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Disclosery

MMIT NYLIM ACTIVE ETF TR

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NYLI MACKAY MUN (fund)

127 managers (128 13F filers) reported a position in MMIT shares at 2025-09-30, 41,627,757 shares in all. 19 filers opened a position and 11 filers sold out during the quarter.

Managers
127
13F filers
128
New
19
Added
66
Reduced
33
Sold out
11
Shares held by filers
41,627,757

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC6,102,883$148M3.38%+193,65713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,013,103$122M0.01%+469,44713F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,602,314$63.2M<0.01%+106,09713F-HR/ATimelineGroup
Schneider Downs Wealth Management Advis…2,242,166$54.5M6.47%+403,90013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,063,569$50.1M2.33%+153,50813F-HRTimelineGroup
Cetera Investment Advisers1,833,861$44.6M0.05%+131,12613F-HRTimeline
LPL Financial LLC1,779,581$43.2M0.01%+434,43513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,677,493$40.8M0.01%+90,50413F-HRTimelineGroup
IAG Wealth Partners, LLC1,673,280$40.7M4.88%+674,18613F-HRTimeline
UBS Group AGin group UBS Group AG1,583,762$38.5M0.01%+178,28413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,181,175$28.7M0.04%+1,115,15113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding681,003$16.5M+91,804Timeline
Midwest Trust Co650,322$15.8M0.21%+68,83313F-HRTimeline
Pallas Capital Advisors LLC578,967$14.1M0.52%+2,93613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA504,619$12.3M<0.01%+103,02513F-HRTimelineGroup
TruWealth Advisors, LLC500,108$12.2M0.61%-191,08813F-HRTimeline
Orion Porfolio Solutions, LLC481,330$11.7M0.09%+24,34113F-HRTimeline
CONDOR CAPITAL MANAGEMENT477,614$11.6M0.95%+15,90113F-HRTimeline
CFO4Life Group, LLC473,236$11.5M1.67%+62,19613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …433,952$10.5M1.84%-29,47113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…433,488$10.5M0.21%+21,27613F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB415,312$10.1M0.26%-1,80313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.388,513$9.42M0.01%+25,62613F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC377,598$9.18M3.34%+77,22313F-HRTimeline
Summit Financial, LLC356,452$8.66M0.13%new13F-HRTimeline
Dynamic Advisor Solutions LLC355,759$8.64M0.25%-14313F-HRTimeline
VICUS CAPITAL352,200$8.56M0.65%+43,33113F-HRTimeline
Hudock, Inc.328,296$7.98M1.21%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP313,810$7.63M0.01%+146,57113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP299,699$7.28M0.01%+10,76613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp291,541$7.08M<0.01%-9,97513F-HRTimelineGroup
Main Street Financial Solutions, LLC269,702$6.55M0.42%+2,39213F-HRTimeline
Prestige Wealth Management Group LLC246,226$5.98M1.15%-13,57913F-HR/ATimeline
Sanctuary Advisors, LLC213,527$5.19M0.03%+58,58513F-HR/ATimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth205,336$4.99M0.06%-15,65013F-HRTimelineGroup
GGM Financial LLC195,599$4.75M2.4%+81,64913F-HRTimeline
Brady Martz Wealth Solutions, LLC191,253$4.65M0.84%-15,65013F-HRTimeline
Avantax Planning Partners, Inc.190,275$4.62M0.13%-1,130,34013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC149,796$3.64M<0.01%+8,73513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO147,706$3.59M<0.01%-48,29613F-HR/ATimelineGroup
Bernardo Wealth Planning LLC143,189$3.48M0.68%-1,63913F-HRTimeline
Elyxium Wealth, LLC135,180$3.28M1.15%+48,87813F-HRTimeline
Smallwood Wealth Investment Management,…132,825$3.23M1.66%+23,02113F-HRTimeline
Cypress Point Wealth Management, LLC130,545$3.17M0.64%-42013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC125,133$3.04M0.09%+7,14713F-HRTimeline
VestGen Advisors, LLC119,392$2.9M0.1%+5,80613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC114,414$2.78M<0.01%-99,98213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC110,984$2.7M0.01%+8,90913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…106,322$2.58M<0.01%+82,66613F-HRTimeline
Legacy Financial Strategies, LLC98,458$2.39M0.43%+20,64413F-HRTimeline
Clark Wealth Partners94,426$2.3M1.4%+7,00113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO86,206$2.09M0.03%new13F-HRTimeline
Private Advisor Group, LLC84,277$2.05M0.01%+9,18613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…84,070$2.04M<0.01%+63,22613F-HRTimelineGroup
AdvisorNet Financial, Inc83,694$2.03M0.12%-70613F-HRTimeline
Golden State Wealth Management, LLC78,163$1.9M0.21%-2,23213F-HRTimeline
Burt Wealth Advisors70,430$1.71M0.42%013F-HRTimeline
Evergreen Private Wealth LLC65,739$1.6M0.65%-613F-HRTimeline
PFG Advisors62,030$1.51M0.06%+3,25313F-HRTimeline
Kuhn & Co Investment Counsel61,638$1.5M1.19%-15,55513F-HRTimeline
Landmark Wealth Management, LLC61,181$1.49M0.59%+1,39613F-HRTimeline
Elequin Capital, LP61,038$1.48M0.13%+33,39713F-HRTimeline
Janney Capital Management LLC58,832$1.43M0.09%+10913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS57,773$1.4M<0.01%-3,36313F-HRTimeline
Snowden Capital Advisors LLC56,440$1.37M0.04%-5,14813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC51,863$1.26M0.01%+4,12613F-HRTimelineGroup
Frontier Asset Management, LLC44,515$1.08M0.27%+5,62113F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC42,757$1.04M0.18%new13F-HRTimelineGroup
COMERICA BANK42,397$1.03M<0.01%+1,25113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC42,103$1.02M0.02%+1,94213F-HRTimeline
Narus Financial Partners, LLC40,038$973K0.27%013F-HR/ATimeline
Opes Wealth Management LLC39,735$966K0.17%+48013F-HRTimeline
PKS Advisory Services, LLC39,622$963K0.2%+67113F-HRTimeline
Curran Financial Partners, LLC36,504$887K0.18%+12,60113F-HRTimeline
SAXON INTERESTS, INC.36,834$881K0.34%+5,83913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC34,531$839K0.07%-1,67813F-HRTimeline
Evolution Wealth Advisors, LLC30,413$739K0.1%013F-HRTimeline
SWMG, LLC29,401$717K0.22%-2,24213F-HRTimeline
DAVENPORT & Co LLC28,714$698K<0.01%+11,64113F-HRTimeline
NewSquare Capital LLC23,970$582K0.04%+39613F-HRTimeline
Fortis Group Advisors, LLC22,791$557K0.1%-6,00813F-HRTimeline
BCS Wealth Management22,365$543K0.12%-39713F-HRTimeline
Atria Investments, Inc20,406$496K0.01%+4,26813F-HRTimeline
Vista Cima Wealth Management LLC19,970$485K0.4%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,935$460K<0.01%new13F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co18,685$454K0.02%-8,00013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…18,442$448K0.08%-1913F-HRTimelineGroup
Lokken Investment Group LLC18,338$446K0.15%+2,92813F-HRTimeline
Amplius Wealth Advisors, LLC18,055$439K0.04%-2,03713F-HRTimeline
HighTower Advisors, LLC17,849$434K<0.01%-4,25613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,708$430K0.01%+13113F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC17,336$421K0.12%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,218$418K<0.01%new13F-HRTimelineGroup
Caliber Wealth Management, LLC / KS16,694$406K0.05%013F-HRTimeline
J.W. COLE ADVISORS, INC.15,991$389K0.01%+43313F-HRTimeline
Friday Financial14,083$342K0.14%013F-HRTimeline
WCG Wealth Advisors LLC13,626$331K0.02%+3,52813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,241$322K<0.01%+8,36313F-HRTimelineGroup
Bill Few Associates, Inc.13,132$319K0.08%013F-HRTimeline
Brio Consultants, LLC12,497$304K0.04%new13F-HRTimeline
Visionary Wealth Advisors12,113$294K0.01%-57013F-HRTimeline
Vertex Planning Partners, LLC11,685$284K0.05%+35013F-HRTimeline
Alpha Financial Partners LLC11,509$280K0.18%new13F-HRTimeline
HUB Investment Partners, LLC11,152$271K0.01%+16113F-HRTimeline
AE Wealth Management LLC11,022$268K<0.01%+10513F-HRTimeline
SYNOVUS FINANCIAL CORP10,535$256K<0.01%+5513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,280$250K0.01%-14013F-HRTimeline
IHT Wealth Management, LLC9,751$237K0.01%new13F-HRTimeline
NewEdge Advisors, LLC9,254$225K<0.01%-9,66613F-HRTimeline
Claro Advisors Inc.9,000$219K0.03%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC8,548$208K0.01%new13F-HRTimeline
Kennebec Savings Bank7,508$182K0.17%-2,53113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,606$136K<0.01%+4413F-HRTimelineGroup
Wiser Advisor Group LLC5,396$131K0.16%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,064$123K<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC5,060$123K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,936$120K<0.01%+75113F-HRTimelineGroup
United Community Bankin group United Community Bank4,775$116K0.04%new13F-HRTimelineGroup
TSFG, LLC4,734$115K0.02%-67513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,724$115K<0.01%+66813F-HRTimelineGroup
Rossby Financial, LCC3,928$95K0.03%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,326$80.8K0.01%+713F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,000$72.9K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA2,170$52.7K<0.01%new13F-HRTimelineGroup
Pineridge Advisors LLC1,529$37.2K0.01%-6,56213F-HRTimeline
IFP Advisors, Inc1,130$27.5K<0.01%new13F-HR/ATimeline
Global Retirement Partners, LLC458$11.1K<0.01%013F-HRTimeline