Nylim Mackay Muni IntermediaMMITETF

13F holders, Q1 2024 (March 31)
90holders
$24.39avg. 13F price*

At the end of Q1 2024, 90 institutions reported holding Nylim Mackay Muni Intermedia (MMIT) in their 13F filings. The largest holders were Bank of America Corp. ($83.1M), Morgan Stanley ($61.0M) and UBS Group AG ($36.8M).

Company
Nylim Mackay Muni Intermedia
Filed as
INDEXIQ ACTIVE ETF TR (Q1 2024)
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 2024

InstitutionsTotal Value
New Positions9$16.1M
Exits10$7.8M

Ownership 90 holders

Bank of America Corp. 0.01% Reduce -20.9% 3,405,989 $83.1M
Morgan Stanley 0.00% Add +7.5% 2,502,663 $61.0M
UBS Group AG 0.01% Add +11.1% 1,510,106 $36.8M
Raymond James Financial Services Advisors, Inc. 0.05% Add +22.4% 1,400,644 $34.2M
Schneider Downs Wealth Management Advisors, LP 6.37% Add +18.5% 1,132,112 $27.6M
Avantax Planning Partners, Inc. 0.85% Reduce -3.6% 1,075,867 $26.2M
LPL Financial LLC 0.01% Add +3.7% 1,062,046 $25.9M
IAG Wealth Partners, LLC 5.19% Add +6.6% 991,322 $24.2M
Pallas Capital Advisors LLC 0.91% Add +11.0% 899,803 $21.9M
TruWealth Advisors, LLC 1.04% Add +13.9% 613,630 $15.0M
Cetera Investment Advisers 0.03% New 541,490 $13.2M
Stifel Financial Corp. 0.01% Add +4.4% 391,561 $9.6M
Great Valley Advisor Group, Inc. 0.29% Add +4.0% 386,317 $9.4M
Cornerstone Advisors Asset Management, LLC 3.08% Add +2.6% 358,670 $8.7M
Envestnet Asset Management Inc. 0.00% Add +12.6% 325,722 $7.9M
Bank of New York Mellon Corp 0.00% Reduce -3.3% 308,073 $7.5M
Truist Financial Corp. 0.01% Add +6.0% 265,978 $6.5M
Financial Counselors Inc. 0.10% Reduce -68.6% 245,461 $6.0M
Prestige Wealth Management Group LLC 1.26% Add +24.9% 239,145 $5.8M
Dynamic Advisor Solutions LLC 0.19% Add +9.1% 235,396 $5.7M
Commonwealth Equity Services, LLC 0.01% Add +9.1% 218,128 $5.3M
Vicus Capital 0.44% Add +3.3% 199,769 $4.9M
Bernardo Wealth Planning LLC 1.26% Add +3.1% 185,841 $4.5M
MassMutual Private Wealth & Trust, FSB 0.12% Reduce -46.4% 160,464 $3.9M
Integrated Wealth Concepts LLC 0.05% Reduce -0.8% 143,383 $3.5M
Raymond James & Associates 0.00% Add +13.9% 121,953 $3.0M
Main Street Financial Solutions, LLC 0.31% Add +2.5% 117,564 $2.9M
Cypress Point Wealth Management, LLC 1.34% Add +19.8% 106,930 $2.6M
Legacy Financial Strategies, LLC 0.65% Reduce -1.4% 103,212 $2.5M
JPMorgan Chase & Co. 0.00% Add +8.0% 101,102 $2.5M
Captrust Financial Advisors 0.01% Reduce -15.8% 93,650 $2.3M
MML Investors Services, LLC 0.01% Add +19.6% 91,306 $2.2M
Royal Bank of Canada 0.00% Add +11.3% 83,693 $2.0M
Narus Financial Partners, LLC 0.86% No change 82,162 $2.0M
Landmark Wealth Management, LLC 0.79% Add +8.4% 69,825 $1.7M
Snowden Capital Advisors LLC 0.05% Reduce -13.2% 64,835 $1.6M
Private Advisor Group, LLC 0.01% Reduce -30.2% 64,739 $1.6M
Journey Strategic Wealth LLC 0.07% Add +7.4% 61,269 $1.5M
Janney Capital Management LLC 0.10% Reduce -1.2% 61,162 $1.5M
Kuhn & Co Investment Counsel 1.35% Add +11.4% 58,659 $1.4M
Amplius Wealth Advisors, LLC 0.15% Reduce -77.0% 54,211 $1.3M
Evergreen Private Wealth LLC 0.61% Add +8.9% 49,760 $1.2M
Comerica Bank 0.01% Add +2.9% 48,713 $1.2M
Atria Wealth Solutions, Inc. 0.01% Reduce -3.1% 46,982 $1.1M
Osaic Holdings, Inc. 0.00% Reduce -63.3% 43,240 $1.1M
AdvisorNet Financial, Inc 0.10% Add +2.1% 42,731 $1.0M
PFG Advisors 0.07% Reduce -1.0% 41,430 $1.0M
Swmg, LLC 0.41% Add +1.0% 37,460 $914K
Jane Street Group, LLC 0.00% New 36,261 $884K
BCS Wealth Management 0.28% Reduce -13.5% 35,704 $871K
Thrivent Financial for Lutherans 0.00% Add +45.0% 35,536 $867K
Park Avenue Securities LLC 0.01% Add +22.1% 35,387 $863K
HighTower Advisors, LLC 0.00% Add +1.0% 34,799 $850K
Burt Wealth Advisors 0.21% No change 34,441 $840K
Redhawk Wealth Advisors, Inc. 0.14% Add +15.4% 34,298 $837K
Saxon Interests, Inc. 0.40% No change 34,167 $833K
Steward Partners Investment Advisory, LLC 0.01% Reduce -78.5% 33,976 $829K
Titleist Asset Management, LLC 0.14% Add +12.5% 33,741 $823K
Evolution Wealth Advisors, LLC 0.15% No change 32,313 $788K
Opes Wealth Management LLC 0.17% Add +23.1% 29,540 $720K
HUB Investment Partners, LLC 0.04% Add +14.8% 27,809 $678K
Western Wealth Management, LLC 0.05% Add +55.7% 26,996 $658K
Sequoia Financial Advisors, LLC 0.01% Reduce -62.8% 22,892 $558K
Wealth Enhancement Advisory Services, LLC 0.00% Add +35.7% 20,910 $510K
Pineridge Advisors LLC 0.17% Reduce -13.5% 19,373 $473K
Susquehanna International Group, LLP 0.00% New 18,314 $447K
Lincoln National Corp. 0.01% Add +17.3% 18,159 $443K
Flow Traders U.S. LLC 0.02% New 17,335 $423K
MBE Wealth Management, LLC 0.24% Add +1.4% 16,167 $394K
Mariner, LLC 0.00% New 15,391 $375K
Tsfg, LLC 0.09% Reduce -2.5% 14,897 $363K
Kestra Advisory Services, LLC 0.00% Add +39.8% 14,800 $361K
Level Four Advisory Services, LLC 0.02% No change 13,480 $331K
Vertex Planning Partners, LLC 0.09% No change 13,404 $327K
Prudential Financial Inc. 0.00% Add +21.0% 13,088 $319K
Fortis Group Advisors, LLC 0.06% New 12,277 $299K
Avantax Advisory Services, Inc. 0.00% New 11,212 $273K
Lokken Investment Group LLC 0.13% Add +33.2% 11,042 $269K
Equitable Holdings, Inc. 0.00% Reduce -19.1% 10,584 $258K
Bartlett & Co. Wealth Management LLC 0.00% No change 10,145 $247K
Insight Advisors, LLC/ PA 0.05% No change 9,875 $241K
NewEdge Advisors, LLC 0.00% Add +0.9% 9,161 $223K
Envestnet Portfolio Solutions, Inc. 0.00% No change 8,972 $219K
Visionary Wealth Advisors 0.01% Add +0.9% 8,443 $206K
PNC Financial Services Group, Inc. 0.00% New 8,178 $199K
Wiser Advisor Group LLC 0.20% Add +0.9% 5,107 $125K
Assetmark, Inc. 0.00% Add +6.3% 2,017 $49K
Harbour Investments, Inc. 0.00% No change 988 $24K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 750 $18K
Tucker Asset Management LLC 0.00% New 179 $4K

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