Nylim Mackay California MuniMMCAETF

13F holders, Q1 2026 (March 31)
24holders +5
7new positions
1sold out
$21.57avg. 13F price*

At the end of Q1 2026, 24 institutions reported holding Nylim Mackay California Muni (MMCA) in their 13F filings, up 5 from Q4 2025. 7 opened new positions and 1 sold out. The largest holders were New York Life Insurance Co. ($24.8M), New York Life Investment Management LLC ($10.5M) and Weil Company, Inc. ($9.3M).

Company
Nylim Mackay California Muni
Filed as
NEW YORK LIFE INVTS ACTIVE E (Q1 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$6.2M
Exits1$1.1M

All 13F filers, Q4 2025 → Q1 2026: 460,923 shares bought and 71,558 shares sold, net +389,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 24 holders

New York Life Insurance Co. 5.06% No change 1,151,544 $24.8M
New York Life Investment Management LLC 0.09% No change 485,049 $10.5M
Weil Company, Inc. 2.09% Reduce -2.1% 430,845 $9.3M
Wealth Enhancement Advisory Services, LLC 0.01% New 167,926 $3.6M
Octavia Wealth Advisors, LLC 0.27% Add +4.6% 129,516 $2.8M
Cetera Investment Advisers 0.00% Add +453.1% 125,878 $2.7M
Entruity Wealth, LLC 1.67% Reduce -1.3% 113,813 $2.5M
Brio Consultants, LLC 0.16% Add +29.6% 62,262 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% New 58,624 $1.3M
Flow Traders U.S. LLC 0.03% New 48,960 $1.1M
Jane Street Group, LLC 0.00% Add +36.8% 45,214 $975K
Old Mission Capital LLC 0.02% Add +40.5% 31,098 $670K
Avantax Planning Partners, Inc. 0.02% Add +82.2% 27,345 $590K
International Assets Investment Management, LLC 0.04% Add +0.1% 24,465 $529K
Osaic Holdings, Inc. 0.00% Add +1153.1% 17,544 $378K
Wedmont Private Capital 0.01% No change 11,448 $249K
Wealth Alliance, LLC 0.02% No change 10,650 $230K
SeaCrest Wealth Management, LLC 0.02% New 10,310 $222K
Ameritas Investment Partners, Inc. 0.01% Add +16.1% 7,550 $163K
Physician Wealth Advisors, Inc. 0.01% Reduce -3.8% 2,544 $55K
Sunrise Financial Services, LLC 0.02% Add +107.1% 1,450 $31K
Rockefeller Capital Management L.P. 0.00% Reduce -93.6% 808 $17K
UBS Group AG 0.00% New 659 $14K
Morgan Stanley 0.00% New 1 $33

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