DOSSIER · 13F Holders · Q1 2026
CMU

MFS ETF

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

CUSIP 59318E102·40 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$44M
visible holders
Holders
40
filers reporting
Concentration
28.79%
Bulldog Investors, LLP #1
top holder share
AI Holders Summary · Q1 2026

40 institutions reported CMU in Q1 2026. Bulldog Investors, LLP leads at 28.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Bulldog Investors, LLP
CIK 0001504304
$13M3.5M2.84%Q1 2026
02
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$11M3.0M0.53%Q1 2026
03
Almitas Capital LLC
CIK 0001596468
$5M1.5M1.21%Q1 2026
04
ICON ADVISERS INC/CO
CIK 0001058470
$3M732K0.60%Q1 2026
05
MORGAN STANLEY
CIK 0000895421
$3M711K0.00%Q1 2026
06
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
CIK 0001034546
$2M676K0.18%Q1 2026
07
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1M406K0.00%Q1 2026
08
Allspring Global Investments Holdings, LLC
CIK 0001890906
$1M377K0.00%Q1 2026
09
Bank of New York Mellon Corp
CIK 0001390777
$1M354K0.00%Q1 2026
10
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$1M316K0.01%Q1 2026
11
Lido Advisors, LLC
CIK 0001650150
$524K146K0.00%Q1 2026
12
UBS Group AG
CIK 0001610520
$464K130K0.00%Q1 2026
13
Matisse Capital
CIK 0001668256
$353K99K0.15%Q1 2026
14
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$327K91K0.02%Q1 2026
15
LPL Financial LLC
CIK 0001403438
$216K60K0.00%Q1 2026
16
OSAIC HOLDINGS, INC.
CIK 0001677044
$165K46K0.00%Q1 2026
17
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$157K44K0.00%Q1 2026
18
Equitable Holdings, Inc.
CIK 0001333986
$117K33K0.00%Q1 2026
19
Pathstone Holdings, LLC
CIK 0002011612
$111K31K0.00%Q1 2026
20
Novak & Powell Financial Services, Inc.
CIK 0002011548
$110K31K0.06%Q1 2026
Page 1 of 2
20 more holders available. Log in →
Insiders at MFS ETF
Jpmorgan Chase Bank, N.A.Citigroup Inc