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State Street My2029 Corporat (MYCI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Heartwood Wealth Advisors LLC
INCREASED
Shares408,509 from 400,188
Change+8,321 (+2%)
Value$9.9M (+$826)
Filed 2026-10-05
Lido Advisors, LLC
INCREASED
Shares254,717 from 249,112
Change+5,605 (+2%)
Value$6.2M (+$10.8K)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares75,453 from 61,768
Change+13,685 (+22%)
Value$1.8M (+$301.1K)
Filed 2026-11-06
Moneco Advisors, LLC
NEW
Shares36,243
Change+36,243
Value$879.7K
Filed 2026-11-05
Global Financial Private Client, LLC
INCREASED
Shares28,328 from 28,205
Change+123 (+0%)
Value$687.6K (-$11.2K)
Filed 2026-10-15
Farther Finance Advisors, LLC
DECREASED
Shares11,638 from 14,408
Change-2,770 (-19%)
Value$282.5K (-$74.5K)
Filed 2026-10-08
Beacon Financial Group
UNCHANGED
Shares11,097 from 11,097
Change0 (0%)
Value$269.3K (-$5.6K)
Filed 2026-10-19
Equitable Holdings, Inc.
N/A
Shares— from 140,457
Change-140,457 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 69,930
Change-69,930 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 22,080
Change-22,080 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 16,993
Change-16,993 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 9,981
Change-9,981 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 8,332
Change-8,332 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 901
Change-901 (-100%)
Value—
Status
Heartwood Wealth Advisors LLC
INCREASED408,509400,188+8,321+2%$9.9M$9.9M+$8262026-10-05
Lido Advisors, LLC
INCREASED254,717249,112+5,605+2%$6.2M$6.2M+$10.8K2026-11-04
LPL Financial LLC
INCREASED75,45361,768+13,685+22%$1.5M$1.8M+$301.1K2026-11-06
Moneco Advisors, LLC
NEW36,243—+36,243——$879.7K—2026-11-05
Global Financial Private Client, LLC
INCREASED28,32828,205+123+0%$698.7K$687.6K-$11.2K2026-10-15
Farther Finance Advisors, LLC
DECREASED11,63814,408-2,770-19%$356.9K$282.5K-$74.5K2026-10-08
Beacon Financial Group
UNCHANGED11,09711,09700%$274.9K$269.3K-$5.6K2026-10-19
Equitable Holdings, Inc.
N/A—140,457-140,457-100%$3.5M———
L2 Asset Management, LLC
N/A—69,930-69,930-100%$1.7M———
Private Advisor Group, LLC
N/A—22,080-22,080-100%$547.0K———
Jane Street Group, LLC
N/A—16,993-16,993-100%$421.0K———
Sanctuary Advisors, LLC
N/A—9,981-9,981-100%$247.3K———
Integrity Wealth Solutions LLC
N/A—8,332-8,332-100%$206.4K———
AE Wealth Management LLC
N/A—901-901-100%$22.3K———
Showing 14 of 14 institutions