MYCG Institutional Ownership
State Street My2027 Corporate Bond ETF
1W: +0.2%
1M: -0.1%
3M: -0.3%
YTD: -0.0%
1Y: +0.4%
$24.86
+0.03 (+0.10%)
Weekly Expected Move ±0.2%
$25
$25
$25
$25
$25
Overview
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Institutional Ownership — MYCG
19
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
27M
Total Invested
2
New Positions
11
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (19 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 271,876 | $7M | +8,312 | +3.2% | 5Q | SEC ↗ |
| 2 | Lido Advisors, LLC | 125,967 | $3M | -1,585 | -1.2% | 3Q | SEC ↗ |
| 3 | Gradient Investments LLC | 99,796 | $2M | -4,755 | -4.5% | 7Q | SEC ↗ |
| 4 | Sanctuary Advisors, LLC | 95,787 | $2M | +250 | +0.3% | 7Q | SEC ↗ |
| 5 | Hobbs Group Advisors, LLC | 86,439 | $2M | +40,535 | +88.3% | 3Q | SEC ↗ |
| 6 | L2 Asset Management, LLC | 68,865 | $2M | +1,159 | +1.7% | 4Q | SEC ↗ |
| 7 | WOODMONT INVESTMENT COUNSEL LLC | 54,855 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48,670 | $1M | +27,496 | +129.9% | 2Q | SEC ↗ |
| 9 | Belpointe Asset Management LLC | 38,583 | $959K | +20,869 | +117.8% | 2Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO NEW | 34,976 | $869K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Fourth Dimension Wealth, LLC | 32,456 | $807K | +2,061 | +6.8% | 4Q | SEC ↗ |
| 12 | MARATHON CAPITAL MANAGEMENT | 32,177 | $800K | +1,140 | +3.7% | 6Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC | 28,110 | $699K | +14,189 | +101.9% | 7Q | SEC ↗ |
| 14 | Blossom Wealth Management | 20,995 | $522K | +870 | +4.3% | 3Q | SEC ↗ |
| 15 | Private Advisor Group, LLC | 19,239 | $478K | +5,034 | +35.4% | 4Q | SEC ↗ |
| 16 | OFS Enterprise LLC | 10,000 | $249K | — | +0.0% | 2Q | SEC ↗ |
| 17 | Anchor Bay Capital, Inc. NEW | 20 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 18 | JANE STREET GROUP, LLC | 0 | $0K | -19,597 | -100.0% | 5Q | SEC ↗ |
| 19 | Global Financial Private Client, LLC | 0 | $0K | -8,044 | -100.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| JPMORGAN CHASE & CO | 34,976 | $869K |
| Anchor Bay Capital, Inc. | 20 | $0K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 19,597 | $487K |
| Global Financial Private Client, LL | 8,044 | $200K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Hobbs Group Advisors, LLC | +40,535 | +88.3% | 86,439 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +27,496 | +129.9% | 48,670 |
| Belpointe Asset Management LLC | +20,869 | +117.8% | 38,583 |
| CITADEL ADVISORS LLC | +14,189 | +101.9% | 28,110 |
| LPL Financial LLC | +8,312 | +3.2% | 271,876 |
| Private Advisor Group, LLC | +5,034 | +35.4% | 19,239 |
| Fourth Dimension Wealth, LLC | +2,061 | +6.8% | 32,456 |
| L2 Asset Management, LLC | +1,159 | +1.7% | 68,865 |
| MARATHON CAPITAL MANAGEMENT | +1,140 | +3.7% | 32,177 |
| Blossom Wealth Management | +870 | +4.3% | 20,995 |
| Sanctuary Advisors, LLC | +250 | +0.3% | 95,787 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Gradient Investments LLC | -4,755 | -4.5% | 99,796 |
| Lido Advisors, LLC | -1,585 | -1.2% | 125,967 |