Who owns MYCI?
State Street My2029 Corporate Bond ETF · State Street
13 institutions reported holding MYCI, worth $25.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MYCI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | Richmond, VA | $9.9M | 400,188 | +6,717 shares |
| Lido Advisors, LLC | Los Angeles, CA | $6.2M | 249,112 | +2,199 shares |
| Equitable Holdings, Inc. | New York, NY | $3.5M | 140,457 | +7,809 shares |
| L2 Asset Management, LLC | Wayland, MA | $1.7M | 69,930 | +2,107 shares |
| LPL Financial LLC | Fort Mill, SC | $1.5M | 61,768 | +1,774 shares |
| Global Financial Private Client, LLC | Sarasota, FL | $699K | 28,205 | −372 shares |
| Private Advisor Group, LLC | Morristown, NJ | $547K | 22,080 | +5,230 shares |
| Jane Street Group, LLC | New York, NY | $421K | 16,993 | −18,323 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $357K | 14,408 | −5,551 shares |
| Beacon Financial Group | Dallas, TX | $275K | 11,097 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MYCI?
13 institutional managers reported holding MYCI in Form 13F filings for June 30, 2026, worth $25.6M in total. The largest reported position was held by Heartwood Wealth Advisors LLC, at $9.9M.
Did institutions buy or sell MYCI last quarter?
Reported 13F value fell 7.1% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MYCI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.