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MMCA NYLIM ACTIVE ETF TR

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MACKAY CALI MUN (fund)

18 managers (19 13F filers) reported a position in MMCA shares at 2025-12-31, 2,576,138 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
18
13F filers
19
New
6
Added
7
Reduced
0
Sold out
2
Shares held by filers
2,576,138

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
New York Life Investment Management LLCgroup of 2 filers holding1,636,593$35.7M+1,151,544Timeline
Weil Company, Inc.440,127$9.61M2.21%+11,65913F-HRTimeline
Octavia Wealth Advisors, LLC123,871$2.71M0.26%+41,07813F-HRTimeline
Entruity Wealth, LLC115,356$2.52M1.79%+5,20513F-HRTimeline
FF Advisors,LLC48,891$1.07M0.48%new13F-HRTimeline
Brio Consultants, LLC48,046$1.05M0.14%+98813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,041$721K<0.01%+6,72113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…24,429$533K0.04%+7713F-HRTimeline
Cetera Investment Advisers22,760$497K<0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC22,126$483K0.02%+12,24313F-HRTimeline
Avantax Planning Partners, Inc.15,006$328K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,550$274K<0.01%new13F-HR/ATimelineGroup
Wedmont Private Capital11,448$251K0.01%013F-HRTimeline
WEALTH ALLIANCE, LLC10,650$232K0.02%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,500$142K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.2,644$57.7K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,400$30.6K<0.01%new13F-HRTimelineGroup
Sunrise Financial Services, LLC700$15.3K0.01%13F-HRTimeline

Events

  • Weil Company, Inc. reported 430,821 MMCA shares, 10.3% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-02. 0001085146-26-000790

    Accepted , ingested