3 institutions reported holding $41,130 of Metropolitan West Total Return (MWTRX) in SEC 13F filings for 2026-06-30. Largest institutional holders: NBT BANK N A /NY ($41,123), Luminist Capital LLC ($7), EVERETT HARRIS & CO /CA/ ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NBT BANK N A /NY | $41,123 | 4,529 | New |
| 2 | Luminist Capital LLC | $7 | 1 | New |
| 3 | EVERETT HARRIS & CO /CA/ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30