DOSSIER · 13F Holders · Q1 2026
CXE

MFS HIGH INCOME MUN TR

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

CUSIP 59318D104·60 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$44M
visible holders
Holders
60
filers reporting
Concentration
10.75%
Almitas Capital LLC #1
top holder share
AI Holders Summary · Q1 2026

60 institutions reported CXE in Q1 2026. Almitas Capital LLC leads at 10.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Almitas Capital LLC
CIK 0001596468
$5M1.3M1.06%Q1 2026
02
UBS Group AG
CIK 0001610520
$4M1.2M0.00%Q1 2026
03
Saba Capital Management, L.P.
CIK 0001510281
$4M1.1M0.11%Q1 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M1.0M0.00%Q1 2026
05
Pathstone Holdings, LLC
CIK 0002011612
$4M1000K0.01%Q1 2026
06
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$3M923K0.17%Q1 2026
07
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M665K0.00%Q1 2026
08
ROBINSON CAPITAL MANAGEMENT, LLC
CIK 0001599795
$2M645K1.00%Q1 2026
09
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$2M633K0.05%Q1 2026
10
Summit Financial, LLC
CIK 0001765536
$2M576K0.03%Q1 2026
11
WHITEBOX ADVISORS LLC
CIK 0001257391
$2M513K0.02%Q1 2026
12
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
CIK 0001034546
$2M476K0.13%Q1 2026
13
Bulldog Investors, LLP
CIK 0001504304
$2M450K0.37%Q1 2026
14
MORGAN STANLEY
CIK 0000895421
$1M293K0.00%Q1 2026
15
Closed-End Fund Advisors, Inc.
CIK 0002103520
$1M275K1.04%Q1 2026
16
NewEdge Advisors, LLC
CIK 0001633516
$746K201K0.00%Q1 2026
17
MELFA WEALTH MANAGEMENT, INC.
CIK 0001962465
$614K165K0.35%Q1 2026
18
Logan Stone Capital, LLC
CIK 0001535521
$570K154K0.14%Q4 2025
19
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$404K109K0.00%Q1 2026
20
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$386K104K0.00%Q1 2026
Page 1 of 3
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Insiders at MFS HIGH INCOME MUN TR
Jpmorgan Chase Bank, N.A.Citigroup IncMorgan StanleyBed Bath & Beyond IncKavanaugh John PFord Goldfarb Maureen R