Who Owns State Street My2030 Corporate Bond ETF (MYCJ)?Hedge Fund & Institutional Holders
Institutional Holders
10
as of Q4 2025
Total Institutional Value
$8718400010001000448.0T
% of Float Held
—
QoQ Change in Holders
+6 / -3
Price History
MYCJ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Lido Advisors, LLC | New Position | +175K | +$4.0M |
| Equitable Holdings, Inc. | New Position | +43K | +$1.0M |
| Global Financial Private Client, LLC | New Position | +33K | +$829K |
| Farther Finance Advisors, LLC | New Position | +31K | +$787K |
| Integrity Wealth Solutions LLC | New Position | +8K | +$204K |
| Private Advisor Group, LLC | New Position | +8K | +$0 |
| LPL Financial LLC | Increased | +4K | +$-514.8M |
| L2 Asset Management, LLC | Increased | +4K | +$-1.5B |
| Heartwood Wealth Advisors LLC | Increased | +7K | +$-8.6B |
MYCJ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Decreased | -18K | -$763.3M |
| JANE STREET GROUP, LLC | Closed Position | -27K | -$688.3M |
| JPMORGAN CHASE & CO | Closed Position | -923 | -$23.1M |
| Virtu Financial LLC | Closed Position | -22K | -$557K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | 348,594 | $8.7M | 0.80% | Share |
| 2 | Lido Advisors, LLC | 175,441 | $4.0M | 0.01% | Share |
| 3 | Equitable Holdings, Inc. | 42,769 | $1.0M | 0.01% | Share |
| 4 | L2 Asset Management, LLC | 63,680 | $1.0M | 0.13% | Share |
| 5 | Global Financial Private Client, LLC | 33,164 | $829K | 0.29% | Share |
| 6 | Farther Finance Advisors, LLC | 31,499 | $787K | 0.01% | Share |
| 7 | Integrity Wealth Solutions LLC | 8,195 | $204K | 0.08% | Share |
| 8 | CITADEL ADVISORS LLC | 12,194 | $0 | 0.00% | Share |
| 9 | Private Advisor Group, LLC | 8,215 | $0 | 0.00% | Share |
| 10 | LPL Financial LLC | 24,856 | $0 | 0.00% | Share |
MYCJ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 10 | $16.5M | +3 |
| Q3 2025 | 7 | $12.1B | -2 |
| Q2 2025 | 9 | $15.0B | +4 |
| Q1 2025 | 5 | $11.6B | +1 |
| Q4 2024 | 4 | $4.7B | +2 |
| Q3 2024 | 2 | $5.0T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 10 institutional investors hold MYCJ (State Street My2030 Corporate Bond ETF). The largest holder is Heartwood Wealth Advisors LLC with $8.7M in shares. This quarter, 6 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own MYCJ?
As of Q4 2025, 10 institutional investors report holding MYCJ (State Street My2030 Corporate Bond ETF) in their 13F filings.
Who is the largest institutional holder of MYCJ?
The largest institutional holder of MYCJ is Heartwood Wealth Advisors LLC with $8.7M in shares.
Is institutional ownership of MYCJ increasing or decreasing?
This quarter, 6 institutions opened new positions in MYCJ and 3 closed their positions.