DOSSIER · 13F Holders · Q1 2026
CMU

MFS ETF

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

CUSIP 59318E102·7 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$24M
visible holders
Holders
7
filers reporting
Concentration
53.78%
Bulldog Investors, LLP #1
top holder share
AI Holders Summary · Q1 2026

7 institutions reported CMU in Q1 2026. Bulldog Investors, LLP leads at 53.8% 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
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$94K26K0.00%Q1 2026
04
Atria Wealth Solutions, Inc.
CIK 0001927543
$72K22K0.00%Q2 2025
05
CITADEL ADVISORS LLC
CIK 0001423053
$65K18K0.00%Q4 2025
06
COHEN & STEERS, INC.
CIK 0001284812
$54K15K0.00%Q1 2026
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at MFS ETF
Jpmorgan Chase Bank, N.A.Citigroup Inc