CMU
Mfs High Yield Municipal Trust
$3.73
+0.37 (+11.01%)
At close · Jun 8
Market Cap
$85.66M
Shares
25,492,782
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 45
Total Value: $50,855,104
Total Shares: 14,205,344
Institutional Ownership Trend
25 quarters
Holder Concentration
Across 45 13F filers · Δ vs Dec 31, 2025Top Holder
27.8%
−0.7 pts
Top 5
74.2%
+2.0 pts
Top 10
90.9%
+2.5 pts
HHI
1,584
Moderately concentrated+67
Quarterly Activity
vs Dec 31, 2025
New
8
Increased
12
Decreased
11
Sold Out
4
Unchanged
14
Holder count:
+4
Institutional value:
-2.2%
Shares held:
-4.1%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mid RIVERNORTH CAPITAL MANAGEMENT, LLC | +325,054 | 2,955,950 | |
| Mega MORGAN STANLEY | +319,091 | 710,702 | |
| Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | +107,873 | 676,122 | |
| Mega Bank of New York Mellon Corp | +35,963 | 354,378 | |
| Mega CITADEL ADVISORS LLC | +8,972 | 27,368 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Almitas Capital LLC | −695,224 | 2,995,436 | |
| Small Matisse Capital | −163,496 | 98,712 | |
| Mega UBS Group AG | −109,224 | 129,606 | |
| Small ICON ADVISERS INC/CO | −89,722 | 731,734 | |
| Small Bulldog Investors, LLP | −61,925 | 3,531,732 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large GUGGENHEIM CAPITAL LLC | 315,595 | $1,129,829 | |
| Large MERCER GLOBAL ADVISORS INC /ADV | 18,540 | $66,373 | |
| Large HighTower Advisors, LLC | 17,365 | $62,166 | |
| Mega Fisher Asset Management, LLC | 16,847 | $60,312 | |
| Micro WealthTrust Asset Management, LLC | 14,229 | $50,939 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Thomas J. Herzfeld Advisors, Inc. | 558,611 | $1,960,724 | |
| Mid SIT INVESTMENT ASSOCIATES INC | 47,357 | $166,223 | |
| Mid Mutual Advisors, LLC | 20,998 | $73,702 | |
| Small Noble Wealth Management PBC | 15,100 | $53,001 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Small Bulldog Investors, LLP | $12,643,600 | 24.86% | 3,531,732 | Shares | Sole | 2026-05-08 | ||||
| Mid RIVERNORTH CAPITAL MANAGEMENT, LLC | $10,582,301 | 20.81% | 2,955,950 | Shares | Sole | 2026-05-15 | ||||
| Small Almitas Capital LLC | $5,361,830 | 10.54% | 1,497,718 | Shares | Sole | 2026-05-18 | ||||
| Small Almitas Capital LLC | $5,361,830 | 10.54% | 1,497,718 | Shares | Sole | 2026-05-15 | ||||
| Small ICON ADVISERS INC/CO | $2,619,607 | 5.15% | 731,734 | Shares | Sole | 2026-05-13 | ||||
| Mega MORGAN STANLEY | $2,544,312 | 5.00% | 710,702 | Shares | Defined | 2026-05-15 | ||||
| Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $2,420,516 | 4.76% | 676,122 | Shares | Sole | 2026-05-15 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $1,453,375 | 2.86% | 405,971 | Shares | Defined | 2026-05-18 | ||||
| Large Allspring Global Investments Holdings, LLC | $1,350,057 | 2.65% | 377,111 | Shares | Defined | 2026-05-05 | ||||
| Mega Bank of New York Mellon Corp Bank | $1,268,672 | 2.49% | 354,378 | Shares | Defined | 2026-05-05 | ||||
| Large GUGGENHEIM CAPITAL LLC | $1,129,829 | 2.22% | 315,595 | Shares | Defined | 2026-05-15 | ||||
| Large Lido Advisors, LLC | $523,993 | 1.03% | 146,367 | Shares | Sole | 2026-05-13 | ||||
| Mega UBS Group AG | $463,989 | 0.91% | 129,606 | Shares | Defined | 2026-05-05 | ||||
| Small MELFA WEALTH MANAGEMENT, INC. | $444,764 | 0.87% | 124,236 | Shares | Sole | 2026-04-10 | ||||
| Small Matisse Capital | $353,388 | 0.69% | 98,712 | Shares | Sole | 2026-05-08 | ||||
| Mid EVOLVE PRIVATE WEALTH, LLC | $326,964 | 0.64% | 91,331 | Shares | Sole | 2026-04-16 | ||||
| Mega LPL Financial LLC | $215,927 | 0.42% | 60,315 | Shares | Sole | 2026-05-06 | ||||
| Large OSAIC HOLDINGS, INC. | $165,084 | 0.32% | 46,113 | Shares | Defined | 2026-05-15 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $157,476 | 0.31% | 43,988 | Shares | Defined | 2026-05-14 | ||||
| Mid Equitable Holdings, Inc. | $119,339 | 0.23% | 33,335 | Shares | Defined | 2026-05-15 | ||||
| Large Pathstone Holdings, LLC | $110,725 | 0.22% | 30,929 | Shares | Sole | 2026-05-11 | ||||
| Micro Novak & Powell Financial Services, Inc. | $110,224 | 0.22% | 30,789 | Shares | Sole | 2026-05-14 | ||||
| Large Cetera Investment Advisers | $108,291 | 0.21% | 30,249 | Shares | Sole | 2026-05-13 | ||||
| Mega CITADEL ADVISORS LLC | $97,977 | 0.19% | 27,368 | Shares | Defined | 2026-05-15 | ||||
| Large Cambridge Investment Research Advisors, Inc. | $93,574 | 0.18% | 26,138 | Shares | Sole | 2026-04-30 | ||||
| Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $74,882 | 0.15% | 20,917 | Shares | Sole | 2026-05-11 | ||||
| Large Rockefeller Capital Management L.P. | $71,600 | 0.14% | 20,000 | Shares | Defined | 2026-05-14 | ||||
| Large MERCER GLOBAL ADVISORS INC /ADV | $66,373 | 0.13% | 18,540 | Shares | Sole | 2026-05-15 | ||||
| Large HighTower Advisors, LLC | $62,166 | 0.12% | 17,365 | Shares | Sole | 2026-05-05 | ||||
| Mega Fisher Asset Management, LLC | $60,312 | 0.12% | 16,847 | Shares | Sole | 2026-05-05 | ||||
| Small SPIREPOINT PRIVATE CLIENT, LLC | $58,164 | 0.11% | 16,247 | Shares | Sole | 2026-04-22 | ||||
| Large COHEN & STEERS, INC. | $53,700 | 0.11% | 15,000 | Shares | Sole | 2026-05-15 | ||||
| Micro WealthTrust Asset Management, LLC | $50,939 | 0.10% | 14,229 | Shares | Sole | 2026-05-06 | ||||
| Micro Closed-End Fund Advisors, Inc. | $46,865 | 0.09% | 13,091 | Shares | Sole | 2026-05-11 | ||||
| Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $46,267 | 0.09% | 12,924 | Shares | Sole | 2026-05-01 | ||||
| Large Kestra Advisory Services, LLC | $45,666 | 0.09% | 12,756 | Shares | Sole | 2026-04-30 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $42,426 | 0.08% | 11,851 | Shares | Other | 2026-05-15 | ||||
| Mid Mesirow Financial Investment Management, Inc. | $42,369 | 0.08% | 11,835 | Shares | Sole | 2026-04-21 | ||||
| Mid Integrated Wealth Concepts LLC | $41,871 | 0.08% | 11,696 | Shares | Sole | 2026-05-15 | ||||
| Mega WELLS FARGO & COMPANY/MN | $34,399 | 0.07% | 9,609 | Shares | Defined | 2026-05-11 | ||||
| Mid HARBOUR INVESTMENTS, INC. | $7,245 | 0.01% | 2,024 | Shares | Sole | 2026-05-15 | ||||
| Small Independence Bank of Kentucky Bank | $7,160 | 0.01% | 2,000 | Shares | Sole | 2026-04-30 | ||||
| Mid ROTHSCHILD INVESTMENT LLC | $5,502 | 0.01% | 1,537 | Shares | Sole | 2026-05-07 | ||||
| Small HIGHLINE WEALTH PARTNERS LLC | $3,580 | 0.01% | 1,000 | Shares | Sole | 2026-04-06 | ||||
| Micro Mascoma Wealth Management LLC | $3,021 | 0.01% | 844 | Shares | Sole | 2026-04-30 | ||||
| Mid Larson Financial Group LLC | $2,953 | 0.01% | 825 | Shares | Sole | 2026-05-15 | ||||
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