DOSSIER · 13F Holders · Q3 2026
MFEIX

MFS SER TR II EMERG GRW I

6 institutions still hold MFS SER TR II EMERG GRW I as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 552985863·6 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$767K
visible holders
Holders
6
filers reporting
Concentration
81.76%
FIRST MERCHANTS CORP #1
top holder share
AI Holders Summary · Q3 2026

6 institutions reported MFEIX in Q3 2026. FIRST MERCHANTS CORP leads at 81.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FIRST MERCHANTS CORP
CIK 0000712534
$627K3K0.02%Q3 2026
02
Coston, McIsaac & Partners
CIK 0001945037
$93K4730.02%Q4 2025
03
SPIRIT OF AMERICA MANAGEMENT CORP/NY
CIK 0001041283
$44K2080.01%Q3 2026
04
Motiv8 Investments LLC
CIK 0002024873
$3K140.00%Q4 2025
05
Financial Gravity Companies, Inc.
CIK 0001377167
$7100.00%Q2 2026
06
Financial Gravity Asset Management, Inc.
CIK 0001741736
$6200.00%Q1 2026