CXE · Mfs High Income Municipal Trust · Shareholders & Ownership
Market Cap
$115.07M
Shares
31.53M
Volume · Jun 5
63.44K
Avg daily vol (1 sessions)
63.44K
Every disclosed holder of CXE in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns CXE
13F quarter Mar 31, 2026No chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 13,011,049 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 346,430 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of CXE
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Almitas Capital LLC
13F
CIK 1596468 · Registered investment adviser · Mar 31, 2026
|
1,266,853 | ||
| 2 |
UBS Group AG
13F
CIK 1610520 · Bank · Mar 31, 2026
|
1,196,892 | ||
| 3 |
Saba Capital Management, L.P.
13F
CIK 1510281 · Registered investment adviser · Mar 31, 2026
|
1,110,515 | ||
| 4 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Mar 31, 2026
|
1,029,129 | ||
| 5 |
Pathstone Holdings, LLC
13F
CIK 2011612 · Unknown · Mar 31, 2026
|
999,681 | ||
| 6 |
RIVERNORTH CAPITAL MANAGEMENT, LLC
13F
CIK 1447578 · Registered investment adviser · Mar 31, 2026
|
922,762 | ||
| 7 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Mar 31, 2026
|
665,235 | ||
| 8 |
ROBINSON CAPITAL MANAGEMENT, LLC
13F
CIK 1599795 · Unknown · Mar 31, 2026
|
644,863 | ||
| 9 |
SIT INVESTMENT ASSOCIATES INC
13F
CIK 769317 · Registered investment adviser · Mar 31, 2026
|
633,241 | ||
| 10 |
Summit Financial, LLC
13F
CIK 1765536 · Unknown · Mar 31, 2026
|
576,180 | ||
| 11 |
WHITEBOX ADVISORS LLC
13F
CIK 1257391 · Registered investment adviser · Mar 31, 2026
|
512,763 | ||
| 12 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
13F
CIK 1034546 · Registered investment adviser · Mar 31, 2026
|
475,885 | ||
| 13 |
Bulldog Investors, LLP
13F
CIK 1504304 · Registered investment adviser · Mar 31, 2026
|
449,633 | ||
| 14 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Mar 31, 2026
|
292,643 | ||
| 15 |
Closed-End Fund Advisors, Inc.
13F
CIK 2103520 · Unknown · Mar 31, 2026
|
274,770 | ||
| 16 |
High Income Securities Fund
Fund
· Registered fund · May 31, 2026
High Income, not summed
|
217,531 | ||
| 17 |
NewEdge Advisors, LLC
13F
CIK 1633516 · Registered investment adviser · Mar 31, 2026
|
201,166 | ||
| 18 |
MELFA WEALTH MANAGEMENT, INC.
13F
CIK 1962465 · Unknown · Mar 31, 2026
|
165,470 | ||
| 19 |
Saba Closed-End Funds ETF
Fund
S000056657 · Registered fund · May 31, 2026
Exchange Listed Funds Trust, not summed
|
128,899 | ||
| 20 |
Cambridge Investment Research Advisors, Inc.
13F
CIK 1419186 · Unknown · Mar 31, 2026
|
108,795 | ||
| 21 |
CAPTRUST FINANCIAL ADVISORS
13F
CIK 1512024 · Registered investment adviser · Mar 31, 2026
|
104,117 | ||
| 22 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
13F
CIK 1352860 · Registered investment adviser · Mar 31, 2026
|
103,096 | ||
| 23 |
RIVERBRIDGE PARTNERS LLC
13F
CIK 1112325 · Registered investment adviser · Mar 31, 2026
|
101,715 | ||
| 24 |
Thomas J. Herzfeld Advisors, Inc.
13F
CIK 1509510 · Registered investment adviser · Mar 31, 2026
|
88,443 | ||
| 25 |
Catalina Capital Group, LLC
13F
CIK 2018090 · Unknown · Mar 31, 2026
|
82,017 | ||
| 26 |
Matisse Capital
13F
CIK 1668256 · Registered investment adviser · Mar 31, 2026
|
73,090 | ||
| 27 |
Noble Wealth Management PBC
13F
CIK 2055065 · Unknown · Mar 31, 2026
|
72,340 | ||
| 28 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Mar 31, 2026
|
65,791 | ||
| 29 |
Capital Investment Advisors, LLC
13F
CIK 1582732 · Registered investment adviser · Mar 31, 2026
|
64,517 | ||
| 30 |
TRUIST FINANCIAL CORP
13F
CIK 92230 · Bank · Mar 31, 2026
|
62,922 | ||
| 31 |
Steward Partners Investment Advisory, LLC
13F
CIK 1723397 · Registered investment adviser · Mar 31, 2026
|
56,409 | ||
| 32 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Mar 31, 2026
|
54,948 | ||
| 33 |
Logan Stone Capital, LLC
13F
CIK 1535521 · Registered investment adviser · Mar 31, 2026
|
49,093 | ||
| 34 |
Kestra Advisory Services, LLC
13F
CIK 1830819 · Unknown · Mar 31, 2026
|
44,590 | ||
| 35 |
Novak & Powell Financial Services, Inc.
13F
CIK 2011548 · Unknown · Mar 31, 2026
|
38,183 | ||
| 36 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Mar 31, 2026
|
33,666 | ||
| 37 |
Mariner, LLC
13F
CIK 1373442 · Registered investment adviser · Mar 31, 2026
|
29,608 | ||
| 38 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Mar 31, 2026
|
29,538 | ||
| 39 |
EVOLVE PRIVATE WEALTH, LLC
13F
CIK 2111131 · Unknown · Mar 31, 2026
|
24,282 | ||
| 40 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Mar 31, 2026
|
23,293 | ||
| 41 |
DAVIS R M INC
13F
CIK 891287 · Registered investment adviser · Mar 31, 2026
|
23,104 | ||
| 42 |
HORIZON KINETICS ASSET MANAGEMENT LLC
13F
CIK 1056823 · Registered investment adviser · Mar 31, 2026
|
21,525 | ||
| 43 |
BOKF, NA
13F
CIK 9634 · Unknown · Mar 31, 2026
|
20,143 | ||
| 44 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Mar 31, 2026
|
18,848 | ||
| 45 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Mar 31, 2026
|
18,079 | ||
| 46 |
ACT Advisors, LLC.
13F
CIK 1842554 · Unknown · Mar 31, 2026
|
17,689 | ||
| 47 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
CIK 1446194 · Unknown · Mar 31, 2026
|
16,872 | ||
| 48 |
Mutual Advisors, LLC
13F
CIK 1694080 · Registered investment adviser · Mar 31, 2026
|
16,496 | ||
| 49 |
HighTower Advisors, LLC
13F
CIK 1462245 · Registered investment adviser · Mar 31, 2026
|
15,244 | ||
| 50 |
Farther Finance Advisors, LLC
13F
CIK 1992825 · Registered investment adviser · Mar 31, 2026
|
15,000 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 62 holders
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