13FBOX
NYLI MACKAY DEFINEDTERM MUNI COM · 13F Institutional Holdings
Options Calculator Rankings
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NYLI MACKAY DEFINEDTERM MUNI COM

MMD
Institutions
124
Combined AUM (Q2 2026)
$414.0M
Combined Shares (Q2 2026)
19.2M
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+3.0M
72 institutions added · 16 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-472,727
40 institutions reduced · 11 exits
Est. sell amount
⚖️ Net Share Change
+2.5M
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$414.0M
Institutions
124
New Buys
16
Adds
56
Reduces
29
Exits
11
Unchanged
23
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
0.01%<0.01%#69$98.5M4.2M$77.9M3.5M+777,937+22.44%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#76$75.0M3.2M$57.5M2.5M+669,597+26.33%Add
RAYMOND JAMES FINANCIAL INC
<0.01%0.01%#75$18.3M998,430$17.5M988,638+9,792+0.99%Add
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
2.2%2.56%#4$16.8M694,627$16.6M700,318-5,691-0.81%Reduce
UBS Group AG
<0.01%<0.01%#89$14.7M623,150$13.9M603,448+19,702+3.26%Add
LPL Financial LLC
<0.01%<0.01%#84$14.0M608,739$11.8M522,253+86,486+16.56%Add
ACT Advisors, LLC.
4.47%5.6%#1$13.5M555,558$13.2M555,403+155+0.03%Add
RTD Financial Advisors, Inc.
1.39%1.46%#5$12.7M524,861$11.9M501,916+22,945+4.57%Add
Hennion & Walsh Asset Management, Inc.
0.32%0.37%#14$11.3M728,962$10.9M736,048-7,086-0.96%Reduce
Pallas Capital Advisors LLC
0.28%0.31%#18$9.1M374,536$8.4M352,415+22,121+6.28%Add
Gotham Asset Management, LLC
0.02%#52$7.6M314,160$00+314,160New Buy
ROBINSON CAPITAL MANAGEMENT, LLC
3.14%2.7%#2$7.1M458,692$6.5M432,502+26,190+6.06%Add
Fluent Financial, LLC
2.42%2.32%#3$6.8M279,633$6.3M263,627+16,006+6.07%Add
GUGGENHEIM CAPITAL LLC
0.04%0.05%#40$6.4M413,332$6.4M432,536-19,204-4.44%Reduce
OSAIC HOLDINGS, INC.
0.01%0.01%#64$5.9M255,603$4.1M188,056+67,547+35.92%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#102$5.1M313,836$4.0M266,726+47,110+17.66%Add
Rockefeller Capital Management L.P.
0.01%0.01%#62$4.8M220,298$3.3M149,301+70,997+47.55%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#98$4.6M222,984$4.0M204,355+18,629+9.12%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#104$4.6M227,238$4.8M256,367-29,129-11.36%Reduce
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#70$3.2M130,930$2.8M117,644+13,286+11.29%Add
Vertex Planning Partners, LLC
0.46%0.54%#13$3.1M128,723$2.8M116,705+12,018+10.30%Add
Schneider Downs Wealth Management Advisors, LP
0.26%0.3%#19$2.8M113,938$2.7M112,890+1,048+0.93%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#112$2.3M94,801$1.7M70,573+24,228+34.33%Add
FIDUCIARY TRUST CO
0.02%0.02%#49$2.0M82,199$2.0M85,284-3,085-3.62%Reduce
Noble Wealth Management PBC
0.87%0.9%#6$1.9M124,708$1.8M120,000+4,708+3.92%Add
CROBAN
0.83%0.86%#7$1.9M77,605$1.8M77,277+328+0.42%Add
Golden State Wealth Management, LLC
0.16%0.18%#24$1.8M74,425$1.6M67,620+6,805+10.06%Add
Purus Wealth Management, LLC
0.49%0.51%#12$1.8M72,795$1.6M67,562+5,233+7.75%Add
Kestra Advisory Services, LLC
0.01%<0.01%#66$1.7M112,179$229,02115,422+96,757+627.40%Add
BCS Wealth Management
0.31%0.32%#16$1.7M71,083$1.6M65,735+5,348+8.14%Add
Econ Financial Services Corp
0.77%0.76%#8$1.7M68,268$1.6M68,857-589-0.86%Reduce
NewEdge Advisors, LLC
<0.01%0.01%#77$1.6M103,674$1.4M97,220+6,454+6.64%Add
ProVise Management Group, LLC
0.11%0.1%#30$1.6M103,033$1.4M95,676+7,357+7.69%Add
First Heartland Consultants, Inc.
0.1%#31$1.6M64,808$00+64,808New Buy
RIVERNORTH CAPITAL MANAGEMENT, LLC
0.07%0.05%#34$1.5M99,375$1.0M68,560+30,815+44.95%Add
Sanctuary Advisors, LLC
0.01%<0.01%#65$1.5M60,302$542,25222,870+37,432+163.67%Add
Cetera Investment Advisers
<0.01%<0.01%#94$1.5M65,400$1.4M63,680+1,720+2.70%Add
Atria Investments, Inc
0.01%#54$1.5M60,255$00+60,255New Buy
Invesco Ltd.
<0.01%<0.01%#116$1.5M93,876$930,20462,640+31,236+49.87%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#92$1.4M58,270$1.4M58,894-624-1.06%Reduce
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
0.08%0.09%#32$1.4M87,267$1.3M87,26700.00%Unchanged
Hilton Head Capital Partners, LLC
0.67%0.89%#9$1.3M54,974$1.6M66,344-11,370-17.14%Reduce
PARK AVENUE SECURITIES LLC
0.01%0.01%#60$1.2M79,707$1.2M83,138-3,431-4.13%Reduce
Advisors Asset Management, Inc.
0.02%#51$1.2M78,096$00+78,096New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#86$1.2M62,752$595,00025,104+37,648+149.97%Add
Bank of New York Mellon Corp
<0.01%<0.01%#115$1.1M63,938$887,92351,369+12,569+24.47%Add
Intellus Advisors LLC
0.13%0.15%#27$1.1M69,702$1.1M73,958-4,256-5.75%Reduce
Mariner, LLC
<0.01%<0.01%#99$1.0M41,712$1.0M42,427-715-1.69%Reduce
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#73$975,34652,965$643,98135,923+17,042+47.44%Add
Thomas J. Herzfeld Advisors, Inc.
0.29%0.22%#17$940,66460,688$659,28144,396+16,292+36.70%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow