MFS HIGH YIELD MUNICIPAL TRUST (CMU) — Institutional Holders, Q1 2026
45 institutional investment managers reported a CMU position on SEC Form 13F-HR for the quarter ended March 31, 2026, with a combined reported value of $45.5M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CMU in Q1 2026: what funds did
Funds that filed a 13F for both Q4 2025 and Q1 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- BANK OF AMERICAAdded · +388,328 sh+$1.4M
- RIVERNORTH CAPITAL MANAGEMENTAdded · +325,054 sh+$1.2M
- MORGAN STANLEYAdded · +319,091 sh+$1.1M
- GUGGENHEIM CAPITALNew · +315,595 sh+$1.1M
- CITY OF LONDON INVESTMENT MANAGEMENT LTDAdded · +107,873 sh+$386.2K
Biggest sellers
- Thomas J. Herzfeld AdvisorsSold out · -558,611 sh-$2.0M
- Matisse CapitalTrimmed · -163,496 sh-$585.3K
- UBS Group AGTrimmed · -109,224 sh-$391.0K
- ICON ADVISERSTrimmed · -89,722 sh-$321.2K
- Bulldog Investors, LLPTrimmed · -61,925 sh-$221.7K
CMU 13F holders ranked 1–45 of 45
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q4 2025 |
|---|---|---|---|---|---|
| 1 | Bulldog Investors, LLP#1 · 3,531,732 sh | 3,531,732 | $12.6M | — | -1.7% |
| 2 | RIVERNORTH CAPITAL MANAGEMENT#2 · 2,955,950 sh | 2,955,950 | $10.6M | — | +12.4% |
| 3 | Almitas Capital#3 · 1,497,718 sh | 1,497,718 | $5.4M | — | 0.0% |
| 4 | ICON ADVISERS#4 · 731,734 sh | 731,734 | $2.6M | — | -10.9% |
| 5 | MORGAN STANLEY#5 · 710,702 sh | 710,702 | $2.5M | — | +81.5% |
| 6 | CITY OF LONDON INVESTMENT MANAGEMENT LTD#6 · 676,122 sh | 676,122 | $2.4M | — | +19.0% |
| 7 | BANK OF AMERICA#7 · 405,971 sh | 405,971 | $1.5M | — | +2201.0% |
| 8 | Allspring Global Investments#8 · 377,111 sh | 377,111 | $1.4M | — | 0.0% |
| 9 | Bank of New York Mellon#9 · 354,378 sh | 354,378 | $1.3M | — | +11.3% |
| 10 | GUGGENHEIM CAPITAL#10 · 315,595 sh | 315,595 | $1.1M | — | New |
| 11 | Lido Advisors#11 · 146,367 sh | 146,367 | $524.0K | — | 0.0% |
| 12 | UBS Group AG#12 · 129,606 sh | 129,606 | $464.0K | — | -45.7% |
| 13 | MELFA WEALTH MANAGEMENT#13 · 124,236 sh | 124,236 | $444.8K | — | +0.1% |
| 14 | Matisse Capital#14 · 98,712 sh | 98,712 | $353.4K | — | -62.4% |
| 15 | EVOLVE PRIVATE WEALTH#15 · 91,331 sh | 91,331 | $327.0K | — | -1.4% |
| 16 | LPL Financial#16 · 60,315 sh | 60,315 | $215.9K | — | +0.5% |
| 17 | OSAIC#17 · 46,113 sh | 46,113 | $165.1K | — | -28.2% |
| 18 | RAYMOND JAMES FINANCIAL#18 · 43,988 sh | 43,988 | $157.5K | — | -8.8% |
| 19 | Equitable#19 · 33,335 sh | 33,335 | $117.0K | — | +1.9% |
| 20 | Pathstone#20 · 30,929 sh | 30,929 | $110.7K | — | 0.0% |
| 21 | Novak & Powell Financial Services#21 · 30,789 sh | 30,789 | $110.2K | — | +1.4% |
| 22 | Cetera Investment Advisers#22 · 30,249 sh | 30,249 | $108.3K | — | 0.0% |
| 23 | CITADEL ADVISORS#23 · 27,368 sh | 27,368 | $98.0K | — | +48.8% |
| 24 | Cambridge Investment Research Advisors#24 · 26,138 sh | 26,138 | $94.0K | — | +0.3% |
| 25 | BLUE BELL PRIVATE WEALTH MANAGEMENT#25 · 20,917 sh | 20,917 | $74.9K | — | 0.0% |
| 26 | Rockefeller Capital Management L.P.#26 · 20,000 sh | 20,000 | $71.6K | — | 0.0% |
| 27 | MERCER GLOBAL ADVISORS#27 · 18,540 sh | 18,540 | $66.4K | — | New |
| 28 | HighTower Advisors#28 · 17,365 sh | 17,365 | $62.2K | — | New |
| 29 | Fisher Asset Management#29 · 16,847 sh | 16,847 | $60.3K | — | New |
| 30 | SPIREPOINT PRIVATE CLIENT#30 · 16,247 sh | 16,247 | $58.2K | — | 0.0% |
| 31 | COHEN & STEERS#31 · 15,000 sh | 15,000 | $54.0K | — | 0.0% |
| 32 | WealthTrust Asset Management#32 · 14,229 sh | 14,229 | $50.9K | — | New |
| 33 | Closed-End Fund Advisors#33 · 13,091 sh | 13,091 | $46.9K | — | 0.0% |
| 34 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#34 · 12,924 sh | 12,924 | $46.0K | — | +0.5% |
| 35 | Kestra Advisory Services#35 · 12,756 sh | 12,756 | $45.7K | — | 0.0% |
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#36 · 11,851 sh | 11,851 | $42.4K | — | -13.5% |
| 37 | Mesirow Financial Investment Management#37 · 11,835 sh | 11,835 | $42.4K | — | +1.4% |
| 38 | Integrated Wealth Concepts#38 · 11,696 sh | 11,696 | $41.9K | — | 0.0% |
| 39 | WELLS FARGO & COMPANY#39 · 9,609 sh | 9,609 | $34.4K | — | 0.0% |
| 40 | HARBOUR INVESTMENTS#40 · 2,024 sh | 2,024 | $7.2K | — | New |
| 41 | Independence Bank of Kentucky#41 · 2,000 sh | 2,000 | $7.2K | — | -30.1% |
| 42 | ROTHSCHILD INVESTMENT#42 · 1,537 sh | 1,537 | $5.5K | — | 0.0% |
| 43 | HIGHLINE WEALTH PARTNERS#43 · 1,000 sh | 1,000 | $3.6K | — | New |
| 44 | Mascoma Wealth Management#44 · 844 sh | 844 | $3.0K | — | 0.0% |
| 45 | Larson Financial Group#45 · 825 sh | 825 | $3.0K | — | New |
Funds that sold out of CMU in Q1 2026 (5)
Held CMU at the end of Q4 2025 and filed a Q1 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q4 2025 |
|---|---|---|
| Thomas J. Herzfeld Advisors558,611 sh | 558,611 | $2.0M |
| SIT INVESTMENT ASSOCIATES47,357 sh | 47,357 | $166.0K |
| Mutual Advisors20,998 sh | 20,998 | $73.7K |
| Noble Wealth Management PBC15,100 sh | 15,100 | $53.0K |
| Wellington Grp250 sh | 250 | $878.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q1 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q4 2025 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.