IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

State Street My2027 Corporat (MYCG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares317,667 from 271,876
Change+45,791 (+17%)
Value$7.9M (+$1.1M)
Filed 2026-11-06
Gradient Investments LLC
INCREASED
Shares182,395 from 99,796
Change+82,599 (+83%)
Value$4.5M (+$2.1M)
Filed 2026-10-08
Lido Advisors, LLC
INCREASED
Shares128,224 from 125,967
Change+2,257 (+2%)
Value$3.2M (+$46.8K)
Filed 2026-11-04
Woodmont Investment Counsel LLC
UNCHANGED
Shares54,855 from 54,855
Change0 (0%)
Value$1.4M (-$4.1K)
Filed 2026-10-29
Marathon Capital Management
DECREASED
Shares32,098 from 32,177
Change-79 (0%)
Value$799.7K (-$4.4K)
Filed 2026-10-23
Moneco Advisors, LLC
NEW
Shares27,954
Change+27,954
Value$696.5K
Filed 2026-11-05
Blossom Wealth Management
INCREASED
Shares21,081 from 20,995
Change+86 (+0%)
Value$525.2K (+$568)
Filed 2026-11-03
Paladin Wealth, LLC
NEW
Shares10,469
Change+10,469
Value$260.8K
Filed 2026-10-23
OFS Enterprise LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$249.2K (-$750)
Filed 2026-10-16
Global Financial Private Client, LLC
NEW
Shares8,103
Change+8,103
Value$201.9K
Filed 2026-10-15
Sanctuary Advisors, LLC
N/A
Shares— from 95,787
Change-95,787 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 86,439
Change-86,439 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 68,865
Change-68,865 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 48,670
Change-48,670 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 38,583
Change-38,583 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 34,976
Change-34,976 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 32,456
Change-32,456 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 28,110
Change-28,110 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 19,239
Change-19,239 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Status
LPL Financial LLC
INCREASED317,667271,876+45,791+17%$6.8M$7.9M+$1.1M2026-11-06
Gradient Investments LLC
INCREASED182,39599,796+82,599+83%$2.5M$4.5M+$2.1M2026-10-08
Lido Advisors, LLC
INCREASED128,224125,967+2,257+2%$3.1M$3.2M+$46.8K2026-11-04
Woodmont Investment Counsel LLC
UNCHANGED54,85554,85500%$1.4M$1.4M-$4.1K2026-10-29
Marathon Capital Management
DECREASED32,09832,177-790%$804.1K$799.7K-$4.4K2026-10-23
Moneco Advisors, LLC
NEW27,954—+27,954——$696.5K—2026-11-05
Blossom Wealth Management
INCREASED21,08120,995+86+0%$524.7K$525.2K+$5682026-11-03
Paladin Wealth, LLC
NEW10,469—+10,469——$260.8K—2026-10-23
OFS Enterprise LLC
UNCHANGED10,00010,00000%$249.9K$249.2K-$7502026-10-16
Global Financial Private Client, LLC
NEW8,103—+8,103——$201.9K—2026-10-15
Sanctuary Advisors, LLC
N/A—95,787-95,787-100%$2.4M———
Hobbs Group Advisors, LLC
N/A—86,439-86,439-100%$2.2M———
L2 Asset Management, LLC
N/A—68,865-68,865-100%$1.7M———
Susquehanna International Group, LLP
N/A—48,670-48,670-100%$1.2M———
Belpointe Asset Management LLC
N/A—38,583-38,583-100%$964.2K———
JPMorgan Chase & Co
N/A—34,976-34,976-100%$874.0K———
Fourth Dimension Wealth, LLC
N/A—32,456-32,456-100%$811.1K———
Citadel Advisors LLC
N/A—28,110-28,110-100%$702.5K———
Private Advisor Group, LLC
N/A—19,239-19,239-100%$480.8K———
Anchor Bay Capital, Inc.
N/A—20-20-100%$499———
Showing 20 of 20 institutions