13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
CMU

MFS ETF

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

CUSIP 59318E102·44 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.1%
vs prior quarter
13F value held
$44M
68.0% inst. owned
of float
Holders
44
+45 QoQ
filers reporting
Activity
+91 / −53
+772 added · −745 reduced
this quarter
Concentration
28.57%
Bulldog Investors, LLP #1
top holder share
AI Holders Summary · Q1 2026

44 institutions reported CMU in Q1 2026. Bulldog Investors, LLP leads at 28.6% of the visible book. +45 net new institutions vs prior quarter — accumulation reading.

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 202602
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$11M3.0M0.53%Q1 202603
Almitas Capital LLC
CIK 0001596468
$5M1.5M1.21%Q1 202604
ICON ADVISERS INC/CO
CIK 0001058470
$3M732K0.60%Q1 202605
MORGAN STANLEY
CIK 0000895421
$3M711K0.00%Q1 202606
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
CIK 0001034546
$2M676K0.18%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1M406K0.00%Q1 202608
Allspring Global Investments Holdings, LLC
CIK 0001890906
$1M377K0.00%Q1 202609
Bank of New York Mellon Corp
CIK 0001390777
$1M354K0.00%Q1 202610
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$1M316K0.01%Q1 202611
Lido Advisors, LLC
CIK 0001650150
$523,994146K0.00%Q1 202612
UBS Group AG
CIK 0001610520
$463,989130K0.00%Q1 202613
MELFA WEALTH MANAGEMENT, INC.
CIK 0001962465
$444,763124K0.26%Q1 202614
Matisse Capital
CIK 0001668256
$353,38999K0.15%Q1 202615
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$326,96591K0.02%Q1 202616
LPL Financial LLC
CIK 0001403438
$215,92860K0.00%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$165,09146K0.00%Q1 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$157,47844K0.00%Q1 202619
Equitable Holdings, Inc.
CIK 0001333986
$117,00633K0.00%Q1 202620
Pathstone Holdings, LLC
CIK 0002011612
$110,72631K0.00%Q1 2026
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