DOSSIER · 13F Holders · Q2 2026
MTRIX

MFS TOTAL RETURN I

3 institutions still hold MFS TOTAL RETURN I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 552981805·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$114K
visible holders
Holders
3
filers reporting
Concentration
88.91%
NBT BANK N A /NY #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported MTRIX in Q2 2026. NBT BANK N A /NY leads at 88.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
NBT BANK N A /NY
CIK 0000898413
$102K5K0.01%Q2 2026
02
Financial Gravity Companies, Inc.
CIK 0001377167
$6K3260.00%Q2 2026
03
Financial Gravity Asset Management, Inc.
CIK 0001741736
$6K3240.00%Q1 2026