Who owns NYLI MacKay California Muni Intermediate ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MMCA from SEC Form 13F filings across 26 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 26 institutions disclosed 4.9M shares of NYLI MacKay California Muni Intermediate ETF worth $104.1M — about 315.4% of shares outstanding; the largest disclosed holder is New York Life Investment Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
26
13F holders
$104.1M
value, 2026 filers
315.4%
of shares outstanding (4.9M sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MMCA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | New York Life Investment Management LLC | 3.3M | $71.3M | 0.5% | 212.2% | +574.8% |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 478,377 | $10.4M | 0.0% | 31% | +184.9% |
| 3 | Weil Company, Inc. | 435,765 | $9.5M | 1.7% | 28.3% | +1.1% |
| 4 | Cetera Investment Advisers | 156,871 | $3.4M | 0.0% | 10.2% | +24.6% |
| 5 | Octavia Wealth Advisors, LLC | 99,360 | $2.2M | 0.2% | 6.4% | -23.3% |
| 6 | Cambridge Investment Research Advisors, Inc. | 84,021 | $1,831 | 0.0% | 5.4% | +43.3% |
| 7 | Brio Consultants, LLC | 75,044 | $1.6M | 0.2% | 4.9% | +20.5% |
| 8 | GUGGENHEIM CAPITAL LLCNEW | 34,676 | $755,590 | 0.0% | 2.2% | new |
| 9 | Entruity Wealth, LLC | 32,853 | $715,834 | 0.5% | 2.1% | -71.1% |
| 10 | Avantax Planning Partners, Inc. | 29,361 | $639,747 | 0.0% | 1.9% | +7.4% |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 24,504 | $533,685 | 0.0% | 1.6% | +0.2% |
| 12 | OSAIC HOLDINGS, INC. | 21,357 | $465,367 | 0.0% | 1.4% | +21.7% |
| 13 | OLD MISSION CAPITAL LLC | 16,953 | $369,388 | 0.0% | 1.1% | -45.5% |
| 14 | JANE STREET GROUP, LLC | 16,499 | $359,497 | 0.0% | 1.1% | -63.5% |
| 15 | SeaCrest Wealth Management, LLC | 14,928 | $325,267 | 0.0% | 1% | +44.8% |
| 16 | Sprinkle Financial Consultants LLCNEW | 14,198 | $309,360 | 0.1% | 0.9% | new |
| 17 | FF Advisors,LLCNEW | 13,445 | $292,953 | 0.1% | 0.9% | new |
| 18 | Wedmont Private Capital | 11,448 | $248,135 | 0.0% | 0.7% | 0.0% |
| 19 | WEALTH ALLIANCE, LLC | 10,650 | $232,053 | 0.0% | 0.7% | 0.0% |
| 20 | Ameritas Investment Partners, Inc. | 7,559 | $164,695 | 0.0% | 0.5% | +0.1% |
| 21 | CREATIVE FINANCIAL DESIGNS INC /ADVNEW | 5,450 | $118,750 | 0.0% | 0.4% | new |
| 22 | Rockefeller Capital Management L.P. | 3,267 | $71,185 | 0.0% | 0.2% | +304.3% |
| 23 | Physician Wealth Advisors, Inc. | 2,587 | $56,369 | 0.0% | 0.2% | +1.7% |
| 24 | Sunrise Financial Services, LLC | 1,450 | $31,594 | 0.0% | 0.1% | 0.0% |
| 25 | JPMORGAN CHASE & CONEW | 543 | $11,854 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.