DOSSIER · 13F Holders · Q1 2026

MFS INCOME I

3 institutions still hold MFS INCOME I as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 552989709·3 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$322K
visible holders
Holders
3
filers reporting
Concentration
97.29%
Redwood Wealth Management Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

3 institutions reported MFS INCOME I in Q1 2026. Redwood Wealth Management Group, LLC leads at 97.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Redwood Wealth Management Group, LLC
CIK 0001963839
$313K53K0.14%Q1 2026
02
Financial Gravity Companies, Inc.
CIK 0001377167
$4K7460.00%Q2 2026
03
Financial Gravity Asset Management, Inc.
CIK 0001741736
$4K7370.00%Q1 2026