MFS CHARTER INCOME TRUST (MCR) — Institutional Holders, Q1 2026
66 institutional investment managers reported a MCR position on SEC Form 13F-HR for the quarter ended March 31, 2026, with a combined reported value of $104.7M. 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.
MCR 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
- RIVERNORTH CAPITAL MANAGEMENTNew · +309,031 sh+$1.9M
- Shaker Financial ServicesAdded · +132,817 sh+$804.9K
- SIT INVESTMENT ASSOCIATESAdded · +104,861 sh+$635.5K
- Allspring Global InvestmentsAdded · +87,191 sh+$528.4K
- Logan Stone CapitalAdded · +34,922 sh+$211.6K
Biggest sellers
- MORGAN STANLEYTrimmed · -422,232 sh-$2.6M
- PathstoneTrimmed · -208,980 sh-$1.3M
- READYSTATE ASSET MANAGEMENTSold out · -18,507 sh-$112.2K
- MILLENNIUM MANAGEMENTSold out · -12,114 sh-$73.4K
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.Sold out · -11,590 sh-$70.2K
MCR 13F holders ranked 1–66 of 66
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q4 2025 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 7,677,944 sh | 7,677,944 | $46.5M | — | -5.2% |
| 2 | SIT INVESTMENT ASSOCIATES#2 · 4,097,943 sh | 4,097,943 | $24.8M | — | +2.6% |
| 3 | Allspring Global Investments#3 · 1,362,242 sh | 1,362,242 | $8.3M | — | +6.8% |
| 4 | Shaker Financial Services#4 · 533,655 sh | 533,655 | $3.2M | — | +33.1% |
| 5 | Invesco Ltd.#5 · 489,516 sh | 489,516 | $3.0M | — | -0.7% |
| 6 | BANK OF AMERICA#6 · 381,610 sh | 381,610 | $2.3M | — | +2.9% |
| 7 | RIVERNORTH CAPITAL MANAGEMENT#7 · 309,031 sh | 309,031 | $1.9M | — | New |
| 8 | WELLS FARGO & COMPANY#8 · 209,970 sh | 209,970 | $1.3M | — | -0.4% |
| 9 | RIVERBRIDGE PARTNERS#9 · 207,236 sh | 207,236 | $1.3M | — | +7.2% |
| 10 | Pathstone#10 · 144,700 sh | 144,700 | $876.9K | — | -59.1% |
| 11 | COMMONWEALTH EQUITY SERVICES#11 · 135,913 sh | 135,913 | $823.6K | — | +0.2% |
| 12 | Kestra Advisory Services#12 · 128,467 sh | 128,467 | $778.5K | — | +26.7% |
| 13 | RAYMOND JAMES FINANCIAL#13 · 117,463 sh | 117,463 | $711.8K | — | +12.1% |
| 14 | UBS Group AG#14 · 112,309 sh | 112,309 | $680.6K | — | -0.8% |
| 15 | Cambridge Investment Research Advisors#15 · 111,537 sh | 111,537 | $676.0K | — | -4.9% |
| 16 | STIFEL FINANCIAL#16 · 110,446 sh | 110,446 | $669.3K | — | -7.8% |
| 17 | ASHTON THOMAS SECURITIES#17 · 96,650 sh | 96,650 | $585.7K | — | +9.0% |
| 18 | Logan Stone Capital#18 · 88,880 sh | 88,880 | $538.6K | — | +64.7% |
| 19 | OSAIC#19 · 85,892 sh | 85,892 | $520.5K | — | +30.5% |
| 20 | HighTower Advisors#20 · 78,375 sh | 78,375 | $475.0K | — | -6.8% |
| 21 | LPL Financial#21 · 76,200 sh | 76,200 | $461.8K | — | -9.0% |
| 22 | Janney Montgomery Scott#22 · 74,063 sh | 74,063 | $449.0K | — | 0.0% |
| 23 | Fortitude Advisory Group L.L.C.#23 · 57,217 sh | 57,217 | $346.7K | — | 0.0% |
| 24 | Stonebridge Financial Planning Group#24 · 51,149 sh | 51,149 | $310.0K | — | +0.5% |
| 25 | Waverly Advisors#25 · 46,809 sh | 46,809 | $283.7K | — | +28.9% |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#26 · 40,898 sh | 40,898 | $247.8K | — | -20.2% |
| 27 | CoreCap Advisors#27 · 40,105 sh | 40,105 | $243.0K | — | -11.3% |
| 28 | DECISION INVESTMENTS#28 · 36,853 sh | 36,853 | $223.3K | — | +0.8% |
| 29 | BENJAMIN EDWARDS#29 · 35,203 sh | 35,203 | $213.3K | — | -0.2% |
| 30 | ROYAL BANK OF CANADA#30 · 31,942 sh | 31,942 | $194.0K | — | -6.6% |
| 31 | Closed-End Fund Advisors#31 · 30,841 sh | 30,841 | $186.9K | — | 0.0% |
| 32 | WOLVERINE ASSET MANAGEMENT#32 · 25,644 sh | 25,644 | $155.4K | — | +60.1% |
| 33 | Ethos Financial Group#33 · 21,729 sh | 21,729 | $136.2K | — | 0.0% |
| 34 | Concurrent Investment Advisors#34 · 21,366 sh | 21,366 | $129.5K | — | 0.0% |
| 35 | Valley Brook Capital Group#35 · 19,650 sh | 19,650 | $119.1K | — | -5.8% |
| 36 | NewEdge Advisors#36 · 108,740 sh | 108,740 | $108.7K | — | -3.4% |
| 37 | CITADEL ADVISORS#37 · 17,773 sh | 17,773 | $107.7K | — | New |
| 38 | Creative Planning#38 · 16,046 sh | 16,046 | $97.2K | — | New |
| 39 | Cetera Investment Advisers#39 · 13,289 sh | 13,289 | $80.5K | — | -23.3% |
| 40 | EVOLVE PRIVATE WEALTH#40 · 13,000 sh | 13,000 | $78.8K | — | New |
| 41 | JANE STREET GROUP#41 · 12,382 sh | 12,382 | $75.0K | — | New |
| 42 | B. Riley Wealth Advisors#42 · 12,608 sh | 12,608 | $74.3K | — | 0.0% |
| 43 | PHILADELPHIA#43 · 12,000 sh | 12,000 | $73.0K | — | 0.0% |
| 44 | Mariner#44 · 11,740 sh | 11,740 | $69.7K | — | -1.1% |
| 45 | Farther Finance Advisors#45 · 11,329 sh | 11,329 | $68.2K | — | +0.1% |
| 46 | WEDBUSH SECURITIES#46 · 10,809 sh | 10,809 | $66.0K | — | 0.0% |
| 47 | Larson Financial Group#47 · 4,413 sh | 4,413 | $26.7K | — | 0.0% |
| 48 | Pinnacle Wealth Planning Services#48 · 3,662 sh | 3,662 | $22.2K | — | -22.2% |
| 49 | IFG Advisory#49 · 3,500 sh | 3,500 | $21.2K | — | New |
| 50 | Allworth Financial#50 · 3,486 sh | 3,486 | $21.1K | — | 0.0% |
| 51 | FIFTH THIRD BANCORP#51 · 3,402 sh | 3,402 | $20.6K | — | New |
| 52 | Vermillion Wealth Management#52 · 2,826 sh | 2,826 | $17.1K | — | 0.0% |
| 53 | Rockefeller Capital Management L.P.#53 · 2,802 sh | 2,802 | $17.0K | — | 0.0% |
| 54 | WPG Advisers#54 · 2,289 sh | 2,289 | $13.9K | — | +8.5% |
| 55 | BARTLETT & WEALTH MANAGEMENT#55 · 2,225 sh | 2,225 | $13.4K | — | 0.0% |
| 56 | US BANCORP \DE\#56 · 2,107 sh | 2,107 | $12.8K | — | New |
| 57 | Advisory Services Network#57 · 1,148 sh | 1,148 | $7.0K | — | New |
| 58 | CREATIVE FINANCIAL DESIGNS#58 · 1,046 sh | 1,046 | $6.3K | — | 0.0% |
| 59 | Steward Partners Investment Advisory#59 · 1,020 sh | 1,020 | $6.2K | — | 0.0% |
| 60 | FIRST HORIZON NATIONAL#60 · 882 sh | 882 | $5.3K | — | 0.0% |
| 61 | Piscataqua Savings Bank#61 · 563 sh | 563 | $3.4K | — | 0.0% |
| 62 | ARMSTRONG ADVISORY GROUP#62 · 500 sh | 500 | $3.0K | — | 0.0% |
| 63 | PNC FINANCIAL SERVICES GROUP#63 · 474 sh | 474 | $2.9K | — | 0.0% |
| 64 | MAI Capital Management#64 · 281 sh | 281 | $1.7K | — | 0.0% |
| 65 | JPMORGAN CHASE#65 · 285 sh | 285 | $1.7K | — | 0.0% |
| 66 | Key FInancial#66 · 228 sh | 228 | $1.4K | — | 0.0% |
Funds that sold out of MCR in Q1 2026 (4)
Held MCR 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 |
|---|---|---|
| READYSTATE ASSET MANAGEMENT18,507 sh | 18,507 | $116.0K |
| MILLENNIUM MANAGEMENT12,114 sh | 12,114 | $76.0K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.11,590 sh | 11,590 | $72.7K |
| BOK Financial Private Wealth87 sh | 87 | $546.00 |
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.