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 | 1,597,150 | 2,587 | 0.05% | 0.05% | 1 | +145,115 | 9.99% | Q1 2026 | May 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 171,400 | 278 | 0.2% | 0.21% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Almitas Capital LLC | History | New | 127,491 | 206 | 0.05% | — | 3 | +127,491 | New | Q1 2026 | May 15, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 101,665 | 164 | 0.02% | 0.02% | 4 | -3,880 | -3.68% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 58,764 | 95 | 0.0% | 0.0% | 5 | +44,737 | 318.93% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 51,535 | 83 | 0.0% | 0.0% | 6 | -628 | -1.2% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | No change | 41,000 | 66 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 29,964 | 49 | 0.0% | 0.0% | 8 | +2,500 | 9.1% | Q1 2026 | Apr 30, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 28,473 | 46 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | No change | 25,000 | 40 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 20,665 | 33 | 0.0% | 0.0% | 11 | -11,198 | -35.14% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 32,900 | 32 | 0.0% | 0.0% | 13 | -23,700 | -41.87% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 20,000 | 32 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kovack Advisors, Inc. | History | No change | 20,073 | 32 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 13,362 | 21 | 0.0% | — | 16 | +13,361 | 1336100.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 13,303 | 21 | 0.0% | 0.0% | 15 | +3,301 | 33.0% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 13,043 | 21 | 0.0% | 0.0% | 17 | -953 | -6.81% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 11,235 | 18 | 0.0% | — | 18 | +11,235 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | New | 10,011 | 16 | 0.0% | — | 19 | +10,011 | New | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | No change | 6,780 | 10 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 3,321 | 5 | 0.0% | 0.0% | 21 | -3,970 | -54.45% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 1,913 | 3 | 0.0% | — | 22 | +1,384 | 261.63% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | No change | 1,337 | 2 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,000 | 1 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SageView Advisory Group, LLC | History | No change | 893 | 1 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,512 | -100.0% | Q1 2026 | May 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,571 | -100.0% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,367 | -100.0% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 202 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 386 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 20, 2026 |