MFS SERIES TRUST IV - OTCIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 19,844 | 554 | 0.12% | 0.13% | 1 | +2,581 | 14.95% | Q4 2025 | Jan 27, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -670 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q3 2025 | Nov 05, 2025 |