Nylim Mackay California MuniMMCAETF

13F holders, Q2 2025 (June 30)
9holders +1
3new positions
2sold out
$21.31avg. 13F price*

At the end of Q2 2025, 9 institutions reported holding Nylim Mackay California Muni (MMCA) in their 13F filings, up 1 from Q1 2025. 3 opened new positions and 2 sold out. The largest holders were New York Life Investment Management LLC ($10.3M), Weil Company, Inc. ($8.9M) and Entruity Wealth, LLC ($2.3M).

Company
Nylim Mackay California Muni
Filed as
NEW YORK LIFE INVTS ACTIVE E (Q2 2025)
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 2025 → Q2 2025

InstitutionsTotal Value
New Positions3$755K
Exits2$1.4M

All 13F filers, Q1 2025 → Q2 2025: 64,070 shares bought and 65,175 shares sold, net −1,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

New York Life Investment Management LLC 0.10% No change 485,049 $10.3M
Weil Company, Inc. 2.34% Add +7.0% 417,201 $8.9M
Entruity Wealth, LLC 1.98% Reduce -0.6% 109,271 $2.3M
Brio Consultants, LLC 0.08% New 25,843 $551K
International Assets Investment Management, LLC 0.04% No change 24,352 $519K
Susquehanna International Group, LLP 0.00% New 9,574 $204K
Physician Wealth Advisors, Inc. 0.01% Add +3.7% 2,194 $47K
UBS Group AG 0.00% Add +647.4% 1,435 $31K
Morgan Stanley 0.00% New 1 $30

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