MFS High Yield Municipal TRXCMUX
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 45 institutions reported holding MFS High Yield Municipal TR (XCMUX) in their 13F filings, up 4 from Q4 2025. 8 opened new positions and 4 sold out. The largest holders were Bulldog Investors, LLP ($12.6M), Rivernorth Capital Management, LLC ($10.6M) and Almitas Capital LLC ($5.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- MFS High Yield Municipal TR
- CUSIP
- 59318E102
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.4M |
| Exits | 4 | $2.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,185,158 shares bought and 1,092,760 shares sold, net +92,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Bulldog Investors, LLP | 2.85% | Reduce -1.7% | 3,531,732 | $12.6M |
| Rivernorth Capital Management, LLC | 0.53% | Add +12.4% | 2,955,950 | $10.6M |
| Almitas Capital LLC | 1.21% | No change | 1,497,718 | $5.4M |
| Icon Advisers Inc. | 0.62% | Reduce -10.9% | 731,734 | $2.6M |
| Morgan Stanley | 0.00% | Add +81.5% | 710,702 | $2.5M |
| City of London Investment Management Co. Ltd. | 0.18% | Add +19.0% | 676,122 | $2.4M |
| Bank of America Corp. | 0.00% | No change | 405,971 | $1.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 377,111 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +11.3% | 354,378 | $1.3M |
| Guggenheim Capital LLC | 0.01% | New | 315,595 | $1.1M |
| Lido Advisors, LLC | 0.00% | No change | 146,367 | $524K |
| UBS Group AG | 0.00% | Reduce -45.7% | 129,606 | $464K |
| Melfa Wealth Management, Inc. | 0.26% | Add +0.1% | 124,236 | $445K |
| Matisse Capital | 0.15% | Reduce -62.4% | 98,712 | $353K |
| Evolve Private Wealth, LLC | 0.02% | Reduce -1.4% | 91,331 | $327K |
| LPL Financial LLC | 0.00% | Add +0.5% | 60,315 | $216K |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.2% | 46,113 | $165K |
| Raymond James Financial Inc. | 0.00% | Reduce -8.8% | 43,988 | $157K |
| Equitable Holdings, Inc. | 0.00% | Add +1.9% | 33,335 | $117K |
| Pathstone Holdings, LLC | 0.00% | No change | 30,929 | $111K |
| Novak & Powell Financial Services, Inc. | 0.06% | Add +1.4% | 30,789 | $110K |
| Cetera Investment Advisers | 0.00% | No change | 30,249 | $108K |
| Citadel Advisors | 0.00% | Add +48.8% | 27,368 | $98K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 26,138 | $94K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -0.0% | 20,917 | $75K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 20,000 | $72K |
| Mercer Global Advisors Inc. | 0.00% | New | 18,540 | $66K |
| HighTower Advisors, LLC | 0.00% | New | 17,365 | $62K |
| Fisher Asset Management | 0.00% | New | 16,847 | $60K |
| Spirepoint Private Client, LLC | 0.01% | No change | 16,247 | $58K |
| Cohen & Steers, Inc. | 0.00% | No change | 15,000 | $54K |
| WealthTrust Asset Management, LLC | 0.03% | New | 14,229 | $51K |
| Closed-End Fund Advisors, Inc. | 0.05% | No change | 13,091 | $47K |
| International Assets Investment Management, LLC | 0.00% | Add +0.5% | 12,924 | $46K |
| Kestra Advisory Services, LLC | 0.00% | No change | 12,756 | $46K |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.5% | 11,851 | $42K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +1.4% | 11,835 | $42K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 11,696 | $42K |
| Wells Fargo & Company | 0.00% | No change | 9,609 | $34K |
| Harbour Investments, Inc. | 0.00% | New | 2,024 | $7K |
| Independence Bank of Kentucky | 0.00% | Reduce -30.1% | 2,000 | $7K |
| Rothschild Investment LLC | 0.00% | No change | 1,537 | $6K |
| Highline Wealth Partners LLC | 0.00% | New | 1,000 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 844 | $3K |
| Larson Financial Group LLC | 0.00% | New | 825 | $3K |
"% of holder's portfolio" is XCMUX's weight in each manager's 13F, not the share of MFS High Yield Municipal TR the manager owns.