CUSIP 55274E102
MFS SPL VALUE TR
32 institutions · $3.8M total · 1,123,135 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Shaker Financial Services, LLC | 206,053 | $803.6K | 18.34% | 2023-12-31 |
| 2 | ABSOLUTE INVESTMENT ADVISERS LLC | 145,750 | $648.6K | 12.97% | 2024-12-31 |
| 3 | CSS LLC/IL | 78,380 | $348.8K | 6.97% | 2024-03-31 |
| 4 | Quarry LP | 74,522 | $331.6K | 6.63% | 2024-03-31 |
| 5 | CHILTON CAPITAL MANAGEMENT LLC | 246,975 | $247.0K | 21.98% | 2023-03-31 |
| 6 | CoreCap Advisors, LLC | 40,220 | $179.0K | 3.58% | 2024-06-30 |
| 7 | LPL Financial LLC | 32,691 | $145.5K | 2.91% | 2024-03-31 |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,531 | $135.9K | 2.71% | 2024-03-31 |
| 9 | NewEdge Advisors, LLC | 28,000 | $124.6K | 2.49% | 2024-03-31 |
| 10 | CITADEL ADVISORS LLC | 21,600 | $96.1K | 1.92% | 2024-03-31 |
| 11 | Almitas Capital LLC | 18,154 | $80.8K | 1.61% | 2024-03-31 |
| 12 | Marion Wealth Management | 17,668 | $78.6K | 1.57% | 2024-03-31 |
| 13 | Arkadios Wealth Advisors | 15,571 | $69.3K | 1.38% | 2024-03-31 |
| 14 | DUDLEY CAPITAL MANAGEMENT, LLC | 14,000 | $62.0K | 1.24% | 2024-03-31 |
| 15 | ADVISOR GROUP HOLDINGS, INC. | 13,294 | $59.2K | 1.18% | 2024-03-31 |
| 16 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 12,573 | $52.6K | 1.11% | 2023-03-31 |
| 17 | Bulldog Investors, LLP | 11,437 | $50.9K | 1.01% | 2024-03-31 |
| 18 | JAG CAPITAL MANAGEMENT, LLC | 11,307 | $50.3K | 1.00% | 2024-03-31 |
| 19 | WOLVERINE ASSET MANAGEMENT LLC | 11,211 | $43.7K | 0.99% | 2023-12-31 |
| 20 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 10,386 | $43.4K | 0.92% | 2023-03-31 |
| 21 | RAYMOND JAMES & ASSOCIATES | 10,785 | $42.1K | 0.96% | 2023-12-31 |
| 22 | Commonwealth Financial Services, LLC | 10,000 | $40.9K | 0.89% | 2024-03-31 |
| 23 | MORGAN STANLEY | 8,010 | $35.6K | 0.71% | 2024-09-30 |
| 24 | BANK OF AMERICA CORP /DE/ | 5,950 | $24.3K | 0.52% | 2023-09-30 |
| 25 | UBS Group AG | 4,876 | $21.7K | 0.43% | 2024-03-31 |
| 26 | HOLLENCREST CAPITAL MANAGEMENT | 2,000 | $8.9K | 0.17% | 2024-03-31 |
| 27 | Clean Yield Group | 1,325 | $5.9K | 0.11% | 2024-03-31 |
| 28 | HHM Wealth Advisors, LLC | 802 | $3.6K | 0.07% | 2024-03-31 |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 39,062 | $174 | 3.47% | 2024-03-31 |
| 30 | WELLS FARGO & COMPANY/MN | 1 | $6 | 0.00% | 2024-03-31 |
| 31 | FMR LLC | 1 | $4 | 0.00% | 2024-03-31 |
| 32 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2024-03-31 |