24413F-HRTimelineGroup
Closed-End Fund Advisors, Inc.30,841$187K0.19%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC25,644$155K<0.01%+9,62613F-HRTimelineGroup
Ethos Financial Group, LLC21,729$136K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,366$129K<0.01%013F-HRTimelineGroup
Valley Brook Capital Group, Inc.19,650$119K0.08%-1,20013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,773$108K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning16,046$97.2K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers13,289$80.5K<0.01%-4,03613F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC13,000$78.8K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,382$75K<0.01%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.12,608$74.3K<0.01%013F-HRTimeline
PHILADELPHIA TRUST CO12,000$73K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC11,740$69.7K<0.01%-13513F-HRTimelineGroup
Farther Finance Advisors, LLC11,329$68.2K<0.01%+1113F-HRTimeline
WEDBUSH SECURITIES INC10,809$66K<0.01%013F-HRTimeline
Larson Financial Group LLC4,413$26.7K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,662$22.2K<0.01%-1,04313F-HRTimeline
IFG Advisory, LLC3,500$21.2K0.06%new13F-HRTimeline
Allworth Financial LP3,486$21.1K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,402$20.6K<0.01%new13F-HRTimelineGroup
Vermillion Wealth Management, Inc.2,826$17.1K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,802$17K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC2,289$13.9K0.01%+18013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,225$13.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,107$12.8K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC1,148$6.96K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,046$6.34K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,020$6.18K<0.01%013F-HRTimeline
FIRST HORIZON CORP882$5.34K<0.01%013F-HRTimeline
Piscataqua Savings Bank563$3.41K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC500$3.03K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…474$2.87K<0.01%013F-HRTimelineGroup
MAI Capital Management281$1.7K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO285$1.68K<0.01%013F-HR/ATimelineGroup
Key Financial Inc228$1.38K<0.01%013F-HRTimeline