MFS CHARTER INCOME TRUST - MCR

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$105.4M
QoQ value delta ($000)
-$2.918M (-2.69%)
Implied price effect (QoQ)
-3.35%
Shares
Total shares
17,396,064
QoQ shares delta
+116,800 (+0.68%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 66 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
MORGAN STANLEY 46,528 7,677,944 0.0%
SIT INVESTMENT ASSOCIATES INC 24,834 4,097,943 0.5%
Allspring Global Investments Holdings, LLC 8,255 1,362,242 0.01%
Shaker Financial Services, LLC 3,233 533,655 1.13%
Invesco Ltd. 2,966 489,516 0.0%
BANK OF AMERICA CORP /DE/ 2,312 381,610 0.0%
RIVERNORTH CAPITAL MANAGEMENT, LLC 1,872 309,031 0.09%
WELLS FARGO & COMPANY/MN 1,272 209,970 0.0%
RIVERBRIDGE PARTNERS LLC 1,255 207,236 0.03%
Pathstone Holdings, LLC 876 144,700 0.0%
COMMONWEALTH EQUITY SERVICES, LLC 823 135,913 0.0%
Kestra Advisory Services, LLC 778 128,467 0.0%
RAYMOND JAMES FINANCIAL INC 711 117,463 0.0%
UBS Group AG 680 112,309 0.0%
Cambridge Investment Research Advisors, Inc. 676 111,537 0.0%
STIFEL FINANCIAL CORP 669 110,446 0.0%
NewEdge Advisors, LLC 658 108,740 0.0%
ASHTON THOMAS SECURITIES, LLC 585 96,650 0.07%
Logan Stone Capital, LLC 538 88,880 0.15%
OSAIC HOLDINGS, INC. 520 85,892 0.0%
HighTower Advisors, LLC 474 78,375 0.0%
LPL Financial LLC 461 76,200 0.0%
Janney Montgomery Scott LLC 449 74,063 0.0%
Fortitude Advisory Group L.L.C. 346 57,217 0.16%
Stonebridge Financial Planning Group, LLC 309 51,149 0.11%