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Disclosery

MMIT NYLIM ACTIVE ETF TR

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NYLI MACKAY MUN (fund)

119 managers (119 13F filers) reported a position in MMIT shares at 2025-03-31, 29,806,648 shares in all. 17 filers opened a position and 10 filers sold out during the quarter.

Managers
119
13F filers
119
New
17
Added
50
Reduced
40
Sold out
10
Shares held by filers
29,806,648

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,141,595$99.3M0.01%+240,02613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,572,601$61.7M<0.01%-367,17313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,839,738$44.1M0.02%+107,57613F-HRTimelineGroup
Schneider Downs Wealth Management Advis…1,760,782$42.2M7.65%+239,40613F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,705,515$40.9M2.45%new13F-HRTimelineGroup
Cetera Investment Advisers1,664,340$39.9M0.08%+871,93313F-HRTimeline
UBS Group AGin group UBS Group AG1,590,860$38.1M0.01%+104,64913F-HRTimelineGroup
LPL Financial LLC1,181,755$28.3M0.01%-4,21613F-HRTimeline
IAG Wealth Partners, LLC1,087,547$26.1M4.05%-23,13413F-HRTimeline
Avantax Planning Partners, Inc.692,332$16.6M0.59%+3,02113F-HRTimeline
TruWealth Advisors, LLC682,018$16.3M0.99%+26,56113F-HRTimeline
Pallas Capital Advisors LLC618,710$14.8M0.62%-371,87713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC543,331$13M<0.01%+28,19913F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …473,970$11.4M2.33%+82,51013F-HRTimeline
Orion Porfolio Solutions, LLC439,103$10.5M0.1%new13F-HRTimeline
Orion Portfolio Solutions, LLC439,103$10.5M0.1%new13F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC437,354$10.5M0.02%+246,32613F-HR/ATimelineGroup
FINANCIAL COUNSELORS INC428,534$10.3M0.16%-192,70713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…421,684$10.1M0.22%-10,74413F-HRTimelineGroup
Dynamic Advisor Solutions LLC396,816$9.51M0.31%-10,17813F-HRTimeline
CFO4Life Group, LLC323,904$7.76M1.31%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP314,468$7.54M0.11%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp306,287$7.34M<0.01%-93213F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB300,248$7.2M0.21%-62,45913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP286,131$6.86M0.01%+2,26113F-HRTimelineGroup
Prestige Wealth Management Group LLC275,461$6.6M1.41%+65,69913F-HR/ATimeline
Main Street Financial Solutions, LLC271,964$6.52M0.57%+100,86613F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth252,723$6.06M0.09%-2,84413F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC238,492$5.72M1.29%-1,82613F-HRTimeline
VICUS CAPITAL228,530$5.48M0.51%+6,59513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP186,616$4.47M<0.01%-221,86213F-HRTimelineGroup
Sanctuary Advisors, LLC185,329$4.44M0.03%-4,44213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.184,518$4.42M0.01%+99,77413F-HRTimelineGroup
Bernardo Wealth Planning LLC163,900$3.93M0.94%-5,99513F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO143,999$3.45M<0.01%+50,17213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC143,510$3.44M<0.01%-22,44813F-HRTimeline
Private Advisor Group, LLC141,283$3.39M0.02%+11,82813F-HRTimeline
Cypress Point Wealth Management, LLC135,154$3.24M1.03%+2,69613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC127,044$3.05M0.11%+13,43813F-HRTimeline
MML INVESTORS SERVICES, LLC105,995$2.54M0.01%-19,89813F-HRTimeline
Smallwood Wealth Investment Management,…98,313$2.36M1.48%+12,26213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA97,836$2.35M<0.01%+10,90213F-HR/ATimelineGroup
VestGen Advisors, LLC94,514$2.27M0.1%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS90,196$2.16M0.01%+17613F-HRTimeline
Clark Wealth Partners86,199$2.07M1.53%-49713F-HRTimeline
AdvisorNet Financial, Inc86,178$2.07M0.15%+36,61713F-HRTimeline
Landmark Wealth Management, LLC84,306$2.02M0.89%+15,39013F-HRTimeline
Golden State Wealth Management, LLC81,288$1.95M0.29%-15,20913F-HR/ATimeline
Legacy Financial Strategies, LLC76,704$1.84M0.4%+2,08013F-HRTimeline
Kuhn & Co Investment Counsel74,280$1.78M1.5%+2,29913F-HRTimeline
Mariner, LLCin group Mariner, LLC69,443$1.66M<0.01%-5,13513F-HRTimelineGroup
Evergreen Private Wealth LLC66,424$1.59M0.74%+2,86413F-HRTimeline
Janney Capital Management LLC59,343$1.42M0.1%-56413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC51,097$1.22M<0.01%-12,78813F-HRTimelineGroup
PFG Advisors49,589$1.19M0.07%+3,45713F-HRTimeline
Snowden Capital Advisors LLC48,134$1.15M0.04%-3,47013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC46,440$1.11M0.01%+4,94213F-HRTimelineGroup
Narus Financial Partners, LLC42,170$1.01M0.34%-15013F-HRTimeline
Frontier Asset Management, LLC40,489$971K0.28%+55913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC38,579$925K0.03%new13F-HRTimeline
Elyxium Wealth, LLC37,904$909K0.4%new13F-HRTimeline
BCS Wealth Management36,030$864K0.22%+90813F-HRTimeline
Opes Wealth Management LLC36,005$863K0.17%-1,69013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC35,776$858K0.1%+1,90513F-HRTimeline
PKS Advisory Services, LLC35,369$848K0.23%+7,61713F-HRTimeline
GGM Financial LLC33,055$792K0.54%+8,73213F-HRTimeline
SWMG, LLC31,693$752K0.3%-3,31013F-HRTimeline
SAXON INTERESTS, INC.30,995$743K0.35%013F-HRTimeline
New Hampshire Trust30,596$733K0.17%-9,68713F-HRTimeline
COMERICA BANK30,487$731K<0.01%+95313F-HRTimeline
Evolution Wealth Advisors, LLC30,413$729K0.12%-1,90013F-HRTimeline
Burt Wealth Advisors29,680$711K0.18%-80013F-HRTimeline
Amplius Wealth Advisors, LLC27,685$664K0.07%-11,19013F-HRTimeline
Atria Wealth Solutions, Inc.26,983$647K0.01%+67713F-HRTimeline
Pine Valley Investments Ltd Liability Co26,900$645K0.04%+20013F-HRTimeline
Western Wealth Management, LLC26,890$645K0.04%+49613F-HRTimeline
Curran Financial Partners, LLC26,595$637K0.16%+12,85813F-HRTimeline
OLD MISSION CAPITAL LLC26,378$632K0.01%new13F-HRTimeline
Fortis Group Advisors, LLC22,983$551K0.11%-19,46013F-HRTimeline
NewSquare Capital LLC22,938$550K0.04%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,717$497K<0.01%+2,13113F-HRTimelineGroup
Vista Cima Wealth Management LLC19,970$479K0.52%013F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,446$466K<0.01%+2,43713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…18,790$455K<0.01%013F-HR/ATimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,910$429K0.02%+1,26913F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…17,123$410K0.08%-29013F-HRTimelineGroup
DAVENPORT & Co LLC16,766$402K<0.01%new13F-HRTimeline
Caliber Wealth Management, LLC / KS16,694$400K0.05%13F-HRTimeline
HUB Investment Partners, LLC15,919$382K0.02%-19,03313F-HRTimeline
J.W. COLE ADVISORS, INC.15,380$369K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,843$356K<0.01%-66913F-HRTimeline
Clear Creek Financial Management, LLC14,468$347K0.04%new13F-HRTimeline
Atria Investments, Inc14,243$341K<0.01%-99513F-HRTimeline
Friday Financial14,231$341K0.2%+14813F-HRTimeline
Bill Few Associates, Inc.13,132$315K0.11%013F-HRTimeline
Visionary Wealth Advisors12,564$301K0.02%+9813F-HRTimeline
Vertex Planning Partners, LLC11,335$272K0.06%+87813F-HRTimeline
SYNOVUS FINANCIAL CORP11,095$266K<0.01%+1,11013F-HRTimeline
WCG Wealth Advisors LLC10,133$243K0.02%-1,82513F-HR/ATimeline
Lokken Investment Group LLC10,127$243K0.1%-95513F-HRTimeline
Kennebec Savings Bank10,039$241K0.25%-41,49513F-HRTimeline
AE Wealth Management LLC9,597$230K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC9,087$218K<0.01%-36613F-HRTimeline
Pineridge Advisors LLC8,933$214K0.08%+7013F-HRTimeline
HRT FINANCIAL LP8,843$211K<0.01%-8,35213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,390$153K<0.01%-27513F-HRTimeline
TSFG, LLC5,403$130K0.03%+32713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,328$128K<0.01%013F-HRTimelineGroup
Wiser Advisor Group LLC5,298$127K0.19%+4113F-HRTimeline
Steward Partners Investment Advisory, L…3,670$88K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,472$83.2K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,303$55.2K<0.01%+15413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.988$23.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC974$23.4K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC500$12K<0.01%new13F-HRTimeline
Anderson Financial Strategies, LLC425$10.2K0.01%new13F-HRTimeline
Allworth Financial LP390$9.26K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$17<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.