MMIT — NYLI MACKAY MUNI INTERMEDIATE
As of Q2 2026, 7 SEC-registered investment managers reported holding MMIT (NYLI MACKAY MUNI INTERMEDIATE) in their latest 13F filings, with a combined reported value of $316.32M across 12.99M shares. That is +4.2% by share count (+528.71K shares) versus the previous quarter, while reported value moved +5.3%. Ownership is concentrated: the five largest holders account for 99.8% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 6.60M | $160.83M | 0.01% | Add |
| Morgan Stanley history | 3.84M | $93.39M | 0.01% | Hold |
| UBS Group AG history | 2.17M | $52.92M | 0.01% | Add |
| BNY Mellon history | 203.47K | $4.95M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 149.92K | $3.66M | 0.00% | New |
| Citadel Advisors history | 18.48K | $449.89K | 0.00% | Reduce |
| Wells Fargo & Co history | 4.56K | $111.01K | 0.00% | New |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 6.22M | $149.81M | 0.01% | Add |
| Morgan Stanley history | 3.84M | $92.67M | 0.01% | Add |
| UBS Group AG history | 2.08M | $50.13M | 0.01% | Add |
| BNY Mellon history | 273.48K | $6.59M | 0.00% | Add |
| Citadel Advisors history | 48.63K | $1.17M | 0.00% | Add |
Q4 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 5.74M | $139.73M | 0.01% | Add |
| Morgan Stanley history | 2.79M | $67.77M | 0.00% | Add |
| UBS Group AG history | 1.70M | $41.30M | 0.01% | Add |
| BNY Mellon history | 268.93K | $6.54M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 144.15K | $3.51M | 0.00% | Reduce |
| Goldman Sachs Group history | 47.95K | $1.17M | 0.00% | New |
| Citadel Advisors history | 22.92K | $557.64K | 0.00% | Add |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 5.01M | $121.82M | 0.01% | Add |
| Morgan Stanley history | 2.60M | $63.24M | 0.00% | Add |
| UBS Group AG history | 1.58M | $38.49M | 0.01% | Add |
| BNY Mellon history | 291.54K | $7.08M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 147.71K | $3.59M | 0.00% | Reduce |
| Citadel Advisors history | 18.93K | $460.12K | 0.00% | New |
| Wells Fargo & Co history | 13.24K | $321.76K | 0.00% | Add |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 4.54M | $108.37M | 0.01% | Add |
| Morgan Stanley history | 2.50M | $59.53M | 0.00% | Reduce |
| UBS Group AG history | 1.41M | $33.52M | 0.01% | Reduce |
| BNY Mellon history | 301.52K | $7.19M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 196.00K | $4.67M | 0.00% | Add |
| Goldman Sachs Group history | 80.60K | $1.92M | 0.00% | New |
| Wells Fargo & Co history | 4.88K | $116.34K | 0.00% | New |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 4.14M | $99.27M | 0.01% | Add |
| Morgan Stanley history | 2.57M | $61.67M | 0.01% | Reduce |
| UBS Group AG history | 1.59M | $38.13M | 0.01% | Add |
| BNY Mellon history | 306.29K | $7.34M | 0.00% | Hold |
| JPMorgan Chase & Co history | 144.00K | $3.45M | 0.00% | Add |
| Citadel Advisors history | 51.10K | $1.22M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 149.92K sh · $3.66M
- Wells Fargo & Co 4.56K sh · $111.01K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 11 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 6.60M | 6.22M | 5.74M | 5.01M | 4.54M | 4.14M | 3.90M | 4.06M | 3.64M | 3.41M | 4.30M | 2.79M | 2.73M | 2.31M | 2.26M | 1.66M | 693.43K | 1.67M | 2.24M | 2.21M |
| Morgan Stanley | 3.84M | 3.84M | 2.79M | 2.60M | 2.50M | 2.57M | 2.94M | 2.66M | 2.54M | 2.50M | 2.33M | 2.31M | 1.94M | 1.30M | 1.03M | 1.08M | 1.11M | 1.12M | 1.01M | 434.74K |
| UBS Group AG | 2.17M | 2.08M | 1.70M | 1.58M | 1.41M | 1.59M | 1.49M | 1.52M | 1.65M | 1.51M | 1.36M | 1.18M | 957.42K | 906.46K | 873.38K | 592.68K | 356.40K | 395.13K | 365.67K | 329.67K |
| BNY Mellon | 203.47K | 273.48K | 268.93K | 291.54K | 301.52K | 306.29K | 307.22K | 300.19K | 299.06K | 308.07K | 318.55K | 342.99K | 40.10K | 26.55K | 18.38K | 22.86K | 22.24K | 19.66K | 9.20K | — |
| JPMorgan Chase & Co | 149.92K | — | 144.15K | 147.71K | 196.00K | 144.00K | 93.83K | 90.85K | 70.77K | 101.10K | 93.58K | 11.11K | — | — | — | — | — | — | — | — |
| Citadel Advisors | 18.48K | 48.63K | 22.92K | 18.93K | — | 51.10K | 63.88K | — | 24.67K | — | — | 10.24K | — | — | — | 25.63K | — | — | — | 25.13K |
| Wells Fargo & Co | 4.56K | — | — | 13.24K | 4.88K | — | 2.08K | 2.08K | 2.95K | — | — | — | 4.22K | 4.22K | 4.22K | 4.22K | 1.35K | 4.00K | — | — |
| Goldman Sachs Group | — | — | 47.95K | — | 80.60K | — | 43.01K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | 1 | — | — | — | — | 1 | 2 | — | — | — | — | — |
| PNC Financial Services | — | — | — | — | — | — | — | — | 8.18K | 8.18K | — | — | — | — | — | — | — | — | — | — |
| Prudential Financial | — | — | — | — | — | — | — | 19.60K | 11.56K | 13.09K | 10.82K | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details