Who Owns State Street My2028 Corporate Bond ETF (MYCH)? -- Institutional Holders (2026-06-30)
28 institutions reported holding $586.2M of State Street My2028 Corporate Bond ETF (MYCH) in SEC 13F filings for 2026-06-30. Largest institutional holders: Lido Advisors, LLC ($555.4M), Heartwood Wealth Advisors LLC ($9.9M), CITADEL ADVISORS LLC ($8.1M), LPL Financial LLC ($2.2M), Gryphon Financial Partners LLC ($1.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Lido Advisors, LLC | $555.4M | 22.3M | Added |
| 2 | Heartwood Wealth Advisors LLC | $9.9M | 399,291 | Added |
| 3 | CITADEL ADVISORS LLC | $8.1M | 325,692 | Added |
| 4 | LPL Financial LLC | $2.2M | 87,815 | Added |
| 5 | Gryphon Financial Partners LLC | $1.9M | 76,384 | Hold |
| 6 | L2 Asset Management, LLC | $1.7M | 69,653 | Added |
| 7 | JPMORGAN CHASE & CO | $1.2M | 49,917 | Added |
| 8 | Proficio Capital Partners LLC | $748,955 | 30,072 | Added |
| 9 | Gradient Investments LLC | $719,247 | 28,880 | Added |
| 10 | Private Advisor Group, LLC | $682,023 | 27,385 | Added |
| 11 | Sanctuary Advisors, LLC | $680,893 | 27,340 | Added |
| 12 | WOODMONT INVESTMENT COUNSEL LLC | $602,875 | 24,207 | Hold |
| 13 | HRT FINANCIAL LP | $575,000 | 23,088 | New |
| 14 | Global Financial Private Client, LLC | $398,430 | 15,998 | Trimmed |
| 15 | Farther Finance Advisors, LLC | $356,689 | 14,322 | Trimmed |
| 16 | Belpointe Asset Management LLC | $351,036 | 14,095 | Trimmed |
| 17 | Fourth Dimension Wealth, LLC | $323,270 | 12,980 | Added |
| 18 | Royal Bank of Canada | $234,000 | 9,389 | New |
| 19 | BNP PARIBAS FINANCIAL MARKETS | $996 | 40 | New |
| 20 | UBS Group AG | $0 | 0 | Exited |
| 21 | GOLDMAN SACHS GROUP INC | $0 | 0 | Exited |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 23 | FLOW TRADERS U.S. LLC | $0 | 0 | Exited |
| 24 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 25 | MONECO Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30