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Nyli Mackay DT Muni Oppo FND (MMD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares722,391 from 728,962
Change-6,571 (-1%)
Value$9.8M (-$1.5M)
Filed 2026-10-13
City of London Investment Management Co LTD
INCREASED
Shares194,245 from 87,267
Change+106,978 (+123%)
Value$2.6M (+$1.3M)
Filed 2026-10-30
Noble Wealth Management PBC
DECREASED
Shares120,018 from 124,708
Change-4,690 (-4%)
Value$1.6M (-$299.5K)
Filed 2026-10-01
Kestra Advisory Services, LLC
INCREASED
Shares118,017 from 112,179
Change+5,838 (+5%)
Value$1.6M (-$140.1K)
Filed 2026-11-02
ProVise Management Group, LLC
INCREASED
Shares107,035 from 103,033
Change+4,002 (+4%)
Value$1.5M (-$140.3K)
Filed 2026-11-06
Park Avenue Securities LLC
DECREASED
Shares79,198 from 79,707
Change-509 (-1%)
Value$1.1K (-$1.2M)
Filed 2026-10-26
Bank of New York Mellon Corp
INCREASED
Shares72,397 from 49,818
Change+22,579 (+45%)
Value$985.3K (+$213.1K)
Filed 2026-11-05
Whipplewood Advisors, LLC
INCREASED
Shares57,486 from 50,902
Change+6,584 (+13%)
Value$782.4K (-$6.6K)
Filed 2026-10-20
LPL Financial LLC
DECREASED
Shares54,872 from 83,453
Change-28,581 (-34%)
Value$746.8K (-$546.7K)
Filed 2026-11-06
Worthington Financial Partners, LLC
DECREASED
Shares49,734 from 52,059
Change-2,325 (-4%)
Value$676.9K (-$130.0K)
Filed 2026-10-13
Ackerman Capital Advisors, LLC
INCREASED
Shares47,931 from 46,364
Change+1,567 (+3%)
Value$652.3K (-$66.3K)
Filed 2026-10-30
Rareview Capital LLC
INCREASED
Shares40,375 from 38,814
Change+1,561 (+4%)
Value$549.5K (-$24.6K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares38,120 from 37,605
Change+515 (+1%)
Value$519 (-$582.5K)
Filed 2026-11-02
XML Financial, LLC
UNCHANGED
Shares32,505 from 32,505
Change0 (0%)
Value$442.4K (-$61.4K)
Filed 2026-10-29
WealthPLAN Partners, LLC
DECREASED
Shares24,290 from 24,590
Change-300 (-1%)
Value$330.6K (-$50.6K)
Filed 2026-10-15
Plancorp, LLC
UNCHANGED
Shares23,807 from 23,807
Change0 (0%)
Value$337.3K (-$26.0K)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares23,682 from 19,557
Change+4,125 (+21%)
Value$322.3K (+$19.2K)
Filed 2026-10-28
Riverbridge Partners LLC
NEW
Shares23,013
Change+23,013
Value$313.2K
Filed 2026-11-05
Compass Financial Group, Inc
UNCHANGED
Shares14,014 from 14,014
Change0 (0%)
Value$190.7K (-$26.5K)
Filed 2026-10-13
Integrated Capital Management, Inc.
DECREASED
Shares13,209 from 13,937
Change-728 (-5%)
Value$179.8K (-$36.2K)
Filed 2026-10-09
CoreCap Advisors, LLC
UNCHANGED
Shares3,910 from 3,910
Change0 (0%)
Value$53.2K (-$7.4K)
Filed 2026-10-08
Fifth Third Bancorp
UNCHANGED
Shares3,647 from 3,647
Change0 (0%)
Value$49.6K (-$6.9K)
Filed 2026-11-05
Kelleher Financial Advisors
DECREASED
Shares920 from 1,840
Change-920 (-50%)
Value$12.5K (-$16.0K)
Filed 2026-10-30
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$10.1K (-$1.4K)
Filed 2026-10-30
FNY Investment Advisers, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$8 (-$1)
Filed 2026-10-16
Scarborough Advisors, LLC
CLOSED
Shares0 from 19,530
Change-19,530 (-100%)
Value$0 (-$300.0K)
Filed 2026-10-16
Arlington Capital Management Inc
CLOSED
Shares0 from 18,694
Change-18,694 (-100%)
Value$0 (-$289.8K)
Filed 2026-10-30
Oppenheimer & Co Inc
CLOSED
Shares0 from 11,242
Change-11,242 (-100%)
Value$0 (-$174.3K)
Filed 2026-10-26
Farther Finance Advisors, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$7.8K)
Filed 2026-10-08
Raymond James Financial Inc
N/A
Shares— from 676,967
Change-676,967 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 483,912
Change-483,912 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 458,692
Change-458,692 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 413,332
Change-413,332 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 321,161
Change-321,161 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 281,468
Change-281,468 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 106,326
Change-106,326 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 103,674
Change-103,674 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 101,772
Change-101,772 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 99,375
Change-99,375 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 93,876
Change-93,876 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 91,377
Change-91,377 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 78,096
Change-78,096 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 69,702
Change-69,702 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 64,045
Change-64,045 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 60,688
Change-60,688 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 60,615
Change-60,615 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 52,291
Change-52,291 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 42,619
Change-42,619 (-100%)
Value—
UBS Group AG
N/A
Shares— from 42,448
Change-42,448 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 37,633
Change-37,633 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 35,240
Change-35,240 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 32,127
Change-32,127 (-100%)
Value—
&partners
N/A
Shares— from 29,666
Change-29,666 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 26,413
Change-26,413 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 22,786
Change-22,786 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 20,078
Change-20,078 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 16,134
Change-16,134 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 14,658
Change-14,658 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 14,231
Change-14,231 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 13,894
Change-13,894 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,419
Change-13,419 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 12,353
Change-12,353 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 12,200
Change-12,200 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 10,922
Change-10,922 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,415
Change-10,415 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,435
Change-6,435 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 94
Change-94 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
DECREASED722,391728,962-6,571-1%$11.3M$9.8M-$1.5M2026-10-13
City of London Investment Management Co LTD
INCREASED194,24587,267+106,978+123%$1.4M$2.6M+$1.3M2026-10-30
Noble Wealth Management PBC
DECREASED120,018124,708-4,690-4%$1.9M$1.6M-$299.5K2026-10-01
Kestra Advisory Services, LLC
INCREASED118,017112,179+5,838+5%$1.7M$1.6M-$140.1K2026-11-02
ProVise Management Group, LLC
INCREASED107,035103,033+4,002+4%$1.6M$1.5M-$140.3K2026-11-06
Park Avenue Securities LLC
DECREASED79,19879,707-509-1%$1.2M$1.1K-$1.2M2026-10-26
Bank of New York Mellon Corp
INCREASED72,39749,818+22,579+45%$772.2K$985.3K+$213.1K2026-11-05
Whipplewood Advisors, LLC
INCREASED57,48650,902+6,584+13%$789.0K$782.4K-$6.6K2026-10-20
LPL Financial LLC
DECREASED54,87283,453-28,581-34%$1.3M$746.8K-$546.7K2026-11-06
Worthington Financial Partners, LLC
DECREASED49,73452,059-2,325-4%$806.9K$676.9K-$130.0K2026-10-13
Ackerman Capital Advisors, LLC
INCREASED47,93146,364+1,567+3%$718.6K$652.3K-$66.3K2026-10-30
Rareview Capital LLC
INCREASED40,37538,814+1,561+4%$574.1K$549.5K-$24.6K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED38,12037,605+515+1%$583.0K$519-$582.5K2026-11-02
XML Financial, LLC
UNCHANGED32,50532,50500%$503.8K$442.4K-$61.4K2026-10-29
WealthPLAN Partners, LLC
DECREASED24,29024,590-300-1%$381.1K$330.6K-$50.6K2026-10-15
Plancorp, LLC
UNCHANGED23,80723,80700%$363.3K$337.3K-$26.0K2026-11-03
MGO One Seven LLC
INCREASED23,68219,557+4,125+21%$303.1K$322.3K+$19.2K2026-10-28
Riverbridge Partners LLC
NEW23,013—+23,013——$313.2K—2026-11-05
Compass Financial Group, Inc
UNCHANGED14,01414,01400%$217.2K$190.7K-$26.5K2026-10-13
Integrated Capital Management, Inc.
DECREASED13,20913,937-728-5%$216.0K$179.8K-$36.2K2026-10-09
CoreCap Advisors, LLC
UNCHANGED3,9103,91000%$60.6K$53.2K-$7.4K2026-10-08
Fifth Third Bancorp
UNCHANGED3,6473,64700%$56.5K$49.6K-$6.9K2026-11-05
Kelleher Financial Advisors
DECREASED9201,840-920-50%$28.5K$12.5K-$16.0K2026-10-30
Smallwood Wealth Investment Management, LLC
UNCHANGED74574500%$11.5K$10.1K-$1.4K2026-10-30
FNY Investment Advisers, LLC
UNCHANGED60060000%$9$8-$12026-10-16
Scarborough Advisors, LLC
CLOSED019,530-19,530-100%$300.0K$0-$300.0K2026-10-16
Arlington Capital Management Inc
CLOSED018,694-18,694-100%$289.8K$0-$289.8K2026-10-30
Oppenheimer & Co Inc
CLOSED011,242-11,242-100%$174.3K$0-$174.3K2026-10-26
Farther Finance Advisors, LLC
CLOSED0500-500-100%$7.8K$0-$7.8K2026-10-08
Raymond James Financial Inc
N/A—676,967-676,967-100%$10.5M———
Morgan Stanley
N/A—483,912-483,912-100%$7.5M———
Robinson Capital Management, LLC
N/A—458,692-458,692-100%$7.1M———
Guggenheim Capital LLC
N/A—413,332-413,332-100%$6.4M———
Bank of America Corp
N/A—321,161-321,161-100%$5.0M———
Wells Fargo & Company
N/A—281,468-281,468-100%$4.4M———
Royal Bank of Canada
N/A—106,326-106,326-100%$1.6M———
NewEdge Advisors, LLC
N/A—103,674-103,674-100%$1.6M———
1607 Capital Partners, LLC
N/A—101,772-101,772-100%$1.6M———
Rivernorth Capital Management, LLC
N/A—99,375-99,375-100%$1.5M———
Invesco Ltd.
N/A—93,876-93,876-100%$1.5M———
Envestnet Asset Management Inc
N/A—91,377-91,377-100%$1.4M———
Advisors Asset Management, Inc.
N/A—78,096-78,096-100%$1.2M———
Intellus Advisors LLC
N/A—69,702-69,702-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—64,045-64,045-100%$992.7K———
Thomas J. Herzfeld Advisors, Inc.
N/A—60,688-60,688-100%$940.7K———
Hopwood Nicholas Hunter
N/A—60,615-60,615-100%$939.5K———
Mercer Global Advisors Inc
N/A—52,291-52,291-100%$810.5K———
Cohen & Steers, Inc.
N/A—45,000-45,000-100%$698.0K———
AQR Capital Management LLC
N/A—42,619-42,619-100%$660.6K———
UBS Group AG
N/A—42,448-42,448-100%$657.9K———
Osaic Holdings, Inc.
N/A—37,633-37,633-100%$583.3K———
Steward Partners Investment Advisory, LLC
N/A—35,240-35,240-100%$546.2K———
Ameriprise Financial Inc
N/A—32,127-32,127-100%$498.0K———
&partners
N/A—29,666-29,666-100%$459.8K———
Global Endowment Management, LP
N/A—26,413-26,413-100%$409.0K———
Centaurus Financial, Inc.
N/A—22,786-22,786-100%$353.0K———
Northwestern Mutual Wealth Management Co
N/A—20,078-20,078-100%$311.2K———
Clear Street Group Inc.
N/A—16,134-16,134-100%$250.1K———
Stifel Financial Corp
N/A—14,658-14,658-100%$227.2K———
Cetera Investment Advisers
N/A—14,231-14,231-100%$220.6K———
Cerity Partners LLC
N/A—13,894-13,894-100%$215.4K———
Equitable Holdings, Inc.
N/A—13,419-13,419-100%$208.0K———
Main Street Financial Solutions, LLC
N/A—12,353-12,353-100%$191.5K———
Nomura Holdings Inc
N/A—12,200-12,200-100%$189.1K———
Arax Advisory Partners
N/A—10,922-10,922-100%$169.3K———
Beacon Pointe Advisors, LLC
N/A—10,415-10,415-100%$161.4K———
Pasadena Private Wealth, LLC
N/A—10,000-10,000-100%$155.0K———
BFC Planning, Inc.
N/A—6,435-6,435-100%$99.7K———
Harbour Investments, Inc.
N/A—4,720-4,720-100%$73.2K———
PlanVest Financial, Inc
N/A—3,900-3,900-100%$60.5K———
IMA Advisory Services, Inc.
N/A—94-94-100%$1.5K———
Measured Wealth Private Client Group, LLC
N/A—14-14-100%$217———
Showing 72 of 72 institutions