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Disclosery

MMIT NYLIM ACTIVE ETF TR

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NYLI MACKAY MUN (fund)

111 managers (111 13F filers) reported a position in MMIT shares at 2024-12-31, 25,449,514 shares in all. 14 filers opened a position and 8 filers sold out during the quarter.

Managers
111
13F filers
111
New
14
Added
48
Reduced
34
Sold out
8
Shares held by filers
25,449,514

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,901,569$93.7M0.01%-160,13513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,939,774$70.6M<0.01%+277,28613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,732,162$41.6M0.02%13F-HR/ATimelineGroup
Schneider Downs Wealth Management Advis…1,521,376$36.5M6.87%+80,97313F-HRTimeline
UBS Group AGin group UBS Group AG1,486,211$35.7M0.01%-36,58613F-HRTimelineGroup
LPL Financial LLC1,185,971$28.5M0.01%+150,29313F-HRTimeline
IAG Wealth Partners, LLC1,110,681$26.7M4.7%+50,79613F-HRTimeline
Pallas Capital Advisors LLC990,587$23.8M1.02%-9,94113F-HRTimeline
Cetera Investment Advisers792,407$19M0.04%+65,65413F-HRTimeline
Avantax Planning Partners, Inc.689,311$16.6M0.6%-55,64013F-HRTimeline
TruWealth Advisors, LLC655,457$15.7M0.95%+12,90613F-HRTimeline
FINANCIAL COUNSELORS INC621,241$14.9M0.22%+348,35213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC515,132$12.4M<0.01%-6,81913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…432,428$10.4M0.23%+21,61213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP408,478$9.81M0.01%+8,54713F-HRTimelineGroup
Dynamic Advisor Solutions LLC406,994$9.77M0.42%+149,50813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …391,460$9.4M2.03%-3,18413F-HRTimeline
MassMutual Private Wealth & Trust, FSB362,707$8.71M0.24%+148,36513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp307,219$7.38M<0.01%+7,02713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP283,870$6.82M0.01%-1,44413F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth255,567$6.14M0.1%+241,48413F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC240,318$5.75M1.39%13F-HRTimeline
VICUS CAPITAL221,935$5.33M0.47%+15,60213F-HRTimeline
Prestige Wealth Management Group LLC209,762$5.05M1.05%-24,67013F-HR/ATimeline
Sanctuary Advisors, LLC189,771$4.59M0.03%+27,62713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC191,028$4.59M0.01%+168,80013F-HRTimelineGroup
Main Street Financial Solutions, LLC171,098$4.11M0.41%-2,45413F-HRTimeline
Bernardo Wealth Planning LLC169,895$4.06M0.97%-25,45413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC165,958$3.98M0.01%-33,17013F-HRTimeline
Cypress Point Wealth Management, LLC132,458$3.18M0.99%+3,92013F-HRTimeline
Private Advisor Group, LLC129,455$3.11M0.02%+85,49213F-HRTimeline
MML INVESTORS SERVICES, LLC125,893$3.02M0.01%+17,82913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC113,606$2.73M0.1%+30,40313F-HRTimeline
Golden State Wealth Management, LLC96,497$2.32M0.35%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO93,827$2.25M<0.01%+2,98113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS90,020$2.16M0.01%-3,08213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA86,934$2.09M<0.01%+7,71213F-HRTimelineGroup
Clark Wealth Partners86,696$2.08M1.62%13F-HRTimeline
Smallwood Wealth Investment Management,…86,051$2.07M1.42%+45,09513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.84,744$2.03M<0.01%+21,73113F-HR/ATimelineGroup
Legacy Financial Strategies, LLC74,624$1.8M0.39%-3,03413F-HRTimeline
Mariner, LLCin group Mariner, LLC74,578$1.79M<0.01%+35,54113F-HRTimelineGroup
Kuhn & Co Investment Counsel71,981$1.73M1.47%+2,64713F-HRTimeline
Landmark Wealth Management, LLC68,916$1.66M0.73%+2,66513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC63,885$1.53M<0.01%new13F-HRTimelineGroup
Evergreen Private Wealth LLC63,560$1.53M0.72%+8,12013F-HRTimeline
Janney Capital Management LLC59,907$1.44M0.1%-1,38713F-HRTimeline
Snowden Capital Advisors LLC51,604$1.24M0.04%-12,25913F-HRTimeline
Kennebec Savings Bank51,534$1.23M1.24%+50,94713F-HRTimeline
AdvisorNet Financial, Inc49,561$1.19M0.1%+3,51513F-HRTimeline
PFG Advisors46,132$1.11M0.07%+2,63113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,009$1.03M<0.01%new13F-HRTimelineGroup
Fortis Group Advisors, LLC42,443$1.02M0.19%+4,60513F-HRTimeline
Narus Financial Partners, LLC42,320$1.02M0.34%-34,39013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC41,498$996K0.01%+10,55613F-HRTimelineGroup
New Hampshire Trust40,283$967K0.2%new13F-HRTimeline
Frontier Asset Management, LLC39,930$959K0.32%+4,31613F-HRTimeline
Amplius Wealth Advisors, LLC38,875$933K0.1%-2,03913F-HRTimeline
Opes Wealth Management LLC37,695$905K0.19%+5,15013F-HRTimeline
SWMG, LLC35,003$844K0.34%+23313F-HRTimeline
BCS Wealth Management35,122$843K0.21%-6,59913F-HRTimeline
HUB Investment Partners, LLC34,952$839K0.04%-2,70013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC33,871$813K0.09%+3,13713F-HRTimeline
Evolution Wealth Advisors, LLC32,313$776K0.13%013F-HRTimeline
SAXON INTERESTS, INC.30,995$744K0.33%-73113F-HRTimeline
Burt Wealth Advisors30,480$732K0.19%-2,30013F-HRTimeline
COMERICA BANK29,534$709K<0.01%+45913F-HR/ATimeline
PKS Advisory Services, LLC27,752$666K0.17%13F-HRTimeline
Pine Valley Investments Ltd Liability Co26,700$642K0.04%new13F-HRTimeline
Western Wealth Management, LLC26,394$634K0.04%-76813F-HR/ATimeline
Atria Wealth Solutions, Inc.26,306$633K0.01%013F-HRTimeline
GGM Financial LLC24,323$584K0.62%new13F-HRTimeline
Vista Cima Wealth Management LLC19,970$479K0.5%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…18,790$455K<0.01%+11913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,586$446K<0.01%-91513F-HRTimelineGroup
FLOW TRADERS U.S. LLC18,517$445K0.02%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…17,413$418K0.08%-17,44313F-HRTimelineGroup
HRT FINANCIAL LP17,195$412K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,009$408K<0.01%+1,08413F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,641$400K0.02%-1,20813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,512$372K<0.01%-3,18113F-HR/ATimeline
Atria Investments, Inc15,238$366K<0.01%+15613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,444$347K<0.01%-43,05513F-HRTimelineGroup
Friday Financial14,083$338K0.23%13F-HRTimeline
Curran Financial Partners, LLC13,737$330K0.09%new13F-HRTimeline
Bill Few Associates, Inc.13,132$315K0.11%new13F-HRTimeline
Sequoia Financial Advisors, LLC13,043$313K<0.01%-32113F-HR/ATimeline
Visionary Wealth Advisors12,466$299K0.02%+11813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,970$287K<0.01%+6513F-HRTimeline
WCG Wealth Advisors LLC11,958$287K0.02%new13F-HRTimeline
GTS SECURITIES LLC11,225$270K0.01%new13F-HRTimeline
Lokken Investment Group LLC11,082$266K0.11%013F-HRTimeline
Vertex Planning Partners, LLC10,457$251K0.06%013F-HRTimeline
SYNOVUS FINANCIAL CORP9,985$240K<0.01%-9,87313F-HRTimeline
NewEdge Advisors, LLC9,453$227K<0.01%+54213F-HRTimeline
Pineridge Advisors LLC8,863$213K0.08%-6,51613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,665$160K<0.01%-2,36513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,328$128K<0.01%+18013F-HRTimelineGroup
Wiser Advisor Group LLC5,257$126K0.18%+5013F-HRTimeline
TSFG, LLC5,076$122K0.03%-2,39613F-HRTimeline
Steward Partners Investment Advisory, L…3,670$88.1K<0.01%-41,71313F-HRTimeline
Coppell Advisory Solutions LLC2,585$62.2K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,149$51.6K<0.01%+15613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,085$50.1K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.988$23.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC974$23.4K<0.01%-2,44613F-HRTimeline
Global Retirement Partners, LLC458$11K<0.01%+413F-HRTimeline
Allworth Financial LP390$9.41K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC313$8K<0.01%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC179$4.3K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.