| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| FULTON BANK, N.A. | 30 | 11 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q4 2023 | 41 |
| Arvest Bank Trust Division | 15 | 15 | 0.03% | 0.11% | 0.33% | Q2 2017 | Q4 2020 | 15 |
| DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.01% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
| BTR CAPITAL MANAGEMENT INC | 12 | 12 | 0.04% | 0.64% | 0.86% | Q2 2018 | Q1 2021 | 12 |
| QCI ASSET MANAGEMENT INC/NY | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2020 | 11 |
| Janney Montgomery Scott LLC | 9 | 9 | 0.28% | 0.36% | 0.47% | Q2 2013 | Q2 2015 | 9 |
| WILLIAMS JONES & ASSOCIATES LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2019 | 9 |
| Coston, McIsaac & Partners | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
| True Link Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q2 2014 | 3 |
| Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
| REILLY FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
| MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
| PROFESSIONAL ADVISORY SERVICES INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2015 | Q2 2016 | 2 |
| Vectors Research Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2018 | 2 |
| Williams Jones Wealth Management, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
| ROTHSCHILD INVESTMENT LLC /IL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
| Barrett Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
| MURPHY CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2010 | Q3 2010 | 1 |
| Weaver Consulting Group | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2019 | Q1 2019 | 1 |
| Register Financial Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
| GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
| Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
| Hayden Royal, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 1.77% | 1.77% | 1.77% | Q1 2015 | Q1 2015 | 1 |
| ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
This page lists all the filers that currently own MFS SER TR I or have owned MFS SER TR I in the past.