Skip to content
Disclosery

MMIT NYLIM ACTIVE ETF TR

Follow

NYLI MACKAY MUN (fund)

157 managers (160 13F filers) reported a position in MMIT shares at 2026-03-31, 52,920,533 shares in all. 23 filers opened a position and 12 filers sold out during the quarter.

Managers
157
13F filers
160
New
23
Added
83
Reduced
36
Sold out
12
Shares held by filers
52,920,533

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Orgel Wealth Management, LLC6,575,324$158M3.41%+249,58313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,215,015$150M0.01%+471,76513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,844,590$92.7M0.01%+1,059,08813F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,944,732$71M2.97%+683,93813F-HRTimelineGroup
Schneider Downs Wealth Management Advis…2,579,517$62.2M6.86%+153,12813F-HRTimeline
LPL Financial LLC2,188,883$52.8M0.01%+142,22313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,118,466$51.1M0.02%+219,38713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,080,456$50.1M+383,112Timeline
Cetera Investment Advisers2,053,468$49.5M0.05%+107,13213F-HRTimeline
IAG Wealth Partners, LLC1,905,068$45.9M5.13%+66,87613F-HRTimeline
Midwest Trust Co1,261,255$30.4M0.38%-16,57213F-HRTimeline
Mariner, LLCin group Mariner, LLC1,212,109$29.2M0.03%-10,71713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding902,953$21.8M+116,519Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA712,696$17.2M<0.01%+137,59113F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC699,548$16.9M2.45%+655,81913F-HRTimelineGroup
Orion Porfolio Solutions, LLC598,097$14.4M0.12%+99,80413F-HRTimeline
Pallas Capital Advisors LLC582,715$14M0.53%-44,03013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …557,697$13.4M2.07%+46,34313F-HRTimeline
TruWealth Advisors, LLC534,964$12.9M0.62%+16,76213F-HRTimeline
CONDOR CAPITAL MANAGEMENT506,262$12.2M1.02%+10,46413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO503,000$12.1M0.18%+39,10113F-HRTimeline
CFO4Life Group, LLC498,899$12M1.83%+22,02013F-HRTimeline
MassMutual Private Wealth & Trust, FSB445,536$10.7M0.29%-9,70713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…434,550$10.5M0.19%+11,95313F-HRTimelineGroup
Hudock, Inc.412,549$9.94M1.46%+72,02713F-HRTimeline
INVENIO WEALTH PARTNERS LLC410,043$9.88M3.92%+11,91513F-HRTimeline
Summit Financial, LLC406,157$9.82M0.13%+39,56113F-HRTimeline
VICUS CAPITAL379,865$9.16M0.67%+64713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.371,510$8.96M0.01%+31,74513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP356,185$8.59M0.01%+15,22013F-HRTimelineGroup
Dynamic Advisor Solutions LLC353,375$8.52M0.27%+7,30213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP302,466$7.29M0.01%-7,48613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP286,239$6.9M<0.01%+181,60913F-HRTimelineGroup
Main Street Financial Solutions, LLC284,006$6.85M0.5%+7,98413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp273,476$6.59M<0.01%+4,54713F-HRTimelineGroup
Darwin Wealth Management, LLC270,300$6.52M2.03%new13F-HRTimeline
Sanctuary Advisors, LLC265,827$6.41M0.03%+54,22613F-HRTimeline
Elyxium Wealth, LLC256,868$6.19M1.99%+29,62413F-HRTimeline
GGM Financial LLC248,098$5.98M2.75%+33,96713F-HRTimeline
Avior Wealth Management, LLC242,530$5.85M0.17%new13F-HRTimeline
Prestige Wealth Management Group LLC241,710$5.84M1.15%+27,25813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…233,687$5.66M0.01%+16,37813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO206,375$4.98M<0.01%+62,22813F-HR/ATimelineGroup
Clear Trail Advisors, LLC198,526$4.79M0.8%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC192,888$4.65M0.12%+54,21613F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth189,055$4.56M0.05%new13F-HRTimelineGroup
46 Peaks LLC183,500$4.42M3.22%+1,01813F-HRTimeline
Brady Martz Wealth Solutions, LLC174,972$4.22M0.72%-3,50213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…174,242$4.2M0.01%+1,87713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC171,325$4.13M0.01%-5,71213F-HRTimeline
Avantax Planning Partners, Inc.168,469$4.06M0.11%-3,03013F-HRTimeline
HighTower Advisors, LLC167,341$4.03M<0.01%+145,47913F-HRTimeline
Smallwood Wealth Investment Management,…164,809$3.97M2.09%+2,36513F-HRTimeline
Bernardo Wealth Planning LLC158,460$3.82M0.75%+8,36213F-HRTimeline
AdvisorNet Financial, Inc141,443$3.41M0.18%+19,26813F-HRTimeline
Janney Montgomery Scott LLC115,546$2.79M0.01%+93,98813F-HRTimeline
MML INVESTORS SERVICES, LLC112,812$2.72M0.01%-1,83413F-HRTimeline
Legacy Financial Strategies, LLC103,010$2.48M0.45%+5,55813F-HRTimeline
Hapanowicz & Associates Financial Servi…96,580$2.33M0.93%+34,87613F-HRTimeline
Clark Wealth Partners95,304$2.3M1.55%+87813F-HRTimeline
Landmark Wealth Management, LLC89,649$2.16M0.58%+25,43613F-HRTimeline
Private Advisor Group, LLC88,994$2.15M0.01%+8,99613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC82,612$1.99M0.15%+46,56413F-HRTimeline
Snowden Capital Advisors LLC80,785$1.95M0.05%-1,30313F-HRTimeline
Golden State Wealth Management, LLC79,857$1.92M0.21%+64913F-HRTimeline
Evergreen Private Wealth LLC77,680$1.87M0.76%+3,61613F-HRTimeline
Creative Planningin group Creative Planning73,930$1.78M<0.01%-86513F-HRTimelineGroup
VestGen Advisors, LLC67,918$1.65M0.05%+17,03913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management66,397$1.6M0.05%+5,93813F-HRTimelineGroup
Kuhn & Co Investment Counsel65,843$1.59M1.02%-1,00613F-HRTimeline
FLOW TRADERS U.S. LLC64,675$1.56M0.05%new13F-HRTimeline
Farther Finance Advisors, LLC63,625$1.54M0.01%+4,09213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding54,185$1.31M+45,599Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC51,557$1.24M0.01%-1,74613F-HRTimelineGroup
IHT Wealth Management, LLC50,744$1.22M0.03%+14,80013F-HRTimeline
PFG Advisors50,183$1.21M0.06%-7,53113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC48,633$1.17M<0.01%+25,71313F-HRTimelineGroup
OLD MISSION CAPITAL LLC47,403$1.14M0.03%+31,98113F-HRTimeline
Cypress Point Wealth Management, LLC46,947$1.13M0.24%-15,84413F-HRTimeline
Dakota Wealth Management45,254$1.09M0.02%+9,71413F-HR/ATimeline
DAVENPORT & Co LLC44,230$1.07M0.01%+6,06613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS43,894$1.06M<0.01%-10,03913F-HRTimeline
NewEdge Wealth, LLC43,712$1.05M0.01%new13F-HRTimeline
Opes Wealth Management LLC42,535$1.03M0.18%+1,83513F-HRTimeline
PKS Advisory Services, LLC41,839$1.01M0.23%+4,72613F-HRTimeline
Frontier Asset Management, LLC40,726$982K0.21%-5,17013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.40,103$967K0.01%+86913F-HRTimelineGroup
Narus Financial Partners, LLC40,038$965K0.25%013F-HRTimeline
Curran Financial Partners, LLC39,077$942K0.17%-3,53513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP32,482$783K<0.01%013F-HRTimelineGroup
Evolution Wealth Advisors, LLC30,413$733K0.07%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC29,590$713K0.19%+3,20813F-HRTimeline
Fortis Group Advisors, LLC28,969$703K0.12%+78413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC28,892$696K0.01%+4,43313F-HRTimeline
SWMG, LLC27,995$675K0.19%-88113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,731$644K<0.01%-39,41613F-HRTimelineGroup
Stronghold Wealth Management L.L.C.25,201$607K0.92%+83213F-HRTimeline
BCS Wealth Management24,871$599K0.12%-23,49313F-HRTimeline
NewSquare Capital LLC23,413$564K0.05%+94013F-HRTimeline
GTS SECURITIES LLC22,693$547K0.02%new13F-HRTimeline
Gladstone Institutional Advisory LLC22,208$535K0.02%new13F-HRTimeline
Sunpointe, LLC20,799$501K0.16%+29313F-HRTimeline
Atria Investments, Inc20,546$495K0.01%-32413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC20,230$488K<0.01%new13F-HR/ATimelineGroup
Vista Cima Wealth Management LLC19,970$481K0.48%013F-HRTimeline
SAXON INTERESTS, INC.18,407$444K0.15%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,154$438K<0.01%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,679$426K<0.01%-13613F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co17,000$410K<0.01%+5,00013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…16,972$409K0.03%new13F-HRTimelineGroup
Beacon Capital Management, LLC16,518$398K0.07%-8,25913F-HRTimeline
Pine Valley Investments Ltd Liability Co16,200$392K0.02%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,136$389K0.01%-1,58413F-HRTimelineGroup
Amplius Wealth Advisors, LLC16,059$387K0.03%-1,24313F-HRTimeline
HARBOUR INVESTMENTS, INC.15,773$380K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…14,297$345K<0.01%+5,06513F-HRTimeline
Friday Financial14,083$339K0.12%013F-HRTimeline
WCG Wealth Advisors LLC13,913$335K0.01%-7113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,740$331K<0.01%+5,72313F-HRTimelineGroup
HUB Investment Partners, LLC13,368$322K0.01%-64713F-HRTimeline
Bill Few Associates, Inc.13,132$317K0.08%013F-HRTimeline
Visionary Wealth Advisors12,328$297K0.01%+10713F-HRTimeline
Vertex Planning Partners, LLC11,685$282K0.05%013F-HRTimeline
Brio Consultants, LLC11,383$276K0.03%+313F-HRTimeline
AE Wealth Management LLC10,806$260K<0.01%-17713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,704$258K<0.01%new13F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …10,359$250K<0.01%+22013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC10,280$248K0.01%013F-HRTimeline
Brooklyn Investment Group10,187$246K0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC9,744$235K<0.01%new13F-HRTimeline
Pacific Point Advisors, LLC9,616$232K0.12%-4,08313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,541$230K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC9,418$227K<0.01%+8213F-HR/ATimeline
Gateway Wealth Partners, LLC9,400$227K0.01%new13F-HRTimeline
Claro Advisors Inc.9,000$217K0.03%013F-HRTimeline
Alpha Financial Partners LLC8,876$214K0.13%-2,73013F-HRTimeline
MATAURO, LLC8,782$212K0.03%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC8,548$206K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.6,735$162K0.05%new13F-HRTimeline
United Community Bankin group United Community Bank5,375$130K0.04%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC5,060$123K<0.01%013F-HRTimeline
Wiser Advisor Group LLC5,049$122K0.15%-39413F-HRTimeline
TSFG, LLC4,668$113K0.02%+413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,377$106K<0.01%-50413F-HRTimelineGroup
Peck Wealth Management, LLC3,700$89.2K0.09%013F-HRTimeline
Root Financial Partners, LLC3,400$82K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,923$70.5K<0.01%+1,87013F-HRTimelineGroup
Signature Equity Partners, LLC2,653$64K0.03%+26413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,322$56K<0.01%+1,52413F-HRTimelineGroup
BOKF, NAin group BOKF, NA2,170$52.3K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,615$38.9K<0.01%-15,67713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,560$37.6K<0.01%-3,16413F-HRTimelineGroup
IFP Advisors, Inc1,130$27.2K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\915$22.1K<0.01%-5,73913F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…724$17.5K<0.01%new13F-HRTimeline
Allworth Financial LP489$11.8K<0.01%new13F-HRTimeline
Rossby Financial, LCC204$4.93K<0.01%+2213F-HRTimeline