Nylim Mackay Muni Short DuraMMSDETF

13F holders, Q3 2025 (September 30)
4holders +2
2new positions
0sold out
$25.52avg. 13F price*

At the end of Q3 2025, 4 institutions reported holding Nylim Mackay Muni Short Dura (MMSD) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were New York Life Insurance Co. ($25.4M), M Wealth Management, LLC ($842K) and Octavia Wealth Advisors, LLC ($458K).

Company
Nylim Mackay Muni Short Dura
Filed as
NEW YORK LIFE INVTS ACTIVE E (Q3 2025)
CUSIP
64953X100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q2 2025: 2Q2 2025Q3 2025: 4Q3 2025Q4 2025: 5Q4 2025Q1 2026: 7Q1 2026Q2 2026: 9Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$1.3M
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 53,330 shares bought, net +53,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

New York Life Insurance Co. 6.25% No change 995,000 $25.4M
M Wealth Management, LLC 0.74% New 33,000 $842K
Octavia Wealth Advisors, LLC 0.05% New 17,953 $458K
Royal Bank of Canada 0.00% Add +30.9% 10,057 $257K

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