MCR · Mfs Charter Income Trust · Shareholders & Ownership
Market Cap
$247.63M
Shares
41.69M
Volume · Jun 18
75.08K
Avg daily vol (1 sessions)
75.08K
Every disclosed holder of MCR 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 MCR
13F quarter Mar 31, 2026No chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 17,366,303 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 493,780 | — |
% 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 MCR
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
SIT INVESTMENT ASSOCIATES INC
13F
CIK 769317 · Registered investment adviser · Mar 31, 2026
|
4,097,943 | ||
| 2 |
Allspring Global Investments Holdings, LLC
13F
CIK 1890906 · Holding company · Mar 31, 2026
|
1,362,242 | ||
| 3 |
Shaker Financial Services, LLC
13F
CIK 1511794 · Registered investment adviser · Mar 31, 2026
|
533,655 | ||
| 4 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Mar 31, 2026
|
489,516 | ||
| 4.1 |
Invesco CEF Income Composite ETF
Fund
S000027370 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
493,780 | ||
| 5 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Mar 31, 2026
|
381,610 | ||
| 6 |
RIVERNORTH CAPITAL MANAGEMENT, LLC
13F
CIK 1447578 · Registered investment adviser · Mar 31, 2026
|
309,031 | ||
| 7 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Mar 31, 2026
|
209,970 | ||
| 8 |
RIVERBRIDGE PARTNERS LLC
13F
CIK 1112325 · Registered investment adviser · Mar 31, 2026
|
207,236 | ||
| 9 |
Pathstone Holdings, LLC
13F
CIK 2011612 · Unknown · Mar 31, 2026
|
144,700 | ||
| 10 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Mar 31, 2026
|
135,913 | ||
| 11 |
Kestra Advisory Services, LLC
13F
CIK 1830819 · Unknown · Mar 31, 2026
|
128,467 | ||
| 12 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Mar 31, 2026
|
117,463 | ||
| 13 |
UBS Group AG
13F
CIK 1610520 · Bank · Mar 31, 2026
|
112,309 | ||
| 14 |
Cambridge Investment Research Advisors, Inc.
13F
CIK 1419186 · Unknown · Mar 31, 2026
|
111,537 | ||
| 15 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Mar 31, 2026
|
110,446 | ||
| 16 |
NewEdge Advisors, LLC
13F
CIK 1633516 · Registered investment adviser · Mar 31, 2026
|
108,740 | ||
| 17 |
ASHTON THOMAS SECURITIES, LLC
13F
CIK 771572 · Registered investment adviser · Mar 31, 2026
|
96,650 | ||
| 18 |
Logan Stone Capital, LLC
13F
CIK 1535521 · Registered investment adviser · Mar 31, 2026
|
88,880 | ||
| 19 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Mar 31, 2026
|
85,892 | ||
| 20 |
HighTower Advisors, LLC
13F
CIK 1462245 · Registered investment adviser · Mar 31, 2026
|
78,375 | ||
| 21 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Mar 31, 2026
|
76,200 | ||
| 22 |
Janney Montgomery Scott LLC
13F
CIK 1329948 · Investment adviser · Mar 31, 2026
|
74,063 | ||
| 23 |
Fortitude Advisory Group L.L.C.
13F
CIK 1928999 · Registered investment adviser · Mar 31, 2026
|
57,217 | ||
| 24 |
Stonebridge Financial Planning Group, LLC
13F
CIK 1802494 · Registered investment adviser · Mar 31, 2026
|
51,149 | ||
| 25 |
Waverly Advisors, LLC
13F
CIK 1568787 · Registered investment adviser · Mar 31, 2026
|
46,809 | ||
| 26 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
CIK 1446194 · Unknown · Mar 31, 2026
|
40,898 | ||
| 27 |
CoreCap Advisors, LLC
13F
CIK 1902501 · Registered investment adviser · Mar 31, 2026
|
40,105 | ||
| 28 |
DECISION INVESTMENTS, INC
13F
CIK 2111652 · Registered investment adviser · Mar 31, 2026
|
36,853 | ||
| 29 |
BENJAMIN EDWARDS INC
13F
CIK 1451623 · Unknown · Mar 31, 2026
|
35,203 | ||
| 30 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Mar 31, 2026
|
31,942 | ||
| 31 |
Closed-End Fund Advisors, Inc.
13F
CIK 2103520 · Unknown · Mar 31, 2026
|
30,841 | ||
| 32 |
WOLVERINE ASSET MANAGEMENT LLC
13F
CIK 1279891 · Registered investment adviser · Mar 31, 2026
|
25,644 | ||
| 33 |
Ethos Financial Group, LLC
13F
CIK 1954242 · Unknown · Mar 31, 2026
|
21,729 | ||
| 34 |
Concurrent Investment Advisors, LLC
13F
CIK 2001015 · Registered investment adviser · Mar 31, 2026
|
21,366 | ||
| 35 |
Valley Brook Capital Group, Inc.
13F
CIK 1851418 · Registered investment adviser · Mar 31, 2026
|
19,650 | ||
| 36 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Mar 31, 2026
|
17,773 | ||
| 37 |
Creative Planning
13F
CIK 1540235 · Registered investment adviser · Mar 31, 2026
|
16,046 | ||
| 38 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Mar 31, 2026
|
13,289 | ||
| 39 |
EVOLVE PRIVATE WEALTH, LLC
13F
CIK 2111131 · Unknown · Mar 31, 2026
|
13,000 | ||
| 40 |
B. Riley Wealth Advisors, Inc.
13F
CIK 1464811 · Unknown · Mar 31, 2026
|
12,608 | ||
| 41 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Mar 31, 2026
|
12,382 | ||
| 42 |
PHILADELPHIA TRUST CO
13F
CIK 1110806 · Unknown · Mar 31, 2026
|
12,000 | ||
| 43 |
Mariner, LLC
13F
CIK 1373442 · Registered investment adviser · Mar 31, 2026
|
11,740 | ||
| 44 |
Farther Finance Advisors, LLC
13F
CIK 1992825 · Registered investment adviser · Mar 31, 2026
|
11,329 | ||
| 45 |
WEDBUSH SECURITIES INC
13F
CIK 1142495 · Registered investment adviser · Mar 31, 2026
|
10,809 | ||
| 46 |
Larson Financial Group LLC
13F
CIK 1731061 · Registered investment adviser · Mar 31, 2026
|
4,413 | ||
| 47 |
Pinnacle Wealth Planning Services, Inc.
13F
CIK 1726752 · Registered investment adviser · Mar 31, 2026
|
3,662 | ||
| 48 |
IFG Advisory, LLC
13F
CIK 1728319 · Registered investment adviser · Mar 31, 2026
|
3,500 | ||
| 49 |
Allworth Financial LP
13F
CIK 1555170 · Unknown · Mar 31, 2026
|
3,486 | ||
| 50 |
FIFTH THIRD BANCORP
13F
CIK 35527 · Bank · Mar 31, 2026
|
3,402 |
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 65 holders
Create a free account to page through every holder, filter by source and group by ultimate parent.