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Disclosery

MMIT NYLIM ACTIVE ETF TR

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NYLI MACKAY MUN (fund)

123 managers (123 13F filers) reported a position in MMIT shares at 2025-06-30, 37,394,881 shares in all. 13 filers opened a position and 10 filers sold out during the quarter.

Managers
123
13F filers
123
New
13
Added
51
Reduced
46
Sold out
10
Shares held by filers
37,394,881

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Orgel Wealth Management, LLC5,909,226$141M3.4%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,543,656$108M0.01%+402,06113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,496,217$59.5M<0.01%-76,38413F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,910,061$45.6M2.36%+204,54613F-HRTimelineGroup
Schneider Downs Wealth Management Advis…1,838,266$43.8M6.55%+77,48413F-HRTimeline
Cetera Investment Advisers1,702,735$40.6M0.07%+38,39513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,586,989$37.8M0.01%-252,74913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,405,478$33.5M0.01%-185,38213F-HRTimelineGroup
LPL Financial LLC1,345,146$32.1M0.01%+163,39113F-HRTimeline
Avantax Planning Partners, Inc.1,320,615$31.5M1%+628,28313F-HRTimeline
IAG Wealth Partners, LLC999,094$23.8M3.15%-88,45313F-HRTimeline
TruWealth Advisors, LLC691,196$16.5M0.91%+9,17813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC589,199$14.1M<0.01%+45,86813F-HRTimelineGroup
Midwest Trust Co581,489$13.9M0.19%13F-HRTimeline
Pallas Capital Advisors LLC576,031$13.7M0.52%-42,67913F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …463,423$11.1M2.13%-10,54713F-HRTimeline
CONDOR CAPITAL MANAGEMENT461,713$11M0.96%new13F-HRTimeline
Orion Porfolio Solutions, LLC456,989$10.9M0.09%+17,88613F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB417,115$9.95M0.27%+116,86713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…412,212$9.83M0.22%-9,47213F-HRTimelineGroup
CFO4Life Group, LLC411,040$9.8M1.53%+87,13613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA401,594$9.58M<0.01%+303,75813F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.362,887$8.65M0.02%+178,36913F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC355,902$8.49M0.26%-40,91413F-HRTimeline
VICUS CAPITAL308,869$7.37M0.61%+80,33913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp301,516$7.19M<0.01%-4,77113F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC300,375$7.16M2.85%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP288,933$6.89M0.01%+2,80213F-HRTimelineGroup
Main Street Financial Solutions, LLC267,310$6.38M0.46%-4,65413F-HRTimeline
Prestige Wealth Management Group LLC259,805$6.2M1.26%-15,65613F-HR/ATimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth220,986$5.27M0.07%-31,73713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC214,396$5.11M0.01%-222,95813F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC206,903$4.93M0.95%-31,58913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO196,002$4.67M<0.01%+52,00313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP167,239$3.99M<0.01%-19,37713F-HRTimelineGroup
Sanctuary Advisors, LLC154,942$3.7M0.02%-30,38713F-HRTimeline
Bernardo Wealth Planning LLC144,828$3.45M0.75%-19,07213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC141,061$3.36M<0.01%-2,44913F-HRTimeline
Cypress Point Wealth Management, LLC130,965$3.12M0.76%-4,18913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC117,986$2.81M0.09%-9,05813F-HRTimeline
GGM Financial LLC113,950$2.72M1.58%+80,89513F-HR/ATimeline
VestGen Advisors, LLC113,586$2.71M0.11%+19,07213F-HRTimeline
Smallwood Wealth Investment Management,…109,804$2.62M1.49%+11,49113F-HRTimeline
MML INVESTORS SERVICES, LLC102,075$2.43M0.01%-3,92013F-HRTimeline
Clark Wealth Partners87,425$2.09M1.41%+1,22613F-HRTimeline
Elyxium Wealth, LLC86,302$2.06M0.77%+48,39813F-HRTimeline
AdvisorNet Financial, Inc84,400$2.01M0.13%-1,77813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC80,600$1.92M<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC80,395$1.92M0.23%-89313F-HRTimeline
Legacy Financial Strategies, LLC77,814$1.86M0.36%+1,11013F-HRTimeline
Kuhn & Co Investment Counsel77,193$1.84M1.39%+2,91313F-HRTimeline
Private Advisor Group, LLC75,091$1.79M0.01%-66,19213F-HRTimeline
Burt Wealth Advisors70,430$1.68M0.38%+40,75013F-HRTimeline
Mariner, LLCin group Mariner, LLC66,024$1.57M<0.01%-3,41913F-HRTimelineGroup
Evergreen Private Wealth LLC65,745$1.57M0.66%-67913F-HRTimeline
Snowden Capital Advisors LLC61,588$1.47M0.04%+13,45413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS61,136$1.46M<0.01%-29,06013F-HRTimeline
Landmark Wealth Management, LLC59,785$1.43M0.61%-24,52113F-HRTimeline
PFG Advisors58,777$1.4M0.06%+9,18813F-HRTimeline
Janney Capital Management LLC58,723$1.4M0.09%-62013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC47,737$1.14M0.01%+1,29713F-HRTimelineGroup
COMERICA BANK41,146$981K<0.01%+10,65913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC40,161$958K0.02%+1,58213F-HRTimeline
Narus Financial Partners, LLC40,038$955K0.3%-2,13213F-HRTimeline
Opes Wealth Management LLC39,255$936K0.17%+3,25013F-HRTimeline
PKS Advisory Services, LLC38,951$929K0.24%+3,58213F-HRTimeline
Frontier Asset Management, LLC38,894$928K0.25%-1,59513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC36,209$864K0.09%+43313F-HRTimeline
OLD MISSION CAPITAL LLC32,862$784K0.02%+6,48413F-HRTimeline
SWMG, LLC31,643$751K0.25%-5013F-HRTimeline
Atria Wealth Solutions, Inc.31,248$745K0.02%+4,26513F-HRTimeline
SAXON INTERESTS, INC.30,995$743K0.35%013F-HRTimeline
Evolution Wealth Advisors, LLC30,413$725K0.11%013F-HRTimeline
Fortis Group Advisors, LLC28,799$685K0.12%+5,81613F-HRTimeline
FLOW TRADERS U.S. LLC28,129$671K0.02%new13F-HRTimeline
Elequin Capital, LP27,641$659K0.09%new13F-HRTimeline
Western Wealth Management, LLC27,631$659K0.04%+74113F-HRTimeline
Pine Valley Investments Ltd Liability Co26,685$636K0.04%-21513F-HRTimeline
Curran Financial Partners, LLC23,903$570K0.13%-2,69213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,656$563K<0.01%+8,81313F-HRTimeline
NewSquare Capital LLC23,574$562K0.04%+63613F-HRTimeline
BCS Wealth Management22,762$543K0.12%-13,26813F-HRTimeline
HighTower Advisors, LLC22,105$527K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,844$497K<0.01%+12713F-HR/ATimelineGroup
Amplius Wealth Advisors, LLC20,092$479K0.04%-7,59313F-HRTimeline
Vista Cima Wealth Management LLC19,970$476K0.45%013F-HRTimeline
NewEdge Advisors, LLC18,920$451K<0.01%+9,83313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…18,461$440K0.08%+1,33813F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,577$419K0.02%-33313F-HRTimelineGroup
DAVENPORT & Co LLC17,073$407K<0.01%+30713F-HRTimeline
Caliber Wealth Management, LLC / KS16,694$398K0.04%013F-HRTimeline
Atria Investments, Inc16,138$385K<0.01%+1,89513F-HRTimeline
J.W. COLE ADVISORS, INC.15,558$371K0.01%+17813F-HRTimeline
Lokken Investment Group LLC15,410$368K0.14%+5,28313F-HRTimeline
Clear Creek Financial Management, LLC14,468$345K0.03%013F-HRTimeline
Friday Financial14,083$336K0.17%-14813F-HRTimeline
Bill Few Associates, Inc.13,132$313K0.09%013F-HRTimeline
Visionary Wealth Advisors12,683$302K0.02%+11913F-HRTimeline
Vertex Planning Partners, LLC11,335$270K0.06%013F-HRTimeline
HUB Investment Partners, LLC10,991$262K0.01%-4,92813F-HRTimeline
AE Wealth Management LLC10,917$260K<0.01%+1,32013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,575$252K<0.01%new13F-HRTimeline
SYNOVUS FINANCIAL CORP10,480$250K<0.01%-61513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,420$249K0.01%new13F-HRTimeline
WCG Wealth Advisors LLC10,098$241K0.02%-3513F-HRTimeline
Kennebec Savings Bank10,039$239K0.23%013F-HRTimeline
New Hampshire Trust9,494$226K0.05%-21,10213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,019$215K<0.01%-10,42713F-HRTimelineGroup
Cambridge Investment Research Advisors,…8,939$213K<0.01%new13F-HRTimeline
Pineridge Advisors LLC8,091$193K0.07%-84213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,562$133K<0.01%+23413F-HRTimelineGroup
TSFG, LLC5,409$129K0.02%+613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,060$121K<0.01%-1,33013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,878$116K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,185$99.8K<0.01%+1,88213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,056$96.7K<0.01%+58413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,319$79.2K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,000$71.5K<0.01%-67013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,393$33.2K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC458$10.9K<0.01%13F-HRTimeline
Allworth Financial LP390$9.3K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$17<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.