Skip to main content
Equibles
MYMJ logo

MYMJ · State Street(R) My2030 Municipal Bond ETF ETF

Alerts for MYMJ

Use MYMJ with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

Claude ChatGPT Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$24.56 -0.01 (-0.04%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $10,424,423
Total Shares: 421,257

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 6 13F filers · Δ vs Dec 31, 2025
Top Holder
70.0%
Sep 2024 → Mar 2026 · range 66.3% – 100.0%
+3.7 pts
Top 5
98.3%
Sep 2024 → Mar 2026 · range 98.1% – 100.0%
−1.7 pts
Top 10
100.0%
Sep 2024 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
HHI
5,264
Sep 2024 → Mar 2026 · range 4,839 – 10,000
Highly concentrated+426

Quarterly Activity

vs Dec 31, 2025
New
2
Increased
2
Decreased
1
Sold Out
1
Unchanged
1
Holder count: +1
Institutional value: +17.6%
Shares held: +18.1%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Heartwood Wealth Advisors LLC +58,370 294,895
Lido Advisors, LLC +21,248 75,611

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
JANE STREET GROUP, LLC −31,794 18,968

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
HighPoint Advisor Group LLC 15,688 $388,215
FIFTH THIRD BANCORP 6,964 $172,331

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
COMERICA BANK 6,009 $149,233
Filter: New 2 Increased 2 Reduced 1 Sold out 1 Unchanged 1
Showing 6 of 6
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Heartwood Wealth Advisors LLC MYMJ $7,297,471 70.00% 294,895
Lido Advisors, LLC MYMJ $1,871,069 17.95% 75,611
JANE STREET GROUP, LLC MYMJ $469,382 4.50% 18,968
HighPoint Advisor Group LLC MYMJ $388,215 3.72% 15,688
Global Financial Private Client, LLC MYMJ $225,955 2.17% 9,131
FIFTH THIRD BANCORP MYMJ $172,331 1.65% 6,964