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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions30$19.3M
Exits6$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
Sunpointe, LLC 0.17% New 20,506 $500K
Vista Cima Wealth Management LLC 0.41% No change 19,970 $486K
Saxon Interests, Inc. 0.16% Reduce -50.0% 18,407 $448K
J.W. Cole Advisors, Inc. 0.01% Add +11.5% 17,837 $434K
Thrivent Financial for Lutherans 0.00% Add +3.5% 17,815 $433K
Level Four Advisory Services, LLC 0.01% Add +0.1% 17,720 $431K
New Hampshire Trust 0.08% New 17,467 $425K
Amplius Wealth Advisors, LLC 0.04% Reduce -4.2% 17,302 $421K
Steward Partners Investment Advisory, LLC 0.00% Add +476.4% 17,292 $421K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -13.3% 16,200 $395K
Old Mission Capital LLC 0.01% New 15,422 $375K
Friday Financial 0.12% No change 14,083 $343K
HUB Investment Partners, LLC 0.01% Add +25.7% 14,015 $341K
WCG Wealth Advisors LLC 0.01% Add +2.6% 13,984 $340K
Pacific Point Advisors, LLC 0.18% New 13,699 $333K
Bill Few Associates, Inc. 0.08% No change 13,132 $320K
Visionary Wealth Advisors 0.01% Add +0.9% 12,221 $297K
Fiduciary Trust Co 0.00% New 12,000 $292K
Vertex Planning Partners, LLC 0.07% No change 11,685 $284K
Alpha Financial Partners LLC 0.17% Add +0.8% 11,606 $282K
Brio Consultants, LLC 0.04% Reduce -8.9% 11,380 $277K
AE Wealth Management LLC 0.00% Reduce -0.3% 10,983 $267K
Envestnet Portfolio Solutions, Inc. 0.00% Add +2.3% 10,956 $267K
Daymark Wealth Partners, LLC 0.01% No change 10,280 $250K
Pinnacle Financial Partners, Inc. 0.00% — 10,139 $247K
Savvy Advisors, Inc. 0.01% New 9,488 $231K
NewEdge Advisors, LLC 0.00% Add +0.9% 9,336 $227K
Cambridge Investment Research Advisors, Inc. 0.00% New 9,232 $225K
Claro Advisors Inc. 0.03% No change 9,000 $219K
Fifth Third Securities, Inc. 0.01% New 8,586 $209K
Dorsey & Whitney Trust CO LLC 0.01% No change 8,548 $208K
Kestra Advisory Services, LLC 0.00% New 8,017 $195K
US Bancorp \de 0.00% Add +31.4% 6,654 $162K
Wiser Advisor Group LLC 0.15% Add +0.9% 5,443 $132K
United Community Bank 0.05% Add +12.6% 5,375 $131K
Bartlett & Co. Wealth Management LLC 0.00% No change 5,060 $123K
Dakota Community Bank & Trust NA 0.42% New 4,985 $121K
Assetmark, Inc. 0.00% Reduce -1.1% 4,881 $119K
Northwestern Mutual Wealth Management Co. 0.00% No change 4,724 $115K
Tsfg, LLC 0.02% Reduce -1.5% 4,664 $113K
Peck Wealth Management, LLC 0.09% New 3,700 $90K
Root Financial Partners, LLC 0.00% New 3,400 $83K
Signature Equity Partners, LLC 0.03% — 2,389 $58K
Bokf, NA 0.00% No change 2,170 $53K
IFP Advisors, Inc 0.00% No change 1,130 $27K
CIBC Private Wealth Group LLC 0.00% New 1,112 $27K
Cwm, LLC 0.00% New 1,053 $26K
Tower Research Capital LLC (TRC) 0.00% New 798 $19K
Global Retirement Partners, LLC 0.00% No change 458 $11K
McGuire Capital Advisors Inc. 0.01% — 404 $10K
Rossby Financial, LCC 0.00% Reduce -95.4% 182 $4K
Tucker Asset Management LLC 0.00% New 179 $4K
BNP Paribas Financial Markets 0.00% New 32 $779

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