STATE STREET MY2029 CORPORAT (MYCI) Institutional Ownership and Insiders Activity
STATE STREET MY2029 CORPORAT (MYCI) is widely held by institutional investors, with 13 firms reporting positions valued at approximately $25.50M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Heartwood Wealth Advisors Llc is the largest disclosed holder, reporting approximately $9.91M in MYCI holdings in its latest filing.
Institutional Holders
13
Total Reported Value
$25.50M
Largest Holder
Heartwood Wealth Advisors Llc
Largest Position
$9.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
5
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Heartwood Wealth Advisors Llc$9.91M
- Lido Advisors, Llc$6.17M
- Equitable Holdings, Inc.$3.48M
- L2 Asset Management, Llc$1.73M
- Lpl Financial Llc$1.53M