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Disclosery

MMD NYLI MACKAY DEFINEDTERM MUNI

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COM (common), issuer CIK 1518557

71 managers (71 13F filers) reported a position in MMD shares at 2026-06-30, 5,821,636 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
71
13F filers
71
New
6
Added
30
Reduced
19
Sold out
4
Shares held by filers
5,821,636

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

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Hennion & Walsh Asset Management, Inc.728,962$11.3M0.32%-7,08613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC676,967$10.5M<0.01%+1,38413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY483,912$7.5M<0.01%+32,04713F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC458,692$7.11M3.14%+26,19013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC413,332$6.41M0.04%-19,20413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/321,161$4.98M<0.01%+3,12213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN281,468$4.36M<0.01%+14,74213F-HRTimelineGroup
Noble Wealth Management PBC124,708$1.93M0.88%+4,70813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC112,179$1.75M0.01%+96,75713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA106,326$1.65M<0.01%-42,09713F-HRTimelineGroup
NewEdge Advisors, LLC103,674$1.61M<0.01%+6,45413F-HRTimeline
ProVise Management Group, LLC103,033$1.6M0.11%+7,35713F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC99,375$1.54M0.07%+30,81513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.93,876$1.46M<0.01%+31,23613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC91,377$1.42M<0.01%-2,62013F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…87,267$1.35M0.08%013F-HRTimeline
LPL Financial LLC83,453$1.29M<0.01%+20,25513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC79,707$1.24M0.01%-3,43113F-HRTimelineGroup
Advisors Asset Management, Inc.78,096$1.21M0.02%new13F-HRTimeline
Intellus Advisors LLC69,702$1.08M0.13%-4,25613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…64,045$993K<0.01%+39,96313F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.60,688$941K0.29%+16,29213F-HRTimeline
Hopwood Nicholas Hunter60,615$940K0.26%-11,98213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV52,291$811K<0.01%+65213F-HR/ATimeline
Worthington Financial Partners, LLC52,059$807K0.67%-3,97313F-HRTimeline
Whipplewood Advisors, LLC50,902$789K0.53%+2,09013F-HRTimeline
1607 Capital Partners, LLC50,886$789K0.07%+11,79813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp49,818$772K<0.01%+12,56913F-HRTimelineGroup
Ackerman Capital Advisors, LLC46,364$719K0.14%+2,68913F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.45,000$698K<0.01%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC42,619$661K<0.01%+56413F-HRTimelineGroup
UBS Group AGin group UBS Group AG42,448$658K<0.01%-8,00613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,633$583K<0.01%+72713F-HRTimelineGroup
Cambridge Investment Research Advisors,…37,605$583K<0.01%new13F-HR/ATimeline
Rareview Capital LLC38,814$574K0.32%+28,04713F-HRTimeline
Steward Partners Investment Advisory, L…35,240$546K<0.01%+11,79213F-HRTimeline
XML Financial, LLC32,505$504K0.04%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC32,127$498K<0.01%+11,15713F-HRTimelineGroup
&PARTNERS29,666$460K<0.01%-3,37713F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …26,413$409K0.04%-3,58713F-HRTimelineGroup
WealthPLAN Partners, LLC24,590$381K0.07%-1,83013F-HRTimeline
Plancorp, LLC23,807$363K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.22,786$353K0.01%-1,50813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,078$311K<0.01%-4,64213F-HRTimelineGroup
MGO ONE SEVEN LLC19,557$303K0.01%+1,65213F-HRTimeline
Scarborough Advisors, LLC19,530$300K0.03%013F-HRTimeline
Arlington Capital Management, Inc.18,694$290K0.18%+1,25313F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.16,134$250K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,658$227K<0.01%-4,77213F-HRTimelineGroup
Cetera Investment Advisers14,231$221K<0.01%+1,26813F-HRTimeline
Compass Financial Group, INC/SD14,014$217K0.02%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.13,937$216K0.15%-3,81013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,894$215K<0.01%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,419$208K<0.01%-1,93013F-HRTimelineGroup
Main Street Financial Solutions, LLC12,353$191K0.01%-1,40613F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD12,200$189K<0.01%-4,54013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,242$174K<0.01%+1,03413F-HRTimelineGroup
Arax Advisory Partners10,922$169K<0.01%+2,00013F-HRTimeline
Beacon Pointe Advisors, LLC10,415$161K<0.01%new13F-HRTimeline
Pasadena Private Wealth, LLC10,000$155K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,720$73.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC3,910$60.6K<0.01%013F-HRTimeline
PlanVest Financial, Inc3,900$60.5K0.04%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,647$56.5K<0.01%013F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS1,840$28.5K<0.01%+92013F-HRTimeline
Smallwood Wealth Investment Management,…745$11.5K0.01%013F-HRTimeline
FNY Investment Advisers, LLC600$9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC500$7.75K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC200$3.1K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.94$1.46K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…14$217<0.01%013F-HRTimeline