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 | No change | 107,847 | 2,987 | 1.29% | 1.29% | 1 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Coston, McIsaac & Partners | History | No change | 709 | 21 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VSM Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -60 | -100.0% | Q2 2026 | Jul 22, 2026 |