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Nyli Mackay Muni Shrt Durat (MMSD)

CUSIP: 64953X100 | NYSE | 15 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

New York Life Investment Management LLC1,977,705
0.3% of portfolio›$48.9M
Invenio Wealth Partners LLC277,687
2.5% of portfolio›$6.9M
M Wealth Management, LLC56,443
1.1% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC32,184
0.0% of portfolio›$795.6K
Elyxium Wealth, LLC10,553
0.0% of portfolio›$261.0K
UMB Private Wealth Management, LLC9,306
0.2% of portfolio›$230.1K
StyleTurnoverLocationFiled
New York Life Investment Management LLC
1,977,705$48.9M0.3%GrowthLowNew York, NY2026-11-04
Invenio Wealth Partners LLC
277,687$6.9M2.5%ETFLowCoral Gables, FL2026-10-20
M Wealth Management, LLC
56,443$1.4M1.1%ETFVery LowSan Diego, CA2026-10-14
Wealth Enhancement Advisory Services, LLC
32,184$795.6K0.0%CoreLowPlymouth, MN2026-10-13
Elyxium Wealth, LLC
10,553$261.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
UMB Private Wealth Management, LLC
9,306$230.1K0.2%GrowthN/AKansas City, MO2026-10-19