Nylim Mackay California MuniMMCAETF

13F holders, Q3 2025 (September 30)
14holders +5
7new positions
2sold out
1famous investor
$21.74avg. 13F price*

At the end of Q3 2025, 14 institutions reported holding Nylim Mackay California Muni (MMCA) in their 13F filings, up 5 from Q2 2025. 7 opened new positions and 2 sold out. The largest holders were New York Life Investment Management LLC ($10.5M), Weil Company, Inc. ($9.3M) and Entruity Wealth, LLC ($2.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Nylim Mackay California Muni
Filed as
NEW YORK LIFE INVTS ACTIVE E (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions7$3.6M
Exits2$204K

All 13F filers, Q2 2025 → Q3 2025: 199,881 shares bought and 10,781 shares sold, net +189,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 14 holders

New York Life Investment Management LLC 0.09% No change 485,049 $10.5M
Weil Company, Inc. 2.24% Add +2.7% 428,468 $9.3M
Entruity Wealth, LLC 1.86% Add +0.8% 110,151 $2.4M
Octavia Wealth Advisors, LLC 0.18% New 82,793 $1.8M
Brio Consultants, LLC 0.14% Add +82.1% 47,058 $1.0M
Jane Street Group, LLC 0.00% New 26,320 $572K
International Assets Investment Management, LLC 0.04% No change 24,352 $517K
Citadel Advisors 0.00% New 18,475 $402K
Wedmont Private Capital 0.01% New 11,448 $249K
Wealth Alliance, LLC 0.02% New 10,650 $232K
Old Mission Capital LLC 0.01% New 9,883 $215K
Ameritas Investment Partners, Inc. 0.00% New 6,500 $141K
Physician Wealth Advisors, Inc. 0.01% Add +20.5% 2,644 $57K
UBS Group AG 0.00% Reduce -84.0% 229 $5K

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