2 institutions reported holding $108,121 of MFS TOTAL RETURN I (MTRIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: NBT BANK N A /NY ($101,718), Financial Gravity Companies, Inc. ($6,403). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NBT BANK N A /NY | $101,718 | 5,182 | New |
| 2 | Financial Gravity Companies, Inc. | $6,403 | 326 | Added |
Source: SEC Form 13F filings · as of 2026-06-30