Nylim Mackay California MuniMMCAETF

13F holders, Q2 2026 (June 30)
25holders +1
5new positions
4sold out
$21.78avg. 13F price*

At the end of Q2 2026, 25 institutions reported holding Nylim Mackay California Muni (MMCA) in their 13F filings, up 1 from Q1 2026. 5 opened new positions and 4 sold out. The largest holders were New York Life Investment Management LLC ($71.3M), Wealth Enhancement Advisory Services, LLC ($10.4M) and Weil Company, Inc. ($9.5M).

Company
Nylim Mackay California Muni
Filed as
NEW YORK LIFE INVTS ACTIVE E (Q2 2026)
CUSIP
45409F777
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 8Q1 2024Q2 2024: 6Q2 2024Q3 2024: 8Q3 2024Q4 2024: 9Q4 2024Q1 2025: 8Q1 2025Q2 2025: 9Q2 2025Q3 2025: 14Q3 2025Q4 2025: 19Q4 2025Q1 2026: 24Q1 2026Q2 2026: 25Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions5$1.5M
Exits4$25.9M

All 13F filers, Q1 2026 → Q2 2026: 3,253,989 shares bought and 1,355,140 shares sold, net +1,898,849 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 25 holders

New York Life Investment Management LLC 0.50% Add +574.8% 3,273,186 $71.3M
Wealth Enhancement Advisory Services, LLC 0.02% Add +184.9% 478,377 $10.4M
Weil Company, Inc. 1.67% Add +1.1% 435,765 $9.5M
Cetera Investment Advisers 0.00% Add +24.6% 156,871 $3.4M
Octavia Wealth Advisors, LLC 0.19% Reduce -23.3% 99,360 $2.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +43.3% 84,021 $1.8M
Brio Consultants, LLC 0.19% Add +20.5% 75,044 $1.6M
Guggenheim Capital LLC 0.00% New 34,676 $756K
Entruity Wealth, LLC 0.46% Reduce -71.1% 32,853 $716K
Avantax Planning Partners, Inc. 0.02% Add +7.4% 29,361 $640K
International Assets Investment Management, LLC 0.03% Add +0.2% 24,504 $534K
Osaic Holdings, Inc. 0.00% Add +21.7% 21,357 $465K
Old Mission Capital LLC 0.01% Reduce -45.5% 16,953 $369K
Jane Street Group, LLC 0.00% Reduce -63.5% 16,499 $359K
SeaCrest Wealth Management, LLC 0.04% Add +44.8% 14,928 $325K
Sprinkle Financial Consultants LLC 0.12% New 14,198 $309K
FF Advisors,LLC 0.11% New 13,445 $293K
Wedmont Private Capital 0.01% No change 11,448 $248K
Wealth Alliance, LLC 0.02% No change 10,650 $232K
Ameritas Investment Partners, Inc. 0.00% Add +0.1% 7,559 $165K
Creative Financial Designs Inc. 0.01% New 5,450 $119K
Rockefeller Capital Management L.P. 0.00% Add +304.3% 3,267 $71K
Physician Wealth Advisors, Inc. 0.01% Add +1.7% 2,587 $56K
Sunrise Financial Services, LLC 0.02% No change 1,450 $32K
JPMorgan Chase & Co. 0.00% New 543 $12K

"% of holder's portfolio" is MMCA's weight in each manager's 13F, not the share of Nylim Mackay California Muni the manager owns.