State Street My2030 Corporat (MYCJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Heartwood Wealth Advisors LLC

INCREASED

Shares409,472 from 400,902

Change+8,570 (+2%)

Value$9.8M (-$102.6K)

Filed 2026-10-05

Lido Advisors, LLC

INCREASED

Shares230,379 from 222,917

Change+7,462 (+3%)

Value$5.5M (+$7.5K)

Filed 2026-11-04

LPL Financial LLC

INCREASED

Shares64,532 from 43,677

Change+20,855 (+48%)

Value$1.5M (+$465.5K)

Filed 2026-11-06

Moneco Advisors, LLC

INCREASED

Shares35,190 from 8,226

Change+26,964 (+328%)

Value$842.1K (+$638.9K)

Filed 2026-11-05

Global Financial Private Client, LLC

INCREASED

Shares32,307 from 32,193

Change+114 (+0%)

Value$773.1K (-$22.0K)

Filed 2026-10-15

Farther Finance Advisors, LLC

DECREASED

Shares11,533 from 13,985

Change-2,452 (-18%)

Value$276.0K (-$69.4K)

Filed 2026-10-08

Beacon Financial Group

UNCHANGED

Shares11,130 from 11,130

Change0 (0%)

Value$266.3K (-$8.5K)

Filed 2026-10-19

FSM Wealth Advisors, LLC

UNCHANGED

Shares9,526 from 9,526

Change0 (0%)

Value$228.4K (-$6.9K)

Filed 2026-10-27

Bank of the Bluegrass & Trust Co.

N/A

Shares— from 334,513

Change-334,513 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 163,309

Change-163,309 (-100%)

Value—

L2 Asset Management, LLC

N/A

Shares— from 69,991

Change-69,991 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 34,151

Change-34,151 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 27,473

Change-27,473 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 22,490

Change-22,490 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 13,527

Change-13,527 (-100%)

Value—

Integrity Wealth Solutions LLC

N/A

Shares— from 8,348

Change-8,348 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 901

Change-901 (-100%)

Value—

	Status
Heartwood Wealth Advisors LLC	INCREASED	409,472	400,902	+8,570	+2%	$9.9M	$9.8M	-$102.6K	2026-10-05
Lido Advisors, LLC	INCREASED	230,379	222,917	+7,462	+3%	$5.5M	$5.5M	+$7.5K	2026-11-04
LPL Financial LLC	INCREASED	64,532	43,677	+20,855	+48%	$1.1M	$1.5M	+$465.5K	2026-11-06
Moneco Advisors, LLC	INCREASED	35,190	8,226	+26,964	+328%	$203.2K	$842.1K	+$638.9K	2026-11-05
Global Financial Private Client, LLC	INCREASED	32,307	32,193	+114	+0%	$795.1K	$773.1K	-$22.0K	2026-10-15
Farther Finance Advisors, LLC	DECREASED	11,533	13,985	-2,452	-18%	$345.4K	$276.0K	-$69.4K	2026-10-08
Beacon Financial Group	UNCHANGED	11,130	11,130	0	0%	$274.9K	$266.3K	-$8.5K	2026-10-19
FSM Wealth Advisors, LLC	UNCHANGED	9,526	9,526	0	0%	$235.3K	$228.4K	-$6.9K	2026-10-27
Bank of the Bluegrass & Trust Co.	N/A	—	334,513	-334,513	-100%	$8.0M	—	—	—
Equitable Holdings, Inc.	N/A	—	163,309	-163,309	-100%	$4.0M	—	—	—
L2 Asset Management, LLC	N/A	—	69,991	-69,991	-100%	$1.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	34,151	-34,151	-100%	$843.4K	—	—	—
Citadel Advisors LLC	N/A	—	27,473	-27,473	-100%	$678.5K	—	—	—
Jane Street Group, LLC	N/A	—	22,490	-22,490	-100%	$555.4K	—	—	—
Private Advisor Group, LLC	N/A	—	13,527	-13,527	-100%	$334.1K	—	—	—
Integrity Wealth Solutions LLC	N/A	—	8,348	-8,348	-100%	$206.2K	—	—	—
AE Wealth Management LLC	N/A	—	901	-901	-100%	$22.3K	—	—	—

Showing 17 of 17 institutions