Nylim Mackay Muni IntermediaMMITETF
13F holders, Q2 2025 (June 30)122holders +4
13new positions
10sold out
$23.85avg. 13F price*
At the end of Q2 2025, 122 institutions reported holding Nylim Mackay Muni Intermedia (MMIT) in their 13F filings, up 4 from Q1 2025. 13 opened new positions and 10 sold out. The largest holders were Orgel Wealth Management, LLC ($140.9M), Bank of America Corp. ($108.4M) and Morgan Stanley ($59.5M).
- Company
- Nylim Mackay Muni Intermedia
- Filed as
- NEW YORK LIFE INVTS ACTIVE E (Q2 2025)
- CUSIP
- 45409F827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $163.8M |
| Exits | 10 | $19.9M |
All 13F filers, Q1 2025 → Q2 2025: 9,576,840 shares bought and 2,131,451 shares sold, net +7,445,389 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| Orgel Wealth Management, LLC | 3.40% | New | 5,909,226 | $140.9M |
| Bank of America Corp. | 0.01% | Add +9.7% | 4,543,656 | $108.4M |
| Morgan Stanley | 0.00% | Reduce -3.0% | 2,496,217 | $59.5M |
| Meeder Advisory Services, Inc. | 2.36% | Add +12.0% | 1,910,061 | $45.6M |
| Schneider Downs Wealth Management Advisors, LP | 6.55% | Add +4.4% | 1,838,266 | $43.8M |
| Cetera Investment Advisers | 0.07% | Add +2.3% | 1,702,735 | $40.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -13.7% | 1,586,989 | $37.8M |
| UBS Group AG | 0.01% | Reduce -11.7% | 1,405,478 | $33.5M |
| LPL Financial LLC | 0.01% | Add +13.8% | 1,345,146 | $32.1M |
| Avantax Planning Partners, Inc. | 1.00% | Add +90.8% | 1,320,615 | $31.5M |
| IAG Wealth Partners, LLC | 3.15% | Reduce -8.1% | 999,094 | $23.8M |
| TruWealth Advisors, LLC | 0.91% | Add +1.4% | 691,196 | $16.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.4% | 589,199 | $14.1M |
| Midwest Trust Co | 0.19% | — | 581,489 | $13.9M |
| Pallas Capital Advisors LLC | 0.52% | Reduce -6.9% | 576,031 | $13.7M |
| Cornerstone Advisors Asset Management, LLC | 2.13% | Reduce -2.2% | 463,423 | $11.1M |
| Condor Capital Management | 0.95% | New | 461,713 | $11.0M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +4.1% | 456,989 | $10.9M |
| MassMutual Private Wealth & Trust, FSB | 0.27% | Add +38.9% | 417,115 | $9.9M |
| Great Valley Advisor Group, Inc. | 0.22% | Reduce -2.3% | 412,212 | $9.8M |
| CFO4Life Group, LLC | 1.53% | Add +26.9% | 411,040 | $9.8M |
| Royal Bank of Canada | 0.00% | Add +310.5% | 401,594 | $9.6M |
| Osaic Holdings, Inc. | 0.02% | Add +96.7% | 362,887 | $8.7M |
| Dynamic Advisor Solutions LLC | 0.26% | Reduce -10.3% | 355,902 | $8.5M |
| Vicus Capital | 0.61% | Add +35.1% | 308,869 | $7.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 301,516 | $7.2M |
| Invenio Wealth Partners LLC | 2.85% | New | 300,375 | $7.2M |
| Truist Financial Corp. | 0.01% | Add +1.0% | 288,933 | $6.9M |
| Main Street Financial Solutions, LLC | 0.46% | Reduce -1.7% | 267,310 | $6.4M |
| Prestige Wealth Management Group LLC | 1.26% | Reduce -5.7% | 259,805 | $6.2M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Reduce -12.6% | 220,986 | $5.3M |
| Jane Street Group, LLC | 0.01% | Reduce -51.0% | 214,396 | $5.1M |
| Brady Martz Wealth Solutions, LLC | 0.95% | Reduce -13.3% | 206,903 | $4.9M |
| JPMorgan Chase & Co. | 0.00% | Add +36.1% | 196,002 | $4.7M |
| Stifel Financial Corp. | 0.00% | Reduce -10.4% | 167,239 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -16.4% | 154,942 | $3.7M |
| Bernardo Wealth Planning LLC | 0.75% | Reduce -11.6% | 144,828 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.7% | 141,061 | $3.4M |
| Cypress Point Wealth Management, LLC | 0.76% | Reduce -3.1% | 130,965 | $3.1M |
| Journey Strategic Wealth LLC | 0.09% | Reduce -7.1% | 117,986 | $2.8M |
| GGM Financial LLC | 1.58% | Add +244.7% | 113,950 | $2.7M |
| VestGen Advisors, LLC | 0.11% | Add +20.2% | 113,586 | $2.7M |
| Smallwood Wealth Investment Management, LLC | 1.49% | Add +11.7% | 109,804 | $2.6M |
| MML Investors Services, LLC | 0.01% | Reduce -3.7% | 102,075 | $2.4M |
| Clark Wealth Partners | 1.41% | Add +1.4% | 87,425 | $2.1M |
| Elyxium Wealth, LLC | 0.77% | Add +127.7% | 86,302 | $2.1M |
| AdvisorNet Financial, Inc | 0.13% | Reduce -2.1% | 84,400 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 80,600 | $1.9M |
| Golden State Wealth Management, LLC | 0.23% | Reduce -1.1% | 80,395 | $1.9M |
| Legacy Financial Strategies, LLC | 0.36% | Add +1.4% | 77,814 | $1.9M |
| Kuhn & Co Investment Counsel | 1.39% | Add +3.9% | 77,193 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -46.9% | 75,091 | $1.8M |
| Burt Wealth Advisors | 0.38% | Add +137.3% | 70,430 | $1.7M |
| Mariner, LLC | 0.00% | Reduce -4.9% | 66,024 | $1.6M |
| Evergreen Private Wealth LLC | 0.66% | Reduce -1.0% | 65,745 | $1.6M |
| Snowden Capital Advisors LLC | 0.04% | Add +27.9% | 61,588 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -32.2% | 61,136 | $1.5M |
| Landmark Wealth Management, LLC | 0.61% | Reduce -29.1% | 59,785 | $1.4M |
| PFG Advisors | 0.06% | Add +18.5% | 58,777 | $1.4M |
| Janney Capital Management LLC | 0.09% | Reduce -1.0% | 58,723 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +2.8% | 47,737 | $1.1M |
| Comerica Bank | 0.00% | Add +35.0% | 41,146 | $981K |
| Axxcess Wealth Management, LLC | 0.02% | Add +4.1% | 40,161 | $958K |
| Narus Financial Partners, LLC | 0.30% | Reduce -5.1% | 40,038 | $955K |
| Opes Wealth Management LLC | 0.17% | Add +9.0% | 39,255 | $936K |
| PKS Advisory Services, LLC | 0.23% | Add +10.1% | 38,951 | $929K |
| Frontier Asset Management, LLC | 0.25% | Reduce -3.9% | 38,894 | $928K |
| Titleist Asset Management, LLC | 0.09% | Add +1.2% | 36,209 | $864K |
| Old Mission Capital LLC | 0.02% | Add +24.6% | 32,862 | $784K |
| Swmg, LLC | 0.25% | Reduce -0.2% | 31,643 | $751K |
| Atria Wealth Solutions, Inc. | 0.02% | Add +15.8% | 31,248 | $745K |
| Saxon Interests, Inc. | 0.35% | No change | 30,995 | $743K |
| Evolution Wealth Advisors, LLC | 0.11% | No change | 30,413 | $725K |
| Fortis Group Advisors, LLC | 0.12% | Add +25.3% | 28,799 | $685K |
| Flow Traders U.S. LLC | 0.02% | New | 28,129 | $671K |
| Elequin Capital, LP | 0.21% | New | 27,641 | $659K |
| Western Wealth Management, LLC | 0.04% | Add +2.8% | 27,631 | $659K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -0.8% | 26,685 | $636K |
| Curran Financial Partners, LLC | 0.13% | Reduce -10.1% | 23,903 | $570K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +59.4% | 23,656 | $563K |
| NewSquare Capital LLC | 0.04% | Add +2.8% | 23,574 | $562K |
| BCS Wealth Management | 0.12% | Reduce -36.8% | 22,762 | $543K |
| HighTower Advisors, LLC | 0.00% | New | 22,105 | $527K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.6% | 20,844 | $497K |
| Amplius Wealth Advisors, LLC | 0.04% | Reduce -27.4% | 20,092 | $479K |
| Vista Cima Wealth Management LLC | 0.45% | No change | 19,970 | $476K |
| NewEdge Advisors, LLC | 0.00% | Add +108.2% | 18,920 | $451K |
| Ascentis Independent Advisors | 0.08% | Add +7.8% | 18,461 | $440K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -1.9% | 17,577 | $419K |
| DAVENPORT & Co LLC | 0.00% | Add +1.8% | 17,073 | $407K |
| Caliber Wealth Management, LLC / KS | 0.04% | No change | 16,694 | $398K |
| Atria Investments, Inc | 0.00% | Add +13.3% | 16,138 | $385K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.2% | 15,558 | $371K |
| Lokken Investment Group LLC | 0.14% | Add +52.2% | 15,410 | $368K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 14,468 | $345K |
| Friday Financial | 0.17% | Reduce -1.0% | 14,083 | $336K |
| Bill Few Associates, Inc. | 0.09% | No change | 13,132 | $313K |
| Visionary Wealth Advisors | 0.02% | Add +0.9% | 12,683 | $302K |
| Vertex Planning Partners, LLC | 0.06% | No change | 11,335 | $270K |
| HUB Investment Partners, LLC | 0.01% | Reduce -31.0% | 10,991 | $262K |
| AE Wealth Management LLC | 0.00% | Add +13.8% | 10,917 | $260K |
| Avantax Advisory Services, Inc. | 0.00% | New | 10,575 | $252K |
| Synovus Financial Corp. | 0.00% | Reduce -5.5% | 10,480 | $250K |
| Daymark Wealth Partners, LLC | 0.01% | New | 10,420 | $249K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -0.3% | 10,098 | $241K |
| Kennebec Savings Bank | 0.23% | No change | 10,039 | $239K |
| New Hampshire Trust | 0.05% | Reduce -69.0% | 9,494 | $226K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -53.6% | 9,019 | $215K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 8,939 | $213K |
| Pineridge Advisors LLC | 0.07% | Reduce -9.4% | 8,091 | $193K |
| Principal Securities, Inc. | 0.00% | Add +4.4% | 5,562 | $133K |
| Tsfg, LLC | 0.02% | Add +0.1% | 5,409 | $129K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -20.8% | 5,060 | $121K |
| Wells Fargo & Company | 0.00% | New | 4,878 | $116K |
| Assetmark, Inc. | 0.00% | Add +81.7% | 4,185 | $100K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.8% | 4,056 | $97K |
| Ameritas Advisory Services, LLC | 0.00% | New | 3,319 | $79K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -18.3% | 3,000 | $72K |
| Jones Financial Companies LLLP | 0.00% | New | 1,393 | $33K |
| Global Retirement Partners, LLC | 0.00% | — | 458 | $11K |
| Allworth Financial LP | 0.00% | No change | 390 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 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.