MFS SERIES TRUST X - MDIJX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | History | Added to | 108,164 | 3,002 | 1.26% | 1.28% | 1 | +1,413 | 1.32% | Q4 2025 | Feb 03, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 7,444 | 206 | 0.02% | — | 2 | +7,444 | New | Q4 2025 | Jan 30, 2026 |
| Coston, McIsaac & Partners | History | New | 709 | 19 | 0.0% | — | 3 | +709 | New | Q4 2025 | Feb 03, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 626 | 17 | 0.01% | — | 4 | +626 | New | Q4 2025 | Feb 18, 2026 |