Nylim Mackay California MuniMMCAETF
13F holders, Q4 2025 (December 31)19holders +5
6new positions
2sold out
$21.83avg. 13F price*
At the end of Q4 2025, 19 institutions reported holding Nylim Mackay California Muni (MMCA) in their 13F filings, up 5 from Q3 2025. 6 opened new positions and 2 sold out. The largest holders were New York Life Insurance Co. ($25.1M), New York Life Investment Management LLC ($10.6M) and Weil Company, Inc. ($9.6M).
- Company
- Nylim Mackay California Muni
- Filed as
- NEW YORK LIFE INVTS ACTIVE E (Q4 2025)
- CUSIP
- 45409F777
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $27.3M |
| Exits | 2 | $407K |
All 13F filers, Q3 2025 → Q4 2025: 1,330,122 shares bought and 18,704 shares sold, net +1,311,418 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| New York Life Insurance Co. | 5.51% | New | 1,151,544 | $25.1M |
| New York Life Investment Management LLC | 0.09% | No change | 485,049 | $10.6M |
| Weil Company, Inc. | 2.21% | Add +2.7% | 440,127 | $9.6M |
| Octavia Wealth Advisors, LLC | 0.26% | Add +49.6% | 123,871 | $2.7M |
| Entruity Wealth, LLC | 1.79% | Add +4.7% | 115,356 | $2.5M |
| FF Advisors,LLC | 0.48% | New | 48,891 | $1.1M |
| Brio Consultants, LLC | 0.14% | Add +2.1% | 48,046 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +25.5% | 33,041 | $721K |
| International Assets Investment Management, LLC | 0.04% | Add +0.3% | 24,429 | $533K |
| Cetera Investment Advisers | 0.00% | New | 22,760 | $497K |
| Old Mission Capital LLC | 0.02% | Add +123.9% | 22,126 | $483K |
| Avantax Planning Partners, Inc. | 0.01% | New | 15,006 | $328K |
| Rockefeller Capital Management L.P. | 0.00% | New | 12,550 | $274K |
| Wedmont Private Capital | 0.01% | No change | 11,448 | $251K |
| Wealth Alliance, LLC | 0.02% | No change | 10,650 | $232K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 6,500 | $142K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 2,644 | $58K |
| Osaic Holdings, Inc. | 0.00% | New | 1,400 | $31K |
| Sunrise Financial Services, LLC | 0.01% | — | 700 | $15K |
"% of holder's portfolio" is MMCA's weight in each manager's 13F, not the share of Nylim Mackay California Muni the manager owns.