DOSSIER · 13F Holders · Q1 2026
MCR

MFS CHARTER INCOME TR

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

CUSIP 552727109·14 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$29M
visible holders
Holders
14
filers reporting
Concentration
86.54%
SIT INVESTMENT ASSOCIATES INC #1
top holder share
AI Holders Summary · Q1 2026

14 institutions reported MCR in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 86.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$25M4.1M0.50%Q1 2026
02
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$2M309K0.09%Q1 2026
03
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$676K112K0.00%Q1 2026
04
Janney Montgomery Scott LLC
CIK 0001329948
$449K74K0.00%Q1 2026
05
Logan Stone Capital, LLC
CIK 0001535521
$338K54K0.08%Q4 2025
06
Bard Financial Services, Inc.
CIK 0001850858
$138K22K0.02%Q3 2025
07
READYSTATE ASSET MANAGEMENT LP
CIK 0001900923
$116K19K0.00%Q4 2025
08
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$75K12K0.00%Q1 2026
09
PHILADELPHIA TRUST CO
CIK 0001110806
$73K12K0.01%Q1 2026
10
WEDBUSH SECURITIES INC
CIK 0001142495
$66K11K0.00%Q1 2026
11
COMERICA BANK
CIK 0000901541
$55K9K0.00%Q4 2025
12
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$3K4740.00%Q4 2025
13
CIBC Private Wealth Group LLC
CIK 0001298088
$2K3000.00%Q4 2025
14
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at MFS CHARTER INCOME TR
Gutow William RUek Robert WRoepke Maryanne LSherratt J DaleFord Goldfarb Maureen RKavanaugh John PButler Robert EllsworthHegarty Michael