Nylim Mackay Muni Short DuraMMSDETF
13F holders, Q4 2025 (December 31)5holders +1
1new positions
0sold out
$25.38avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Nylim Mackay Muni Short Dura (MMSD) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were New York Life Insurance Co. ($50.2M), M Wealth Management, LLC ($1.1M) and Octavia Wealth Advisors, LLC ($528K).
- Company
- Nylim Mackay Muni Short Dura
- Filed as
- NEW YORK LIFE INVTS ACTIVE E (Q4 2025)
- CUSIP
- 64953X100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $368K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 1,020,144 shares bought, net +1,020,144 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| New York Life Insurance Co. | 11.01% | Add +98.8% | 1,977,705 | $50.2M |
| M Wealth Management, LLC | 0.97% | Add +33.6% | 44,100 | $1.1M |
| Octavia Wealth Advisors, LLC | 0.05% | Add +15.8% | 20,787 | $528K |
| Royal Bank of Canada | 0.00% | Add +89.8% | 19,084 | $484K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 14,478 | $368K |
"% 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.