Nylim Mackay Muni IntermediaMMITETF
13F holders, Q4 2025 (December 31)153holders +25
30new positions
6sold out
1famous investor
$24.33avg. 13F price*
At the end of Q4 2025, 153 institutions reported holding Nylim Mackay Muni Intermedia (MMIT) in their 13F filings, up 25 from Q3 2025. 30 opened new positions and 6 sold out. The largest holders were Orgel Wealth Management, LLC ($153.9M), Bank of America Corp. ($139.7M) and Morgan Stanley ($67.8M). 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 (Q4 2025)
- CUSIP
- 45409F827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $19.3M |
| Exits | 6 | $6.4M |
All 13F filers, Q3 2025 → Q4 2025: 5,449,906 shares bought and 652,594 shares sold, net +4,797,312 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| Orgel Wealth Management, LLC | 3.40% | Add +3.6% | 6,325,741 | $153.9M |
| Bank of America Corp. | 0.01% | Add +14.6% | 5,743,250 | $139.7M |
| Morgan Stanley | 0.00% | Add +7.0% | 2,785,502 | $67.8M |
| Schneider Downs Wealth Management Advisors, LP | 6.65% | Add +8.2% | 2,426,389 | $59.0M |
| Meeder Advisory Services, Inc. | 2.36% | Add +9.6% | 2,260,794 | $55.0M |
| LPL Financial LLC | 0.01% | Add +15.0% | 2,046,660 | $49.8M |
| Cetera Investment Advisers | 0.05% | Add +6.1% | 1,946,336 | $47.4M |
| Raymond James Financial Inc. | 0.01% | Add +13.2% | 1,899,079 | $46.2M |
| IAG Wealth Partners, LLC | 5.18% | Add +9.9% | 1,838,192 | $44.7M |
| UBS Group AG | 0.01% | Add +7.2% | 1,697,344 | $41.3M |
| Midwest Trust Co | 0.39% | Add +96.5% | 1,277,827 | $31.1M |
| Mariner, LLC | 0.04% | Add +3.5% | 1,222,826 | $29.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.7% | 775,478 | $18.9M |
| Pallas Capital Advisors LLC | 0.50% | Add +8.3% | 626,745 | $15.2M |
| Royal Bank of Canada | 0.00% | Add +14.0% | 575,105 | $14.0M |
| TruWealth Advisors, LLC | 0.62% | Add +3.6% | 518,202 | $12.6M |
| Cornerstone Advisors Asset Management, LLC | 2.02% | Add +17.8% | 511,354 | $12.4M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +3.5% | 498,293 | $12.1M |
| Condor Capital Management | 0.98% | Add +3.8% | 495,798 | $12.1M |
| CFO4Life Group, LLC | 1.65% | Add +0.8% | 476,879 | $11.6M |
| Flputnam Investment Management Co. | 0.16% | Add +438.1% | 463,899 | $11.3M |
| MassMutual Private Wealth & Trust, FSB | 0.28% | Add +9.6% | 455,243 | $11.1M |
| Great Valley Advisor Group, Inc. | 0.20% | Reduce -2.5% | 422,597 | $10.3M |
| Invenio Wealth Partners LLC | 3.60% | Add +5.4% | 398,128 | $9.7M |
| Vicus Capital | 0.69% | Add +7.7% | 379,218 | $9.2M |
| Summit Financial, LLC | 0.13% | Add +2.9% | 366,596 | $8.9M |
| Dynamic Advisor Solutions LLC | 0.27% | Reduce -2.7% | 346,073 | $8.4M |
| Stifel Financial Corp. | 0.01% | Add +8.7% | 340,965 | $8.3M |
| Hudock, Inc. | 1.22% | Add +3.7% | 340,522 | $8.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -12.6% | 339,765 | $8.3M |
| Truist Financial Corp. | 0.01% | Add +3.4% | 309,952 | $7.5M |
| Main Street Financial Solutions, LLC | 0.50% | Add +2.3% | 276,022 | $6.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.8% | 268,929 | $6.5M |
| Elyxium Wealth, LLC | 1.53% | Add +68.1% | 227,244 | $5.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +104.4% | 217,309 | $5.3M |
| Prestige Wealth Management Group LLC | 1.00% | Reduce -12.9% | 214,452 | $5.2M |
| GGM Financial LLC | 2.53% | Add +9.5% | 214,131 | $5.2M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -0.9% | 211,601 | $5.1M |
| 46 Peaks LLC | 3.27% | — | 182,482 | $4.5M |
| Brady Martz Wealth Solutions, LLC | 0.76% | Reduce -6.7% | 178,474 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +18.2% | 177,037 | $4.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +105.0% | 172,365 | $4.2M |
| Avantax Planning Partners, Inc. | 0.12% | Reduce -9.9% | 171,499 | $4.2M |
| Smallwood Wealth Investment Management, LLC | 2.07% | Add +22.3% | 162,444 | $4.0M |
| Bernardo Wealth Planning LLC | 0.70% | Add +4.8% | 150,098 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.4% | 144,147 | $3.5M |
| Journey Strategic Wealth LLC | 0.09% | Add +10.8% | 138,672 | $3.4M |
| Elequin Capital, LP | 0.50% | Add +119.9% | 134,234 | $3.3M |
| AdvisorNet Financial, Inc | 0.16% | Add +46.0% | 122,175 | $3.0M |
| MML Investors Services, LLC | 0.01% | Add +3.3% | 114,646 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | New | 104,630 | $2.5M |
| Legacy Financial Strategies, LLC | 0.42% | Reduce -1.0% | 97,452 | $2.4M |
| Clark Wealth Partners | 1.40% | No change | 94,426 | $2.3M |
| Snowden Capital Advisors LLC | 0.05% | Add +45.4% | 82,088 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.1% | 79,998 | $1.9M |
| Golden State Wealth Management, LLC | 0.20% | Add +1.3% | 79,208 | $1.9M |
| Creative Planning | 0.00% | New | 74,795 | $1.8M |
| Diversified Portfolios, Inc. | 0.15% | New | 74,424 | $1.8M |
| Evergreen Private Wealth LLC | 0.71% | Add +12.7% | 74,064 | $1.8M |
| Kuhn & Co Investment Counsel | 1.08% | Add +8.4% | 66,849 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -42.2% | 66,147 | $1.6M |
| Landmark Wealth Management, LLC | 0.60% | Add +5.0% | 64,213 | $1.6M |
| Cypress Point Wealth Management, LLC | 0.33% | Reduce -51.9% | 62,791 | $1.5M |
| Hapanowicz & Associates Financial Services, Inc | 0.59% | New | 61,704 | $1.5M |
| Spire Wealth Management | 0.05% | New | 60,459 | $1.5M |
| Farther Finance Advisors, LLC | 0.02% | New | 59,533 | $1.4M |
| Janney Capital Management LLC | 0.09% | Add +0.2% | 58,924 | $1.4M |
| PFG Advisors | 0.07% | Reduce -7.0% | 57,714 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -6.7% | 53,933 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Add +2.8% | 53,303 | $1.3M |
| VestGen Advisors, LLC | 0.05% | Reduce -57.4% | 50,879 | $1.2M |
| BCS Wealth Management | 0.12% | Add +116.3% | 48,364 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 47,950 | $1.2M |
| Frontier Asset Management, LLC | 0.26% | Add +3.1% | 45,896 | $1.1M |
| Kennebec Savings Bank | 0.93% | Add +486.8% | 44,053 | $1.1M |
| Lebenthal Global Advisors, LLC | 0.16% | Add +2.3% | 43,729 | $1.1M |
| Axxcess Wealth Management, LLC | 0.02% | Add +2.6% | 43,206 | $1.1M |
| Curran Financial Partners, LLC | 0.20% | Add +16.7% | 42,612 | $1.0M |
| Comerica Bank | 0.00% | Add +0.1% | 42,455 | $1.0M |
| Opes Wealth Management LLC | 0.17% | Add +2.4% | 40,700 | $990K |
| Narus Financial Partners, LLC | 0.27% | No change | 40,038 | $974K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 39,234 | $955K |
| DAVENPORT & Co LLC | 0.01% | Add +32.9% | 38,164 | $929K |
| PKS Advisory Services, LLC | 0.21% | Reduce -6.3% | 37,113 | $903K |
| Titleist Asset Management, LLC | 0.07% | Add +4.4% | 36,048 | $877K |
| IHT Wealth Management, LLC | 0.02% | Add +268.6% | 35,944 | $875K |
| Dakota Wealth Management | 0.02% | New | 35,540 | $865K |
| Corient Private Wealth LP | 0.00% | New | 32,482 | $790K |
| Evolution Wealth Advisors, LLC | 0.07% | No change | 30,413 | $740K |
| Swmg, LLC | 0.20% | Reduce -1.8% | 28,876 | $709K |
| Fortis Group Advisors, LLC | 0.12% | Add +23.7% | 28,185 | $690K |
| RFG - Bristol Wealth Advisors, LLC | 0.18% | Add +52.2% | 26,382 | $642K |
| Beacon Capital Management, LLC | 0.09% | New | 24,777 | $603K |
| TD Private Client Wealth LLC | 0.01% | New | 24,459 | $595K |
| Stronghold Wealth Management L.L.C. | 0.88% | — | 24,369 | $593K |
| Citadel Advisors | 0.00% | Add +21.1% | 22,920 | $558K |
| NewSquare Capital LLC | 0.05% | Reduce -6.3% | 22,473 | $547K |
| HighTower Advisors, LLC | 0.00% | Add +22.5% | 21,862 | $532K |
| Janney Montgomery Scott LLC | 0.00% | New | 21,558 | $525K |
| Atria Investments, Inc | 0.01% | Add +2.3% | 20,870 | $508K |
"% of holder's portfolio" is MMIT's weight in each manager's 13F, not the share of Nylim Mackay Muni Intermedia the manager owns.