MYCH Institutional Ownership & Shareholders
STATE STREET MY2028 CORPORAT (MYCH) is currently held by 21 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $586.64M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lido Advisors, Llc is currently the largest disclosed institutional shareholder of MYCH tracked by InsiderSet, reporting ownership valued at approximately $555.43M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $550.97M, representing an estimated loss of -0.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed MYCH value among the investors covered in this analysis. Major shareholders include Lido Advisors, Llc, Heartwood Wealth Advisors Llc, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in STATE STREET MY2028 CORPORAT (MYCH).
This page ranks the largest institutional MYCH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
21
Total Reported Value
$586.64M
Largest Holder
Lido Advisors, Llc
Largest Position
$555.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 1.98% | 22,302,002 | $555,431,438 | $550,970,959 | -$4,460,479 | -0.80% | |
| Heartwood Wealth Advisors Llc | 0.79% | 407,257 | $10,024,713 | $10,061,284 | +$36,571 | +0.36% | |
| Citadel Advisors Llc | 0.00% | 325,692 | $8,111,359 | $8,046,221 | -$65,138 | -0.80% | |
| Lpl Financial Llc | 0.00% | 87,815 | $2,187,041 | $2,169,470 | -$17,571 | -0.80% | |
| Gryphon Financial Partners Llc | 0.17% | 76,384 | $1,902,344 | $1,887,067 | -$15,277 | -0.80% | |
| L2 Asset Management, Llc | 0.18% | 69,653 | $1,734,715 | $1,720,777 | -$13,938 | -0.80% | |
| Jpmorgan Chase & Co | 0.00% | 49,917 | $1,243,203 | $1,233,199 | -$10,004 | -0.80% | |
| Gradient Investments Llc | 0.01% | 37,004 | $910,862 | $914,184 | +$3,322 | +0.36% | |
| Proficio Capital Partners Llc | 0.03% | 30,072 | $748,955 | $742,929 | -$6,026 | -0.80% | |
| Private Advisor Group, Llc | 0.00% | 27,385 | $682,023 | $676,546 | -$5,477 | -0.80% | |
| Sanctuary Advisors, Llc | 0.00% | 27,340 | $680,893 | $675,435 | -$5,458 | -0.80% | |
| Woodmont Investment Counsel Llc | 0.03% | 24,207 | $595,860 | $598,034 | +$2,174 | +0.36% | |
| Hrt Financial Lp | 0.00% | 23,088 | $575,000 | $570,389 | -$4,611 | -0.80% | |
| Global Financial Private Client, Llc | 0.11% | 16,047 | $395,000 | $396,441 | +$1,441 | +0.36% | |
| Belpointe Asset Management Llc | 0.01% | 14,095 | $351,036 | $348,217 | -$2,819 | -0.80% | |
| Fourth Dimension Wealth, Llc | 0.10% | 12,980 | $323,270 | $320,671 | -$2,599 | -0.80% | |
| Farther Finance Advisors, Llc | 0.00% | 11,567 | $284,724 | $285,763 | +$1,039 | +0.36% | |
| Royal Bank Of Canada | 0.00% | 9,389 | $234,000 | $231,955 | -$2,045 | -0.87% | |
| Paladin Wealth, Llc | 0.11% | 8,326 | $204,947 | $205,694 | +$747 | +0.36% | |
| Cwm, Llc | 0.00% | 625 | $15,597 | $15,441 | -$156 | -1.00% | |
| Bnp Paribas Financial Markets | 0.00% | 40 | $996 | $988 | -$8 | -0.78% |
Frequently asked questions about MYCH
Who are the largest institutional holders of MYCH?
The largest institutional holders of MYCH reported in the latest SEC Form 13F filings include Lido Advisors, Llc, Heartwood Wealth Advisors Llc, Citadel Advisors Llc, Lpl Financial Llc, and Gryphon Financial Partners Llc. InsiderSet ranks institutional holders by their latest reported MYCH position.
What is MYCH institutional ownership?
This page tracks MYCH positions reported by institutional investment managers through SEC Form 13F. STATE STREET MY2028 CORPORAT (MYCH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MYCH?
InsiderSet currently tracks 21 institutional managers reporting MYCH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MYCH shareholders.
How much MYCH stock do institutions own?
Institutional investment managers disclosed approximately $586.64M in MYCH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MYCH institutional ownership last updated?
The latest MYCH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MYCH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MYCH position after the reporting date.
Are institutions buying or selling MYCH?
Institutional buying and selling can be analyzed by comparing MYCH positions across consecutive 13F reporting periods. InsiderSet's MYCH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MYCH ownership changes.
How has MYCH institutional ownership changed over time?
InsiderSet tracks MYCH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.