Nylim Mackay Definedterm MunMMD
13F holders, Q4 2025 (December 31)76holders +13
17new positions
6sold out
2famous investors
$14.87avg. 13F price*
At the end of Q4 2025, 76 institutions reported holding Nylim Mackay Definedterm Mun (MMD) in their 13F filings, up 13 from Q3 2025. 17 opened new positions and 6 sold out. The largest holders were Hennion & Walsh Asset Management, Inc. ($11.0M), Raymond James Financial Inc. ($9.0M) and Morgan Stanley ($6.9M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Nylim Mackay Definedterm Mun
- Filed as
- NYLI MACKAY DEFINEDTERM MUNI (Q4 2025)
- CUSIP
- 56064K100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $14.3M |
| Exits | 6 | $1.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,157,104 shares bought and 291,517 shares sold, net +865,587 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Hennion & Walsh Asset Management, Inc. | 0.38% | Add +5.6% | 739,494 | $11.0M |
| Raymond James Financial Inc. | 0.00% | Add +6.0% | 601,932 | $9.0M |
| Morgan Stanley | 0.00% | Reduce -13.2% | 467,318 | $6.9M |
| Guggenheim Capital LLC | 0.05% | Add +7.0% | 449,927 | $6.7M |
| Robinson Capital Management, LLC | 2.39% | New | 379,555 | $5.6M |
| Bank of America Corp. | 0.00% | Add +10.6% | 323,190 | $4.8M |
| Wells Fargo & Company | 0.00% | Add +9.2% | 256,146 | $3.8M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 152,597 | $2.3M |
| Logan Stone Capital, LLC | 0.36% | New | 97,306 | $1.4M |
| Thomas J. Herzfeld Advisors, Inc. | 0.49% | Add +0.8% | 97,226 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -13.4% | 95,939 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.0% | 91,789 | $1.4M |
| ProVise Management Group, LLC | 0.10% | Add +3.3% | 91,346 | $1.4M |
| Wolverine Asset Management LLC | 0.08% | New | 88,173 | $1.3M |
| City of London Investment Management Co. Ltd. | 0.10% | No change | 87,267 | $1.3M |
| Noble Wealth Management PBC | 0.64% | Add +10.1% | 85,993 | $1.3M |
| Intellus Advisors LLC | 0.16% | Reduce -0.6% | 83,330 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -6.0% | 80,710 | $1.2M |
| Hopwood Nicholas Hunter | 0.35% | — | 71,798 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | New | 69,607 | $1.0M |
| Ackerman Capital Advisors, LLC | 0.20% | Add +41.9% | 66,595 | $990K |
| UBS Group AG | 0.00% | Reduce -7.3% | 65,274 | $971K |
| Balyasny Asset Management L.P. | 0.00% | New | 62,636 | $931K |
| Worthington Financial Partners, LLC | 0.81% | — | 61,259 | $911K |
| LPL Financial LLC | 0.00% | Reduce -55.5% | 56,432 | $839K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.1% | 51,041 | $759K |
| Whipplewood Advisors, LLC | 0.48% | Add +0.4% | 49,772 | $740K |
| Cohen & Steers, Inc. | 0.00% | No change | 45,000 | $669K |
| AQR Capital Management | 0.00% | Add +1.2% | 41,539 | $618K |
| Rivernorth Capital Management, LLC | 0.03% | New | 40,239 | $598K |
| Invesco Ltd. | 0.00% | New | 37,015 | $550K |
| 1607 Capital Partners, LLC | 0.04% | New | 35,062 | $521K |
| &partners | 0.00% | New | 33,047 | $491K |
| XML Financial, LLC | 0.04% | Add +1.7% | 32,505 | $483K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.0% | 32,072 | $477K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.0% | 30,675 | $456K |
| Global Endowment Management, LP | 0.06% | No change | 30,000 | $446K |
| Rovin Capital /Ut/ | 0.11% | Add +1.2% | 28,801 | $428K |
| WealthPLAN Partners, LLC | 0.06% | No change | 26,420 | $393K |
| Millennium Management | 0.00% | New | 26,081 | $388K |
| Equitable Holdings, Inc. | 0.00% | Reduce -3.9% | 25,524 | $380K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.9% | 24,986 | $372K |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.5% | 24,789 | $369K |
| Centaurus Financial, Inc. | 0.02% | Reduce -3.9% | 24,325 | $362K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 24,023 | $357K |
| Plancorp, LLC | 0.01% | No change | 23,807 | $354K |
| Bank of New York Mellon Corp | 0.00% | New | 23,781 | $354K |
| Jane Street Group, LLC | 0.00% | Add +6.7% | 22,064 | $328K |
| Brandywine Oak Private Wealth LLC | 0.03% | No change | 20,000 | $297K |
| Stifel Financial Corp. | 0.00% | Reduce -56.3% | 19,642 | $292K |
| Scarborough Advisors, LLC | 0.05% | New | 19,530 | $290K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 19,026 | $283K |
| Readystate Asset Management LP | 0.02% | New | 18,103 | $269K |
| Arlington Capital Management, Inc. | 0.16% | Add +8.4% | 17,359 | $258K |
| Integrated Capital Management, Inc. | 0.17% | Add +1.5% | 17,213 | $256K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -27.6% | 16,602 | $247K |
| Cetera Investment Advisers | 0.00% | Add +2.1% | 15,995 | $238K |
| Arax Advisory Partners | 0.01% | Reduce -1.6% | 14,922 | $222K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.8% | 14,546 | $216K |
| Compass Financial Group, INC | 0.03% | No change | 14,014 | $208K |
| Nomura Holdings Inc. | 0.00% | New | 13,812 | $205K |
| Main Street Financial Solutions, LLC | 0.02% | Add +34.4% | 13,603 | $202K |
| NewEdge Wealth, LLC | 0.00% | Reduce -14.0% | 11,520 | $171K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -19.3% | 10,655 | $158K |
| Financially in Tune, LLC | 0.14% | — | 10,415 | $155K |
| Pasadena Private Wealth, LLC | 0.02% | New | 10,000 | $149K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,481 | $96K |
| CoreCap Advisors, LLC | 0.00% | No change | 3,910 | $58K |
| Comerica Bank | 0.00% | Reduce -29.5% | 3,647 | $54K |
| Center for Financial Planning, Inc. | 0.00% | No change | 2,000 | $30K |
| Kelleher Financial Advisors | 0.00% | No change | 920 | $14K |
| Kilter Group LLC | 0.01% | Add +7.3% | 854 | $13K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 745 | $11K |
| FNY Investment Advisers, LLC | 0.00% | No change | 600 | $8K |
| Farther Finance Advisors, LLC | 0.00% | No change | 500 | $7K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 14 | $208 |
"% of holder's portfolio" is MMD's weight in each manager's 13F, not the share of Nylim Mackay Definedterm Mun the manager owns.