MFS CHARTER INCOME TR

CUSIP: 552727109 Class: SH BEN INT

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
MORGAN STANLEY8,100,176$50,788
SIT INVESTMENT ASSOCIATES INC3,993,082$25
Allspring Global Investments Holdings, LLC1,275,051$7,995
Invesco Ltd.493,060$3,091
Shaker Financial Services, LLC400,838$2,513
BANK OF AMERICA CORP /DE/370,741$2,325
Pathstone Holdings, LLC353,680$2,218
WELLS FARGO & COMPANY/MN210,837$1,322
RIVERBRIDGE PARTNERS LLC193,336$1,212
COMMONWEALTH EQUITY SERVICES, LLC135,577$850
STIFEL FINANCIAL CORP119,775$751
Cambridge Investment Research Advisors, Inc.117,318$1
UBS Group AG113,210$710
NewEdge Advisors, LLC112,540$706
RAYMOND JAMES FINANCIAL INC104,798$657
Kestra Advisory Services, LLC101,376$636
ASHTON THOMAS SECURITIES, LLC88,650$556
HighTower Advisors, LLC84,120$527
LPL Financial LLC83,733$525
Janney Montgomery Scott LLC74,088$0
OSAIC HOLDINGS, INC.65,802$413
Fortitude Advisory Group L.L.C.57,217$359
Logan Stone Capital, LLC53,958$338
SUSQUEHANNA INTERNATIONAL GROUP, LLP51,228$321
Stonebridge Financial Planning Group, LLC50,892$319
CoreCap Advisors, LLC45,225$284
DECISION INVESTMENTS, INC36,553$229
Waverly Advisors, LLC36,308$228
BENJAMIN EDWARDS INC35,266$221
ROYAL BANK OF CANADA34,186$215
Closed-End Fund Advisors, Inc.30,841$193
Ethos Financial Group, LLC21,729$136
Concurrent Investment Advisors, LLC21,366$134
Valley Brook Capital Group, Inc.20,850$131
Global Retirement Partners, LLC20,695$130
READYSTATE ASSET MANAGEMENT LP18,507$116
Cetera Investment Advisers17,325$109
WOLVERINE ASSET MANAGEMENT LLC16,018$100
B. Riley Wealth Advisors, Inc.12,608$79
MILLENNIUM MANAGEMENT LLC12,114$76
PHILADELPHIA TRUST CO12,000$0
Mariner, LLC11,875$74
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.11,590$73
Farther Finance Advisors, LLC11,318$71
WEDBUSH SECURITIES INC10,809$0
COMERICA BANK8,766$55
Pinnacle Wealth Planning Services, Inc.4,705$30
Larson Financial Group LLC4,413$28
Allworth Financial LP3,486$22
Vermillion Wealth Management, Inc.2,826$18
Rockefeller Capital Management L.P.2,802$18
BARTLETT & CO. WEALTH MANAGEMENT LLC2,225$14
WPG Advisers, LLC2,109$13
CREATIVE FINANCIAL DESIGNS INC /ADV1,046$7
Steward Partners Investment Advisory, LLC1,020$6
FIRST HORIZON CORP882$6
Piscataqua Savings Bank563$4
ARMSTRONG ADVISORY GROUP, INC500$3
PNC Financial Services Group, Inc.474$3
CIBC Private Wealth Group, LLC300$2
JPMORGAN CHASE & CO285$2
MAI Capital Management281$2
Key Financial Inc228$1
BOK Financial Private Wealth, Inc.87$1
Total (64 institutions)17,279,264$81,988