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MYCI

MYCI Smart Money Holdings (13F)

State Street My2029 Corporat

+$4.4M

Net Activity

Institutions Holding

16

Popularity Rank

#8739

Avg Weight

0.09%

Total Value

$27.6M

Ownership Trend

16 institutions currently hold MYCI, with 13 net buyers and 3 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

3

Net Buying Institutions

13

Key Holders

Key Holders

Top 5 by Value

HW
Heartwood Wealth Advisors LLC
$9.8M
LA
Lido Advisors, LLC
$6.1M
EH
Equitable Holdings, Inc.
$3.3M
LA
L2 Asset Management, LLC
$1.7M
LF
LPL Financial LLC
$1.5M

Top 5 by Conviction

HW
Heartwood Wealth Advisors LLC
0.85%
GF
Global Financial Private Client, LLC
0.23%
LA
L2 Asset Management, LLC
0.16%
IW
Integrity Wealth Solutions LLC
0.08%
LA
Lido Advisors, LLC
0.02%
View all 16 holding institutions

Across its top 16 institutional holders, MYCI's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 23/100).

Quarterly Activity

Recent Activity

+$25.5M

Total Buy Value

$2.5M

Total Sell Value

New buy5
Trim3
Add8
Sold out0

13

Net Buyers

3

Net Sellers

Smart Money Convergence

MYCI does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

78470P788

FAQ

Who are the top institutional investors holding STATE STREET MY2029 CORPORAT (MYCI)?
Major stakeholders currently include Heartwood Wealth Advisors LLC ($9.8M), Lido Advisors, LLC ($6.1M), Equitable Holdings, Inc. ($3.3M). Based on the latest 13F filings, there are a total of 16 tracked investment funds and institutions maintaining positions in MYCI.
What is the overall institutional sentiment toward MYCI recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $4.4M, driven by 13 managers accumulating shares while 3 reduced their exposure.
Which institutions have been selling or reducing their MYCI positions?
In the latest period, 3 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $2.5M.
Are there any notable investors adding MYCI to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 8 existing holders added to their shares. The total reported buy value for the quarter amounted to $25.5M.

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