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Nyli Mackay Muni Shrt Durat (MMSD)

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
Shares1,977,705 from 3,955,410
Change-1,977,705 (-50%)
Value$48.9M (-$51.3M)
Filed 2026-11-04
Invenio Wealth Partners LLC
INCREASED
Shares277,687 from 219,844
Change+57,843 (+26%)
Value$6.9M (+$1.3M)
Filed 2026-10-20
M Wealth Management, LLC
INCREASED
Shares56,443 from 48,503
Change+7,940 (+16%)
Value$1.4M (+$167.1K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares32,184 from 21,405
Change+10,779 (+50%)
Value$795.6K (+$253.0K)
Filed 2026-10-13
Elyxium Wealth, LLC
NEW
Shares10,553
Change+10,553
Value$261.0K
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares9,306
Change+9,306
Value$230.1K
Filed 2026-10-19
Cetera Investment Advisers
N/A
Shares— from 460,006
Change-460,006 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,282
Change-10,282 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,876
Change-8,876 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,162
Change-8,162 (-100%)
Value—
UBS Group AG
N/A
Shares— from 690
Change-690 (-100%)
Value—
Status
New York Life Investment Management LLC
DECREASED1,977,7053,955,410-1,977,705-50%$100.2M$48.9M-$51.3M2026-11-04
Invenio Wealth Partners LLC
INCREASED277,687219,844+57,843+26%$5.6M$6.9M+$1.3M2026-10-20
M Wealth Management, LLC
INCREASED56,44348,503+7,940+16%$1.2M$1.4M+$167.1K2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED32,18421,405+10,779+50%$542.6K$795.6K+$253.0K2026-10-13
Elyxium Wealth, LLC
NEW10,553—+10,553——$261.0K—2026-10-27
UMB Private Wealth Management, LLC
NEW9,306—+9,306——$230.1K—2026-10-19
Cetera Investment Advisers
N/A—460,006-460,006-100%$11.7M———
Royal Bank of Canada
N/A—10,282-10,282-100%$260.0K———
Jane Street Group, LLC
N/A—8,876-8,876-100%$224.9K———
JPMorgan Chase & Co
N/A—8,162-8,162-100%$207.6K———
UBS Group AG
N/A—690-690-100%$17.5K———
Showing 11 of 11 institutions