NEW YORK, NY
NYLI MACKAY DEFINEDTERM MUNI OPPORTUNITIES FUNDMMD— Latest position per institution from SEC 13F filings
15
Institutional holders
6.65M
Total shares held
86.96M
Estimated value
332.45K
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
1.15M
Value
19.46K
Filed
Sep 30, 2024
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
728.96K
Value
11.30M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
676.97K
Value
10.49M
Filed
Jun 30, 2026
ALMITAS CAPITAL LLC
CIK 1596468
Shares
586.74K
Value
9.89M
Filed
Sep 30, 2024
MORGAN STANLEY
CIK 895421
Shares
483.91K
Value
7.50M
Filed
Jun 30, 2026
ROBINSON CAPITAL MANAGEMENT, LLC
CIK 1599795
Shares
458.69K
Value
7.11M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
413.33K
Value
6.41M
Filed
Jun 30, 2026
ATLAS WEALTH LLC
CIK 1964106
Shares
323.21K
Value
5.33M
Filed
Jun 30, 2024
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
321.16K
Value
4.98M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
281.47K
Value
4.36M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
251.06K
Value
4.23M
Filed
Sep 30, 2024
NOBLE WEALTH MANAGEMENT PBC
CIK 2055065
Shares
124.71K
Value
1.93M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
116.45K
Value
1.96M
Filed
Sep 30, 2024
KESTRA ADVISORY SERVICES, LLC
CIK 1830819
Shares
112.18K
Value
1.75M
Filed
Jun 30, 2026
ARCHPOINT INVESTORS
CIK 1483472
Shares
109.51K
Value
1.85M
Filed
Sep 30, 2024
ROYAL BANK OF CANADA
CIK 1000275
Shares
106.33K
Value
1.65M
Filed
Jun 30, 2026
NEWEDGE ADVISORS, LLC
CIK 1633516
Shares
103.67K
Value
1.61M
Filed
Jun 30, 2026
PROVISE MANAGEMENT GROUP, LLC
CIK 1305707
Shares
103.03K
Value
1.60M
Filed
Jun 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
99.38K
Value
1.54M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
93.88K
Value
1.46M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 769317 | 1.15M | 19.46K | Sep 30, 2024 |
| 2 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 728.96K | 11.30M | Jun 30, 2026 |
| 3 | RAYMOND JAMES FINANCIAL INC | 720005 | 676.97K | 10.49M | Jun 30, 2026 |
| 4 | ALMITAS CAPITAL LLC | 1596468 | 586.74K | 9.89M | Sep 30, 2024 |
| 5 | MORGAN STANLEY | 895421 | 483.91K | 7.50M | Jun 30, 2026 |
| 6 | ROBINSON CAPITAL MANAGEMENT, LLC | 1599795 | 458.69K | 7.11M | Jun 30, 2026 |
| 7 | GUGGENHEIM CAPITAL LLC | 1283072 | 413.33K | 6.41M | Jun 30, 2026 |
| 8 | ATLAS WEALTH LLC | 1964106 | 323.21K | 5.33M | Jun 30, 2024 |
| 9 | BANK OF AMERICA CORP /DE/ | 70858 | 321.16K | 4.98M | Jun 30, 2026 |
| 10 | WELLS FARGO & COMPANY/MN | 72971 | 281.47K | 4.36M | Jun 30, 2026 |
| 11 | RAYMOND JAMES & ASSOCIATES | 1084208 | 251.06K | 4.23M | Sep 30, 2024 |
| 12 | NOBLE WEALTH MANAGEMENT PBC | 2055065 | 124.71K | 1.93M | Jun 30, 2026 |
| 13 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 116.45K | 1.96M | Sep 30, 2024 |
| 14 | KESTRA ADVISORY SERVICES, LLC | 1830819 | 112.18K | 1.75M | Jun 30, 2026 |
| 15 | ARCHPOINT INVESTORS | 1483472 | 109.51K | 1.85M | Sep 30, 2024 |
| 16 | ROYAL BANK OF CANADA | 1000275 | 106.33K | 1.65M | Jun 30, 2026 |
| 17 | NEWEDGE ADVISORS, LLC | 1633516 | 103.67K | 1.61M | Jun 30, 2026 |
| 18 | PROVISE MANAGEMENT GROUP, LLC | 1305707 | 103.03K | 1.60M | Jun 30, 2026 |
| 19 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 99.38K | 1.54M | Jun 30, 2026 |
| 20 | INVESCO LTD. | 914208 | 93.88K | 1.46M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.