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State Street My2028 Corporat (MYCH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares32,521,079 from 22,302,002
Change+10,219,077 (+46%)
Value$800.5M (+$245.1M)
Filed 2026-11-04
Heartwood Wealth Advisors LLC
INCREASED
Shares407,257 from 399,291
Change+7,966 (+2%)
Value$10.0M (+$80.4K)
Filed 2026-10-05
Gryphon Financial Partners LLC
DECREASED
Shares51,744 from 76,384
Change-24,640 (-32%)
Value$1.3M (-$628.7K)
Filed 2026-11-04
Gradient Investments LLC
INCREASED
Shares37,004 from 28,880
Change+8,124 (+28%)
Value$910.9K (+$191.6K)
Filed 2026-10-08
Moneco Advisors, LLC
NEW
Shares32,569
Change+32,569
Value$801.7K
Filed 2026-11-05
Woodmont Investment Counsel LLC
UNCHANGED
Shares24,207 from 24,207
Change0 (0%)
Value$595.9K (-$7.0K)
Filed 2026-10-29
Global Financial Private Client, LLC
INCREASED
Shares16,047 from 15,998
Change+49 (+0%)
Value$395.0K (-$3.4K)
Filed 2026-10-15
Farther Finance Advisors, LLC
DECREASED
Shares11,567 from 14,322
Change-2,755 (-19%)
Value$284.7K (-$72.0K)
Filed 2026-10-08
Blossom Wealth Management
NEW
Shares8,610
Change+8,610
Value$211.9K
Filed 2026-11-03
Paladin Wealth, LLC
NEW
Shares8,326
Change+8,326
Value$204.9K
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
NEW
Shares2,978
Change+2,978
Value$73.3K
Filed 2026-11-03
Citadel Advisors LLC
N/A
Shares— from 325,692
Change-325,692 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 87,815
Change-87,815 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 69,653
Change-69,653 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 49,917
Change-49,917 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 30,072
Change-30,072 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 27,385
Change-27,385 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 27,340
Change-27,340 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 23,088
Change-23,088 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 14,095
Change-14,095 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 12,980
Change-12,980 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,389
Change-9,389 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 40
Change-40 (-100%)
Value—
Status
Lido Advisors, LLC
INCREASED32,521,07922,302,002+10,219,077+46%$555.4M$800.5M+$245.1M2026-11-04
Heartwood Wealth Advisors LLC
INCREASED407,257399,291+7,966+2%$9.9M$10.0M+$80.4K2026-10-05
Gryphon Financial Partners LLC
DECREASED51,74476,384-24,640-32%$1.9M$1.3M-$628.7K2026-11-04
Gradient Investments LLC
INCREASED37,00428,880+8,124+28%$719.2K$910.9K+$191.6K2026-10-08
Moneco Advisors, LLC
NEW32,569—+32,569——$801.7K—2026-11-05
Woodmont Investment Counsel LLC
UNCHANGED24,20724,20700%$602.9K$595.9K-$7.0K2026-10-29
Global Financial Private Client, LLC
INCREASED16,04715,998+49+0%$398.4K$395.0K-$3.4K2026-10-15
Farther Finance Advisors, LLC
DECREASED11,56714,322-2,755-19%$356.7K$284.7K-$72.0K2026-10-08
Blossom Wealth Management
NEW8,610—+8,610——$211.9K—2026-11-03
Paladin Wealth, LLC
NEW8,326—+8,326——$204.9K—2026-10-23
Ashton Thomas Private Wealth, LLC
NEW2,978—+2,978——$73.3K—2026-11-03
Citadel Advisors LLC
N/A—325,692-325,692-100%$8.1M———
LPL Financial LLC
N/A—87,815-87,815-100%$2.2M———
L2 Asset Management, LLC
N/A—69,653-69,653-100%$1.7M———
JPMorgan Chase & Co
N/A—49,917-49,917-100%$1.2M———
Proficio Capital Partners LLC
N/A—30,072-30,072-100%$749.0K———
Private Advisor Group, LLC
N/A—27,385-27,385-100%$682.0K———
Sanctuary Advisors, LLC
N/A—27,340-27,340-100%$680.9K———
HRT Financial LP
N/A—23,088-23,088-100%$575.0K———
Belpointe Asset Management LLC
N/A—14,095-14,095-100%$351.0K———
Fourth Dimension Wealth, LLC
N/A—12,980-12,980-100%$323.3K———
Royal Bank of Canada
N/A—9,389-9,389-100%$234.0K———
BNP Paribas Financial Markets
N/A—40-40-100%$996———
Showing 23 of 23 institutions