MFS INTERMEDIATE HIGH INCOME FUND - CIF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 1,452,035 | 2,468 | 3.03% | 0.04% | 1 | +290,356 | 24.99% | Q4 2025 | Feb 25, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Added to | 171,400 | 293 | 0.21% | 0.21% | 2 | +5,500 | 3.32% | Q4 2025 | Feb 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 105,545 | 179 | 0.02% | 0.02% | 3 | -4,997 | -4.52% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 56,600 | 96 | 0.0% | 0.0% | 4 | -2,000 | -3.41% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 52,163 | 88 | 0.0% | 0.0% | 5 | -6,638 | -11.29% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | No change | 41,000 | 69 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | No change | 31,863 | 54 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 28,473 | 48 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 27,464 | 47 | 0.0% | 0.0% | 9 | +2,500 | 10.01% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 20,000 | 34 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kovack Advisors, Inc. | History | No change | 20,073 | 34 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 18,512 | 31 | 0.0% | — | 12 | +18,512 | New | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 16,571 | 28 | 0.0% | — | 13 | +16,571 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 14,027 | 23 | 0.0% | — | 15 | +14,027 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 13,996 | 23 | 0.0% | — | 14 | +13,996 | New | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | New | 11,367 | 19 | 0.0% | — | 16 | +11,367 | New | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,002 | 17 | 0.0% | — | 17 | +10,000 | 500000.0% | Q4 2025 | Feb 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 7,291 | 12 | 0.0% | — | 18 | +7,291 | New | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 6,780 | 11 | 0.0% | — | 19 | +6,780 | New | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | No change | 1,337 | 2 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,000 | 1 | 0.0% | — | 21 | +1,000 | New | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | New | 893 | 1 | 0.0% | — | 22 | +893 | New | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,280 | -100.0% | Q3 2025 | Oct 17, 2025 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,145 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| UBS Group AG | History | New | 529 | 0 | — | — | — | +529 | New | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 202 | 0 | — | — | — | +202 | New | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 386 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |