MYCH institutional holders
State Street My2028 Corporate Bond ETF · 21 reporting institutions · $586.5M reported value
Funds that can replace MYCH · MYCH return decomposition
Institutional holdings
| Institution | Reported position | Advisors at firm | Report period |
|---|---|---|---|
| Lido Advisors, LLC | $555.4M | 320 | 2026-06-30 |
| Heartwood Wealth Advisors LLC | $9.9M | 0 | 2026-06-30 |
| Citadel Advisors LLC | $8.1M | 0 | 2026-06-30 |
| Lpl Financial LLC | $2.2M | 23,458 | 2026-06-30 |
| Gryphon Financial Partners LLC | $1.9M | 16 | 2026-06-30 |
| L2 Asset Management, LLC | $1.7M | 2 | 2026-06-30 |
| Jpmorgan Chase & Co | $1.2M | 0 | 2026-06-30 |
| Masso Torrence Wealth Management Inc. | $813.4K | 0 | 2025-09-30 |
| Proficio Capital Partners LLC | $749K | 2 | 2026-06-30 |
| Gradient Investments, LLC | $719.2K | 31 | 2026-06-30 |
| Private Advisor Group, LLC | $682K | 927 | 2026-06-30 |
| Sanctuary Advisors, LLC | $680.9K | 401 | 2026-06-30 |
| Woodmont Investment Counsel LLC | $602.9K | 9 | 2026-06-30 |
| Global Financial Private Client, LLC | $398.4K | 5 | 2026-06-30 |
| Farther Finance Advisors, LLC | $356.7K | 334 | 2026-06-30 |
| Belpointe Asset Management LLC | $351K | 170 | 2026-06-30 |
| Fourth Dimension Wealth, LLC | $323.3K | 9 | 2026-06-30 |
| Royal Bank of Canada | $234K | 0 | 2026-06-30 |
| Cwm, LLC | $15.6K | 667 | 2026-03-31 |
| Bnp Paribas Financial Markets | $996 | 0 | 2026-06-30 |
| Hrt Financial LP | $575 | 0 | 2026-06-30 |
Public filing evidence
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Report period: 2025-09-30 to 2026-06-30