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Nyli Mackay Muni Insured ETF (MMIN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
ACT Advisors, Llc.
INCREASED
Shares594,619 from 555,558
Change+39,061 (+7%)
Value$13.2M (-$213.9K)
Filed 2026-10-15
RTD Financial Advisors, Inc.
DECREASED
Shares441,046 from 524,861
Change-83,815 (-16%)
Value$9.8M (-$2.9M)
Filed 2026-10-09
Fluent Financial, LLC
DECREASED
Shares278,305 from 279,633
Change-1,328 (0%)
Value$6.2M (-$574.8K)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares96,252 from 64,808
Change+31,444 (+49%)
Value$2.1M (+$573.6K)
Filed 2026-10-08
Atria Investments, Inc
INCREASED
Shares93,047 from 60,255
Change+32,792 (+54%)
Value$2.1M (+$612.5K)
Filed 2026-10-15
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares82,306 from 113,938
Change-31,632 (-28%)
Value$1.8M (-$926.3K)
Filed 2026-10-27
Purus Wealth Management, LLC
INCREASED
Shares77,485 from 72,795
Change+4,690 (+6%)
Value$1.7M (-$37.6K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares73,132 from 58,270
Change+14,862 (+26%)
Value$1.6M (+$217.2K)
Filed 2026-11-02
Golden State Wealth Management, LLC
DECREASED
Shares71,636 from 74,425
Change-2,789 (-4%)
Value$1.6M (-$207.2K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares69,077 from 130,930
Change-61,853 (-47%)
Value$1.5M (-$1.6M)
Filed 2026-10-13
BCS Wealth Management
DECREASED
Shares66,966 from 71,083
Change-4,117 (-6%)
Value$1.5M (-$230.3K)
Filed 2026-11-03
Hilton Head Capital Partners, LLC
DECREASED
Shares54,616 from 54,974
Change-358 (-1%)
Value$1.2M (-$115.2K)
Filed 2026-10-23
Landmark Wealth Management, LLC
INCREASED
Shares39,031 from 29,376
Change+9,655 (+33%)
Value$868.8K (+$157.6K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
UNCHANGED
Shares36,100 from 36,100
Change0 (0%)
Value$803.6K (-$70.4K)
Filed 2026-10-21
Syntegra Private Wealth Group, LLC
INCREASED
Shares30,612 from 23,439
Change+7,173 (+31%)
Value$681.4K (+$114.0K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares25,534 from 25,147
Change+387 (+2%)
Value$568.0K (-$41.0K)
Filed 2026-11-02
Lebenthal Global Advisors, LLC
NEW
Shares23,348
Change+23,348
Value$519.7K
Filed 2026-10-28
Narwhal Capital Management
NEW
Shares20,837
Change+20,837
Value$463.8K
Filed 2026-11-04
Cooper Financial Group
INCREASED
Shares20,286 from 14,641
Change+5,645 (+39%)
Value$451.6K (+$97.1K)
Filed 2026-10-07
Fifth Third Bancorp
NEW
Shares20,211
Change+20,211
Value$449.9K
Filed 2026-11-05
Paulson Wealth Management Inc.
DECREASED
Shares19,720 from 22,886
Change-3,166 (-14%)
Value$439.0K (-$115.1K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares17,080 from 16,450
Change+630 (+4%)
Value$380.2K (-$18.1K)
Filed 2026-10-30
Lakeshore Capital Group, Inc.
NEW
Shares16,092
Change+16,092
Value$358.2K
Filed 2026-10-20
Bank of New York Mellon Corp
INCREASED
Shares15,040 from 14,120
Change+920 (+7%)
Value$334.8K (-$7.0K)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares12,555 from 12,555
Change0 (0%)
Value$279.5K (-$24.5K)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
NEW
Shares11,328
Change+11,328
Value$252.2K
Filed 2026-11-04
Claro Advisors Inc.
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$200.3K (-$17.6K)
Filed 2026-11-02
Private Trust Co NA
UNCHANGED
Shares1,675 from 1,675
Change0 (0%)
Value$37.3K (-$3.3K)
Filed 2026-10-20
Assetmark, Inc
UNCHANGED
Shares1,608 from 1,608
Change0 (0%)
Value$35.8K (-$3.1K)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
DECREASED
Shares1,070 from 3,326
Change-2,256 (-68%)
Value$23.8K (-$56.7K)
Filed 2026-10-20
Peck Wealth Management, LLC
DECREASED
Shares300 from 9,100
Change-8,800 (-97%)
Value$6.7K (-$213.6K)
Filed 2026-10-29
Econ Financial Services Corp
CLOSED
Shares0 from 68,268
Change-68,268 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-19
Americana Partners, LLC
CLOSED
Shares0 from 8,540
Change-8,540 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,122
Change-1,122 (-100%)
Value$0 (-$27.2K)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 3,760,396
Change-3,760,396 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,891,352
Change-2,891,352 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 694,627
Change-694,627 (-100%)
Value—
UBS Group AG
N/A
Shares— from 580,702
Change-580,702 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 525,286
Change-525,286 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 374,536
Change-374,536 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 321,463
Change-321,463 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 314,160
Change-314,160 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 217,970
Change-217,970 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 156,253
Change-156,253 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 131,607
Change-131,607 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 128,723
Change-128,723 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 120,912
Change-120,912 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 94,801
Change-94,801 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 82,199
Change-82,199 (-100%)
Value—
Croban
N/A
Shares— from 77,605
Change-77,605 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 60,302
Change-60,302 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 51,169
Change-51,169 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 41,712
Change-41,712 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 38,167
Change-38,167 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 37,360
Change-37,360 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 34,014
Change-34,014 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 32,368
Change-32,368 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 31,938
Change-31,938 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 27,645
Change-27,645 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 22,464
Change-22,464 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 22,218
Change-22,218 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 21,003
Change-21,003 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 20,458
Change-20,458 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 17,725
Change-17,725 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 14,841
Change-14,841 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 12,941
Change-12,941 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 12,645
Change-12,645 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 9,528
Change-9,528 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,728
Change-5,728 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 5,673
Change-5,673 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,202
Change-4,202 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Status
ACT Advisors, Llc.
INCREASED594,619555,558+39,061+7%$13.5M$13.2M-$213.9K2026-10-15
RTD Financial Advisors, Inc.
DECREASED441,046524,861-83,815-16%$12.7M$9.8M-$2.9M2026-10-09
Fluent Financial, LLC
DECREASED278,305279,633-1,3280%$6.8M$6.2M-$574.8K2026-10-13
First Heartland Consultants, Inc.
INCREASED96,25264,808+31,444+49%$1.6M$2.1M+$573.6K2026-10-08
Atria Investments, Inc
INCREASED93,04760,255+32,792+54%$1.5M$2.1M+$612.5K2026-10-15
Schneider Downs Wealth Management Advisors, LP
DECREASED82,306113,938-31,632-28%$2.8M$1.8M-$926.3K2026-10-27
Purus Wealth Management, LLC
INCREASED77,48572,795+4,690+6%$1.8M$1.7M-$37.6K2026-10-15
Commonwealth Equity Services, LLC
INCREASED73,13258,270+14,862+26%$1.4M$1.6M+$217.2K2026-11-02
Golden State Wealth Management, LLC
DECREASED71,63674,425-2,789-4%$1.8M$1.6M-$207.2K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED69,077130,930-61,853-47%$3.2M$1.5M-$1.6M2026-10-13
BCS Wealth Management
DECREASED66,96671,083-4,117-6%$1.7M$1.5M-$230.3K2026-11-03
Hilton Head Capital Partners, LLC
DECREASED54,61654,974-358-1%$1.3M$1.2M-$115.2K2026-10-23
Landmark Wealth Management, LLC
INCREASED39,03129,376+9,655+33%$711.2K$868.8K+$157.6K2026-11-03
Wealthcare Advisory Partners LLC
UNCHANGED36,10036,10000%$874.0K$803.6K-$70.4K2026-10-21
Syntegra Private Wealth Group, LLC
INCREASED30,61223,439+7,173+31%$567.5K$681.4K+$114.0K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED25,53425,147+387+2%$609.0K$568.0K-$41.0K2026-11-02
Lebenthal Global Advisors, LLC
NEW23,348—+23,348——$519.7K—2026-10-28
Narwhal Capital Management
NEW20,837—+20,837——$463.8K—2026-11-04
Cooper Financial Group
INCREASED20,28614,641+5,645+39%$354.5K$451.6K+$97.1K2026-10-07
Fifth Third Bancorp
NEW20,211—+20,211——$449.9K—2026-11-05
Paulson Wealth Management Inc.
DECREASED19,72022,886-3,166-14%$554.1K$439.0K-$115.1K2026-11-02
Truist Financial Corp
INCREASED17,08016,450+630+4%$398.3K$380.2K-$18.1K2026-10-30
Lakeshore Capital Group, Inc.
NEW16,092—+16,092——$358.2K—2026-10-20
Bank of New York Mellon Corp
INCREASED15,04014,120+920+7%$341.8K$334.8K-$7.0K2026-11-05
IFP Advisors, Inc
UNCHANGED12,55512,55500%$304.0K$279.5K-$24.5K2026-10-16
Cornerstone Wealth Management, LLC
NEW11,328—+11,328——$252.2K—2026-11-04
Claro Advisors Inc.
UNCHANGED9,0009,00000%$217.9K$200.3K-$17.6K2026-11-02
Private Trust Co NA
UNCHANGED1,6751,67500%$40.6K$37.3K-$3.3K2026-10-20
Assetmark, Inc
UNCHANGED1,6081,60800%$38.9K$35.8K-$3.1K2026-10-21
Physician Wealth Advisors, Inc.
DECREASED1,0703,326-2,256-68%$80.5K$23.8K-$56.7K2026-10-20
Peck Wealth Management, LLC
DECREASED3009,100-8,800-97%$220.3K$6.7K-$213.6K2026-10-29
Econ Financial Services Corp
CLOSED068,268-68,268-100%$1.7M$0-$1.7M2026-10-19
Americana Partners, LLC
CLOSED08,540-8,540-100%$206.8K$0-$206.8K2026-10-28
International Assets Investment Management, LLC
CLOSED01,122-1,122-100%$27.2K$0-$27.2K2026-11-02
Morgan Stanley
N/A—3,760,396-3,760,396-100%$91.0M———
Bank of America Corp
N/A—2,891,352-2,891,352-100%$70.0M———
Cornerstone Advisors Asset Management, LLC
N/A—694,627-694,627-100%$16.8M———
UBS Group AG
N/A—580,702-580,702-100%$14.1M———
LPL Financial LLC
N/A—525,286-525,286-100%$12.7M———
Pallas Capital Advisors LLC
N/A—374,536-374,536-100%$9.1M———
Raymond James Financial Inc
N/A—321,463-321,463-100%$7.8M———
Gotham Asset Management, LLC
N/A—314,160-314,160-100%$7.6M———
Osaic Holdings, Inc.
N/A—217,970-217,970-100%$5.3M———
Rockefeller Capital Management L.P.
N/A—156,253-156,253-100%$3.8M———
Envestnet Asset Management Inc
N/A—131,607-131,607-100%$3.2M———
Vertex Planning Partners, LLC
N/A—128,723-128,723-100%$3.1M———
Royal Bank of Canada
N/A—120,912-120,912-100%$2.9M———
Jane Street Group, LLC
N/A—94,801-94,801-100%$2.3M———
Fiduciary Trust Co
N/A—82,199-82,199-100%$2.0M———
Croban
N/A—77,605-77,605-100%$1.9M———
Sanctuary Advisors, LLC
N/A—60,302-60,302-100%$1.5M———
Cetera Investment Advisers
N/A—51,169-51,169-100%$1.2M———
Mariner, LLC
N/A—41,712-41,712-100%$1.0M———
Private Advisor Group, LLC
N/A—38,167-38,167-100%$924.0K———
Nuveen, LLC
N/A—37,360-37,360-100%$904.5K———
CFO4Life Group, LLC
N/A—34,014-34,014-100%$823.5K———
Wells Fargo & Company
N/A—32,368-32,368-100%$783.6K———
MML Investors Services, LLC
N/A—31,938-31,938-100%$773.2K———
Pine Valley Investments Ltd Liability Co
N/A—27,645-27,645-100%$671.4K———
Citadel Advisors LLC
N/A—22,464-22,464-100%$543.9K———
NewEdge Wealth, LLC
N/A—22,218-22,218-100%$537.9K———
SHP Wealth Management
N/A—21,003-21,003-100%$508.5K———
Tower Research Capital LLC (TRC)
N/A—20,458-20,458-100%$495.3K———
Steward Partners Investment Advisory, LLC
N/A—17,725-17,725-100%$429.1K———
Savvy Advisors, Inc.
N/A—14,841-14,841-100%$359.3K———
Stratos Wealth Partners, Ltd.
N/A—13,600-13,600-100%$329.3K———
Old Mission Capital LLC
N/A—12,941-12,941-100%$313.3K———
Snowden Capital Advisors LLC
N/A—12,645-12,645-100%$306.1K———
Summit Financial, LLC
N/A—9,528-9,528-100%$231.4K———
Harbour Investments, Inc.
N/A—5,728-5,728-100%$138.7K———
Millstone Evans Group, LLC
N/A—5,673-5,673-100%$137.3K———
JPMorgan Chase & Co
N/A—4,202-4,202-100%$101.9K———
MRP Capital Investments, LLC
N/A—1,900-1,900-100%$46.0K———
Northwestern Mutual Wealth Management Co
N/A—1,298-1,298-100%$31.4K———
Showing 74 of 74 institutions