MFS SERIES TRUST XVII - MIEIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Arvest Bank Trust Division | History | Reduced | 617,533 | 25,059 | 1.36% | 1.41% | 1 | -13,173 | -2.09% | Q4 2025 | Feb 09, 2026 |
| FULTON BANK, N.A. | History | No change | 6,609 | 268 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q3 2025 | Oct 23, 2025 |