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Disclosery

MMD NYLIM MACKAY DEFINEDTERM MUN

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COM (common), issuer CIK 1518557

70 managers (70 13F filers) reported a position in MMD shares at 2026-03-31, 5,520,575 shares in all. 6 filers opened a position and 12 filers sold out during the quarter.

Managers
70
13F filers
70
New
6
Added
23
Reduced
23
Sold out
12
Shares held by filers
5,520,575

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.736,048$10.9M0.37%-3,44613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC675,583$10M<0.01%+73,65113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY451,865$6.71M<0.01%-15,45313F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC432,502$6.46M2.89%+52,94713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC432,536$6.42M0.05%-17,39113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/318,039$4.72M<0.01%-5,15113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN266,726$3.96M<0.01%+10,58013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA148,423$2.2M<0.01%-4,17413F-HRTimelineGroup
Noble Wealth Management PBC120,000$1.78M0.91%+34,00713F-HRTimeline
NewEdge Advisors, LLC97,220$1.44M0.01%+1,28113F-HR/ATimeline
ProVise Management Group, LLC95,676$1.42M0.1%+4,33013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC93,997$1.4M<0.01%+2,20813F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…87,267$1.3M0.09%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC83,138$1.24M0.01%+2,42813F-HRTimelineGroup
Intellus Advisors LLC73,958$1.1M0.15%-9,37213F-HRTimeline
Hopwood Nicholas Hunter72,597$1.08M0.34%+79913F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC68,560$1.02M0.05%+28,32113F-HRTimeline
Logan Stone Capital, LLC65,102$967K0.27%-32,20413F-HRTimeline
LPL Financial LLC63,198$938K<0.01%+6,76613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.62,640$930K<0.01%+25,62513F-HRTimelineGroup
Worthington Financial Partners, LLC56,032$832K0.71%-5,22713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV51,639$767K<0.01%+59813F-HRTimeline
UBS Group AGin group UBS Group AG50,454$749K<0.01%-14,82013F-HRTimelineGroup
Whipplewood Advisors, LLC48,812$725K0.38%-96013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.45,000$668K<0.01%013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.44,396$659K0.22%-52,83013F-HRTimeline
Ackerman Capital Advisors, LLC43,675$649K0.13%-22,92013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC42,055$625K<0.01%+51613F-HRTimelineGroup
1607 Capital Partners, LLC39,088$580K0.04%+4,02613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp37,249$553K<0.01%+13,46813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,906$548K<0.01%+22,36013F-HRTimelineGroup
XML Financial, LLC32,505$483K0.04%013F-HRTimeline
&PARTNERS33,043$481K<0.01%-413F-HRTimeline
WEDBUSH SECURITIES INC30,822$458K0.01%-1,25013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …30,000$446K0.05%013F-HRTimelineGroup
WealthPLAN Partners, LLC26,420$392K0.08%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24,720$367K<0.01%-26613F-HRTimelineGroup
Plancorp, LLC23,807$361K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.24,294$361K0.02%-3113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,082$358K<0.01%+5913F-HRTimelineGroup
Steward Partners Investment Advisory, L…23,448$348K<0.01%-7,22713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC20,970$311K<0.01%-3,81913F-HR/ATimelineGroup
Scarborough Advisors, LLC19,530$290K0.03%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,430$289K<0.01%-21213F-HRTimelineGroup
MGO ONE SEVEN LLC17,905$266K0.01%new13F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.17,747$264K0.18%+53413F-HRTimeline
Arlington Capital Management, Inc.17,441$259K0.15%+8213F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD16,740$249K<0.01%+2,92813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,422$229K<0.01%+8,94113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,349$228K<0.01%-10,17513F-HRTimelineGroup
Compass Financial Group, INC/SD14,014$208K0.03%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,894$206K<0.01%new13F-HRTimelineGroup
Main Street Financial Solutions, LLC13,759$204K0.01%+15613F-HRTimeline
Cetera Investment Advisers12,963$193K<0.01%-3,03213F-HRTimeline
NewEdge Wealth, LLC11,520$171K<0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC11,101$165K<0.01%-77,07213F-HRTimelineGroup
Rareview Capital LLC10,767$159K0.09%new13F-HRTimeline
Financially in Tune, LLC10,415$155K0.13%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,208$152K<0.01%new13F-HRTimelineGroup
Pasadena Private Wealth, LLC10,000$148K0.02%013F-HRTimeline
Arax Advisory Partners8,922$132K<0.01%-6,00013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,720$70.1K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC3,910$58.1K<0.01%013F-HRTimeline
PlanVest Financial, Inc3,900$57.9K0.04%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,647$54.2K<0.01%new13F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS920$13.7K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…745$11.1K0.01%013F-HRTimeline
FNY Investment Advisers, LLC600$8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC500$7.45K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…14$208<0.01%013F-HRTimeline