NEW YORK LIFE INVTS ACTIVE E - NYLI MACKAY MUN (MMIT)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / NYLI MACKAY MUN
Total 13F shares
8,940,463
Share change
+523,319
Total reported value
$217,534,605
Price per share
$24.33
Number of holders
16
Value change
+$12,739,012
Number of buys
9
Number of sells
3

Institutional Holders of NEW YORK LIFE INVTS ACTIVE E - NYLI MACKAY MUN (MMIT) as of Q4 2025

As of 31 Dec 2025, NEW YORK LIFE INVTS ACTIVE E - NYLI MACKAY MUN (MMIT) was held by 16 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 8,940,463 shares. The largest 10 holders included Orgel Wealth Management, LLC, Pallas Capital Advisors LLC, TruWealth Advisors, LLC, MassMutual Private Wealth & Trust, FSB, Dynamic Advisor Solutions LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Brady Martz Wealth Solutions, LLC, Spire Wealth Management, PARK AVENUE SECURITIES LLC, and DAVENPORT & Co LLC. This page lists 16 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.