Nylim Mackay Muni IntermediaMMITETF
13F holders, Q3 2025 (September 30)128holders +6
19new positions
11sold out
1famous investor
$24.30avg. 13F price*
At the end of Q3 2025, 128 institutions reported holding Nylim Mackay Muni Intermedia (MMIT) in their 13F filings, up 6 from Q2 2025. 19 opened new positions and 11 sold out. The largest holders were Orgel Wealth Management, LLC ($148.3M), Bank of America Corp. ($121.8M) and Morgan Stanley ($63.2M). 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 (Q3 2025)
- CUSIP
- 45409F827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $23.1M |
| Exits | 11 | $5.1M |
All 13F filers, Q2 2025 → Q3 2025: 6,117,452 shares bought and 1,842,753 shares sold, net +4,274,699 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| Orgel Wealth Management, LLC | 3.38% | Add +3.3% | 6,102,883 | $148.3M |
| Bank of America Corp. | 0.01% | Add +10.3% | 5,013,103 | $121.8M |
| Morgan Stanley | 0.00% | Add +4.3% | 2,602,314 | $63.2M |
| Schneider Downs Wealth Management Advisors, LP | 6.47% | Add +22.0% | 2,242,166 | $54.5M |
| Meeder Advisory Services, Inc. | 2.33% | Add +8.0% | 2,063,569 | $50.1M |
| Cetera Investment Advisers | 0.05% | Add +7.7% | 1,833,861 | $44.6M |
| LPL Financial LLC | 0.01% | Add +32.3% | 1,779,581 | $43.2M |
| Raymond James Financial Inc. | 0.01% | Add +5.7% | 1,677,493 | $40.8M |
| IAG Wealth Partners, LLC | 4.88% | Add +67.5% | 1,673,280 | $40.7M |
| UBS Group AG | 0.01% | Add +12.7% | 1,583,762 | $38.5M |
| Mariner, LLC | 0.04% | Add +1689.0% | 1,181,175 | $28.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.8% | 670,295 | $16.3M |
| Midwest Trust Co | 0.21% | Add +11.8% | 650,322 | $15.8M |
| Pallas Capital Advisors LLC | 0.52% | Add +0.5% | 578,967 | $14.1M |
| Royal Bank of Canada | 0.00% | Add +25.6% | 504,619 | $12.3M |
| TruWealth Advisors, LLC | 0.61% | Reduce -27.6% | 500,108 | $12.2M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +5.3% | 481,330 | $11.7M |
| Condor Capital Management | 0.95% | Add +3.4% | 477,614 | $11.6M |
| CFO4Life Group, LLC | 1.67% | Add +15.1% | 473,236 | $11.5M |
| Cornerstone Advisors Asset Management, LLC | 1.84% | Reduce -6.4% | 433,952 | $10.5M |
| Great Valley Advisor Group, Inc. | 0.21% | Add +5.2% | 433,488 | $10.5M |
| MassMutual Private Wealth & Trust, FSB | 0.26% | Reduce -0.4% | 415,312 | $10.1M |
| Osaic Holdings, Inc. | 0.01% | Add +7.1% | 388,513 | $9.4M |
| Invenio Wealth Partners LLC | 3.34% | Add +25.7% | 377,598 | $9.2M |
| Summit Financial, LLC | 0.13% | New | 356,452 | $8.7M |
| Dynamic Advisor Solutions LLC | 0.25% | Reduce -0.0% | 355,759 | $8.6M |
| Vicus Capital | 0.65% | Add +14.0% | 352,200 | $8.6M |
| Hudock, Inc. | 1.21% | New | 328,296 | $8.0M |
| Stifel Financial Corp. | 0.01% | Add +87.6% | 313,810 | $7.6M |
| Truist Financial Corp. | 0.01% | Add +3.7% | 299,699 | $7.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.3% | 291,541 | $7.1M |
| Main Street Financial Solutions, LLC | 0.42% | Add +0.9% | 269,702 | $6.6M |
| Prestige Wealth Management Group LLC | 1.15% | Reduce -5.2% | 246,226 | $6.0M |
| Sanctuary Advisors, LLC | 0.03% | Add +37.8% | 213,527 | $5.2M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -7.1% | 205,336 | $5.0M |
| GGM Financial LLC | 2.40% | Add +71.7% | 195,599 | $4.8M |
| Brady Martz Wealth Solutions, LLC | 0.84% | Reduce -7.6% | 191,253 | $4.6M |
| Avantax Planning Partners, Inc. | 0.13% | Reduce -85.6% | 190,275 | $4.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.2% | 149,796 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.6% | 147,706 | $3.6M |
| Bernardo Wealth Planning LLC | 0.68% | Reduce -1.1% | 143,189 | $3.5M |
| Elyxium Wealth, LLC | 1.15% | Add +56.6% | 135,180 | $3.3M |
| Smallwood Wealth Investment Management, LLC | 1.66% | Add +21.0% | 132,825 | $3.2M |
| Cypress Point Wealth Management, LLC | 0.64% | Reduce -0.3% | 130,545 | $3.2M |
| Journey Strategic Wealth LLC | 0.09% | Add +6.1% | 125,133 | $3.0M |
| VestGen Advisors, LLC | 0.10% | Add +5.1% | 119,392 | $2.9M |
| Jane Street Group, LLC | 0.00% | Reduce -46.6% | 114,414 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +8.7% | 110,984 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +349.4% | 106,322 | $2.6M |
| Legacy Financial Strategies, LLC | 0.43% | Add +26.5% | 98,458 | $2.4M |
| Clark Wealth Partners | 1.40% | Add +8.0% | 94,426 | $2.3M |
| Flputnam Investment Management Co. | 0.03% | New | 86,206 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +12.2% | 84,277 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +303.3% | 84,070 | $2.0M |
| AdvisorNet Financial, Inc | 0.12% | Reduce -0.8% | 83,694 | $2.0M |
| Golden State Wealth Management, LLC | 0.21% | Reduce -2.8% | 78,163 | $1.9M |
| Burt Wealth Advisors | 0.42% | No change | 70,430 | $1.7M |
| Evergreen Private Wealth LLC | 0.65% | Reduce -0.0% | 65,739 | $1.6M |
| PFG Advisors | 0.06% | Add +5.5% | 62,030 | $1.5M |
| Kuhn & Co Investment Counsel | 1.19% | Reduce -20.1% | 61,638 | $1.5M |
| Landmark Wealth Management, LLC | 0.59% | Add +2.3% | 61,181 | $1.5M |
| Elequin Capital, LP | 0.13% | Add +120.8% | 61,038 | $1.5M |
| Janney Capital Management LLC | 0.09% | Add +0.2% | 58,832 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -5.5% | 57,773 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -8.4% | 56,440 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +8.6% | 51,863 | $1.3M |
| Frontier Asset Management, LLC | 0.27% | Add +14.4% | 44,515 | $1.1M |
| Lebenthal Global Advisors, LLC | 0.18% | New | 42,757 | $1.0M |
| Comerica Bank | 0.00% | Add +3.0% | 42,397 | $1.0M |
| Axxcess Wealth Management, LLC | 0.02% | Add +4.8% | 42,103 | $1.0M |
| Narus Financial Partners, LLC | 0.27% | No change | 40,038 | $973K |
| Opes Wealth Management LLC | 0.17% | Add +1.2% | 39,735 | $966K |
| PKS Advisory Services, LLC | 0.22% | Add +1.7% | 39,622 | $963K |
| Curran Financial Partners, LLC | 0.18% | Add +52.7% | 36,504 | $887K |
| Saxon Interests, Inc. | 0.34% | Add +18.8% | 36,834 | $881K |
| Titleist Asset Management, LLC | 0.07% | Reduce -4.6% | 34,531 | $839K |
| Evolution Wealth Advisors, LLC | 0.10% | No change | 30,413 | $739K |
| Swmg, LLC | 0.22% | Reduce -7.1% | 29,401 | $717K |
| DAVENPORT & Co LLC | 0.00% | Add +68.2% | 28,714 | $698K |
| NewSquare Capital LLC | 0.04% | Add +1.7% | 23,970 | $582K |
| Fortis Group Advisors, LLC | 0.10% | Reduce -20.9% | 22,791 | $557K |
| BCS Wealth Management | 0.12% | Reduce -1.7% | 22,365 | $543K |
| Atria Investments, Inc | 0.01% | Add +26.4% | 20,406 | $496K |
| Vista Cima Wealth Management LLC | 0.40% | No change | 19,970 | $485K |
| Citadel Advisors | 0.00% | New | 18,935 | $460K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -30.0% | 18,685 | $454K |
| Ascentis Independent Advisors | 0.08% | Reduce -0.1% | 18,442 | $448K |
| Lokken Investment Group LLC | 0.15% | Add +19.0% | 18,338 | $446K |
| Amplius Wealth Advisors, LLC | 0.04% | Reduce -10.1% | 18,055 | $439K |
| HighTower Advisors, LLC | 0.00% | Reduce -19.3% | 17,849 | $434K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.8% | 17,708 | $430K |
| RFG - Bristol Wealth Advisors, LLC | 0.12% | New | 17,336 | $421K |
| Thrivent Financial for Lutherans | 0.00% | New | 17,218 | $418K |
| Caliber Wealth Management, LLC / KS | 0.05% | No change | 16,694 | $406K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.8% | 15,991 | $389K |
| Friday Financial | 0.14% | No change | 14,083 | $342K |
| WCG Wealth Advisors LLC | 0.02% | Add +34.9% | 13,626 | $331K |
| Wells Fargo & Company | 0.00% | Add +171.4% | 13,241 | $322K |
| Bill Few Associates, Inc. | 0.08% | No change | 13,132 | $319K |
| Brio Consultants, LLC | 0.04% | New | 12,497 | $304K |
| Visionary Wealth Advisors | 0.01% | Reduce -4.5% | 12,113 | $294K |
| Vertex Planning Partners, LLC | 0.05% | Add +3.1% | 11,685 | $284K |
| Alpha Financial Partners LLC | 0.18% | New | 11,509 | $280K |
| HUB Investment Partners, LLC | 0.01% | Add +1.5% | 11,152 | $271K |
| AE Wealth Management LLC | 0.00% | Add +1.0% | 11,022 | $268K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 10,708 | $260K |
| Synovus Financial Corp. | 0.00% | Add +0.5% | 10,535 | $256K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -1.3% | 10,280 | $250K |
| IHT Wealth Management, LLC | 0.01% | New | 9,751 | $237K |
| NewEdge Advisors, LLC | 0.00% | Reduce -51.1% | 9,254 | $225K |
| Claro Advisors Inc. | 0.03% | New | 9,000 | $219K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 8,548 | $208K |
| Kennebec Savings Bank | 0.17% | Reduce -25.2% | 7,508 | $182K |
| Principal Securities, Inc. | 0.00% | Add +0.8% | 5,606 | $136K |
| Wiser Advisor Group LLC | 0.16% | New | 5,396 | $131K |
| US Bancorp \de | 0.00% | New | 5,064 | $123K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,060 | $123K |
| Assetmark, Inc. | 0.00% | Add +17.9% | 4,936 | $120K |
| United Community Bank | 0.04% | New | 4,775 | $116K |
| Tsfg, LLC | 0.02% | Reduce -12.5% | 4,734 | $115K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.5% | 4,724 | $115K |
| Rossby Financial, LCC | 0.03% | New | 3,928 | $95K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.2% | 3,326 | $81K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,000 | $73K |
| Bokf, NA | 0.00% | New | 2,170 | $53K |
| Pineridge Advisors LLC | 0.01% | Reduce -81.1% | 1,529 | $37K |
| IFP Advisors, Inc | 0.00% | New | 1,130 | $27K |
| Global Retirement Partners, LLC | 0.00% | No change | 458 | $11K |
"% of holder's portfolio" is MMIT's weight in each manager's 13F, not the share of Nylim Mackay Muni Intermedia the manager owns.