MFS HIGH YIELD MUNICIPAL TRUST - CMU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bulldog Investors, LLP | History | Added to | 3,593,657 | 12,613 | 2.81% | 2.41% | 1 | +598,697 | 19.99% | Q4 2025 | Feb 13, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 2,630,896 | 9,234 | 0.44% | 0.51% | 2 | +51,821 | 2.01% | Q4 2025 | Feb 17, 2026 |
| Almitas Capital LLC | History | Reduced | 1,497,718 | 5,256 | 1.16% | 1.2% | 3 | -9,450 | -0.63% | Q4 2025 | Feb 17, 2026 |
| ICON ADVISERS INC/CO | History | No change | 821,456 | 2,883 | 0.62% | 0.62% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Added to | 568,249 | 1,994 | 0.15% | 0.13% | 5 | +50,000 | 9.65% | Q4 2025 | Feb 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 558,611 | 1,960 | 0.66% | 0.65% | 6 | +12,171 | 2.23% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 405,971 | 1,424 | 0.0% | 0.0% | 7 | +258,383 | 175.07% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 391,611 | 1,374 | 0.0% | 0.0% | 8 | +295,240 | 306.36% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 377,111 | 1,323 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 318,415 | 1,117 | 0.0% | 0.0% | 10 | +6,000 | 1.92% | Q4 2025 | Feb 10, 2026 |
| Matisse Capital | History | No change | 262,208 | 920 | 0.41% | 0.41% | 11 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Reduced | 238,830 | 838 | 0.0% | 0.0% | 12 | -10,523 | -4.22% | Q4 2025 | Jan 29, 2026 |
| Lido Advisors, LLC | History | No change | 146,367 | 507 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 124,123 | 435 | 0.25% | 0.25% | 14 | +113 | 0.09% | Q4 2025 | Jan 16, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 92,603 | 325 | 0.02% | — | 15 | +92,603 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 64,223 | 225 | 0.0% | 0.0% | 16 | +13,521 | 26.67% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 59,992 | 210 | 0.0% | 0.0% | 17 | -473 | -0.78% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 48,217 | 169 | 0.0% | 0.0% | 18 | -46 | -0.1% | Q4 2025 | Feb 18, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 47,357 | 166 | 0.2% | 0.07% | 19 | -997,983 | -95.47% | Q4 2025 | Feb 25, 2026 |
| Equitable Holdings, Inc. | History | Added to | 32,724 | 114 | 0.0% | 0.0% | 20 | +305 | 0.94% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 30,929 | 108 | 0.0% | — | 21 | +30,929 | New | Q4 2025 | Feb 13, 2026 |
| Novak & Powell Financial Services, Inc. | History | New | 30,365 | 106 | 0.06% | — | 23 | +30,365 | New | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 30,249 | 106 | 0.0% | 0.0% | 22 | -5,408 | -15.17% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 26,051 | 91 | 0.0% | 0.0% | 24 | +88 | 0.34% | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | New | 20,998 | 73 | 0.0% | — | 26 | +20,998 | New | Q4 2025 | Feb 02, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 20,921 | 73 | 0.01% | 0.01% | 25 | -1,000 | -4.56% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 20,000 | 70 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 18,396 | 64 | 0.0% | 0.0% | 28 | -10,765 | -36.92% | Q4 2025 | Feb 17, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 16,247 | 57 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| COHEN & STEERS, INC. | History | No change | 15,000 | 53 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | No change | 15,100 | 53 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 13,703 | 48 | 0.0% | — | 32 | +13,703 | New | Q4 2025 | Feb 17, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 13,091 | 45 | 0.03% | — | 34 | +13,091 | New | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,864 | 45 | 0.0% | 0.0% | 33 | -291 | -2.21% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | No change | 12,756 | 44 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 11,696 | 41 | 0.0% | 0.0% | 36 | -4,553 | -28.02% | Q4 2025 | Feb 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 11,673 | 40 | 0.0% | 0.0% | 37 | +164 | 1.42% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 9,609 | 33 | 0.0% | 0.0% | 38 | +3,063 | 46.79% | Q4 2025 | Feb 13, 2026 |
| Independence Bank of Kentucky | History | Reduced | 2,860 | 10 | 0.0% | 0.0% | 39 | -2,150 | -42.91% | Q4 2025 | Jan 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,537 | 5 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mascoma Wealth Management LLC | History | No change | 844 | 2 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,093 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Nov 14, 2025 |