| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Janney Montgomery Scott LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q2 2015 | 8 |
| Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
| ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| VESTOR CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
| Weaver Consulting Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
This page lists all the filers that currently own MFS TTL RET I or have owned MFS TTL RET I in the past.