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Who owns MMITWhat MMIT owns — n/a

Who owns NYLI MacKay Muni Intermediate ETF?

Institutional ownership of MMIT from SEC Form 13F filings across 123 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.

123

13F holders

$991.9M

value, 2026 filers

66.7%

of shares outstanding (41.0M sh)

25

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 MMIT's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BANK OF AMERICA CORP /DE/6.6M$160.8M0.0%10.7%+6.3%
2MORGAN STANLEY3.8M$93.4M0.0%6.2%-0.2%
3JONES FINANCIAL COMPANIES LLLP3.3M$81.3M0.0%5.4%+1063.4%
4RAYMOND JAMES FINANCIAL INC2.4M$58.6M0.0%3.9%+13.7%
5Cetera Investment Advisers2.3M$55.5M0.1%3.7%+11.0%
6UBS Group AG2.2M$52.9M0.0%3.5%+4.5%
7IAG Wealth Partners, LLC2.0M$47.9M4.7%3.2%+3.3%
8LPL Financial LLC1.8M$44.8M0.0%3%-16.0%
9Midwest Trust Co1.4M$33.9M0.4%2.3%+10.5%
10Mariner, LLC1.2M$29.0M0.0%1.9%-1.7%
11ENVESTNET ASSET MANAGEMENT INC983,337$23.9M0.0%1.6%+10.2%
12ROYAL BANK OF CANADA729,308$17.8M0.0%1.2%+2.3%
13Lebenthal Global Advisors, LLC663,814$16.2M2.2%1.1%-5.1%
14FLPUTNAM INVESTMENT MANAGEMENT CO652,258$15.9M0.2%1.1%+29.7%
15Pallas Capital Advisors LLC617,698$15.0M0.5%1%+6.0%
16Orion Porfolio Solutions, LLC596,221$14.5M0.1%1%-0.3%
17Waverly Advisors, LLCNEW573,580$14.0M0.1%0.9%new
18GREAT VALLEY ADVISOR GROUP, INC.507,293$12.4M0.2%0.8%+16.7%
19MassMutual Private Wealth & Trust, FSB459,502$11.2M0.3%0.7%+3.1%
20STIFEL FINANCIAL CORP440,047$10.7M0.0%0.7%+23.5%
21OSAIC HOLDINGS, INC.433,968$10.6M0.0%0.7%+16.8%
22Summit Financial, LLC388,794$9.5M0.1%0.6%-4.3%
23Concurrent Investment Advisors, LLCNEW358,065$8.7M0.1%0.6%new
24AXXCESS WEALTH MANAGEMENT, LLCNEW346,856$8.4M0.1%0.6%new
25Dynamic Advisor Solutions LLC345,958$8.4M0.2%0.6%-2.1%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.