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Mfs Intermediate Income Trust

Institutional holders · 13F as of Dec 31, 2025

87 holders

HolderValueShares% of shares
1607 Capital Partners, LLC$16.23M6,218,476—
KARPUS MANAGEMENT, INC.$13.24M5,275,910—
Allspring Global Investments Holdings, LLC$10.79M4,134,958—
AMERIPRISE FINANCIAL INC$10.33M3,957,679—
OSAIC HOLDINGS, INC.$5.50M2,107,608—
Morgan Stanley$3.25M1,244,987—
Invesco Ltd.$2.79M1,067,063—
BANK OF AMERICA CORP /DE$2.55M976,993—
LPL Financial LLC$2.42M978,962—
EQUITABLE HOLDINGS, INC.$1.90M728,657—
WELLS FARGO & COMPANY/MN$1.26M481,963—
RAYMOND JAMES FINANCIAL INC$937.9K359,345—
Private Advisor Group, LLC$893.5K342,350—
Advisors Asset Management, Inc.$757.5K301,802—
Ameritas Advisory Services, LLC$692.0K265,118—
Kingsview Wealth Management, LLC$648.1K248,314—
Focus Partners Wealth$634.7K243,194—
Fortitude Advisory Group L.L.C.$594.6K227,811—
UBS Group AG$424.7K162,712—
DECISION INVESTMENTS, INC$399.1K152,900—
Shaker Financial Services, LLC$350.0K134,091—
Tolleson Wealth Management, Inc.$338.3K129,626—
STEPHENS INC /AR$324.3K124,255—
Citadel Advisors LLC$296.9K113,751—
EVOKE WEALTH, LLC$294.9K113,000—
Royal Bank of Canada$262.0K104,287—
OPPENHEIMER & CO INC$182.7K70,000—
Dakota Wealth Management$178.7K72,350—
SUSQUEHANNA INTERNATIONAL GROUP, LLP$178.6K68,423—
Cetera Investment Advisers$174.9K67,021—
COMMONWEALTH EQUITY SERVICES, LLC$161.4K61,848—
NewEdge Advisors, LLC$154.3K59,100—
CAPTRUST FINANCIAL ADVISORS$151.7K58,137—
SMITH, MOORE & CO.$141.0K54,019—
Cresset Asset Management, LLC$120.6K46,200—
Wealthspire Advisors, LLC$112.3K43,025—
Ethos Financial Group, LLC$108.7K44,027—
MELFA WEALTH MANAGEMENT, INC.$89.1K34,133—
BTG Pactual Asset Management US LLC$77.5K28,615—
Sit Investment Associates, Inc.$76.1K29,167,975—
Moors & Cabot, Inc.$72.8K27,897—
CHOREO, LLC$71.6K27,015—
BENJAMIN EDWARDS INC$70.9K27,170—
JANE STREET GROUP, LLC$70.3K26,923—
Argent Trust Co$67.9K26,000—
CARY STREET PARTNERS FINANCIAL LLC$67.5K25,875—
INTEGRITY ALLIANCE, LLC.$65.4K26,061—
Sanctuary Advisors, LLC$62.2K23,828—
Wolverine Asset Management, LLC$49.4K19,687—
Penbrook Management LLC$48.9K18,750—
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