Who Owns MFS HIGH YIELD MUN TR (CMU)? -- Institutional Holders (2026-03-31)
49 institutions reported holding $45.5M of MFS HIGH YIELD MUN TR (CMU) in SEC 13F filings for 2026-03-31. Largest institutional holders: Bulldog Investors, LLP ($12.6M), RIVERNORTH CAPITAL MANAGEMENT, LLC ($10.6M), Almitas Capital LLC ($5.4M), ICON ADVISERS INC/CO ($2.6M), MORGAN STANLEY ($2.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Bulldog Investors, LLP | $12.6M | 3.5M | Trimmed |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $10.6M | 3.0M | Added |
| 3 | Almitas Capital LLC | $5.4M | 1.5M | Hold |
| 4 | ICON ADVISERS INC/CO | $2.6M | 731,734 | Trimmed |
| 5 | MORGAN STANLEY | $2.5M | 710,702 | Added |
| 6 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $2.4M | 676,122 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $1.5M | 405,971 | Hold |
| 8 | Allspring Global Investments Holdings, LLC | $1.4M | 377,111 | Hold |
| 9 | Bank of New York Mellon Corp | $1.3M | 354,378 | Added |
| 10 | GUGGENHEIM CAPITAL LLC | $1.1M | 315,595 | New |
| 11 | Lido Advisors, LLC | $523,994 | 146,367 | Hold |
| 12 | UBS Group AG | $463,989 | 129,606 | Trimmed |
| 13 | MELFA WEALTH MANAGEMENT, INC. | $444,763 | 124,236 | Added |
| 14 | Matisse Capital | $353,389 | 98,712 | Trimmed |
| 15 | EVOLVE PRIVATE WEALTH, LLC | $326,965 | 91,331 | Trimmed |
| 16 | LPL Financial LLC | $215,928 | 60,315 | Added |
| 17 | OSAIC HOLDINGS, INC. | $165,091 | 46,113 | Trimmed |
| 18 | RAYMOND JAMES FINANCIAL INC | $157,478 | 43,988 | Trimmed |
| 19 | Equitable Holdings, Inc. | $117,006 | 33,335 | Added |
| 20 | Pathstone Holdings, LLC | $110,726 | 30,929 | Hold |
| 21 | Novak & Powell Financial Services, Inc. | $110,223 | 30,789 | Added |
| 22 | Cetera Investment Advisers | $108,291 | 30,249 | Hold |
| 23 | CITADEL ADVISORS LLC | $97,977 | 27,368 | Added |
| 24 | Cambridge Investment Research Advisors, Inc. | $94,000 | 26,138 | Added |
| 25 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $74,883 | 20,917 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31