Skip to content

CMU — MFS High Yield Mun Tr Institutional Holders · Q1 2026

Who owns MFS High Yield Mun Tr (CMU)? 49 institutions reported holding $45.49M in SEC 13F filings for Q1 2026 (period ended 2026-03-31). Largest holders: Bulldog Investors, LLP ($12.6M), Rivernorth Capital Management, LLC ($10.6M), Almitas Capital LLC ($5.4M).

RankInstitutionValueSharesChange
1Bulldog Investors, LLP$12.6M3.5MTrimmed
2RIVERNORTH CAPITAL MANAGEMENT, LLC$10.6M3.0MAdded
3Almitas Capital LLC$5.4M1.5MHold
4ICON ADVISERS INC/CO$2.6M731,734Trimmed
5MORGAN STANLEY$2.5M710,702Added
6CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$2.4M676,122Added
7BANK OF AMERICA CORP /DE/$1.5M405,971Hold
8Allspring Global Investments Holdings, LLC$1.4M377,111Hold
9Bank of New York Mellon Corp$1.3M354,378Added
10GUGGENHEIM CAPITAL LLC$1.1M315,595New
11Lido Advisors, LLC$523,994146,367Hold
12UBS Group AG$463,989129,606Trimmed
13MELFA WEALTH MANAGEMENT, INC.$444,763124,236Added
14Matisse Capital$353,38998,712Trimmed
15EVOLVE PRIVATE WEALTH, LLC$326,96591,331Trimmed
16LPL Financial LLC$215,92860,315Added
17OSAIC HOLDINGS, INC.$165,09146,113Trimmed
18RAYMOND JAMES FINANCIAL INC$157,47843,988Trimmed
19Equitable Holdings, Inc.$117,00633,335Added
20Pathstone Holdings, LLC$110,72630,929Hold
21Novak & Powell Financial Services, Inc.$110,22330,789Added
22Cetera Investment Advisers$108,29130,249Hold
23CITADEL ADVISORS LLC$97,97727,368Added
24Cambridge Investment Research Advisors, Inc.$94,00026,138Added
25BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$74,88320,917Trimmed

Source: SEC Form 13F filings · as of 2026-03-31