MMDNYLI MACKAY DEFINEDTERM MUNI
CUSIP 56064K100 · Yahoo Finance ↗ · Google Finance ↗
Nyli Mackay Definedterm Muni (MMD) has 69 institutional holders in Filings Flow’s 13F database, together reporting 5.43M shares worth $81M as of Q1 2026. The largest reported holders are Hennion & Walsh Asset Management, Inc., Raymond James Financial Inc, and Morgan Stanley.
Institutional Holders
69
Q1 2026
Reported Value
$81M
Ticker
MMD
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.37% | $11M | 736.0K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $10M | 675.6K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $7M | 451.9K | Q1 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 2.70% | $6M | 432.5K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.05% | $6M | 432.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $5M | 318.0K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 266.7K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 148.4K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.90% | $2M | 120.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $1M | 97.2K | Q1 2026 |
| ProVise Management Group, LLC$1.4B AUM | 0.10% | $1M | 95.7K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 94.0K | Q1 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.09% | $1M | 87.3K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.01% | $1M | 83.1K | Q1 2026 |
| Intellus Advisors LLC$732M AUM | 0.15% | $1M | 74.0K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $1M | 69.6K | Q4 2025OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.05% | $1M | 68.6K | Q1 2026 |
| Logan Stone Capital, LLC$360M AUM | 0.27% | $966,765 | 65.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $938,488 | 63.2K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $931,397 | 62.6K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $930,204 | 62.6K | Q1 2026 |
| Stonebrook Private Inc.$470M AUM | 0.21% | $894,680 | 60.5K | Q2 2025OLDER |
| Worthington Financial Partners, LLC$116M AUM | 0.71% | $832,076 | 56.0K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $766,834 | 51.6K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $749,242 | 50.5K | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.38% | $724,858 | 48.8K | Q1 2026 |
| COHEN & STEERS, INC.$57.6B AUM | 0.00% | $668,000 | 45.0K | Q1 2026 |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.22% | $659,281 | 44.4K | Q1 2026 |
| Ackerman Capital Advisors, LLC$488M AUM | 0.13% | $648,574 | 43.7K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $624,523 | 42.1K | Q1 2026 |
| 1607 Capital Partners, LLC$1.4B AUM | 0.04% | $580,457 | 39.1K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $553,148 | 37.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $548,053 | 36.9K | Q1 2026 |
| XML Financial, LLC$1.2B AUM | 0.04% | $482,699 | 32.5K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $480,592 | 33.0K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.01% | $458,000 | 30.8K | Q1 2026 |
| Summit X, LLC$0 AUM | 0.08% | $446,081 | 30.2K | Q2 2025OLDER |
| Global Endowment Management, LP$896M AUM | 0.05% | $446,000 | 30.0K | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $435,358 | 29.4K | Q2 2025OLDER |
| ROVIN CAPITAL /UT/ /ADV$377M AUM | 0.11% | $428,000 | 28.8K | Q4 2025OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.08% | $392,337 | 26.4K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $387,824 | 26.1K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $367,097 | 24.7K | Q1 2026 |
| Plancorp, LLC$3.5B AUM | 0.01% | $361,152 | 23.8K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.02% | $361,000 | 24.3K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $357,619 | 24.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $348,199 | 23.4K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $337,000 | 22.3K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $328,091 | 22.1K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $311,402 | 21.0K | Q1 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.02% | $297,400 | 20.0K | Q4 2025OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.03% | $290,021 | 19.5K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $288,536 | 19.4K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $282,917 | 19.0K | Q4 2025OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.01% | $269,192 | 18.1K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $265,889 | 17.9K | Q1 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 0.18% | $263,545 | 17.7K | Q1 2026 |
| Arlington Capital Management, Inc.$177M AUM | 0.15% | $258,999 | 17.4K | Q1 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $248,589 | 16.7K | Q1 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.02% | $246,871 | 16.6K | Q4 2025OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.08% | $244,758 | 16.2K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $229,021 | 15.4K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $228,240 | 15.3K | Q1 2026 |
| Compass Financial Group, INC/SD$715M AUM | 0.03% | $208,108 | 14.0K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $206,326 | 13.9K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.02% | $202,276 | 13.6K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $192,506 | 13.0K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $184,419 | 12.1K | Q3 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $171,072 | 11.5K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $167,092 | 11.0K | Q3 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $164,850 | 11.1K | Q1 2026 |
| Rareview Capital LLC$171M AUM | 0.09% | $159,244 | 10.8K | Q1 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.01% | $158,434 | 10.7K | Q4 2025OLDER |
| Financially in Tune, LLC$116M AUM | 0.13% | $154,663 | 10.4K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $151,589 | 10.2K | Q1 2026 |
| Pasadena Private Wealth, LLC$723M AUM | 0.02% | $148,500 | 10.0K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $132,492 | 8.9K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $70,092 | 4.7K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $58,064 | 3.9K | Q1 2026 |
| PlanVest Financial, Inc$131M AUM | 0.04% | $57,915 | 3.9K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $54,231 | 3.6K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $54,158 | 3.6K | Q1 2026 |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $29,740 | 2.0K | Q4 2025OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.00% | $13,662 | 920 | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.01% | $12,701 | 854 | Q4 2025OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.01% | $11,063 | 745 | Q1 2026 |
| FNY Investment Advisers, LLC$278M AUM | 0.00% | $8,000 | 600 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $7,450 | 500 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $2,466 | 166 | Q1 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $208 | 14 | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $15 | 1 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | — | $0 | 0 | Q4 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.