# MFS HIGH YIELD MUN TR (CMU)

> Institutional ownership reported to the SEC as of Q1 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CMU/

- Reporting holders: 45
- Reported value: $45.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Bulldog Investors, LLP](https://holderbook.com/funds/1504304-bulldog-investors-llp/) | $12.6M | 3,531,732 | 2.8% | 17 |
| [RIVERNORTH CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1447578-rivernorth-capital-management-llc/) | $10.6M | 2,955,950 | 0.5% | 21 |
| [Almitas Capital LLC](https://holderbook.com/funds/1596468-almitas-capital-llc/) | $5.4M | 1,497,718 | 1.2% | 10 |
| [ICON ADVISERS INC/CO](https://holderbook.com/funds/1058470-icon-advisers-inc-co/) | $2.6M | 731,734 | 0.6% | 10 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $2.5M | 710,702 | 0.0% | 34 |
| [CITY OF LONDON INVESTMENT MANAGEMENT CO LTD](https://holderbook.com/funds/1034546-city-of-london-investment-management-co-ltd/) | $2.4M | 676,122 | 0.2% | 12 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $1.5M | 405,971 | 0.0% | 21 |
| [Allspring Global Investments Holdings, LLC](https://holderbook.com/funds/1890906-allspring-global-investments-holdings-llc/) | $1.4M | 377,111 | 0.0% | 15 |
| [Bank of New York Mellon Corp](https://holderbook.com/funds/1390777-bank-of-new-york-mellon-corp/) | $1.3M | 354,378 | 0.0% | 8 |
| [GUGGENHEIM CAPITAL LLC](https://holderbook.com/funds/1283072-guggenheim-capital-llc/) | $1.1M | 315,595 | 0.0% | 1 |
| [Lido Advisors, LLC](https://holderbook.com/funds/1650150-lido-advisors-llc/) | $524.0K | 146,367 | 0.0% | 10 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $464.0K | 129,606 | 0.0% | 30 |
| [MELFA WEALTH MANAGEMENT, INC.](https://holderbook.com/funds/1962465-melfa-wealth-management-inc/) | $444.8K | 124,236 | 0.3% | 14 |
| [Matisse Capital](https://holderbook.com/funds/1668256-matisse-capital/) | $353.4K | 98,712 | 0.2% | 17 |
| [EVOLVE PRIVATE WEALTH, LLC](https://holderbook.com/funds/2111131-evolve-private-wealth-llc/) | $327.0K | 91,331 | 0.0% | 2 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $215.9K | 60,315 | 0.0% | 30 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $165.1K | 46,113 | 0.0% | 25 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $157.5K | 43,988 | 0.0% | 6 |
| [Equitable Holdings, Inc.](https://holderbook.com/funds/1333986-equitable-holdings-inc/) | $117.0K | 33,335 | 0.0% | 13 |
| [Pathstone Holdings, LLC](https://holderbook.com/funds/2011612-pathstone-holdings-llc/) | $110.7K | 30,929 | 0.0% | 5 |
| [Novak & Powell Financial Services, Inc.](https://holderbook.com/funds/2011548-novak-powell-financial-services-inc/) | $110.2K | 30,789 | 0.1% | 2 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $108.3K | 30,249 | 0.0% | 5 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $98.0K | 27,368 | 0.0% | 4 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $94.0K | 26,138 | 0.0% | 28 |
| [BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1352860-blue-bell-private-wealth-management-llc/) | $74.9K | 20,917 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2026 | 45 | $45.5M |
| Q4 2025 | 41 | $44.3M |
| Q3 2025 | 39 | $47.6M |
| Q2 2025 | 38 | $39.9M |
| Q1 2025 | 39 | $42.4M |
| Q4 2024 | 42 | $39.2M |
| Q3 2024 | 47 | $33.8M |
| Q2 2024 | 52 | $30.8M |
| Q1 2024 | 51 | $30.1M |
| Q4 2023 | 50 | $30.4M |
| Q3 2023 | 49 | $33.5M |
| Q2 2023 | 48 | $30.4M |

