Nylim Mackay Muni IntermediaMMITETF
13F holders, Q1 2025 (March 31)118holders +8
17new positions
10sold out
1famous investor
$23.97avg. 13F price*
At the end of Q1 2025, 118 institutions reported holding Nylim Mackay Muni Intermedia (MMIT) in their 13F filings, up 8 from Q4 2024. 17 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($99.3M), Morgan Stanley ($61.7M) and Raymond James Financial Inc. ($44.1M). 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 (Q1 2025)
- CUSIP
- 45409F827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $81.7M |
| Exits | 10 | $2.8M |
All 13F filers, Q4 2024 → Q1 2025: 5,846,594 shares bought and 1,600,210 shares sold, net +4,246,384 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Bank of America Corp. | 0.01% | Add +6.2% | 4,141,595 | $99.3M |
| Morgan Stanley | 0.00% | Reduce -12.5% | 2,572,601 | $61.7M |
| Raymond James Financial Inc. | 0.02% | Add +6.2% | 1,839,738 | $44.1M |
| Schneider Downs Wealth Management Advisors, LP | 7.64% | Add +15.7% | 1,760,782 | $42.2M |
| Meeder Advisory Services, Inc. | 2.45% | New | 1,705,515 | $40.9M |
| Cetera Investment Advisers | 0.08% | Add +110.0% | 1,664,340 | $39.9M |
| UBS Group AG | 0.01% | Add +7.0% | 1,590,860 | $38.1M |
| LPL Financial LLC | 0.01% | Reduce -0.4% | 1,181,755 | $28.3M |
| IAG Wealth Partners, LLC | 4.05% | Reduce -2.1% | 1,087,547 | $26.1M |
| Avantax Planning Partners, Inc. | 0.59% | Add +0.4% | 692,332 | $16.6M |
| TruWealth Advisors, LLC | 0.99% | Add +4.0% | 682,018 | $16.3M |
| Pallas Capital Advisors LLC | 0.62% | Reduce -37.5% | 618,710 | $14.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.5% | 543,331 | $13.0M |
| Cornerstone Advisors Asset Management, LLC | 2.33% | Add +21.1% | 473,970 | $11.4M |
| Orion Porfolio Solutions, LLC | 0.10% | New | 439,103 | $10.5M |
| Orion Portfolio Solutions, LLC | 0.10% | New | 439,103 | $10.5M |
| Jane Street Group, LLC | 0.02% | Add +128.9% | 437,354 | $10.5M |
| Financial Counselors Inc. | 0.16% | Reduce -31.0% | 428,534 | $10.3M |
| Great Valley Advisor Group, Inc. | 0.22% | Reduce -2.5% | 421,684 | $10.1M |
| Dynamic Advisor Solutions LLC | 0.31% | Reduce -2.5% | 396,816 | $9.5M |
| CFO4Life Group, LLC | 1.31% | New | 323,904 | $7.8M |
| Peapack Gladstone Financial Corp. | 0.11% | New | 314,468 | $7.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 306,287 | $7.3M |
| MassMutual Private Wealth & Trust, FSB | 0.21% | Reduce -17.2% | 300,248 | $7.2M |
| Truist Financial Corp. | 0.01% | Add +0.8% | 286,131 | $6.9M |
| Prestige Wealth Management Group LLC | 1.41% | Add +31.3% | 275,461 | $6.6M |
| Main Street Financial Solutions, LLC | 0.57% | Add +59.0% | 271,964 | $6.5M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Reduce -1.1% | 252,723 | $6.1M |
| Brady Martz Wealth Solutions, LLC | 1.29% | Reduce -0.8% | 238,492 | $5.7M |
| Vicus Capital | 0.51% | Add +3.0% | 228,530 | $5.5M |
| Stifel Financial Corp. | 0.00% | Reduce -54.3% | 186,616 | $4.5M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -2.3% | 185,329 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +117.7% | 184,518 | $4.4M |
| Bernardo Wealth Planning LLC | 0.94% | Reduce -3.5% | 163,900 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Add +53.5% | 143,999 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.5% | 143,510 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Add +9.1% | 141,283 | $3.4M |
| Cypress Point Wealth Management, LLC | 1.03% | Add +2.0% | 135,154 | $3.2M |
| Journey Strategic Wealth LLC | 0.11% | Add +11.8% | 127,044 | $3.0M |
| MML Investors Services, LLC | 0.01% | Reduce -15.8% | 105,995 | $2.5M |
| Smallwood Wealth Investment Management, LLC | 1.48% | Add +14.3% | 98,313 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +12.5% | 97,836 | $2.3M |
| VestGen Advisors, LLC | 0.10% | — | 94,514 | $2.3M |
| Captrust Financial Advisors | 0.01% | Add +0.2% | 90,196 | $2.2M |
| Clark Wealth Partners | 1.53% | Reduce -0.6% | 86,199 | $2.1M |
| AdvisorNet Financial, Inc | 0.15% | Add +73.9% | 86,178 | $2.1M |
| Landmark Wealth Management, LLC | 0.89% | Add +22.3% | 84,306 | $2.0M |
| Golden State Wealth Management, LLC | 0.29% | Reduce -15.8% | 81,288 | $1.9M |
| Legacy Financial Strategies, LLC | 0.40% | Add +2.8% | 76,704 | $1.8M |
| Kuhn & Co Investment Counsel | 1.50% | Add +3.2% | 74,280 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -6.9% | 69,443 | $1.7M |
| Evergreen Private Wealth LLC | 0.74% | Add +4.5% | 66,424 | $1.6M |
| Janney Capital Management LLC | 0.10% | Reduce -0.9% | 59,343 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -20.0% | 51,097 | $1.2M |
| PFG Advisors | 0.07% | Add +7.5% | 49,589 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -6.7% | 48,134 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +11.9% | 46,440 | $1.1M |
| Narus Financial Partners, LLC | 0.34% | Reduce -0.3% | 42,170 | $1.0M |
| Frontier Asset Management, LLC | 0.28% | Add +1.4% | 40,489 | $971K |
| Axxcess Wealth Management, LLC | 0.03% | New | 38,579 | $925K |
| Elyxium Wealth, LLC | 0.40% | New | 37,904 | $909K |
| BCS Wealth Management | 0.22% | Add +2.6% | 36,030 | $864K |
| Opes Wealth Management LLC | 0.17% | Reduce -4.5% | 36,005 | $863K |
| Titleist Asset Management, LLC | 0.10% | Add +5.6% | 35,776 | $858K |
| PKS Advisory Services, LLC | 0.23% | Add +27.4% | 35,369 | $848K |
| GGM Financial LLC | 0.54% | Add +35.9% | 33,055 | $792K |
| Swmg, LLC | 0.30% | Reduce -9.5% | 31,693 | $752K |
| Saxon Interests, Inc. | 0.35% | No change | 30,995 | $743K |
| New Hampshire Trust | 0.17% | Reduce -24.1% | 30,596 | $733K |
| Comerica Bank | 0.00% | Add +3.2% | 30,487 | $731K |
| Evolution Wealth Advisors, LLC | 0.12% | Reduce -5.9% | 30,413 | $729K |
| Burt Wealth Advisors | 0.18% | Reduce -2.6% | 29,680 | $711K |
| Amplius Wealth Advisors, LLC | 0.07% | Reduce -28.8% | 27,685 | $664K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.6% | 26,983 | $647K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +0.8% | 26,900 | $645K |
| Western Wealth Management, LLC | 0.04% | Add +1.9% | 26,890 | $645K |
| Curran Financial Partners, LLC | 0.16% | Add +93.6% | 26,595 | $637K |
| Old Mission Capital LLC | 0.01% | New | 26,378 | $632K |
| Fortis Group Advisors, LLC | 0.11% | Reduce -45.9% | 22,983 | $551K |
| NewSquare Capital LLC | 0.04% | New | 22,938 | $550K |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.5% | 20,717 | $497K |
| Vista Cima Wealth Management LLC | 0.52% | No change | 19,970 | $479K |
| Kestra Advisory Services, LLC | 0.00% | Add +14.3% | 19,446 | $466K |
| Thrivent Financial for Lutherans | 0.00% | No change | 18,790 | $455K |
| Level Four Advisory Services, LLC | 0.02% | Add +7.6% | 17,910 | $429K |
| Ascentis Independent Advisors | 0.08% | Reduce -1.7% | 17,123 | $410K |
| DAVENPORT & Co LLC | 0.00% | New | 16,766 | $402K |
| Caliber Wealth Management, LLC / KS | 0.05% | — | 16,694 | $400K |
| HUB Investment Partners, LLC | 0.02% | Reduce -54.5% | 15,919 | $382K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 15,380 | $369K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.3% | 14,843 | $356K |
| Clear Creek Financial Management, LLC | 0.04% | New | 14,468 | $347K |
| Atria Investments, Inc | 0.00% | Reduce -6.5% | 14,243 | $341K |
| Friday Financial | 0.20% | Add +1.1% | 14,231 | $341K |
| Bill Few Associates, Inc. | 0.11% | No change | 13,132 | $315K |
| Visionary Wealth Advisors | 0.02% | Add +0.8% | 12,564 | $301K |
| Vertex Planning Partners, LLC | 0.06% | Add +8.4% | 11,335 | $272K |
| Synovus Financial Corp. | 0.00% | Add +11.1% | 11,095 | $266K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -15.3% | 10,133 | $243K |
| Lokken Investment Group LLC | 0.10% | Reduce -8.6% | 10,127 | $243K |
| Kennebec Savings Bank | 0.25% | Reduce -80.5% | 10,039 | $241K |
| AE Wealth Management LLC | 0.00% | New | 9,597 | $230K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.9% | 9,087 | $218K |
| Pineridge Advisors LLC | 0.08% | Add +0.8% | 8,933 | $214K |
| HRT Financial LP | 0.00% | Reduce -48.6% | 8,843 | $211K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -4.1% | 6,390 | $153K |
| Tsfg, LLC | 0.03% | Add +6.4% | 5,403 | $130K |
| Principal Securities, Inc. | 0.00% | No change | 5,328 | $128K |
| Wiser Advisor Group LLC | 0.19% | Add +0.8% | 5,298 | $127K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,670 | $88K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 3,472 | $83K |
| Assetmark, Inc. | 0.00% | Add +7.2% | 2,303 | $55K |
| Harbour Investments, Inc. | 0.00% | No change | 988 | $24K |
| Farther Finance Advisors, LLC | 0.00% | No change | 974 | $23K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 500 | $12K |
| Anderson Financial Strategies, LLC | 0.01% | New | 425 | $10K |
| Allworth Financial LP | 0.00% | No change | 390 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1 | $17 |
"% of holder's portfolio" is MMIT's weight in each manager's 13F, not the share of Nylim Mackay Muni Intermedia the manager owns.