MCSNX
MFS Commodity Strategy Fund
MFS Series Trust XV

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Oct 31, 2025 → Jan 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
US TREASURY N/B 0 58,710,000 58,710,000 6.28% $60.46M
US TREASURY N/B 0 36,319,000 36,319,000 3.78% $36.44M
FHLBDN 0 02/02/26 0 20,547,000 20,547,000 2.13% $20.54M
AUTONATION INC 0 3,977,000 3,977,000 0.41% $3.99M
PFP Ltd., Series 2026-13, Class AS 0 3,000,000 3,000,000 0.31% $3.01M
Rate Mortgage Trust, Series 2025-J3, Class A27 0 2,926,924 2,926,924 0.31% $2.95M
AVIATION CAPITAL GROUP LLC 144A 4.250000% 04/30/2029 0 1,984,000 1,984,000 0.21% $1.98M
CAPITAL ONE FINL 0 1,778,000 1,778,000 0.18% $1.78M
EBAY INC 0 1,752,000 1,752,000 0.18% $1.76M
CNO GLOBAL FUNDING SECURED 144A 12/30 4.7 0 1,701,000 1,701,000 0.18% $1.70M
Morgan Stanley Residential Mortgage Loan Trust, Series 2025-NQM9, Class A1 0 1,442,948 1,442,948 0.15% $1.45M
MF1 2026-FL21 LLC 0 1,240,411 1,240,411 0.13% $1.24M
FORD MOTOR CRED 0 1,018,000 1,018,000 0.11% $1.03M
TRITON CONTAINER 0 1,006,000 1,006,000 0.10% $1.00M
MF1 2026-FL21 LLC 0 780,014 780,014 0.08% $780.74K
HOMES Trust, Series 2026-INV1, Class A1D 0 720,987 720,987 0.07% $721.77K
PLNT 2025-1A A2I 0 715,000 715,000 0.07% $719.74K
BROADCOM INC 0 632,000 632,000 0.07% $631.61K
J.P. Morgan Mortgage Trust, Series 2026-NQM1, Class A1 0 575,008 575,008 0.06% $575.15K
MF1 2026-FL21 LLC 0 374,772 374,772 0.04% $374.79K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
FHLBDN 0 11/03/25 34,506,000 0 -34,506,000 0.00% -$34.49M
US TREASURY N/B 33,500,000 0 -33,500,000 0.00% -$33.48M
US TREASURY N/B 30,754,000 0 -30,754,000 0.00% -$30.83M
US TREASURY N/B 30,477,000 0 -30,477,000 0.00% -$30.29M
US TREASURY N/B 29,685,000 0 -29,685,000 0.00% -$29.84M
US TREASURY N/B 18,896,000 0 -18,896,000 0.00% -$18.91M
MF1 Ltd., Series 2021-FL6, Class B 3,089,144 0 -3,089,144 0.00% -$3.09M
SK HYNIX INC 2,977,000 0 -2,977,000 0.00% -$2.98M
TRTX Issuer Ltd., Series 2021-FL4, Class B 2,749,000 0 -2,749,000 0.00% -$2.74M
VIDEOTRON LTD / LTEE REGD P/P 5.12500000 2,733,000 0 -2,733,000 0.00% -$2.73M
Shelter Growth CRE Issuer Ltd., Series 2021-FL3, Class C 2,649,500 0 -2,649,500 0.00% -$2.65M
SANDS CHINA LTD 2,616,000 0 -2,616,000 0.00% -$2.61M
MF1 Ltd., Series 2020-FL4, Class B 2,437,000 0 -2,437,000 0.00% -$2.44M
BERRY GLOBAL INC 2,361,000 0 -2,361,000 0.00% -$2.35M
UBS Group AG 2,234,000 0 -2,234,000 0.00% -$2.24M
OCCIDENTAL PETE 2,003,000 0 -2,003,000 0.00% -$2.04M
MQGAU V1.34 01/12/27 144A 1,904,000 0 -1,904,000 0.00% -$1.89M
Tencent Holdings Ltd 1,551,000 0 -1,551,000 0.00% -$1.54M
EQUITABLE FINANCIAL LIFE GLOBAL FUNDING 5.5% 12/02/2025 144A 1,377,000 0 -1,377,000 0.00% -$1.38M
BROADCOM INC 1,358,000 0 -1,358,000 0.00% -$1.36M
VW 1.25 11/24/25 144A 1,359,000 0 -1,359,000 0.00% -$1.36M
TRTX Issuer Ltd., Series 2021-FL4, Class AS 1,305,000 0 -1,305,000 0.00% -$1.30M
GOLDMAN SACHS GP 1,268,000 0 -1,268,000 0.00% -$1.26M
AVOLON HOLDINGS FUNDING LTD 5.5% 01/15/2026 144A 949,000 0 -949,000 0.00% -$950.03K
OCCIDENTAL PETROLEUM COR SR UNSECURED 08/27 5 895,000 0 -895,000 0.00% -$907.82K
FIRSTENERGY CORP SR UNSEC 1.6% 01-15-26 900,000 0 -900,000 0.00% -$893.79K
ERAC USA FINANCE LLC COMPANY GUAR 144A 11/25 3.8 684,000 0 -684,000 0.00% -$684.00K
PHILIP MORRIS IN 667,000 0 -667,000 0.00% -$667.16K
CNH INDUSTRIAL 475,000 0 -475,000 0.00% -$472.52K
AmeriCredit Automobile Receivables Trust 2024-1 178,562 0 -178,562 0.00% -$178.73K
Uniform Mortgage-Backed Security, TBA 50,000 0 -50,000 0.00% -$47.91K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
MFS Institutional Money Market Portfolio, Class A 40,536,850 83,462,174 42,925,324 8.67% $42.93M
WHEAT MAY 26 262,181,917 306,540,960 44,359,043 2.30% $17.88M
ZSCALER INC CFD 319,213,195 327,204,160 7,990,964 2.25% $15.49M
S&P 500 MINI INDEX 02/06/26W 680P 207,022,234 226,576,793 19,554,559 1.78% $12.10M
PNC V5.354 12/02/28 4,598,000 5,237,000 639,000 0.56% $657.22K
JBS/FOODS/FOOD 4,625,000 5,268,000 643,000 0.53% $653.39K
SMBC AVIATION CAPITAL FI REGD 144A P/P 5.30000000 3,792,000 4,319,000 527,000 0.46% $539.76K
FORD MOTOR CRED 3,807,000 4,336,000 529,000 0.46% $547.25K
ELEMENT FLEET MA 3,735,000 4,254,000 519,000 0.45% $518.15K
BACARDI / MARTIN 3,680,000 4,191,000 511,000 0.44% $516.06K
MARS INC 3,586,000 4,084,000 498,000 0.43% $509.34K
PIONEER NATURAL 4,010,000 4,567,000 557,000 0.43% $530.69K
NATIONWIDE BUILDING SOC(UNGTD) 2.972%/VAR 02/16/2028 144A 3,620,000 4,123,000 503,000 0.42% $514.98K
Rentokil Terminix Funding, LLC 3,407,000 3,880,000 473,000 0.41% $482.39K
DCP MIDSTREAM OP 3,315,000 3,776,000 461,000 0.40% $460.00K
EQT CORP 3,070,000 3,496,000 426,000 0.37% $435.88K
MARRIOTT INTL 3,040,000 3,462,000 422,000 0.37% $435.45K
PACIFIC GAS&ELEC 2,971,000 3,384,000 413,000 0.36% $437.27K
PNC FINANCIAL 2,978,000 3,392,000 414,000 0.35% $415.26K
CAIXABANK SA SR UNSECURED 144A 03/30 VAR 2,859,000 3,255,000 396,000 0.35% $410.93K
Element Fleet Management Corp. 2,904,000 3,307,000 403,000 0.35% $412.60K
MORGAN STANLEY 2,894,000 3,296,000 402,000 0.35% $399.89K
CHARLES SCHWAB 2,815,000 3,206,000 391,000 0.34% $386.22K
PAYCHEX INC 2,743,000 3,124,000 381,000 0.33% $393.07K
EVERSOURCE ENERG 2,775,000 3,161,000 386,000 0.33% $390.35K
ARW 5.15 08/21/29 2,694,000 3,068,000 374,000 0.33% $388.07K
WEA FINANCE LLC 2,631,000 2,997,000 366,000 0.31% $370.69K
BAT INTL FINANCE 2,419,000 2,754,000 335,000 0.30% $352.38K
Flutter Treasury DAC 2,479,000 2,823,000 344,000 0.30% $349.58K
MARATHON PETRO 2,393,000 2,724,000 331,000 0.29% $344.99K
SUMITOMO MITSUI 2,495,000 2,842,000 347,000 0.29% $357.53K
JPMORGAN CHASE 2,424,000 2,761,000 337,000 0.29% $356.21K
CBRE SERVICES IN 2,318,000 2,639,000 321,000 0.28% $332.87K
DEUTSCHE BANK NY 2,315,000 2,637,000 322,000 0.28% $314.22K
ENBRIDGE INC 2,291,000 2,609,000 318,000 0.27% $319.73K
Videotron, Ltd. 2,359,000 2,687,000 328,000 0.27% $338.28K
CHARLES SCHWAB 2,205,000 2,510,000 305,000 0.27% $317.27K
BROADCOM INC 2,224,000 2,533,000 309,000 0.27% $316.02K
MORGAN STANLEY 2,213,000 2,520,000 307,000 0.26% $312.03K
BOEING CO/THE 2,050,000 2,330,000 280,000 0.26% $298.61K
American Homes 4 Rent LP 2,094,000 2,385,000 291,000 0.25% $282.32K
COREBRIDGE FIN 2,129,000 2,425,000 296,000 0.25% $303.40K
JAPAN TOBACCO INC REGD 144A P/P 4.85000000 2,055,000 2,340,000 285,000 0.25% $291.24K
REGAL REXNORD 2,001,000 2,278,000 277,000 0.25% $291.54K
Molex Electronic Technologies, LLC 2,037,000 2,320,000 283,000 0.24% $295.37K
NWSA 3.875 05/15/29 144A 2,104,000 2,396,000 292,000 0.24% $305.39K
BROADCOM INC 1,944,000 2,214,000 270,000 0.23% $273.29K
LPL HOLDINGS INC REGD 144A P/P 4.00000000 1,982,000 2,257,000 275,000 0.23% $289.97K
AVOLON HDGS 1,987,000 2,263,000 276,000 0.23% $282.09K
DANSKE BANK A/S 1,851,000 2,107,000 256,000 0.23% $266.76K
PACIFIC GAS&ELEC 1,797,000 2,045,000 248,000 0.22% $270.20K
AUTONATION INC 1,983,000 2,258,000 275,000 0.22% $278.93K
LPL HOLDINGS INC 1,824,000 2,077,000 253,000 0.22% $256.94K
TAPESTRY INC 1,703,000 1,939,000 236,000 0.21% $243.40K
HUNT INGALLS IND 1,671,000 1,903,000 232,000 0.20% $243.40K
MARS INC SR UNSECURED 144A 03/28 4.6 1,704,000 1,941,000 237,000 0.20% $242.89K
RIO TINTO FIN PL 1,617,000 1,841,000 224,000 0.20% $227.73K
MORGAN STANLEY 1,627,000 1,853,000 226,000 0.20% $229.65K
PLAINS ALL AMER 1,597,000 1,819,000 222,000 0.19% $228.57K
DEUTSCHE BANK NY 1,584,000 1,804,000 220,000 0.19% $226.20K
ARTHUR J GALLAGH 1,527,000 1,739,000 212,000 0.18% $220.38K
ARTHUR J GALLAGH 1,527,000 1,739,000 212,000 0.18% $217.42K
MARSH & MCLENNAN 1,503,000 1,712,000 209,000 0.18% $214.95K
MARSH & MCLENNAN 1,503,000 1,712,000 209,000 0.18% $212.53K
PHILIP MORRIS IN 1,459,000 1,661,000 202,000 0.18% $208.02K
AVOLON HOLDINGS FUNDING LTD 144A 2.750000% 02/21/2028 1,518,000 1,729,000 211,000 0.17% $218.72K
UBS GROUP AG SR UNSECURED 144A 08/27 4.703 1,437,000 1,637,000 200,000 0.17% $201.38K
LAS VEGAS SAN 1,398,000 1,592,000 194,000 0.17% $200.41K
RIO TINTO FIN PL 1,413,000 1,609,000 196,000 0.17% $199.67K
ASHTEAD CAPITAL INC REGD 144A P/P 4.25000000 1,427,000 1,627,000 200,000 0.17% $205.35K
NTT FINANCE 1,309,000 1,509,000 200,000 0.16% $204.90K
NTT FINANCE 1,309,000 1,509,000 200,000 0.16% $205.34K
COREBRIDGE GF 1,290,000 1,469,000 179,000 0.16% $184.33K
JDEPNA 1.375 01/15/27 144A 1,350,000 1,537,000 187,000 0.16% $195.49K
VMWARE LLC 1,321,000 1,504,000 183,000 0.15% $190.56K
DEUTSCHE BANK NY 1,299,000 1,479,000 180,000 0.15% $185.26K
Gildan Activewear Inc 1,252,000 1,426,000 174,000 0.15% $175.15K
LPL HOLDINGS INC REGD 144A P/P 4.62500000 1,252,000 1,426,000 174,000 0.15% $171.38K
ARROW ELECTRONIC 1,309,000 1,491,000 182,000 0.14% $166.98K
PHILIP MORRIS IN 1,090,000 1,241,000 151,000 0.13% $155.28K
ENERGY TRANS 1,056,000 1,201,000 145,000 0.13% $149.19K
PHILIP MORRIS IN 1,040,000 1,184,000 144,000 0.12% $147.88K
LPL HOLDINGS INC 945,000 1,075,000 130,000 0.12% $136.00K
T-MOBILE USA INC 985,000 1,122,000 137,000 0.12% $140.64K
LPL HOLDINGS INC 950,000 1,082,000 132,000 0.11% $135.76K
TRANS-ALLEGHENY 944,000 1,075,000 131,000 0.11% $135.74K
LAS VEGAS SAN 953,000 1,085,000 132,000 0.11% $133.97K
ENBRIDGE INC 945,000 1,076,000 131,000 0.11% $131.81K
BOOZ ALLEN HAMILTON INC COMPANY GUAR 144A 07/29 4 949,000 1,081,000 132,000 0.11% $136.26K
BROWN & BROWN 902,000 1,027,000 125,000 0.11% $130.65K
BACARDI LTD REGD 144A P/P 4.70000000 884,000 1,006,000 122,000 0.11% $124.50K
CAIXABANK 770,000 970,000 200,000 0.10% $204.63K
Mitsubishi Ufj Financial Group, Inc. 732,000 932,000 200,000 0.10% $204.09K
BROADCOM INC 753,000 857,000 104,000 0.09% $107.55K
PSEG Power LLC 694,000 790,000 96,000 0.08% $98.54K
NXP BV/NXP FDG 689,000 784,000 95,000 0.08% $97.47K
CBRE SERVICES IN 646,000 735,000 89,000 0.08% $89.17K
WEA FINANCE LLC REGD 144A P/P 3.50000000 612,000 697,000 85,000 0.07% $83.06K
WEA FINANCE LLC REGD 144A P/P 2.87500000 445,000 506,000 61,000 0.05% $62.82K
FE 2.65 01/15/32 144A 284,000 323,000 39,000 0.03% $35.22K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
US TREASURY N/B 57,693,000 46,993,000 -10,700,000 4.90% -$10.80M
ZOOM COMMUNICATIONS INC CLASS A 251,733,737 248,714,096 -3,019,641 1.62% $9.29M
Angel Oak Mortgage Trust, Series 2024-13, Class A1 2,697,591 2,567,817 -129,774 0.27% -$120.90K
Provident Funding Mortgage Trust, Series 2025-1, Class A3 2,582,755 2,294,382 -288,372 0.24% -$285.24K
AOMT 2024-7 A1 144A 5.621% 05-25-69 2,219,770 2,030,589 -189,181 0.21% -$181.75K
COLT Mortgage Loan Trust, Series 2024-5, Class A1 1,794,044 1,636,818 -157,226 0.17% -$150.56K
Provident Funding Mortgage Trust, Series 2024-1, Class A3 1,745,946 1,616,457 -129,488 0.17% -$127.78K
Freddie Mac REMICS 1,765,023 1,659,822 -105,201 0.17% -$98.58K
AOMT 2024-9 A1 1,591,070 1,445,210 -145,859 0.15% -$136.97K
OBX Trust, Series 2024-NQM11, Class A1 1,491,010 1,359,713 -131,297 0.14% -$126.12K
NRZT 2024-NQM1 A1 1,428,863 1,261,016 -167,847 0.13% -$166.91K
ONEMAIN FINL ISSUANCE TR 2020-2 1.75% 09/14/2035 144A 1,622,971 1,286,776 -336,195 0.13% -$325.76K
AOMT 2025-10 A1 1,270,891 1,216,903 -53,988 0.13% -$49.58K
KENTUCKY ST HGR EDU STUDENT LOAN CORP 1,515,000 1,180,000 -335,000 0.13% -$351.74K
FORT CRE Issuer LLC, Series 2022-FL3, Class AS 1,221,095 1,195,310 -25,784 0.12% -$25.81K
COLT Mortgage Loan Trust, Series 2024-3, Class A1 1,299,058 1,164,129 -134,929 0.12% -$134.28K
LoanCore Issuer Ltd., Series 2021-CRE5, Class AS 1,722,408 996,339 -726,069 0.10% -$727.31K
ONSLOW BAY FINANCIAL LLC OBX 2024 NQM8 A1 144A 982,723 882,441 -100,282 0.09% -$99.85K
Business Jet Securities LLC, Series 2024-2A, Class A 859,510 839,826 -19,683 0.09% -$19.99K
J.P. Morgan Mortgage Trust, Series 2024-NQM1, Class A1 969,152 832,457 -136,695 0.09% -$134.07K
COLT Mortgage Loan Trust, Series 2024-2, Class A1 830,747 770,304 -60,442 0.08% -$59.65K
BROADCOM INC 1,347,000 718,000 -629,000 0.08% -$638.58K
3650R Commercial Mortgage Trust, Series 2021-PF1, Class XA 19,460,800 19,417,480 -43,320 0.07% -$36.01K
VERUS SECURITIZATION TRUST VERUS 2024 6 A1 144A 735,686 650,423 -85,264 0.07% -$83.92K
BBCMS Mortgage Trust, Series 2021-C9, Class XA 10,962,720 10,786,701 -176,018 0.07% -$40.94K
Benchmark Mortgage Trust, Series 2021-B27, Class XA 14,084,360 14,063,439 -20,921 0.07% -$51.14K
Business Jet Securities LLC, Series 2024-1A, Class A 768,174 626,251 -141,922 0.07% -$147.19K
NRZT 2025-NQM3 A1 696,033 628,468 -67,565 0.07% -$64.94K
Verus Securitization Trust, Series 2024-3, Class A2 720,024 627,671 -92,353 0.07% -$91.04K
EMPIRE DISTRICT BONDCO SR SECURED 01/35 4.943 589,296 554,172 -35,123 0.06% -$34.29K
Benchmark Mortgage Trust, Series 2021-B23, Class XA 12,380,812 12,360,584 -20,227 0.06% -$27.67K
BANK, Series 2021-BN31, Class XA 10,664,384 10,637,435 -26,949 0.06% -$27.91K
Dell Equipment Finance Trust, Series 2024-2, Class A2 835,619 514,604 -321,016 0.05% -$321.68K
DRVPNK 2025-1A A2 144A 4.72% 04-10-28 741,798 512,092 -229,706 0.05% -$230.12K
Freddie Mac Multifamily Structured Pass Through Certificates 655,751 503,193 -152,558 0.05% -$152.58K
Benchmark Mortgage Trust, Series 2021-B29, Class XA 14,638,628 14,616,246 -22,382 0.05% -$29.41K
Business Jet Securities LLC, Series 2024-2A, Class B 501,312 489,831 -11,480 0.05% -$11.21K
Benchmark Mortgage Trust, Series 2021-B28, Class XA 9,950,938 9,928,950 -21,988 0.05% -$25.27K
OneMain Financial Issuance Trust, Series 2022-S1, Class A 676,649 471,652 -204,997 0.05% -$204.42K
BSPRT Issuer Ltd., Series 2022-FL8, Class A 795,256 464,436 -330,820 0.05% -$331.09K
ONSLOW BAY FINANCIAL LLC OBX 2024 NQM1 A1 144A 467,938 423,035 -44,903 0.04% -$44.86K
Santander Mortgage Asset Receivable Trust, Series 2025-NQM2, Class A1 425,149 402,893 -22,256 0.04% -$20.77K
BANK, Series 2021-BN34, Class XA 11,268,593 11,263,825 -4,768 0.04% -$22.30K
Morgan Stanley Capital I Trust, Series 2021-L5, Class XA 9,285,494 9,273,726 -11,768 0.04% -$12.45K
COOPR Residential Mortgage Trust, Series 2025-CES1, Class A1A 411,715 393,525 -18,189 0.04% -$17.20K
Chesapeake Funding LLC, Series 2023-2A, Class A1 479,446 389,903 -89,543 0.04% -$91.62K
COLT Mortgage Loan Trust, Series 2024-3, Class A2 431,135 386,355 -44,781 0.04% -$43.59K
ONSLOW BAY FINANCIAL LLC OBX 2024 NQM5 A1 144A 436,794 385,075 -51,719 0.04% -$51.33K
BBCMS Mortgage Trust, Series 2021-C11, Class XA 7,184,418 7,165,666 -18,751 0.04% -$19.36K
FNMA Connecticut Avenue Securities Trust, Series 2025-R02, Class 1A1 346,579 342,219 -4,359 0.04% -$4.71K
Freddie Mac Multifamily Structured Pass Through Certificates 6,248,726 6,221,500 -27,226 0.03% -$20.76K
Enterprise Fleet Financing LLC, Series 2024-3, Class A2 467,687 328,076 -139,611 0.03% -$140.78K
GS Mortgage Securities Trust, Series 2020-GC47, Class XA 8,593,807 8,586,987 -6,820 0.03% -$20.04K
BBCMS Trust, Series 2021-C10, Class XA 6,777,252 6,594,431 -182,821 0.03% -$22.37K
BBCMS Mortgage Trust, Series 2018-C2, Class XA 18,688,863 18,621,948 -66,915 0.03% -$27.39K
Chesapeake Funding II LLC, Series 2023-1A, Class A1 397,791 301,401 -96,390 0.03% -$97.21K
SORT 2020-1 A1 355,745 353,158 -2,587 0.03% -$7.54K
MSC 2021-L6 XA 1.35631% 06/15/2054 8,121,218 7,842,067 -279,151 0.03% -$19.99K
ENTERPRISE FLEET FING 2023-2 LLC 5.56% 04/22/2030 144A 395,200 291,178 -104,022 0.03% -$104.95K
Freddie Mac REMICS 317,050 304,871 -12,179 0.03% -$10.07K
BANK, Series 2021-BN32, Class XA 10,450,977 10,440,342 -10,635 0.03% -$11.83K
WFCM 2021-C61 XA 5,691,402 5,630,032 -61,370 0.03% -$17.10K
VIRGINIA POWER 351,038 252,514 -98,525 0.03% -$100.52K
Freddie Mac REMICS 271,443 264,083 -7,360 0.03% -$5.59K
DLLST LLC, Series 2024-1A, Class A3 345,162 248,372 -96,790 0.03% -$97.08K
BANK, Series 2021-BN35, Class XA 6,035,445 6,026,688 -8,757 0.02% -$12.87K
BANK, Series 2019-BN24, Class XA 8,890,395 8,874,119 -16,277 0.02% -$11.87K
ARI Fleet Lease Trust, Series 2023-B, Class A2 200,900 149,352 -51,549 0.02% -$52.05K
Exeter Automobile Receivables Trust, Series 2024-4A, Class A3 560,529 145,459 -415,070 0.02% -$415.60K
OBX Trust, Series 2024-NQM1, Class A2 141,636 128,045 -13,591 0.01% -$13.46K
UBS Commercial Mortgage Trust, Series 2018-C14, Class XA 5,977,877 5,865,460 -112,417 0.01% -$11.06K
GS Mortgage Securities Trust, Series 2017-GS7, Class XA 10,193,171 10,171,918 -21,253 0.01% -$24.38K
ZURICH INSURANCE GROUP AG TRS 0.0000% 05-15-2033 52,089,900 23,717,885 -28,372,015 0.01% $2.75M
GSMS 2017-GS6 XA 10,166,694 10,140,038 -26,656 0.01% -$30.31K
Morgan Stanley Bank of America Merrill Lynch Trust, Series 2017-C33, Class XA 8,277,028 8,210,548 -66,481 0.01% -$20.81K
LAD Auto Receivables Trust, Series 2024-3A, Class A2 270,871 92,354 -178,517 0.01% -$178.63K
UMBS 95,898 90,045 -5,852 0.01% -$5.56K
JPMCC Commercial Mortgage Securities Trust, Series 2017-JP7, Class XA 8,789,822 8,642,390 -147,432 0.01% -$20.61K
Business Jet Securities LLC, Series 2024-1A, Class B 91,838 74,871 -16,967 0.01% -$17.23K
CD Mortgage Trust, Series 2017-CD4, Class XA 8,954,966 8,630,556 -324,410 0.01% -$28.64K
BXMT Ltd., Series 2020-FL2, Class A 189,882 64,894 -124,988 0.01% -$124.59K
CCUBS Commercial Mortgage Trust, Series 2017-C1, Class XA 5,081,363 4,924,711 -156,652 0.01% -$13.30K
ENTERPRISE FLEET FING 2023-1 LLC 5.51% 01/22/2029 144A 240,866 48,367 -192,499 0.01% -$192.92K
Morgan Stanley Capital I Trust, Series 2017-H1, Class XA 3,647,687 3,605,390 -42,297 0.00% -$8.46K
AFFRM 2024-X2 A 144A 5.22% 12-17-29 109,299 1,985 -107,314 0.00% -$107.38K
WHEAT SEP 26 34 31 -3 0.00% -$13.10K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
US TREASURY N/B 44,722,000 44,722,000 0 4.80% -$111.80K
US TREASURY N/B 32,309,000 32,309,000 0 3.38% -$37.43K
US TREASURY N/B 23,843,000 23,843,000 0 2.48% -$37.31K
BOEING CO 5,104,000 5,104,000 0 0.53% $26.45K
TORONTO DOM BANK 4,257,000 4,257,000 0 0.45% -$11.41K
TCW CLO Ltd., Series 2020-1A, Class BR3 4,157,184 4,157,184 0 0.43% $9.67K
BROOKFIELD FIN 4,053,000 4,053,000 0 0.42% $21.35K
Dryden 75 CLO Ltd., Series 2019-75A, Class BR3 4,026,477 4,026,477 0 0.42% $322
ROGERS COMMUNIC 4,027,000 4,027,000 0 0.41% $21.05K
WELLS FARGO CO 3,868,000 3,868,000 0 0.40% $12.08K
SAMMONS FIN GLO 3,609,000 3,609,000 0 0.38% -$19.49K
Cox Enterprises, Inc. 5.45 09/15/2028 3,417,000 3,417,000 0 0.36% -$829
TRUIST FINANCIAL 3,350,000 3,350,000 0 0.36% $5.01K
BNP PARIBAS 3,494,000 3,494,000 0 0.36% $25.07K
Trinitas CLO XV Ltd., Series 2021-15A, Class B1R 3,427,373 3,427,373 0 0.36% -$175
CPGX 6.042 08/15/28 3,227,000 3,227,000 0 0.35% $823
Invesco CLO Ltd., Series 2022-2A, Class BR 3,344,351 3,344,351 0 0.35% $6.98K
PFP 2025-12 LTD SER 2025-12 CL A V/R REGD 144A P/P 5.22367000 3,350,000 3,350,000 0 0.35% $111
CORPORATE OFFICE 3,275,000 3,275,000 0 0.34% $25.60K
Dryden 95 CLO Ltd., Series 2021-95A, Class BR 3,250,000 3,250,000 0 0.34% -$552
Balboa Bay Loan Funding Ltd., Series 2022-1A, Class BR 3,115,644 3,115,644 0 0.32% $3.04K
HSBC HOLDINGS 3,032,000 3,032,000 0 0.32% $3.59K
LKQ CORP 2,976,000 2,976,000 0 0.32% -$17.51K
REGAL REXNORD 3,033,000 3,033,000 0 0.31% -$8.09K
ARDN Mortgage Trust, Series 2025-ARCP, Class A 2,999,000 2,999,000 0 0.31% $3.75K
Palmer Square Loan Funding Ltd., Series 2025-1A, Class A2 3,000,000 3,000,000 0 0.31% $29.30K
MF1 LLC, Series 2022-FL9, Class B 2,988,000 2,988,000 0 0.31% -$436
ANGLO AMERICAN CAPITAL REGD 144A P/P 4.75000000 2,917,000 2,917,000 0 0.31% $2.46K
BARCLAYS PLC 2,856,000 2,856,000 0 0.29% $18.09K
MIZUHO FINANCIAL 2,778,000 2,778,000 0 0.29% $561
BERRY GLOBAL INC 2,847,000 2,847,000 0 0.29% $30.47K
CAISS DESJARDINS 2,734,000 2,734,000 0 0.29% $780
AMERICAN EXPRESS 2,697,000 2,697,000 0 0.28% -$379
Signal Peak CLO 1 LTD 2,700,000 2,700,000 0 0.28% $7.29K
LoanCore Issuer LLC, Series 2025-CRE8, Class AS 2,698,500 2,698,500 0 0.28% $5.17K
Arbor Realty Commercial Real Estate Notes Ltd., Series 2022-FL1, Class C 2,695,500 2,695,500 0 0.28% -$3.41K
Harbor Park CLO Ltd 2,600,000 2,600,000 0 0.27% $296
BXMT Ltd., Series 2021-FL4, Class AS 2,601,000 2,601,000 0 0.27% $16.33K
AREIT LLC, Series 2022-CRE7, Class B 2,563,500 2,563,500 0 0.27% -$782
GLENCORE FDG LLC 2,434,000 2,434,000 0 0.26% $293
Palmer Square Loan Funding Ltd., Series 2025-2A, Class A2 2,500,000 2,500,000 0 0.26% $2.69K
UBS V6.6 PERP 144A 2,393,000 2,393,000 0 0.25% $23.87K
FIRST CITIZENS BANCSHARE SR UNSECURED 03/31 VAR 2,376,000 2,376,000 0 0.25% $5.89K
OneMain Financial Issuance Trust, Series 2023-2A, Class C 2,280,000 2,280,000 0 0.24% $6.17K
Bain Capital Credit CLO Ltd., Series 2021-4A, Class BR 2,344,422 2,344,422 0 0.24% $2.00K
CITIZENS FIN GRP 2,201,000 2,201,000 0 0.24% $7.50K
STWD Ltd., Series 2021-FL2, Class B 2,295,000 2,295,000 0 0.24% $7.61K
GLOBAL PAY INC 2,281,000 2,281,000 0 0.24% $19.46K
Eagle Funding LuxCo S.a.r.l. 2,225,000 2,225,000 0 0.23% -$178
OCP CLO 2015-10 Ltd 2,250,000 2,250,000 0 0.23% -$2.11K
NBN CO LTD SR UNSECURED 144A 10/28 5.75 2,064,000 2,064,000 0 0.22% -$3.18K
Invesco US CLO 2023-3 Ltd 2,068,965 2,068,965 0 0.22% -$2.19K
BIOGEN INC REGD 5.05000000 2,017,000 2,017,000 0 0.22% -$1.20K
BPCE 1,969,000 1,969,000 0 0.21% -$1.05K
ROST 0 7/8 04/15/26 2,026,000 2,026,000 0 0.21% $17.96K
Taco Bell Funding, LLC, Series 2025-1A, Class A2I 2,021,619 2,021,619 0 0.21% -$120
Suntory Holdings Ltd. 1,958,000 1,958,000 0 0.21% -$251
MF1 LLC, Series 2025-FL20, Class AS 2,000,000 2,000,000 0 0.21% $2.56K
CONSOLIDATED EDISON CO OF NY FRN SOFRINDX+52 11/18/2027 1,985,000 1,985,000 0 0.21% $3.10K
GENUINE PARTS CO 1,945,000 1,945,000 0 0.21% $9.45K
Dryden Senior Loan Fund, Series 2017-49A, Class BR 1,945,990 1,945,990 0 0.20% $6.23K
BANQUE FEDERATIVE DU CREDIT MUTUEL SA 144A 5.896000% 07/13/2026 1,887,000 1,887,000 0 0.20% -$6.00K
PENSKE TRUCK LE 1,804,000 1,804,000 0 0.19% $1.68K
ACREC Ltd., Series 2021-FL1, Class AS 1,812,000 1,812,000 0 0.19% $462
Carmax Select Receivables Trust, Series 2025-B, Class A2 1,790,000 1,790,000 0 0.19% $4.01K
LoanCore Issuer LLC, Series 2025-CRE8, Class A 1,791,500 1,791,500 0 0.19% -$129
NEXTERA ENERGY 1,711,000 1,711,000 0 0.18% $1.10K
GMF Floorplan Owner Revolving Trust, Series 2024-4A, Class A2 1,693,000 1,693,000 0 0.18% $813
Arbor Realty Commercial Real Estate Notes Ltd., Series 2021-FL4, Class B 1,684,000 1,684,000 0 0.17% -$430
Arbor Realty Commercial Real Estate Notes Ltd., Series 2021-FL4, Class AS 1,684,000 1,684,000 0 0.17% $41
GLENLN 1.625 04/27/26 144A 1,675,000 1,675,000 0 0.17% $11.81K
Penske Truck Leasing Co. L.P./ PTL Finance Corp. 1,598,000 1,598,000 0 0.17% $753
Benchmark Mortgage Trust, Series 2025-V18, Class A3 1,538,903 1,538,903 0 0.16% $2.55K
Meituan 1,575,000 1,575,000 0 0.16% $4.30K
TRTX Issuer Ltd., Series 2025-FL7, Class B 1,560,956 1,560,956 0 0.16% -$980
CONSTELLATION BR 1,510,000 1,510,000 0 0.16% $4.17K
BXMT Ltd., Series 2020-FL2, Class B 1,492,000 1,492,000 0 0.15% $1.57K
AerCap Ireland Capital Designated Activity Company 1,438,000 1,438,000 0 0.15% -$4.67K
ACREC Ltd., Series 2021-FL1, Class B 1,406,000 1,406,000 0 0.15% $1.38K
AGCO CORP 1,337,000 1,337,000 0 0.14% -$713
M&T BANK CORP 1,321,000 1,321,000 0 0.14% $5.07K
CAPITAL ONE FINL 1,305,000 1,305,000 0 0.14% -$7.44K
Schlumberger Holdings Corporation 1,313,000 1,313,000 0 0.14% -$263
PENSKE TRUCK LE 1,278,000 1,278,000 0 0.14% -$1.96K
Credit Acceptance Auto Loan Trust, Series 2023-3A, Class B 1,292,000 1,292,000 0 0.14% -$4.99K
ELEVANCE HEALTH 1,298,000 1,298,000 0 0.14% $233
GXO LOGISTICS 1,230,000 1,230,000 0 0.13% $4.65K
STELLANTIS FIN US INC REGD 144A P/P 1.71100000 1,276,000 1,276,000 0 0.13% $13.01K
GMF Floorplan Owner Revolving Trust, Series 2024-3A, Class A2 1,225,000 1,225,000 0 0.13% -$81
SYNCHRONY FINANC 1,140,000 1,140,000 0 0.12% $4.85K
MF1 LLC, Series 2025-FL20, Class B 1,128,514 1,128,514 0 0.12% $2.48K
ACREC Ltd., Series 2021-FL1, Class C 1,129,000 1,129,000 0 0.12% $516
ELEVANCE HEALTH 1,104,000 1,104,000 0 0.12% -$1.15K
HYATT HOTELS 1,067,000 1,067,000 0 0.11% -$1.73K
OCCIDENTAL PETE 1,000,000 1,000,000 0 0.11% $1.71K
Southwick Park CLO LLC, Series 2019-4A, Class B2R 1,123,000 1,123,000 0 0.11% $3.88K
Arbor Realty Commercial Real Estate Notes Ltd., Series 2021-FL4, Class C 1,014,000 1,014,000 0 0.11% -$298
OneMain Financial Issuance Trust, Series 2023-2A, Class B 969,000 969,000 0 0.10% -$1.60K
SAMMONS FIN GLO 979,000 979,000 0 0.10% $287
HUNTINGTON BANCS 946,000 946,000 0 0.10% -$411
DIAMONDBACK ENER 934,000 934,000 0 0.10% $1.98K
NextGear Floorplan Master Owner Trust, Series 2023-1A, Class A1 956,000 956,000 0 0.10% -$933
DIAMONDBACK ENER 934,000 934,000 0 0.10% $144
SCHLUMBERGER HLD 919,000 919,000 0 0.10% -$2.89K
MF1 Ltd., Series 2022-FL8, Class C 941,914 941,914 0 0.10% -$1.12K
AREIT Trust, Series 2022-CRE6, Class C 894,000 894,000 0 0.09% $1.77K
USD-SOFR-OIS Compound---20350226 93,000,000 93,000,000 0 0.09% -$170.36K
Meituan 845,000 845,000 0 0.09% $3.93K
TRTX Issuer Ltd., Series 2025-FL7, Class AS 849,947 849,947 0 0.09% -$534
ALGONQUIN POWER 830,000 830,000 0 0.09% -$218
MF1 LLC, Series 2024-FL14, Class C 818,643 818,643 0 0.09% -$245
AVOLON HOLDINGS FUNDING LTD 4.25% 04/15/2026 144A 817,000 817,000 0 0.08% $740
IQVIA INC 788,000 788,000 0 0.08% $273
BDS Ltd., Series 2021-FL10, Class B 793,500 793,500 0 0.08% $300
AREIT Trust, Series 2022-CRE6, Class D 795,500 795,500 0 0.08% $3.15K
M&T BANK CORP 706,000 706,000 0 0.08% $999
Dell Equipment Finance Trust, Series 2024-2, Class A3 754,000 754,000 0 0.08% $773
BDS LLC, Series 2024-FL13, Class A 749,000 749,000 0 0.08% $151
LoanCore Issuer Ltd., Series 2021-CRE5, Class B 741,000 741,000 0 0.08% $235
Shackleton CLO Ltd., Series 2013-4RA, Class B 722,762 722,762 0 0.08% $2.65K
BSPRT Issuer Ltd., Series 2022-FL8, Class C 719,500 719,500 0 0.07% $1
Enterprise Fleet Financing LLC, Series 2023-2, Class A3 689,000 689,000 0 0.07% -$201
CAPITAL ONE FINL 621,000 621,000 0 0.07% -$200
IQVIA INC SR SECURED 02/29 6.25 598,000 598,000 0 0.07% -$829
MEITUAN 632,000 632,000 0 0.06% -$3.83K
HCA INC 585,000 585,000 0 0.06% -$520
BDS Ltd., Series 2021-FL10, Class C 577,000 577,000 0 0.06% $215
NTT FINANCE CORP SR UNSECURED 144A 07/27 4.567 536,000 536,000 0 0.06% $643
COPT DEFENSE LP 524,000 524,000 0 0.05% $5.10K
HUNTINGTON BANCS 449,000 449,000 0 0.05% -$747
UBS V9.25 PERP 144a 428,000 428,000 0 0.05% $893
BSPRT Issuer Ltd., Series 2022-FL8, Class B 445,500 445,500 0 0.05% $242
CROWN CASTLE INT 448,000 448,000 0 0.05% $2.53K
AIB V6.608 09/13/29 144A 409,000 409,000 0 0.05% -$89
STORE CAPITAL 394,000 394,000 0 0.04% $1.26K
MASSACHUSETTS ST EDUCTNL FING AUTH 315,000 315,000 0 0.03% $1.22K
International Flavors & Fragrances Inc 294,000 294,000 0 0.03% $2.62K
Morgan Stanley Capital I Trust, Series 2018-H4, Class XA 14,194,038 14,194,038 0 0.03% -$22.49K
Huntington Bancshares Inc. 254,000 254,000 0 0.03% $514
DEUTSCHE BANK NY 169,000 169,000 0 0.02% -$132
SORT 2020-1 B1 144A 2.28% 07-15-60 113,394 113,394 0 0.01% -$6.89K

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