NYLI MACKAY MUNI INTRM ETF MMIT
$24.37
+0.0% 52w: $22.85 – $24.42
Latest 13F among current holders filed 27 days ago (Jun 8, 2026)
Price — last 12 months
research preview data22.8523.6424.42
Jun 20, 2025 Jul 2, 2026
Institutional holders
159
+6 QoQ
13F value
$1.27B
+12.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MMIT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Orgel Wealth Management, LLC | Wealth advisor | 6.6M | $158.5M | 3.4% | +3.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 6.2M | $149.8M | 0.0% | +8.2% |
| MORGAN STANLEY | Bank broker | 3.8M | $92.7M | 0.0% | +38.0% |
| Meeder Advisory Services, Inc. | Other | 2.9M | $71.0M | 3.0% | +30.3% |
| Schneider Downs Wealth Management Advisors, LP | Wealth advisor | 2.6M | $62.2M | 6.9% | +6.3% |
| LPL Financial LLC | Bank broker | 2.2M | $52.8M | 0.0% | +6.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.1M | $51.1M | 0.0% | +11.6% |
| UBS Group AG | Bank broker | 2.1M | $50.1M | 0.0% | +22.5% |
| Cetera Investment Advisers | Wealth advisor | 2.1M | $49.5M | 0.1% | +5.5% |
| IAG Wealth Partners, LLC | Wealth advisor | 1.9M | $45.9M | 5.1% | +3.6% |
| Midwest Trust Co | Other | 1.3M | $30.4M | 0.4% | -1.3% |
| Mariner, LLC | Diversified mechanical | 1.2M | $29.2M | 0.0% | -0.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 891.9K | $21.5M | 0.0% | +15.0% |
| ROYAL BANK OF CANADA | Bank broker | 712.7K | $17.2M | 0.0% | +23.9% |
| Lebenthal Global Advisors, LLC | Wealth advisor | 699.5K | $16.9M | 2.5% | +1499.7% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 598.1K | $14.4M | 0.1% | +20.0% |
| Pallas Capital Advisors LLC | Other | 582.7K | $14.0M | 0.5% | -7.0% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | Wealth advisor | 557.7K | $13.4M | 2.1% | +9.1% |
| TruWealth Advisors, LLC | Wealth advisor | 535.0K | $12.9M | 0.6% | +3.2% |
| CONDOR CAPITAL MANAGEMENT | Wealth advisor | 506.3K | $12.2M | 1.0% | +2.1% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | Other | 503.0K | $12.1M | 0.2% | +8.4% |
| CFO4Life Group, LLC | Wealth advisor | 498.9K | $12.0M | 1.8% | +4.6% |
| MassMutual Private Wealth & Trust, FSB | Diversified mechanical | 445.5K | $10.7M | 0.3% | -2.1% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 434.6K | $10.5M | 0.2% | +2.8% |
| Hudock, Inc. | Wealth advisor | 412.5K | $9.9M | 1.5% | +21.2% |
| INVENIO WEALTH PARTNERS LLC | Wealth advisor | 410.0K | $9.9M | 3.9% | +3.0% |
| Summit Financial, LLC | Wealth advisor | 406.2K | $9.8M | 0.1% | +10.8% |
| VICUS CAPITAL | Wealth advisor | 379.9K | $9.2M | 0.7% | +0.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 371.5K | $9.0M | 0.0% | +9.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 356.2K | $8.6M | 0.0% | +4.5% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 353.4K | $8.5M | 0.3% | +2.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 302.5K | $7.3M | 0.0% | -2.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 286.2K | $6.9M | 0.0% | +173.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 273.5K | $6.6M | 0.0% | +1.7% |
| Darwin Wealth Management, LLC | Wealth advisor | 270.3K | $6.5M | 2.0% | New |
| Sanctuary Advisors, LLC | Wealth advisor | 265.8K | $6.4M | 0.0% | +25.6% |
| Elyxium Wealth, LLC | Other | 256.9K | $6.2M | 2.0% | +13.0% |
| GGM Financial LLC | Wealth advisor | 248.1K | $6.0M | 2.8% | +15.9% |
| Avior Wealth Management, LLC | Wealth advisor | 242.5K | $5.8M | 0.2% | New |
| Prestige Wealth Management Group LLC | Wealth advisor | 241.7K | $5.8M | 1.1% | +12.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 233.7K | $5.7M | 0.0% | +7.5% |
| JPMORGAN CHASE & CO | Bank broker | 206.4K | $5.0M | 0.0% | +43.2% |
| Clear Trail Advisors, LLC | Other | 198.5K | $4.8M | 0.8% | New |
| JOURNEY STRATEGIC WEALTH LLC | Other | 192.9K | $4.6M | 0.1% | +39.1% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 189.1K | $4.6M | 0.0% | New |
| 46 Peaks LLC | Wealth advisor | 183.5K | $4.4M | 3.2% | +0.6% |
| Brady Martz Wealth Solutions, LLC | Wealth advisor | 175.0K | $4.2M | 0.7% | -2.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 174.2K | $4.2M | 0.0% | +1.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 171.3K | $4.1M | 0.0% | -3.2% |
| Avantax Planning Partners, Inc. | Wealth advisor | 168.5K | $4.1M | 0.1% | -1.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.