STATE STREET MY2028 CORPORAT MYCH
$24.84
+0.1% 52w: $23.83 – $24.87
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data23.8324.3524.87
Jun 20, 2025 Jul 2, 2026
Institutional holders
26
+12 QoQ
13F value
$334.6M
+1262.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MYCH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Lido Advisors, LLC | Wealth advisor | 12.3M | $306.7M | 1.2% | +5490.7% |
| Heartwood Wealth Advisors LLC | Wealth advisor | 392.7K | $9.8M | 0.9% | +15.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 86.7K | $2.2M | 0.0% | New |
| LPL Financial LLC | Bank broker | 84.3K | $2.1M | 0.0% | +17.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 77.0K | $1.9M | 0.0% | New |
| Gryphon Financial Partners LLC | Other | 76.4K | $1.9M | 0.2% | New |
| L2 Asset Management, LLC | Other | 67.6K | $1.7M | 0.2% | +6.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 46.7K | $1.2M | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 38.4K | $958K | 0.0% | New |
| Proficio Capital Partners LLC | Wealth advisor | 29.8K | $743K | 0.0% | New |
| Gradient Investments LLC | Wealth advisor | 27.9K | $697K | 0.0% | -3.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 27.3K | $681K | 0.0% | +1.4% |
| WOODMONT INVESTMENT COUNSEL LLC | Wealth advisor | 24.2K | $604K | 0.0% | Held |
| Private Advisor Group, LLC | Wealth advisor | 23.9K | $597K | 0.0% | +7.5% |
| Farther Finance Advisors, LLC | Wealth advisor | 20.8K | $518K | 0.0% | -35.1% |
| Belpointe Asset Management LLC | Wealth advisor | 17.9K | $446K | 0.0% | New |
| Global Financial Private Client, LLC | Wealth advisor | 16.2K | $404K | 0.1% | -1.5% |
| Fourth Dimension Wealth, LLC | Wealth advisor | 12.1K | $303K | 0.1% | +6.3% |
| FLOW TRADERS U.S. LLC | Market maker | 10.9K | $271K | 0.0% | New |
| MONECO ADVISORS, LLC | Wealth advisor | 10.0K | $250K | 0.0% | New |
| Equitable Holdings, Inc. | Wealth advisor | 9.1K | $228K | 0.0% | -90.8% |
| Blossom Wealth Management | Other | 8.4K | $209K | 0.3% | New |
| JPMORGAN CHASE & CO | Bank broker | 4.3K | $107K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 2.4K | $59K | 0.0% | New |
| CWM, LLC | Wealth advisor | 625 | $16K | 0.0% | New |
| UBS Group AG | Bank broker | 367 | $9K | 0.0% | +205.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.