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MFS Intermediate High Income (CIF)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
SIT Investment Associates Inc
NEW
Shares1,597,150
Change+1,597,150
Value$2.6K
Filed 2026-05-13
PIN OAK Investment Advisors Inc
UNCHANGED
Shares171,400 from 171,400
Change0 (0%)
Value$278 (-$15)
Filed 2026-05-15
Almitas Capital LLC
NEW
Shares127,491
Change+127,491
Value$206.5K
Filed 2026-05-15
Mosaic Family Wealth Partners, LLC
DECREASED
Shares101,665 from 105,545
Change-3,880 (-4%)
Value$164.7K (-$14.7K)
Filed 2026-04-30
Susquehanna International Group, LLP
INCREASED
Shares58,764 from 14,027
Change+44,737 (+319%)
Value$95.2K (+$71.3K)
Filed 2026-05-15
Osaic Holdings, Inc.
DECREASED
Shares51,535 from 52,163
Change-628 (-1%)
Value$83.5K (-$5.2K)
Filed 2026-05-15
MGO One Seven LLC
UNCHANGED
Shares41,000 from 41,000
Change0 (0%)
Value$66.4K (-$3.3K)
Filed 2026-05-14
NewEdge Advisors, LLC
DECREASED
Shares32,900 from 56,600
Change-23,700 (-42%)
Value$53.3K (-$42.9K)
Filed 2026-06-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares29,964 from 27,464
Change+2,500 (+9%)
Value$49 (+$2)
Filed 2026-04-30
Collaborative Wealth Managment Inc.
UNCHANGED
Shares28,473 from 28,473
Change0 (0%)
Value$46.1K (-$2.3K)
Filed 2026-05-05
Rhodes Investment Advisors Inc
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$40.5K (-$2.0K)
Filed 2026-05-14
LPL Financial LLC
DECREASED
Shares20,665 from 31,863
Change-11,198 (-35%)
Value$33.5K (-$20.7K)
Filed 2026-05-06
Kovack Advisors, Inc.
UNCHANGED
Shares20,073 from 20,073
Change0 (0%)
Value$32.9K (-$1.2K)
Filed 2026-05-13
PNC Financial Services Group, Inc.
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$32.4K (-$1.6K)
Filed 2026-05-08
Morgan Stanley
INCREASED
Shares13,362 from 1
Change+13,361 (+1336100%)
Value$21.6K (+$21.6K)
Filed 2026-05-15
Wells Fargo & Company
INCREASED
Shares13,303 from 10,002
Change+3,301 (+33%)
Value$21.6K (+$4.5K)
Filed 2026-07-08
Citadel Advisors LLC
DECREASED
Shares13,043 from 13,996
Change-953 (-7%)
Value$21.1K (-$2.7K)
Filed 2026-05-15
XTX Topco Ltd
NEW
Shares11,235
Change+11,235
Value$18.2K
Filed 2026-05-15
Creative Planning
NEW
Shares10,011
Change+10,011
Value$16.2K
Filed 2026-05-12
Axiom Investment Management LLC
NEW
Shares8,625
Change+8,625
Value$14.0K
Filed 2026-05-26
Allworth Financial LP
UNCHANGED
Shares6,780 from 6,780
Change0 (0%)
Value$11.0K (-$543)
Filed 2026-05-15
Wolverine Asset Management LLC
DECREASED
Shares3,321 from 7,291
Change-3,970 (-54%)
Value$5.4K (-$7.0K)
Filed 2026-05-04
UBS Group AG
INCREASED
Shares1,913 from 529
Change+1,384 (+262%)
Value$3.1K (+$2.2K)
Filed 2026-05-05
CWM, LLC
UNCHANGED
Shares1,337 from 1,337
Change0 (0%)
Value$2.2K (+$2.2K)
Filed 2026-05-14
Fifth Third Bancorp
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$1.6K (-$80)
Filed 2026-05-01
SOA Wealth Advisors, Llc.
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$625 (-$31)
Filed 2026-05-20
EverSource Wealth Advisors, LLC
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$327 (-$16)
Filed 2026-05-18
Citigroup Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$10 ($0)
Filed 2026-05-11
Jane Street Group, LLC
CLOSED
Shares0 from 18,512
Change-18,512 (-100%)
Value$0 (-$31.5K)
Filed 2026-05-12
Two Sigma Securities, LLC
CLOSED
Shares0 from 16,571
Change-16,571 (-100%)
Value$0 (-$28.2K)
Filed 2026-05-15
StoneX Group Inc.
CLOSED
Shares0 from 11,367
Change-11,367 (-100%)
Value$0 (-$19.3K)
Filed 2026-05-14
SageView Advisory Group, LLC
CLOSED
Shares0 from 893
Change-893 (-100%)
Value$0 (-$1.5K)
Filed 2026-08-10
Status
SIT Investment Associates Inc
NEW1,597,150—+1,597,150——$2.6K—2026-05-13
PIN OAK Investment Advisors Inc
UNCHANGED171,400171,40000%$293$278-$152026-05-15
Almitas Capital LLC
NEW127,491—+127,491——$206.5K—2026-05-15
Mosaic Family Wealth Partners, LLC
DECREASED101,665105,545-3,880-4%$179.4K$164.7K-$14.7K2026-04-30
Susquehanna International Group, LLP
INCREASED58,76414,027+44,737+319%$23.8K$95.2K+$71.3K2026-05-15
Osaic Holdings, Inc.
DECREASED51,53552,163-628-1%$88.7K$83.5K-$5.2K2026-05-15
MGO One Seven LLC
UNCHANGED41,00041,00000%$69.7K$66.4K-$3.3K2026-05-14
NewEdge Advisors, LLC
DECREASED32,90056,600-23,700-42%$96.2K$53.3K-$42.9K2026-06-03
Cambridge Investment Research Advisors, Inc.
INCREASED29,96427,464+2,500+9%$47$49+$22026-04-30
Collaborative Wealth Managment Inc.
UNCHANGED28,47328,47300%$48.4K$46.1K-$2.3K2026-05-05
Rhodes Investment Advisors Inc
UNCHANGED25,00025,00000%$42.5K$40.5K-$2.0K2026-05-14
LPL Financial LLC
DECREASED20,66531,863-11,198-35%$54.2K$33.5K-$20.7K2026-05-06
Kovack Advisors, Inc.
UNCHANGED20,07320,07300%$34.1K$32.9K-$1.2K2026-05-13
PNC Financial Services Group, Inc.
UNCHANGED20,00020,00000%$34.0K$32.4K-$1.6K2026-05-08
Morgan Stanley
INCREASED13,3621+13,361+1336100%$2$21.6K+$21.6K2026-05-15
Wells Fargo & Company
INCREASED13,30310,002+3,301+33%$17.0K$21.6K+$4.5K2026-07-08
Citadel Advisors LLC
DECREASED13,04313,996-953-7%$23.8K$21.1K-$2.7K2026-05-15
XTX Topco Ltd
NEW11,235—+11,235——$18.2K—2026-05-15
Creative Planning
NEW10,011—+10,011——$16.2K—2026-05-12
Axiom Investment Management LLC
NEW8,625—+8,625——$14.0K—2026-05-26
Allworth Financial LP
UNCHANGED6,7806,78000%$11.5K$11.0K-$5432026-05-15
Wolverine Asset Management LLC
DECREASED3,3217,291-3,970-54%$12.4K$5.4K-$7.0K2026-05-04
UBS Group AG
INCREASED1,913529+1,384+262%$899$3.1K+$2.2K2026-05-05
CWM, LLC
UNCHANGED1,3371,33700%$2$2.2K+$2.2K2026-05-14
Fifth Third Bancorp
UNCHANGED1,0001,00000%$1.7K$1.6K-$802026-05-01
SOA Wealth Advisors, Llc.
UNCHANGED38638600%$656$625-$312026-05-20
EverSource Wealth Advisors, LLC
UNCHANGED20220200%$343$327-$162026-05-18
Citigroup Inc
UNCHANGED6600%$10$10$02026-05-11
Jane Street Group, LLC
CLOSED018,512-18,512-100%$31.5K$0-$31.5K2026-05-12
Two Sigma Securities, LLC
CLOSED016,571-16,571-100%$28.2K$0-$28.2K2026-05-15
StoneX Group Inc.
CLOSED011,367-11,367-100%$19.3K$0-$19.3K2026-05-14
SageView Advisory Group, LLC
CLOSED0893-893-100%$1.5K$0-$1.5K2026-08-10
Showing 32 of 32 institutions