Nylim Mackay Muni Short DuraMMSDETF

13F holders, Q1 2026 (March 31)
7holders +2
2new positions
0sold out
$25.26avg. 13F price*

At the end of Q1 2026, 7 institutions reported holding Nylim Mackay Muni Short Dura (MMSD) in their 13F filings, up 2 from Q4 2025. 2 opened new positions and 0 sold out. The largest holders were New York Life Insurance Co. ($50.0M), M Wealth Management, LLC ($1.0M) and Royal Bank of Canada ($1.0M).

Company
Nylim Mackay Muni Short Dura
Filed as
NEW YORK LIFE INVTS ACTIVE E (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions2$683K
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 50,672 shares bought and 9,117 shares sold, net +41,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

New York Life Insurance Co. 10.18% No change 1,977,705 $50.0M
M Wealth Management, LLC 0.87% Reduce -7.4% 40,850 $1.0M
Royal Bank of Canada 0.00% Add +107.8% 39,661 $1.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +21.1% 17,538 $444K
Cetera Investment Advisers 0.00% New 16,467 $416K
Octavia Wealth Advisors, LLC 0.04% Reduce -28.2% 14,920 $378K
Breakwater Capital Group 0.04% New 10,568 $267K

"% 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.