NEW YORK, NY
NYLI MACKAY DEFINEDTERM MUNI OPPORTUNITIES FUNDMMD— Latest position per institution from SEC 13F filings
15
Institutional holders
6.58M
Total shares held
82.05M
Estimated value
328.95K
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
736.05K
Value
10.93M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
675.58K
Value
10.03M
Filed
Mar 31, 2026
ALMITAS CAPITAL LLC
CIK 1596468
Shares
586.74K
Value
9.89M
Filed
Sep 30, 2024
MORGAN STANLEY
CIK 895421
Shares
451.87K
Value
6.71M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
432.54K
Value
6.42M
Filed
Mar 31, 2026
ROBINSON CAPITAL MANAGEMENT, LLC
CIK 1599795
Shares
432.50K
Value
6.46M
Filed
Mar 31, 2026
ATLAS WEALTH LLC
CIK 1964106
Shares
323.21K
Value
5.33M
Filed
Jun 30, 2024
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
318.04K
Value
4.72M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
266.73K
Value
3.96M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
251.06K
Value
4.23M
Filed
Sep 30, 2024
ROYAL BANK OF CANADA
CIK 1000275
Shares
148.42K
Value
2.20M
Filed
Mar 31, 2026
NOBLE WEALTH MANAGEMENT PBC
CIK 2055065
Shares
120K
Value
1.78M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
116.45K
Value
1.96M
Filed
Sep 30, 2024
ARCHPOINT INVESTORS
CIK 1483472
Shares
109.51K
Value
1.85M
Filed
Sep 30, 2024
NEWEDGE ADVISORS, LLC
CIK 1633516
Shares
95.94K
Value
1.43M
Filed
Dec 31, 2025
PROVISE MANAGEMENT GROUP, LLC
CIK 1305707
Shares
95.68K
Value
1.42M
Filed
Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
94K
Value
1.40M
Filed
Mar 31, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
CIK 1034546
Shares
87.27K
Value
1.30M
Filed
Mar 31, 2026
PARK AVENUE SECURITIES LLC
CIK 1071640
Shares
83.14K
Value
1.24K
Filed
Mar 31, 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 | 736.05K | 10.93M | Mar 31, 2026 |
| 3 | RAYMOND JAMES FINANCIAL INC | 720005 | 675.58K | 10.03M | Mar 31, 2026 |
| 4 | ALMITAS CAPITAL LLC | 1596468 | 586.74K | 9.89M | Sep 30, 2024 |
| 5 | MORGAN STANLEY | 895421 | 451.87K | 6.71M | Mar 31, 2026 |
| 6 | GUGGENHEIM CAPITAL LLC | 1283072 | 432.54K | 6.42M | Mar 31, 2026 |
| 7 | ROBINSON CAPITAL MANAGEMENT, LLC | 1599795 | 432.50K | 6.46M | Mar 31, 2026 |
| 8 | ATLAS WEALTH LLC | 1964106 | 323.21K | 5.33M | Jun 30, 2024 |
| 9 | BANK OF AMERICA CORP /DE/ | 70858 | 318.04K | 4.72M | Mar 31, 2026 |
| 10 | WELLS FARGO & COMPANY/MN | 72971 | 266.73K | 3.96M | Mar 31, 2026 |
| 11 | RAYMOND JAMES & ASSOCIATES | 1084208 | 251.06K | 4.23M | Sep 30, 2024 |
| 12 | ROYAL BANK OF CANADA | 1000275 | 148.42K | 2.20M | Mar 31, 2026 |
| 13 | NOBLE WEALTH MANAGEMENT PBC | 2055065 | 120K | 1.78M | Mar 31, 2026 |
| 14 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 116.45K | 1.96M | Sep 30, 2024 |
| 15 | ARCHPOINT INVESTORS | 1483472 | 109.51K | 1.85M | Sep 30, 2024 |
| 16 | NEWEDGE ADVISORS, LLC | 1633516 | 95.94K | 1.43M | Dec 31, 2025 |
| 17 | PROVISE MANAGEMENT GROUP, LLC | 1305707 | 95.68K | 1.42M | Mar 31, 2026 |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 94K | 1.40M | Mar 31, 2026 |
| 19 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1034546 | 87.27K | 1.30M | Mar 31, 2026 |
| 20 | PARK AVENUE SECURITIES LLC | 1071640 | 83.14K | 1.24K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.