Skip to content
Disclosery

MMD NYLIM MACKAY DEFINEDTERM MUN

Follow

COM (common), issuer CIK 1518557

77 managers (77 13F filers) reported a position in MMD shares at 2025-12-31, 5,752,035 shares in all. 17 filers opened a position and 6 filers sold out during the quarter.

Managers
77
13F filers
77
New
17
Added
22
Reduced
20
Sold out
6
Shares held by filers
5,752,035

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, 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
Hennion & Walsh Asset Management, Inc.739,494$11M0.38%+38,97213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC601,932$8.95M<0.01%+34,12913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY467,318$6.95M<0.01%-70,83213F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC449,927$6.69M0.05%+29,64313F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC379,555$5.64M2.37%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/323,190$4.81M<0.01%+30,95913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN256,146$3.81M<0.01%+21,56713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA152,597$2.27M<0.01%+1,20413F-HRTimelineGroup
Logan Stone Capital, LLC97,306$1.45M0.36%new13F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.97,226$1.45M0.49%+72213F-HRTimeline
NewEdge Advisors, LLC95,939$1.43M0.01%-14,90113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC91,789$1.36M<0.01%-3,77613F-HRTimelineGroup
ProVise Management Group, LLC91,346$1.36M0.1%+2,89813F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC88,173$1.31M0.02%new13F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…87,267$1.3M0.1%013F-HRTimeline
Noble Wealth Management PBC85,993$1.28M0.64%+7,86813F-HRTimeline
Intellus Advisors LLC83,330$1.24M0.16%-51213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC80,710$1.2M0.01%-5,17613F-HRTimelineGroup
Hopwood Nicholas Hunter71,798$1.07M0.35%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC69,607$1.04M<0.01%new13F-HRTimelineGroup
Ackerman Capital Advisors, LLC66,595$990K0.2%+19,64613F-HRTimeline
UBS Group AGin group UBS Group AG65,274$971K<0.01%-5,10413F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management62,636$931K<0.01%new13F-HRTimelineGroup
Worthington Financial Partners, LLC61,259$911K0.81%13F-HRTimeline
LPL Financial LLC56,432$839K<0.01%-70,47613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV51,041$759K<0.01%+57013F-HRTimeline
Whipplewood Advisors, LLC49,772$740K0.48%+20113F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.45,000$669K<0.01%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC41,539$618K<0.01%+49413F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC40,239$598K0.03%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.37,015$550K<0.01%new13F-HRTimelineGroup
1607 Capital Partners, LLC35,062$521K0.04%new13F-HRTimeline
&PARTNERS33,047$491K<0.01%new13F-HRTimeline
XML Financial, LLC32,505$483K0.04%+55013F-HRTimeline
WEDBUSH SECURITIES INC32,072$477K0.01%-33513F-HRTimeline
Steward Partners Investment Advisory, L…30,675$456K<0.01%-1,62413F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …30,000$446K0.06%013F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV28,801$428K0.11%+34113F-HRTimeline
WealthPLAN Partners, LLC26,420$393K0.06%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC26,081$388K<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,524$380K<0.01%-1,03613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24,986$372K<0.01%-1,29713F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,789$369K<0.01%-3,87213F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.24,325$362K0.02%-99413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,023$357K<0.01%+5713F-HR/ATimelineGroup
Plancorp, LLC23,807$354K0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp23,781$354K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,064$328K<0.01%+1,38913F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC20,000$297K0.02%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,642$292K<0.01%-25,25313F-HRTimelineGroup
Scarborough Advisors, LLC19,530$290K0.05%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC19,026$283K0.01%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP18,103$269K0.01%new13F-HRTimeline
Arlington Capital Management, Inc.17,359$258K0.16%+1,33913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
INTEGRATED CAPITAL MANAGEMENT, INC.17,213$256K0.17%+25613F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…16,602$247K0.02%-6,32213F-HRTimelineGroup
Cetera Investment Advisers15,995$238K<0.01%+33113F-HRTimeline
Arax Advisory Partners14,922$222K0.01%-23813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,546$216K<0.01%-1,22613F-HRTimelineGroup
Compass Financial Group, INC/SD14,014$208K0.03%013F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD13,812$205K<0.01%new13F-HRTimelineGroup
Main Street Financial Solutions, LLC13,603$202K0.02%+3,48213F-HRTimeline
NewEdge Wealth, LLC11,520$171K<0.01%-1,87013F-HRTimeline
Cyndeo Wealth Partners, LLC10,655$158K0.01%-2,54413F-HRTimeline
Financially in Tune, LLC10,415$155K0.14%13F-HRTimeline
Pasadena Private Wealth, LLC10,000$149K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,481$96.4K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC3,910$58.1K<0.01%013F-HRTimeline
COMERICA BANK3,647$54.2K<0.01%-1,52713F-HRTimeline
Center for Financial Planning, Inc.2,000$29.7K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS920$13.7K<0.01%013F-HRTimeline
Kilter Group LLC854$12.7K0.01%+5813F-HRTimeline
Smallwood Wealth Investment Management,…745$11.1K0.01%013F-HRTimeline
FNY Investment Advisers, LLC600$8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC500$7.43K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…14$208<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.