Who Owns MFS CHARTER INCOME TRUST (MCR)? -- Institutional Holders (2026-03-31)

70 institutions reported holding $104.7M of MFS CHARTER INCOME TRUST (MCR) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($46.5M), SIT INVESTMENT ASSOCIATES INC ($24.8M), Allspring Global Investments Holdings, LLC ($8.3M), Shaker Financial Services, LLC ($3.2M), Invesco Ltd. ($3.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$46.5M	7.7M	Trimmed
2	SIT INVESTMENT ASSOCIATES INC	$24.8M	4.1M	Added
3	Allspring Global Investments Holdings, LLC	$8.3M	1.4M	Added
4	Shaker Financial Services, LLC	$3.2M	533,655	Added
5	Invesco Ltd.	$3.0M	489,516	Trimmed
6	BANK OF AMERICA CORP /DE/	$2.3M	381,610	Added
7	RIVERNORTH CAPITAL MANAGEMENT, LLC	$1.9M	309,031	New
8	WELLS FARGO & COMPANY/MN	$1.3M	209,970	Trimmed
9	RIVERBRIDGE PARTNERS LLC	$1.3M	207,236	Added
10	Pathstone Holdings, LLC	$876,885	144,700	Trimmed
11	COMMONWEALTH EQUITY SERVICES, LLC	$823,634	135,913	Added
12	Kestra Advisory Services, LLC	$778,511	128,467	Added
13	RAYMOND JAMES FINANCIAL INC	$711,826	117,463	Added
14	UBS Group AG	$680,593	112,309	Trimmed
15	Cambridge Investment Research Advisors, Inc.	$676,000	111,537	Trimmed
16	STIFEL FINANCIAL CORP	$669,301	110,446	Trimmed
17	ASHTON THOMAS SECURITIES, LLC	$585,699	96,650	Added
18	Logan Stone Capital, LLC	$538,613	88,880	Added
19	OSAIC HOLDINGS, INC.	$520,498	85,892	Added
20	HighTower Advisors, LLC	$474,953	78,375	Trimmed
21	LPL Financial LLC	$461,774	76,200	Trimmed
22	Janney Montgomery Scott LLC	$449,000	74,063	Trimmed
23	Fortitude Advisory Group L.L.C.	$346,736	57,217	Hold
24	Stonebridge Financial Planning Group, LLC	$309,960	51,149	Added
25	Waverly Advisors, LLC	$283,662	46,809	Added

Source: SEC Form 13F filings · as of 2026-03-31