Nylim Mackay Muni IntermediaMMITETF

13F holders, Q2 2026 (June 30)
171holders +11
28new positions
13sold out
1famous investor
$24.37avg. 13F price*

At the end of Q2 2026, 171 institutions reported holding Nylim Mackay Muni Intermedia (MMIT) in their 13F filings, up 11 from Q1 2026. 28 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($160.8M), Morgan Stanley ($93.4M) and Jones Financial Companies LLLP ($81.3M). 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 (Q2 2026)
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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions28$44.8M
Exits13$163.9M

All 13F filers, Q1 2026 → Q2 2026: 7,675,179 shares bought and 7,675,387 shares sold, net −208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 171 holders

Bank of America Corp. 0.01% Add +6.3% 6,604,939 $160.8M
Morgan Stanley 0.00% Reduce -0.2% 3,835,250 $93.4M
Jones Financial Companies LLLP 0.03% Add +1063.4% 3,330,101 $81.3M
Meeder Advisory Services, Inc. 2.72% Add +3.6% 3,050,260 $74.3M
Schneider Downs Wealth Management Advisors, LP 6.09% Add +3.1% 2,659,925 $64.8M
Raymond James Financial Inc. 0.02% Add +13.7% 2,408,373 $58.6M
Cetera Investment Advisers 0.05% Add +11.0% 2,278,943 $55.5M
UBS Group AG 0.01% Add +4.5% 2,173,373 $52.9M
IAG Wealth Partners, LLC 4.74% Add +3.3% 1,967,096 $47.9M
LPL Financial LLC 0.01% Reduce -16.0% 1,838,466 $44.8M
Midwest Trust Co 0.38% Add +10.5% 1,393,510 $33.9M
Mariner, LLC 0.03% Reduce -1.7% 1,191,262 $29.0M
Envestnet Asset Management Inc. 0.01% Add +10.3% 983,337 $23.9M
Royal Bank of Canada 0.00% Add +2.3% 729,308 $17.8M
Lebenthal Global Advisors, LLC 2.18% Reduce -5.1% 663,814 $16.2M
Flputnam Investment Management Co. 0.19% Add +29.7% 652,258 $15.9M
Pallas Capital Advisors LLC 0.46% Add +6.0% 617,698 $15.0M
Orion Porfolio Solutions, LLC 0.11% Reduce -0.3% 596,221 $14.5M
Waverly Advisors, LLC 0.08% New 573,580 $14.0M
Cornerstone Advisors Asset Management, LLC 1.66% Reduce -6.7% 520,097 $12.7M
Condor Capital Management 0.94% Add +1.7% 514,726 $12.5M
Great Valley Advisor Group, Inc. 0.20% Add +16.7% 507,293 $12.4M
CFO4Life Group, LLC 1.66% Add +1.3% 505,504 $12.3M
Invenio Wealth Partners LLC 4.02% Add +12.5% 461,315 $11.2M
MassMutual Private Wealth & Trust, FSB 0.29% Add +3.1% 459,502 $11.2M
Stifel Financial Corp. 0.01% Add +23.5% 440,047 $10.7M
Osaic Holdings, Inc. 0.01% Add +16.8% 433,968 $10.6M
Hudock, Inc. 1.29% Add +0.2% 413,499 $10.1M
Vicus Capital 0.62% Add +3.0% 391,315 $9.5M
Summit Financial, LLC 0.10% Reduce -4.3% 388,794 $9.5M
Avior Wealth Management, LLC 0.24% Add +53.4% 372,122 $9.1M
Concurrent Investment Advisors, LLC 0.07% New 358,065 $8.7M
Axxcess Wealth Management, LLC 0.13% New 346,856 $8.4M
Dynamic Advisor Solutions LLC 0.24% Reduce -2.1% 345,958 $8.4M
Truist Financial Corp. 0.01% Add +5.6% 319,484 $7.8M
Elyxium Wealth, LLC 0.79% Add +20.2% 308,739 $7.5M
Main Street Financial Solutions, LLC 0.47% Add +5.7% 300,275 $7.3M
GGM Financial LLC 2.64% Add +15.3% 286,032 $7.0M
Darwin Wealth Management, LLC 1.88% Add +4.4% 282,152 $6.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +18.1% 275,944 $6.7M
Clear Trail Advisors, LLC 0.95% Add +29.0% 256,024 $6.2M
Prestige Wealth Management Group LLC 1.10% Add +2.4% 247,572 $6.0M
Sanctuary Advisors, LLC 0.02% Reduce -22.4% 206,229 $5.0M
Bank of New York Mellon Corp 0.00% Reduce -25.6% 203,471 $5.0M
HighTower Advisors, LLC 0.00% Add +14.7% 191,882 $4.7M
46 Peaks LLC 2.82% Add +0.2% 183,900 $4.5M
Smallwood Wealth Investment Management, LLC 1.94% Add +10.7% 182,366 $4.4M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -11.2% 167,930 $4.1M
Commonwealth Equity Services, LLC 0.01% Reduce -3.9% 164,655 $4.0M
Avantax Planning Partners, Inc. 0.10% Reduce -3.6% 162,453 $4.0M
Evergreen Private Wealth LLC 1.42% Add +102.8% 157,574 $3.8M
Bernardo Wealth Planning LLC 0.64% Reduce -2.3% 154,889 $3.8M
Elequin Capital, LP 0.65% New 154,863 $3.8M
Brady Martz Wealth Solutions, LLC 0.57% Reduce -12.1% 153,847 $3.7M
Rockefeller Capital Management L.P. 0.01% Reduce -12.9% 151,813 $3.7M
JPMorgan Chase & Co. 0.00% Reduce -27.4% 149,919 $3.7M
Janney Montgomery Scott LLC 0.01% Add +27.9% 147,765 $3.6M
MML Investors Services, LLC 0.01% Add +25.8% 141,878 $3.5M
AdvisorNet Financial, Inc 0.16% Reduce -0.9% 140,118 $3.4M
IHT Wealth Management, LLC 0.06% Add +145.8% 124,732 $3.0M
Clark Wealth Partners 1.46% Add +10.8% 105,631 $2.6M
Hapanowicz & Associates Financial Services, Inc 0.79% Add +7.5% 103,845 $2.5M
Legacy Financial Strategies, LLC 0.39% Reduce -0.2% 102,794 $2.5M
Private Advisor Group, LLC 0.01% Add +3.3% 91,960 $2.2M
Titleist Asset Management, LLC 0.15% Add +10.6% 91,400 $2.2M
Landmark Wealth Management, LLC 0.53% Add +0.9% 90,427 $2.2M
Smith & Howard Wealth Management, LLC 0.43% New 84,916 $2.1M
DAVENPORT & Co LLC 0.01% Add +91.7% 84,804 $2.1M
Snowden Capital Advisors LLC 0.05% Reduce -0.1% 80,737 $2.0M
Golden State Wealth Management, LLC 0.18% Reduce -1.1% 78,964 $1.9M
VestGen Advisors, LLC 0.05% Add +8.6% 73,745 $1.8M
Creative Planning 0.00% Reduce -2.3% 72,243 $1.8M
Kuhn & Co Investment Counsel 0.99% Add +6.4% 70,053 $1.7M
Spire Wealth Management 0.05% Add +3.1% 68,489 $1.7M
Curran Financial Partners, LLC 0.24% Add +72.8% 67,524 $1.6M
Farther Finance Advisors, LLC 0.01% No change 63,625 $1.5M
Park Avenue Securities LLC 0.01% Add +4.4% 53,823 $1.3M
Rivernorth Capital Management, LLC 0.06% New 52,832 $1.3M
Dakota Wealth Management 0.02% Add +14.3% 51,748 $1.3M
Captrust Financial Advisors 0.00% Add +6.8% 46,864 $1.1M
Fifth Third Bancorp 0.00% Add +2.7% 46,805 $1.1M
Cypress Point Wealth Management, LLC 0.23% Reduce -0.5% 46,732 $1.1M
EP Wealth Advisors, LLC 0.00% New 44,071 $1.1M
Narus Financial Partners, LLC 0.27% Add +7.2% 42,938 $1.0M
PKS Advisory Services, LLC 0.16% Add +0.2% 41,916 $1.0M
NewEdge Wealth, LLC 0.01% Reduce -8.1% 40,160 $978K
Frontier Asset Management, LLC 0.16% Reduce -8.0% 37,469 $912K
PFG Advisors 0.04% Reduce -28.0% 36,136 $880K
RFG - Bristol Wealth Advisors, LLC 0.19% Add +11.2% 32,902 $801K
Coppell Advisory Solutions LLC 0.06% New 4,710 $755K
TD Private Client Wealth LLC 0.01% Add +4.0% 30,047 $732K
Natixis Advisors, LLC 0.00% Add +55.9% 28,296 $689K
Old Mission Capital LLC 0.02% Reduce -42.1% 27,442 $668K
Stratos Wealth Partners, LTD. 0.01% Reduce -32.6% 27,031 $658K
BCS Wealth Management 0.11% Add +3.5% 25,737 $627K
Diversified Portfolios, Inc. 0.05% New 25,683 $625K
KFG Wealth Management, LLC 0.07% New 25,577 $623K
Swmg, LLC 0.15% Reduce -8.5% 25,604 $622K
Stronghold Wealth Management L.L.C. 0.78% Reduce -4.7% 24,024 $585K
NewSquare Capital LLC 0.04% Add +2.5% 23,991 $584K
Gladstone Institutional Advisory LLC 0.02% Add +6.7% 23,703 $577K
Evolution Wealth Advisors, LLC 0.06% Reduce -26.6% 22,313 $543K
HUB Investment Partners, LLC 0.01% Add +58.5% 21,189 $516K
Ameriprise Financial Inc. 0.00% Add +0.7% 20,371 $496K
J.W. Cole Advisors, Inc. 0.01% New 20,040 $488K
Vista Cima Wealth Management LLC 0.36% No change 19,970 $486K
Cambridge Investment Research Advisors, Inc. 0.00% Add +38.8% 19,847 $483K
Steward Partners Investment Advisory, LLC 0.00% Add +1097.5% 19,339 $471K
Citadel Advisors 0.00% Reduce -62.0% 18,476 $450K
Saxon Interests, Inc. 0.12% No change 18,407 $448K
Sunpointe, LLC 0.13% Reduce -11.7% 18,369 $447K
Fortis Group Advisors, LLC 0.07% Reduce -38.1% 17,928 $437K
Callan Family Office, LLC 0.01% New 17,689 $431K
Fiduciary Trust Co 0.00% No change 17,000 $414K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% New 16,822 $410K
Fifth Third Securities, Inc. 0.02% Add +94.8% 16,765 $408K
Pine Valley Investments Ltd Liability Co 0.02% No change 16,200 $396K
Harbour Investments, Inc. 0.01% Add +2.8% 16,206 $395K
Level Four Advisory Services, LLC 0.01% No change 16,136 $393K
Thrivent Financial for Lutherans 0.00% Reduce -10.9% 15,746 $383K
Envestnet Portfolio Solutions, Inc. 0.00% Add +37.0% 15,083 $367K
Prime Capital Investment Advisors, LLC 0.00% Add +51.0% 14,715 $358K
OneDigital Investment Advisors LLC 0.00% New 14,653 $357K
Quantinno Capital Management LP 0.00% New 14,296 $348K
HHM Wealth Advisors, LLC 0.03% New 14,208 $346K
Friday Financial 0.09% No change 14,083 $343K
WCG Wealth Advisors LLC 0.01% Reduce -1.1% 13,767 $335K
Bill Few Associates, Inc. 0.07% No change 13,132 $320K
Visionary Wealth Advisors 0.01% Add +0.9% 12,444 $303K
Amplius Wealth Advisors, LLC 0.02% Reduce -24.4% 12,141 $296K
Alpha Financial Partners LLC 0.15% Add +35.9% 12,064 $294K
Trajan Wealth LLC 0.01% New 11,921 $290K
NewEdge Advisors, LLC 0.00% Add +24.2% 11,699 $285K
Vertex Planning Partners, LLC 0.04% No change 11,685 $285K
Brio Consultants, LLC 0.03% No change 11,383 $277K
Principal Securities, Inc. 0.00% Add +5.2% 11,257 $274K
AE Wealth Management LLC 0.00% Add +3.4% 11,170 $272K
Pinnacle Financial Partners, Inc. 0.00% Add +0.6% 10,425 $254K
Fluent Financial, LLC 0.09% New 10,300 $251K
Daymark Wealth Partners, LLC 0.01% No change 10,280 $250K
Kestra Advisory Services, LLC 0.00% Reduce -26.3% 10,127 $247K
Signature Estate & Investment Advisors LLC 0.00% Add +1.1% 9,641 $235K
Pacific Point Advisors, LLC 0.11% No change 9,616 $234K
Matauro, LLC 0.03% Add +5.7% 9,282 $226K
Claro Advisors Inc. 0.02% No change 9,000 $219K
Pinnacle Bancorp, Inc. 0.04% Add +0.9% 6,797 $165K
Global Retirement Partners, LLC 0.00% — 5,858 $143K
United Community Bank 0.04% Add +2.7% 5,520 $134K
Peck Wealth Management, LLC 0.10% Add +37.8% 5,100 $124K
Wiser Advisor Group LLC 0.14% Add +0.9% 5,097 $124K
Wells Fargo & Company 0.00% New 4,559 $111K
Tsfg, LLC 0.01% Reduce -5.3% 4,422 $108K
Assetmark, Inc. 0.00% Reduce -0.1% 4,373 $106K
IFG Advisory, LLC 0.00% New 4,347 $106K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -20.3% 4,035 $98K
Rossby Financial, LCC 0.02% Add +1720.1% 3,713 $90K
Buck Wealth Strategies, LLC 0.01% New 3,162 $77K
Clearstead Advisors, LLC 0.00% New 2,772 $67K
Fiduciary Financial Advisors 0.01% New 2,539 $62K
Brown Brothers Harriman & Co. 0.00% New 1,750 $43K
Northwestern Mutual Wealth Management Co. 0.00% No change 1,560 $38K
Signature Equity Partners, LLC 0.02% Reduce -43.5% 1,498 $36K
Southern Michigan Bank & Trust 0.01% New 1,115 $27K
US Bancorp \de 0.00% Add +0.9% 923 $22K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 889 $22K
Kings Path Partners LLC 0.01% New 828 $20K
International Assets Investment Management, LLC 0.00% No change 724 $18K
Tower Research Capital LLC (TRC) 0.00% Reduce -68.9% 722 $18K
Allworth Financial LP 0.00% No change 489 $12K
BNP Paribas Financial Markets 0.00% New 25 $609
First Community Trust NA 0.00% New 2,005 $488

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