IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Nyli Mackay CA Muni Interm (MMCA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
New York Life Investment Management LLC
DECREASED
Shares1,636,593 from 3,273,186
Change-1,636,593 (-50%)
Value$33.5M (-$37.8M)
Filed 2026-11-04
Weil Company, Inc.
DECREASED
Shares430,821 from 435,765
Change-4,944 (-1%)
Value$8.8M (-$673.8K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares80,721 from 84,021
Change-3,300 (-4%)
Value$1.7M (-$178.0K)
Filed 2026-11-02
Avantax Planning Partners, Inc.
INCREASED
Shares41,183 from 29,361
Change+11,822 (+40%)
Value$843.2K (+$203.5K)
Filed 2026-11-03
International Assets Investment Management, LLC
INCREASED
Shares24,543 from 24,504
Change+39 (+0%)
Value$506.3K (-$27.4K)
Filed 2026-11-02
SeaCrest Wealth Management, LLC
INCREASED
Shares16,922 from 14,928
Change+1,994 (+13%)
Value$346.5K (+$21.2K)
Filed 2026-10-21
Sprinkle Financial Consultants LLC
INCREASED
Shares14,315 from 14,198
Change+117 (+1%)
Value$293.1K (-$16.3K)
Filed 2026-10-09
FF Advisors,LLC
DECREASED
Shares11,907 from 13,445
Change-1,538 (-11%)
Value$243.8K (-$49.2K)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
INCREASED
Shares6,462 from 2,587
Change+3,875 (+150%)
Value$132.3K (+$75.9K)
Filed 2026-10-20
Creative Financial Designs Inc
UNCHANGED
Shares5,450 from 5,450
Change0 (0%)
Value$111.6K (-$7.2K)
Filed 2026-11-04
Sunrise Financial Services, LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$29.7K (-$1.9K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 478,377
Change-478,377 (-100%)
Value$0 (-$10.4M)
Filed 2026-10-13
Wedmont Private Capital
CLOSED
Shares0 from 11,448
Change-11,448 (-100%)
Value$0 (-$248.1K)
Filed 2026-10-09
Cetera Investment Advisers
N/A
Shares— from 156,871
Change-156,871 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 99,360
Change-99,360 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 75,044
Change-75,044 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 34,676
Change-34,676 (-100%)
Value—
Entruity Wealth, LLC
N/A
Shares— from 32,853
Change-32,853 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 21,357
Change-21,357 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 16,953
Change-16,953 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 16,499
Change-16,499 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 10,650
Change-10,650 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 7,559
Change-7,559 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,267
Change-3,267 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 543
Change-543 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
New York Life Investment Management LLC
DECREASED1,636,5933,273,186-1,636,593-50%$71.3M$33.5M-$37.8M2026-11-04
Weil Company, Inc.
DECREASED430,821435,765-4,944-1%$9.5M$8.8M-$673.8K2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED80,72184,021-3,300-4%$1.8M$1.7M-$178.0K2026-11-02
Avantax Planning Partners, Inc.
INCREASED41,18329,361+11,822+40%$639.7K$843.2K+$203.5K2026-11-03
International Assets Investment Management, LLC
INCREASED24,54324,504+39+0%$533.7K$506.3K-$27.4K2026-11-02
SeaCrest Wealth Management, LLC
INCREASED16,92214,928+1,994+13%$325.3K$346.5K+$21.2K2026-10-21
Sprinkle Financial Consultants LLC
INCREASED14,31514,198+117+1%$309.4K$293.1K-$16.3K2026-10-09
FF Advisors,LLC
DECREASED11,90713,445-1,538-11%$293.0K$243.8K-$49.2K2026-10-21
Physician Wealth Advisors, Inc.
INCREASED6,4622,587+3,875+150%$56.4K$132.3K+$75.9K2026-10-20
Creative Financial Designs Inc
UNCHANGED5,4505,45000%$118.8K$111.6K-$7.2K2026-11-04
Sunrise Financial Services, LLC
UNCHANGED1,4501,45000%$31.6K$29.7K-$1.9K2026-10-21
Wealth Enhancement Advisory Services, LLC
CLOSED0478,377-478,377-100%$10.4M$0-$10.4M2026-10-13
Wedmont Private Capital
CLOSED011,448-11,448-100%$248.1K$0-$248.1K2026-10-09
Cetera Investment Advisers
N/A—156,871-156,871-100%$3.4M———
Octavia Wealth Advisors, LLC
N/A—99,360-99,360-100%$2.2M———
Brio Consultants, LLC
N/A—75,044-75,044-100%$1.6M———
Guggenheim Capital LLC
N/A—34,676-34,676-100%$755.6K———
Entruity Wealth, LLC
N/A—32,853-32,853-100%$715.8K———
Osaic Holdings, Inc.
N/A—21,357-21,357-100%$465.4K———
Old Mission Capital LLC
N/A—16,953-16,953-100%$369.4K———
Jane Street Group, LLC
N/A—16,499-16,499-100%$359.5K———
Wealth Alliance, LLC
N/A—10,650-10,650-100%$232.1K———
Ameritas Investment Partners, Inc.
N/A—7,559-7,559-100%$164.7K———
Rockefeller Capital Management L.P.
N/A—3,267-3,267-100%$71.2K———
JPMorgan Chase & Co
N/A—543-543-100%$11.9K———
Wells Fargo & Company
N/A—00—$9———
Showing 26 of 26 institutions