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MYCH Institutional Ownership

State Street My2028 Corporate Bond ETF
1W: +0.0% 1M: -0.8% 3M: -1.3% YTD: -1.5% 1Y: -1.1%
$24.55
-0.01 (-0.04%)
 
Weekly Expected Move ±0.2%
$24 $24 $25 $25 $25
ETF NASDAQ · AUM $29.5M

Institutional Ownership — MYCH

28
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
586M
Total Invested
3
New Positions
11
Increased
12
Reduced
9
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (30 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Lido Advisors, LLC 22,302,002 $548M +10,010,104 +81.4% 3Q SEC ↗
2 Heartwood Wealth Advisors LLC 399,291 $10M +6,623 +1.7% 6Q SEC ↗
3 CITADEL ADVISORS LLC 325,692 $8M +279,039 +598.1% 2Q SEC ↗
4 LPL Financial LLC 87,815 $2M +3,471 +4.1% 5Q SEC ↗
5 Gryphon Financial Partners LLC 76,384 $2M — +0.0% 2Q SEC ↗
6 L2 Asset Management, LLC 69,653 $2M +2,026 +3.0% 4Q SEC ↗
7 JPMORGAN CHASE & CO 49,917 $1M +45,615 +1060.3% 2Q SEC ↗
8 Proficio Capital Partners LLC 30,072 $738K +305 +1.0% 2Q SEC ↗
9 Gradient Investments LLC 28,880 $709K +944 +3.4% 3Q SEC ↗
10 Private Advisor Group, LLC 27,385 $672K +3,480 +14.6% 5Q SEC ↗
11 Sanctuary Advisors, LLC 27,340 $671K +54 +0.2% 6Q SEC ↗
12 WOODMONT INVESTMENT COUNSEL LLC 24,207 $594K — +0.0% 7Q SEC ↗
13 HRT FINANCIAL LP NEW 23,088 $567K — +0.0% 1Q SEC ↗
14 Global Financial Private Client, LLC 15,998 $393K -206 -1.3% 5Q SEC ↗
15 Farther Finance Advisors, LLC 14,322 $352K -6,508 -31.2% 3Q SEC ↗
16 Belpointe Asset Management LLC 14,095 $346K -3,773 -21.1% 2Q SEC ↗
17 Fourth Dimension Wealth, LLC 12,980 $319K +843 +6.9% 3Q SEC ↗
18 ROYAL BANK OF CANADA NEW 9,389 $231K — +0.0% 1Q SEC ↗
19 CWM, LLC NEW 625 $15K — +0.0% 1Q SEC ↗
20 BNP PARIBAS FINANCIAL MARKETS NEW 40 $1K — +0.0% 1Q SEC ↗
21 Blossom Wealth Management 0 $0K -8,370 -100.0% 1Q SEC ↗
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -86,662 -100.0% 1Q SEC ↗
23 GOLDMAN SACHS GROUP INC 0 $0K -77,004 -100.0% 1Q SEC ↗
24 Hobbs Group Advisors, LLC 0 $0K -22,908 -100.0% 1Q SEC ↗
25 MORGAN STANLEY 0 $0K -2,354 -100.0% 1Q SEC ↗
26 JANE STREET GROUP, LLC 0 $0K -38,374 -100.0% 1Q SEC ↗
27 UBS Group AG 0 $0K -367 -100.0% 2Q SEC ↗
28 MONECO ADVISORS, LLC 0 $0K -10,006 -100.0% 1Q SEC ↗
29 Equitable Holdings, Inc. 0 $0K -9,085 -100.0% 5Q SEC ↗
30 FLOW TRADERS U.S. LLC 0 $0K -10,858 -100.0% 1Q SEC ↗

Recent Activity

New Positions (4)
HolderSharesValue
HRT FINANCIAL LP 23,088 $567K
ROYAL BANK OF CANADA 9,389 $231K
CWM, LLC 625 $15K
BNP PARIBAS FINANCIAL MARKETS 40 $1K
Sold Out (10)
HolderPrev SharesPrev Value
SUSQUEHANNA INTERNATIONAL GROUP, LL 86,662 $2M
GOLDMAN SACHS GROUP INC 77,004 $2M
JANE STREET GROUP, LLC 38,374 $942K
Hobbs Group Advisors, LLC 22,908 $563K
FLOW TRADERS U.S. LLC 10,858 $267K
MONECO ADVISORS, LLC 10,006 $246K
Equitable Holdings, Inc. 9,085 $223K
Blossom Wealth Management 8,370 $206K
MORGAN STANLEY 2,354 $58K
UBS Group AG 367 $9K
Biggest Increases (11)
HolderAddedChange %Total Shares
Lido Advisors, LLC +10,010,104 +81.4% 22,302,002
CITADEL ADVISORS LLC +279,039 +598.1% 325,692
JPMORGAN CHASE & CO +45,615 +1060.3% 49,917
Heartwood Wealth Advisors LLC +6,623 +1.7% 399,291
Private Advisor Group, LLC +3,480 +14.6% 27,385
LPL Financial LLC +3,471 +4.1% 87,815
L2 Asset Management, LLC +2,026 +3.0% 69,653
Gradient Investments LLC +944 +3.4% 28,880
Fourth Dimension Wealth, LLC +843 +6.9% 12,980
Proficio Capital Partners LLC +305 +1.0% 30,072
Sanctuary Advisors, LLC +54 +0.2% 27,340
Biggest Decreases (3)
HolderReducedChange %Total Shares
Farther Finance Advisors, LLC -6,508 -31.2% 14,322
Belpointe Asset Management LLC -3,773 -21.1% 14,095
Global Financial Private Client, LL -206 -1.3% 15,998

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms