MTRIX — MFS Total Return I Institutional Holders · Q2 2026
Who owns MFS Total Return I (MTRIX)? 2 institutions reported holding $108,121 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Nbt Bank N A ($101,718), Financial Gravity Companies, Inc. ($6,403).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NBT BANK N A /NY | $101,718 | 5,182 | New |
| 2 | Financial Gravity Companies, Inc. | $6,403 | 326 | Added |
Source: SEC Form 13F filings · as of 2026-06-30