DOSSIER · 13F Holders · Q2 2026
MWTRX

Metropolitan West Total Return

2 institutions still hold Metropolitan West Total Return as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 592905103·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$41K
visible holders
Holders
2
filers reporting
Concentration
99.98%
NBT BANK N A /NY #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported MWTRX in Q2 2026. NBT BANK N A /NY leads at 100.0% 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
$41K5K0.00%Q2 2026
02
Luminist Capital LLC
CIK 0001807270
$710.00%Q2 2026