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Disclosery

MMIT NYLIM ACTIVE ETF TR

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NYLI MACKAY MUN (fund)

152 managers (153 13F filers) reported a position in MMIT shares at 2025-12-31, 46,544,020 shares in all. 30 filers opened a position and 6 filers sold out during the quarter.

Managers
152
13F filers
153
New
30
Added
76
Reduced
27
Sold out
6
Shares held by filers
46,544,020

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Orgel Wealth Management, LLC6,325,741$154M3.4%+222,85813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,743,250$140M0.01%+730,14713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,785,502$67.8M<0.01%+183,18813F-HR/ATimelineGroup
Schneider Downs Wealth Management Advis…2,426,389$59M6.65%+184,22313F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,260,794$55M2.36%+197,22513F-HRTimelineGroup
LPL Financial LLC2,046,660$49.8M0.01%+267,07913F-HRTimeline
Cetera Investment Advisers1,946,336$47.4M0.05%+112,47513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,899,079$46.2M0.01%+221,58613F-HRTimelineGroup
IAG Wealth Partners, LLC1,838,192$44.7M5.18%+164,91213F-HRTimeline
UBS Group AGin group UBS Group AG1,697,344$41.3M0.01%+113,58213F-HRTimelineGroup
Midwest Trust Co1,277,827$31.1M0.39%+627,50513F-HRTimeline
Mariner, LLCin group Mariner, LLC1,222,826$29.8M0.04%+41,65113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding786,434$19.1M+105,431Timeline
Pallas Capital Advisors LLC626,745$15.2M0.5%+47,77813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA575,105$14M<0.01%+70,48613F-HRTimelineGroup
TruWealth Advisors, LLC518,202$12.6M0.62%+18,09413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …511,354$12.4M2.02%+77,40213F-HRTimeline
Orion Porfolio Solutions, LLC498,293$12.1M0.09%+16,96313F-HRTimeline
CONDOR CAPITAL MANAGEMENT495,798$12.1M0.98%+18,18413F-HRTimeline
CFO4Life Group, LLC476,879$11.6M1.65%+3,64313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO463,899$11.3M0.16%+377,69313F-HRTimeline
MassMutual Private Wealth & Trust, FSB455,243$11.1M0.29%+39,93113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…422,597$10.3M0.2%-10,89113F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC398,128$9.69M3.6%+20,53013F-HRTimeline
VICUS CAPITAL379,218$9.23M0.69%+27,01813F-HRTimeline
Summit Financial, LLC366,596$8.95M0.13%+10,14413F-HRTimeline
Dynamic Advisor Solutions LLC346,073$8.42M0.27%-9,68613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP340,965$8.3M0.01%+27,15513F-HRTimelineGroup
Hudock, Inc.340,522$8.28M1.22%+12,22613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.339,765$8.27M0.01%-48,74813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP309,952$7.54M0.01%+10,25313F-HRTimelineGroup
Main Street Financial Solutions, LLC276,022$6.72M0.5%+6,32013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp268,929$6.54M<0.01%-22,61213F-HRTimelineGroup
Elyxium Wealth, LLC227,244$5.53M1.61%+92,06413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…217,309$5.3M0.01%+110,98713F-HRTimeline
Prestige Wealth Management Group LLC214,452$5.23M1%-31,77413F-HRTimeline
GGM Financial LLC214,131$5.21M2.53%+18,53213F-HRTimeline
Sanctuary Advisors, LLC211,601$5.15M0.03%-1,92613F-HRTimeline
46 Peaks LLC182,482$4.45M3.27%13F-HRTimeline
Brady Martz Wealth Solutions, LLC178,474$4.34M0.76%-12,77913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC177,037$4.31M0.01%+27,24113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…172,365$4.19M0.01%+88,29513F-HR/ATimelineGroup
Avantax Planning Partners, Inc.171,499$4.17M0.12%-18,77613F-HRTimeline
Smallwood Wealth Investment Management,…162,444$3.95M2.07%+29,61913F-HRTimeline
Bernardo Wealth Planning LLC150,098$3.65M0.7%+6,90913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO144,147$3.51M<0.01%-3,55913F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC138,672$3.37M0.09%+13,53913F-HRTimeline
Elequin Capital, LP134,234$3.27M0.43%+73,19613F-HRTimeline
AdvisorNet Financial, Inc122,175$2.97M0.16%+38,48113F-HRTimeline
MML INVESTORS SERVICES, LLC114,646$2.79M0.01%+3,66213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP104,630$2.55M<0.01%new13F-HRTimelineGroup
Legacy Financial Strategies, LLC97,452$2.37M0.42%-1,00613F-HRTimeline
Clark Wealth Partners94,426$2.3M1.4%013F-HRTimeline
Snowden Capital Advisors LLC82,088$2M0.05%+25,64813F-HRTimeline
Private Advisor Group, LLC79,998$1.95M0.01%-4,27913F-HRTimeline
Golden State Wealth Management, LLC79,208$1.93M0.2%+1,04513F-HRTimeline
Creative Planningin group Creative Planning74,795$1.82M<0.01%new13F-HRTimelineGroup
Diversified Portfolios, Inc.74,424$1.81M0.15%new13F-HRTimeline
Evergreen Private Wealth LLC74,064$1.8M0.71%+8,32513F-HRTimeline
Kuhn & Co Investment Counsel66,849$1.63M1.08%+5,21113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC66,147$1.61M<0.01%-48,26713F-HRTimelineGroup
Landmark Wealth Management, LLC64,213$1.56M0.6%+3,03213F-HRTimeline
Cypress Point Wealth Management, LLC62,791$1.53M0.33%-67,75413F-HRTimeline
Hapanowicz & Associates Financial Servi…61,704$1.5M0.59%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management60,459$1.47M0.05%new13F-HRTimelineGroup
Farther Finance Advisors, LLC59,533$1.45M0.02%new13F-HRTimeline
Janney Capital Management LLC58,924$1.43M0.09%+9213F-HRTimeline
PFG Advisors57,714$1.4M0.07%-4,31613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS53,933$1.31M<0.01%-3,84013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC53,303$1.3M0.01%+1,44013F-HRTimelineGroup
VestGen Advisors, LLC50,879$1.24M0.05%-68,51313F-HRTimeline
BCS Wealth Management48,364$1.18M0.12%+25,99913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC47,950$1.17M<0.01%new13F-HR/ATimelineGroup
Frontier Asset Management, LLC45,896$1.12M0.26%+1,38113F-HRTimeline
Kennebec Savings Bank44,053$1.07M0.93%+36,54513F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC43,729$1.06M0.16%+97213F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC43,206$1.05M0.02%+1,10313F-HR/ATimeline
Curran Financial Partners, LLC42,612$1.04M0.2%+6,10813F-HRTimeline
COMERICA BANK42,455$1.03M<0.01%+5813F-HRTimeline
Opes Wealth Management LLC40,700$990K0.17%+96513F-HRTimeline
Narus Financial Partners, LLC40,038$974K0.27%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.39,234$955K0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC38,164$929K0.01%+9,45013F-HRTimeline
PKS Advisory Services, LLC37,113$903K0.21%-2,50913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC36,048$877K0.07%+1,51713F-HRTimeline
IHT Wealth Management, LLC35,944$875K0.02%+26,19313F-HRTimeline
Dakota Wealth Management35,540$865K0.02%new13F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP32,482$790K<0.01%new13F-HR/ATimelineGroup
Evolution Wealth Advisors, LLC30,413$740K0.07%013F-HRTimeline
SWMG, LLC28,876$709K0.2%-52513F-HRTimeline
Fortis Group Advisors, LLC28,185$690K0.12%+5,39413F-HRTimeline
RFG - Bristol Wealth Advisors, LLC26,382$642K0.18%+9,04613F-HRTimeline
Beacon Capital Management, LLC24,777$603K0.09%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC24,459$595K0.01%new13F-HRTimeline
Stronghold Wealth Management L.L.C.24,369$593K0.88%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,920$558K<0.01%+3,98513F-HRTimelineGroup
NewSquare Capital LLC22,473$547K0.05%-1,49713F-HRTimeline
HighTower Advisors, LLC21,862$532K<0.01%+4,01313F-HRTimeline
Janney Montgomery Scott LLC21,558$525K<0.01%new13F-HRTimeline
Atria Investments, Inc20,870$508K0.01%+46413F-HRTimeline
Sunpointe, LLC20,506$500K0.17%new13F-HRTimeline
Vista Cima Wealth Management LLC19,970$486K0.41%013F-HRTimeline
SAXON INTERESTS, INC.18,407$448K0.16%-18,42713F-HRTimeline
J.W. COLE ADVISORS, INC.17,837$434K0.01%+1,84613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,815$433K<0.01%+59713F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,720$431K0.01%+1213F-HRTimelineGroup
New Hampshire Trust17,467$425K0.08%new13F-HRTimeline
Amplius Wealth Advisors, LLC17,302$421K0.04%-75313F-HRTimeline
Steward Partners Investment Advisory, L…17,292$421K<0.01%+14,29213F-HRTimeline
Pine Valley Investments Ltd Liability Co16,200$395K0.02%-2,48513F-HRTimeline
OLD MISSION CAPITAL LLC15,422$375K0.01%new13F-HRTimeline
Friday Financial14,083$343K0.12%013F-HRTimeline
HUB Investment Partners, LLC14,015$341K0.01%+2,86313F-HRTimeline
WCG Wealth Advisors LLC13,984$340K0.01%+35813F-HRTimeline
Pacific Point Advisors, LLC13,699$333K0.18%new13F-HRTimeline
Bill Few Associates, Inc.13,132$320K0.08%013F-HRTimeline
Visionary Wealth Advisors12,221$297K0.01%+10813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co12,000$292K<0.01%new13F-HRTimelineGroup
Vertex Planning Partners, LLC11,685$284K0.07%013F-HRTimeline
Alpha Financial Partners LLC11,606$282K0.17%+9713F-HRTimeline
Brio Consultants, LLC11,380$277K0.04%-1,11713F-HRTimeline
AE Wealth Management LLC10,983$267K<0.01%-3913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,280$250K0.01%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …10,139$247K<0.01%13F-HR/ATimelineGroup
Savvy Advisors, Inc.9,488$231K0.01%new13F-HRTimeline
NewEdge Advisors, LLC9,336$227K<0.01%+8213F-HRTimeline
Cambridge Investment Research Advisors,…9,232$225K<0.01%new13F-HRTimeline
Claro Advisors Inc.9,000$219K0.03%013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…8,586$209K0.01%new13F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC8,548$208K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,017$195K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,654$162K<0.01%+1,59013F-HRTimelineGroup
Wiser Advisor Group LLC5,443$132K0.15%+4713F-HRTimeline
United Community Bankin group United Community Bank5,375$131K0.05%+60013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC5,060$123K<0.01%013F-HRTimeline
Dakota Community Bank & Trust NA4,985$121K0.42%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,881$119K<0.01%-5513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,724$115K<0.01%013F-HR/ATimelineGroup
TSFG, LLC4,664$113K0.02%-7013F-HRTimeline
Peck Wealth Management, LLC3,700$90K0.09%new13F-HRTimeline
Root Financial Partners, LLC3,400$82.7K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC2,389$58.1K0.03%13F-HRTimeline
BOKF, NAin group BOKF, NA2,170$52.8K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,130$27.5K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,112$27.1K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,053$26K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…798$19.4K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC458$11.1K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC404$9.83K0.01%13F-HRTimeline
Rossby Financial, LCC182$4.43K<0.01%-3,74613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC179$4.36K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS32$779<0.01%new13F-HRTimelineGroup