XMCRXMFS CHARTER INCOME TR
CUSIP 552727109 · Yahoo Finance ↗ · Google Finance ↗
Mfs Charter Income Tr (XMCRX) has 66 institutional holders in Filings Flow’s 13F database, together reporting 17.79M shares worth $83M as of Q1 2026. The largest reported holders are Morgan Stanley, Allspring Global Investments Holdings, LLC, and Shaker Financial Services, LLC.
Institutional Holders
66
Q1 2026
Reported Value
$83M
Ticker
XMCRX
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| GraniteShares Advisors LLC$139M AUM | 1.79% | $3M | 480.9K | Q3 2025OLDER |
| Shaker Financial Services, LLC$287M AUM | 1.13% | $3M | 533.7K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.16% | $346,736 | 57.2K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.15% | $538,613 | 88.9K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.11% | $309,960 | 51.1K | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.09% | $2M | 309.0K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 0.08% | $119,079 | 19.6K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.07% | $585,699 | 96.7K | Q1 2026OLDER |
| RIVERBRIDGE PARTNERS LLC$3.6B AUM | 0.03% | $1M | 207.2K | Q1 2026OLDER |
| First Nebraska Trust Co$591M AUM | 0.03% | $155,588 | 20.1K | Q2 2026 |
| Bard Financial Services, Inc.$911M AUM | 0.02% | $138,030 | 21.5K | Q3 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $8M | 1.36M | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $13,871 | 2.3K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.01% | $136,241 | 21.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $243,036 | 40.1K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.01% | $17,126 | 2.8K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $74,253 | 11.7K | Q3 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.00% | $72,670 | 11.6K | Q4 2025OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.00% | $116,039 | 18.5K | Q4 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.00% | $74,264 | 12.6K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.00% | $78,780 | 13.0K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $876,885 | 144.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $51M | 8.10M | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $778,511 | 128.5K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.00% | $3,411 | 563 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $658,964 | 108.7K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $129,757 | 20.7K | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $22,192 | 3.7K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $213,325 | 35.2K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $283,662 | 46.8K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $155,403 | 25.6K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $129,478 | 21.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $823,634 | 135.9K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $26,743 | 4.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $520,498 | 85.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $68,198 | 11.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $669,301 | 110.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $474,953 | 78.4K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $3M | 489.5K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $6,339 | 1.0K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $1,379 | 228 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 210.0K | Q2 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $5,345 | 882 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $711,826 | 117.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $54,963 | 8.8K | Q4 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $3,030 | 500 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $13,394 | 2.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 381.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $461,774 | 76.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $680,593 | 112.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $6,957 | 1.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $80,534 | 13.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $21,126 | 3.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $69,675 | 11.7K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $97,236 | 16.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $20,616 | 3.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $194,000 | 31.9K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $546 | 87 | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $75,955 | 12.1K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $6,181 | 1.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $16,980 | 2.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $247,842 | 40.9K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $107,704 | 17.8K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $12,768 | 2.1K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $75,035 | 12.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,703 | 281 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1,881 | 300 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2,874 | 474 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1,679 | 285 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.