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 | 609,237 | 25,520 | 1.24% | 1.31% | 1 | -9,283 | -1.5% | Q2 2026 | Aug 13, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 96 | 4 | 0.0% | — | 2 | +96 | New | Q2 2026 | Jul 15, 2026 |