Nylim Mackay Muni IntermediaMMITETF
13F holders, Q1 2026 (March 31)160holders +7
23new positions
12sold out
1famous investor
$24.11avg. 13F price*
At the end of Q1 2026, 160 institutions reported holding Nylim Mackay Muni Intermedia (MMIT) in their 13F filings, up 7 from Q4 2025. 23 opened new positions and 12 sold out. The largest holders were Orgel Wealth Management, LLC ($158.5M), Bank of America Corp. ($149.8M) and Morgan Stanley ($92.7M). 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 2026)
- CUSIP
- 45409F827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $29.8M |
| Exits | 12 | $9.6M |
All 13F filers, Q4 2025 → Q1 2026: 7,131,872 shares bought and 652,410 shares sold, net +6,479,462 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 160 holders
| Orgel Wealth Management, LLC | 3.42% | Add +4.0% | 6,575,324 | $158.5M |
| Bank of America Corp. | 0.01% | Add +8.2% | 6,215,015 | $149.8M |
| Morgan Stanley | 0.01% | Add +38.0% | 3,844,590 | $92.7M |
| Meeder Advisory Services, Inc. | 2.97% | Add +30.3% | 2,944,732 | $71.0M |
| Schneider Downs Wealth Management Advisors, LP | 6.86% | Add +6.3% | 2,579,517 | $62.2M |
| LPL Financial LLC | 0.01% | Add +7.0% | 2,188,883 | $52.8M |
| Raymond James Financial Inc. | 0.02% | Add +11.6% | 2,118,466 | $51.1M |
| UBS Group AG | 0.01% | Add +22.5% | 2,079,567 | $50.1M |
| Cetera Investment Advisers | 0.05% | Add +5.5% | 2,053,468 | $49.5M |
| IAG Wealth Partners, LLC | 5.13% | Add +3.6% | 1,905,068 | $45.9M |
| Midwest Trust Co | 0.38% | Reduce -1.3% | 1,261,255 | $30.4M |
| Mariner, LLC | 0.03% | Reduce -0.9% | 1,212,109 | $29.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.0% | 891,945 | $21.5M |
| Royal Bank of Canada | 0.00% | Add +23.9% | 712,696 | $17.2M |
| Lebenthal Global Advisors, LLC | 2.45% | Add +1499.7% | 699,548 | $16.9M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +20.0% | 598,097 | $14.4M |
| Pallas Capital Advisors LLC | 0.53% | Reduce -7.0% | 582,715 | $14.0M |
| Cornerstone Advisors Asset Management, LLC | 2.07% | Add +9.1% | 557,697 | $13.4M |
| TruWealth Advisors, LLC | 0.62% | Add +3.2% | 534,964 | $12.9M |
| Condor Capital Management | 1.02% | Add +2.1% | 506,262 | $12.2M |
| Flputnam Investment Management Co. | 0.18% | Add +8.4% | 503,000 | $12.1M |
| CFO4Life Group, LLC | 1.83% | Add +4.6% | 498,899 | $12.0M |
| MassMutual Private Wealth & Trust, FSB | 0.29% | Reduce -2.1% | 445,536 | $10.7M |
| Great Valley Advisor Group, Inc. | 0.19% | Add +2.8% | 434,550 | $10.5M |
| Hudock, Inc. | 1.46% | Add +21.1% | 412,549 | $9.9M |
| Invenio Wealth Partners LLC | 3.92% | Add +3.0% | 410,043 | $9.9M |
| Summit Financial, LLC | 0.13% | Add +10.8% | 406,157 | $9.8M |
| Vicus Capital | 0.67% | Add +0.2% | 379,865 | $9.2M |
| Osaic Holdings, Inc. | 0.01% | Add +9.3% | 371,510 | $9.0M |
| Stifel Financial Corp. | 0.01% | Add +4.5% | 356,185 | $8.6M |
| Dynamic Advisor Solutions LLC | 0.27% | Add +2.1% | 353,375 | $8.5M |
| Truist Financial Corp. | 0.01% | Reduce -2.4% | 302,466 | $7.3M |
| Jones Financial Companies LLLP | 0.00% | Add +173.6% | 286,239 | $6.9M |
| Main Street Financial Solutions, LLC | 0.50% | Add +2.9% | 284,006 | $6.8M |
| Bank of New York Mellon Corp | 0.00% | Add +1.7% | 273,476 | $6.6M |
| Darwin Wealth Management, LLC | 2.03% | New | 270,300 | $6.5M |
| Sanctuary Advisors, LLC | 0.03% | Add +25.6% | 265,827 | $6.4M |
| Elyxium Wealth, LLC | 1.99% | Add +13.0% | 256,868 | $6.2M |
| GGM Financial LLC | 2.75% | Add +15.9% | 248,098 | $6.0M |
| Avior Wealth Management, LLC | 0.17% | New | 242,530 | $5.8M |
| Prestige Wealth Management Group LLC | 1.15% | Add +12.7% | 241,710 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +7.5% | 233,687 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Add +43.2% | 206,375 | $5.0M |
| Clear Trail Advisors, LLC | 0.80% | New | 198,526 | $4.8M |
| Journey Strategic Wealth LLC | 0.12% | Add +39.1% | 192,888 | $4.6M |
| Focus Partners Advisor Solutions, LLC | 0.05% | New | 189,055 | $4.6M |
| 46 Peaks LLC | 3.22% | Add +0.6% | 183,500 | $4.4M |
| Brady Martz Wealth Solutions, LLC | 0.72% | Reduce -2.0% | 174,972 | $4.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.1% | 174,242 | $4.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.2% | 171,325 | $4.1M |
| Avantax Planning Partners, Inc. | 0.11% | Reduce -1.8% | 168,469 | $4.1M |
| HighTower Advisors, LLC | 0.00% | Add +665.4% | 167,341 | $4.0M |
| Smallwood Wealth Investment Management, LLC | 2.09% | Add +1.5% | 164,809 | $4.0M |
| Bernardo Wealth Planning LLC | 0.75% | Add +5.6% | 158,460 | $3.8M |
| AdvisorNet Financial, Inc | 0.18% | Add +15.8% | 141,443 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +436.0% | 115,546 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -1.6% | 112,812 | $2.7M |
| Legacy Financial Strategies, LLC | 0.45% | Add +5.7% | 103,010 | $2.5M |
| Hapanowicz & Associates Financial Services, Inc | 0.93% | Add +56.5% | 96,580 | $2.3M |
| Clark Wealth Partners | 1.55% | Add +0.9% | 95,304 | $2.3M |
| Landmark Wealth Management, LLC | 0.58% | Add +39.6% | 89,649 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +11.3% | 88,994 | $2.1M |
| Titleist Asset Management, LLC | 0.15% | Add +129.2% | 82,612 | $2.0M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -1.6% | 80,785 | $2.0M |
| Golden State Wealth Management, LLC | 0.21% | Add +0.8% | 79,857 | $1.9M |
| Evergreen Private Wealth LLC | 0.76% | Add +4.9% | 77,680 | $1.9M |
| Creative Planning | 0.00% | Reduce -1.2% | 73,930 | $1.8M |
| VestGen Advisors, LLC | 0.05% | Add +33.5% | 67,918 | $1.6M |
| Spire Wealth Management | 0.05% | Add +9.8% | 66,397 | $1.6M |
| Kuhn & Co Investment Counsel | 1.02% | Reduce -1.5% | 65,843 | $1.6M |
| Flow Traders U.S. LLC | 0.05% | New | 64,675 | $1.6M |
| Farther Finance Advisors, LLC | 0.01% | Add +6.9% | 63,625 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Reduce -3.3% | 51,557 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Add +41.2% | 50,744 | $1.2M |
| PFG Advisors | 0.06% | Reduce -13.1% | 50,183 | $1.2M |
| Citadel Advisors | 0.00% | Add +112.2% | 48,633 | $1.2M |
| Old Mission Capital LLC | 0.03% | Add +207.4% | 47,403 | $1.1M |
| Cypress Point Wealth Management, LLC | 0.24% | Reduce -25.2% | 46,947 | $1.1M |
| Fifth Third Bancorp | 0.00% | New | 45,578 | $1.1M |
| Dakota Wealth Management | 0.02% | Add +27.3% | 45,254 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +15.9% | 44,230 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -18.6% | 43,894 | $1.1M |
| NewEdge Wealth, LLC | 0.01% | New | 43,712 | $1.1M |
| Opes Wealth Management LLC | 0.17% | Add +4.5% | 42,535 | $1.0M |
| PKS Advisory Services, LLC | 0.23% | Add +12.7% | 41,839 | $1.0M |
| Frontier Asset Management, LLC | 0.21% | Reduce -11.3% | 40,726 | $982K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.2% | 40,103 | $967K |
| Narus Financial Partners, LLC | 0.25% | No change | 40,038 | $965K |
| Curran Financial Partners, LLC | 0.17% | Reduce -8.3% | 39,077 | $942K |
| Corient Private Wealth LP | 0.00% | No change | 32,482 | $783K |
| Evolution Wealth Advisors, LLC | 0.07% | No change | 30,413 | $733K |
| RFG - Bristol Wealth Advisors, LLC | 0.19% | Add +12.2% | 29,590 | $713K |
| Fortis Group Advisors, LLC | 0.12% | Add +2.8% | 28,969 | $703K |
| TD Private Client Wealth LLC | 0.01% | Add +18.1% | 28,892 | $696K |
| Swmg, LLC | 0.19% | Reduce -3.0% | 27,995 | $675K |
| Jane Street Group, LLC | 0.00% | Reduce -59.6% | 26,731 | $644K |
| Stronghold Wealth Management L.L.C. | 0.92% | Add +3.4% | 25,201 | $607K |
| BCS Wealth Management | 0.12% | Reduce -48.6% | 24,871 | $599K |
| NewSquare Capital LLC | 0.05% | Add +4.2% | 23,413 | $564K |
| GTS Securities LLC | 0.02% | New | 22,693 | $547K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 22,208 | $535K |
| Sunpointe, LLC | 0.16% | Add +1.4% | 20,799 | $501K |
| Atria Investments, Inc | 0.01% | Reduce -1.6% | 20,546 | $495K |
| Ameriprise Financial Inc. | 0.00% | New | 20,230 | $488K |
| Vista Cima Wealth Management LLC | 0.48% | No change | 19,970 | $481K |
| Saxon Interests, Inc. | 0.15% | No change | 18,407 | $444K |
| Natixis Advisors, LLC | 0.00% | New | 18,154 | $438K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.8% | 17,679 | $426K |
| Fiduciary Trust Co | 0.00% | Add +41.7% | 17,000 | $410K |
| Ascentis Independent Advisors | 0.03% | New | 16,972 | $409K |
| Beacon Capital Management, LLC | 0.07% | Reduce -33.3% | 16,518 | $398K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 16,200 | $392K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -8.9% | 16,136 | $389K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -7.2% | 16,059 | $387K |
| Harbour Investments, Inc. | 0.01% | New | 15,773 | $380K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +54.9% | 14,297 | $345K |
| Friday Financial | 0.12% | No change | 14,083 | $339K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -0.5% | 13,913 | $335K |
| Kestra Advisory Services, LLC | 0.00% | Add +71.4% | 13,740 | $331K |
| HUB Investment Partners, LLC | 0.01% | Reduce -4.6% | 13,368 | $322K |
| Bill Few Associates, Inc. | 0.08% | No change | 13,132 | $317K |
| Visionary Wealth Advisors | 0.01% | Add +0.9% | 12,328 | $297K |
| Vertex Planning Partners, LLC | 0.05% | No change | 11,685 | $282K |
| Brio Consultants, LLC | 0.03% | Add +0.0% | 11,383 | $276K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.5% | 11,008 | $265K |
| AE Wealth Management LLC | 0.00% | Reduce -1.6% | 10,806 | $260K |
| Principal Securities, Inc. | 0.00% | New | 10,704 | $258K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +2.2% | 10,359 | $250K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 10,280 | $248K |
| Brooklyn Investment Group | 0.01% | New | 10,187 | $246K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 9,744 | $235K |
| Pacific Point Advisors, LLC | 0.12% | Reduce -29.8% | 9,616 | $232K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 9,541 | $230K |
| NewEdge Advisors, LLC | 0.00% | Add +0.9% | 9,418 | $227K |
| Gateway Wealth Partners, LLC | 0.01% | New | 9,400 | $227K |
| Claro Advisors Inc. | 0.03% | No change | 9,000 | $217K |
| Alpha Financial Partners LLC | 0.13% | Reduce -23.5% | 8,876 | $214K |
| Matauro, LLC | 0.03% | New | 8,782 | $212K |
| Fifth Third Securities, Inc. | 0.01% | Add +0.2% | 8,607 | $207K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 8,548 | $206K |
| Pinnacle Bancorp, Inc. | 0.05% | New | 6,735 | $162K |
| United Community Bank | 0.04% | No change | 5,375 | $130K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,060 | $123K |
| Wiser Advisor Group LLC | 0.15% | Reduce -7.2% | 5,049 | $122K |
| Tsfg, LLC | 0.02% | Add +0.1% | 4,668 | $113K |
| Assetmark, Inc. | 0.00% | Reduce -10.3% | 4,377 | $106K |
| Peck Wealth Management, LLC | 0.09% | No change | 3,700 | $89K |
| Root Financial Partners, LLC | 0.00% | No change | 3,400 | $82K |
| Cwm, LLC | 0.00% | Add +177.6% | 2,923 | $70K |
| Signature Equity Partners, LLC | 0.03% | Add +11.1% | 2,653 | $64K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +191.0% | 2,322 | $56K |
| Bokf, NA | 0.00% | No change | 2,170 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -90.7% | 1,615 | $39K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -67.0% | 1,560 | $38K |
| IFP Advisors, Inc | 0.00% | No change | 1,130 | $27K |
| US Bancorp \de | 0.00% | Reduce -86.3% | 915 | $22K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 889 | $21K |
| International Assets Investment Management, LLC | 0.00% | New | 724 | $17K |
| Allworth Financial LP | 0.00% | New | 489 | $12K |
| Rossby Financial, LCC | 0.00% | Add +12.1% | 204 | $5K |
"% of holder's portfolio" is MMIT's weight in each manager's 13F, not the share of Nylim Mackay Muni Intermedia the manager owns.