Nylim Mackay Muni IntermediaMMITETF

13F holders, Q2 2026 (June 30)
171holders +11
28new positions
13sold out
1famous investor
$24.37avg. 13F price*

At the end of Q2 2026, 171 institutions reported holding Nylim Mackay Muni Intermedia (MMIT) in their 13F filings, up 11 from Q1 2026. 28 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($160.8M), Morgan Stanley ($93.4M) and Jones Financial Companies LLLP ($81.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Nylim Mackay Muni Intermedia
Filed as
NEW YORK LIFE INVTS ACTIVE E (Q2 2026)
CUSIP
45409F827
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 90Q1 2024Q2 2024: 94Q2 2024Q3 2024: 99Q3 2024Q4 2024: 110Q4 2024Q1 2025: 118Q1 2025Q2 2025: 122Q2 2025Q3 2025: 128Q3 2025Q4 2025: 153Q4 2025Q1 2026: 160Q1 2026Q2 2026: 171Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions28$44.8M
Exits13$163.9M

All 13F filers, Q1 2026 → Q2 2026: 7,675,179 shares bought and 7,675,387 shares sold, net −208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 171 holders

Bank of America Corp. 0.01% Add +6.3% 6,604,939 $160.8M
Morgan Stanley 0.00% Reduce -0.2% 3,835,250 $93.4M
Jones Financial Companies LLLP 0.03% Add +1063.4% 3,330,101 $81.3M
Meeder Advisory Services, Inc. 2.72% Add +3.6% 3,050,260 $74.3M
Schneider Downs Wealth Management Advisors, LP 6.09% Add +3.1% 2,659,925 $64.8M
Raymond James Financial Inc. 0.02% Add +13.7% 2,408,373 $58.6M
Cetera Investment Advisers 0.05% Add +11.0% 2,278,943 $55.5M
UBS Group AG 0.01% Add +4.5% 2,173,373 $52.9M
IAG Wealth Partners, LLC 4.74% Add +3.3% 1,967,096 $47.9M
LPL Financial LLC 0.01% Reduce -16.0% 1,838,466 $44.8M
Midwest Trust Co 0.38% Add +10.5% 1,393,510 $33.9M
Mariner, LLC 0.03% Reduce -1.7% 1,191,262 $29.0M
Envestnet Asset Management Inc. 0.01% Add +10.3% 983,337 $23.9M
Royal Bank of Canada 0.00% Add +2.3% 729,308 $17.8M
Lebenthal Global Advisors, LLC 2.18% Reduce -5.1% 663,814 $16.2M
Flputnam Investment Management Co. 0.19% Add +29.7% 652,258 $15.9M
Pallas Capital Advisors LLC 0.46% Add +6.0% 617,698 $15.0M
Orion Porfolio Solutions, LLC 0.11% Reduce -0.3% 596,221 $14.5M
Waverly Advisors, LLC 0.08% New 573,580 $14.0M
Cornerstone Advisors Asset Management, LLC 1.66% Reduce -6.7% 520,097 $12.7M
Condor Capital Management 0.94% Add +1.7% 514,726 $12.5M
Great Valley Advisor Group, Inc. 0.20% Add +16.7% 507,293 $12.4M
CFO4Life Group, LLC 1.66% Add +1.3% 505,504 $12.3M
Invenio Wealth Partners LLC 4.02% Add +12.5% 461,315 $11.2M
MassMutual Private Wealth & Trust, FSB 0.29% Add +3.1% 459,502 $11.2M
Stifel Financial Corp. 0.01% Add +23.5% 440,047 $10.7M
Osaic Holdings, Inc. 0.01% Add +16.8% 433,968 $10.6M
Hudock, Inc. 1.29% Add +0.2% 413,499 $10.1M
Vicus Capital 0.62% Add +3.0% 391,315 $9.5M
Summit Financial, LLC 0.10% Reduce -4.3% 388,794 $9.5M
Avior Wealth Management, LLC 0.24% Add +53.4% 372,122 $9.1M
Concurrent Investment Advisors, LLC 0.07% New 358,065 $8.7M
Axxcess Wealth Management, LLC 0.13% New 346,856 $8.4M
Dynamic Advisor Solutions LLC 0.24% Reduce -2.1% 345,958 $8.4M
Truist Financial Corp. 0.01% Add +5.6% 319,484 $7.8M
Elyxium Wealth, LLC 0.79% Add +20.2% 308,739 $7.5M
Main Street Financial Solutions, LLC 0.47% Add +5.7% 300,275 $7.3M
GGM Financial LLC 2.64% Add +15.3% 286,032 $7.0M
Darwin Wealth Management, LLC 1.88% Add +4.4% 282,152 $6.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +18.1% 275,944 $6.7M
Clear Trail Advisors, LLC 0.95% Add +29.0% 256,024 $6.2M
Prestige Wealth Management Group LLC 1.10% Add +2.4% 247,572 $6.0M
Sanctuary Advisors, LLC 0.02% Reduce -22.4% 206,229 $5.0M
Bank of New York Mellon Corp 0.00% Reduce -25.6% 203,471 $5.0M
HighTower Advisors, LLC 0.00% Add +14.7% 191,882 $4.7M
46 Peaks LLC 2.82% Add +0.2% 183,900 $4.5M
Smallwood Wealth Investment Management, LLC 1.94% Add +10.7% 182,366 $4.4M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -11.2% 167,930 $4.1M
Commonwealth Equity Services, LLC 0.01% Reduce -3.9% 164,655 $4.0M
Avantax Planning Partners, Inc. 0.10% Reduce -3.6% 162,453 $4.0M
Evergreen Private Wealth LLC 1.42% Add +102.8% 157,574 $3.8M
Bernardo Wealth Planning LLC 0.64% Reduce -2.3% 154,889 $3.8M
Elequin Capital, LP 0.65% New 154,863 $3.8M
Brady Martz Wealth Solutions, LLC 0.57% Reduce -12.1% 153,847 $3.7M
Rockefeller Capital Management L.P. 0.01% Reduce -12.9% 151,813 $3.7M
JPMorgan Chase & Co. 0.00% Reduce -27.4% 149,919 $3.7M
Janney Montgomery Scott LLC 0.01% Add +27.9% 147,765 $3.6M
MML Investors Services, LLC 0.01% Add +25.8% 141,878 $3.5M
AdvisorNet Financial, Inc 0.16% Reduce -0.9% 140,118 $3.4M
IHT Wealth Management, LLC 0.06% Add +145.8% 124,732 $3.0M
Clark Wealth Partners 1.46% Add +10.8% 105,631 $2.6M
Hapanowicz & Associates Financial Services, Inc 0.79% Add +7.5% 103,845 $2.5M
Legacy Financial Strategies, LLC 0.39% Reduce -0.2% 102,794 $2.5M
Private Advisor Group, LLC 0.01% Add +3.3% 91,960 $2.2M
Titleist Asset Management, LLC 0.15% Add +10.6% 91,400 $2.2M
Landmark Wealth Management, LLC 0.53% Add +0.9% 90,427 $2.2M
Smith & Howard Wealth Management, LLC 0.43% New 84,916 $2.1M
DAVENPORT & Co LLC 0.01% Add +91.7% 84,804 $2.1M
Snowden Capital Advisors LLC 0.05% Reduce -0.1% 80,737 $2.0M
Golden State Wealth Management, LLC 0.18% Reduce -1.1% 78,964 $1.9M
VestGen Advisors, LLC 0.05% Add +8.6% 73,745 $1.8M
Creative Planning 0.00% Reduce -2.3% 72,243 $1.8M
Kuhn & Co Investment Counsel 0.99% Add +6.4% 70,053 $1.7M
Spire Wealth Management 0.05% Add +3.1% 68,489 $1.7M
Curran Financial Partners, LLC 0.24% Add +72.8% 67,524 $1.6M
Farther Finance Advisors, LLC 0.01% No change 63,625 $1.5M
Park Avenue Securities LLC 0.01% Add +4.4% 53,823 $1.3M
Rivernorth Capital Management, LLC 0.06% New 52,832 $1.3M
Dakota Wealth Management 0.02% Add +14.3% 51,748 $1.3M
Captrust Financial Advisors 0.00% Add +6.8% 46,864 $1.1M
Fifth Third Bancorp 0.00% Add +2.7% 46,805 $1.1M
Cypress Point Wealth Management, LLC 0.23% Reduce -0.5% 46,732 $1.1M
EP Wealth Advisors, LLC 0.00% New 44,071 $1.1M
Narus Financial Partners, LLC 0.27% Add +7.2% 42,938 $1.0M
PKS Advisory Services, LLC 0.16% Add +0.2% 41,916 $1.0M
NewEdge Wealth, LLC 0.01% Reduce -8.1% 40,160 $978K
Frontier Asset Management, LLC 0.16% Reduce -8.0% 37,469 $912K
PFG Advisors 0.04% Reduce -28.0% 36,136 $880K
RFG - Bristol Wealth Advisors, LLC 0.19% Add +11.2% 32,902 $801K
Coppell Advisory Solutions LLC 0.06% New 4,710 $755K
TD Private Client Wealth LLC 0.01% Add +4.0% 30,047 $732K
Natixis Advisors, LLC 0.00% Add +55.9% 28,296 $689K
Old Mission Capital LLC 0.02% Reduce -42.1% 27,442 $668K
Stratos Wealth Partners, LTD. 0.01% Reduce -32.6% 27,031 $658K
BCS Wealth Management 0.11% Add +3.5% 25,737 $627K
Diversified Portfolios, Inc. 0.05% New 25,683 $625K
KFG Wealth Management, LLC 0.07% New 25,577 $623K
Swmg, LLC 0.15% Reduce -8.5% 25,604 $622K
Stronghold Wealth Management L.L.C. 0.78% Reduce -4.7% 24,024 $585K
NewSquare Capital LLC 0.04% Add +2.5% 23,991 $584K

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

Show all 171 holders