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MMD

NYLI MacKay DefinedTerm Muni Opportunities Fund
$15.42 -0.05 (-0.32%) At close · Jul 6
Market Cap
$289.58M
Shares
18,779,453

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 69
Total Value: $80,854,099
Total Shares: 5,439,093

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 69 13F filers
Top Holder
13.5%
Jun 2023 → Mar 2026 · range 11.5% – 18.7%
of institutional value
Top 5
50.2%
Jun 2023 → Mar 2026 · range 38.9% – 54.5%
of institutional value
Top 10
67.7%
Jun 2023 → Mar 2026 · range 57.9% – 72.0%
of institutional value
HHI
638
Jun 2023 → Mar 2026 · range 488 – 840
Broadly held
Showing 69 of 69
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid Hennion & Walsh Asset Management, Inc. $10,930,312 13.52% 736,048
Mega RAYMOND JAMES FINANCIAL INC $10,032,406 12.41% 675,583
Mega MORGAN STANLEY $6,710,194 8.30% 451,865
Large GUGGENHEIM CAPITAL LLC $6,423,159 7.94% 432,536
Small ROBINSON CAPITAL MANAGEMENT, LLC $6,422,654 7.94% 432,502
Mega BANK OF AMERICA CORP /DE/ Bank $4,722,879 5.84% 318,039
Mega WELLS FARGO & COMPANY/MN $3,960,880 4.90% 266,726
Mega ROYAL BANK OF CANADA Bank $2,204,081 2.73% 148,423
Small Noble Wealth Management PBC $1,932,974 2.39% 124,708
Large NewEdge Advisors, LLC $1,443,717 1.79% 97,220
Small ProVise Management Group, LLC $1,420,788 1.76% 95,676
Mega ENVESTNET ASSET MANAGEMENT INC $1,395,855 1.73% 93,997
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $1,295,914 1.60% 87,267
Mid PARK AVENUE SECURITIES LLC Broker-Dealer $1,234,599 1.53% 83,138
Small Intellus Advisors LLC $1,098,276 1.36% 73,958
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $1,018,116 1.26% 68,560
Small Logan Stone Capital, LLC $966,764 1.20% 65,102
Mega LPL Financial LLC $938,490 1.16% 63,198
Mega Invesco Ltd. $930,204 1.15% 62,640
Micro Worthington Financial Partners, LLC $832,075 1.03% 56,032
Large MERCER GLOBAL ADVISORS INC /ADV $766,839 0.95% 51,639
Mega UBS Group AG $749,241 0.93% 50,454
Micro Whipplewood Advisors, LLC $724,858 0.90% 48,812
Large COHEN & STEERS, INC. $668,250 0.83% 45,000
Small Thomas J. Herzfeld Advisors, Inc. $659,280 0.82% 44,396
Micro Ackerman Capital Advisors, LLC $648,573 0.80% 43,675
Mega AQR CAPITAL MANAGEMENT LLC $624,516 0.77% 42,055
Small 1607 Capital Partners, LLC $580,456 0.72% 39,088
Mega Bank of New York Mellon Corp Bank $553,147 0.68% 37,249
Large OSAIC HOLDINGS, INC. $548,054 0.68% 36,906
Large &PARTNERS $490,688 0.61% 33,043
Small XML Financial, LLC $482,699 0.60% 32,505
Mid WEDBUSH SECURITIES INC Broker-Dealer $457,706 0.57% 30,822
Small Global Endowment Management, LP Endowment $445,500 0.55% 30,000
Small WealthPLAN Partners, LLC $392,337 0.49% 26,420
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $367,092 0.45% 24,720
Small CENTAURUS FINANCIAL, INC. $360,765 0.45% 24,294
Large Rockefeller Capital Management L.P. $357,617 0.44% 24,082
Small Plancorp, LLC $353,533 0.44% 23,807
Large Steward Partners Investment Advisory, LLC $348,202 0.43% 23,448
Mega AMERIPRISE FINANCIAL INC $311,404 0.39% 20,970
Micro Scarborough Advisors, LLC $290,020 0.36% 19,530
Large STIFEL FINANCIAL CORP $288,535 0.36% 19,430
Mid MGO ONE SEVEN LLC $265,889 0.33% 17,905
Micro INTEGRATED CAPITAL MANAGEMENT, INC. $263,542 0.33% 17,747
Micro Arlington Capital Management, Inc. $258,998 0.32% 17,441
Large NOMURA HOLDINGS INC $248,589 0.31% 16,740
Large Kestra Advisory Services, LLC $229,016 0.28% 15,422
Mid Equitable Holdings, Inc. $227,932 0.28% 15,349
Micro Compass Financial Group, INC/SD $208,107 0.26% 14,014
Large Cerity Partners LLC $206,325 0.26% 13,894
Large Cetera Investment Advisers $192,500 0.24% 12,963
Mid NewEdge Wealth, LLC $171,072 0.21% 11,520
Mid WOLVERINE ASSET MANAGEMENT LLC $164,849 0.20% 11,101
Small Rareview Capital LLC $159,889 0.20% 10,767
Micro Financially in Tune, LLC $154,662 0.19% 10,415
Mid OPPENHEIMER & CO INC $151,588 0.19% 10,208
Small Pasadena Private Wealth, LLC $148,500 0.18% 10,000
Mid Arax Advisory Partners $132,491 0.16% 8,922
Mid HARBOUR INVESTMENTS, INC. $70,092 0.09% 4,720
Mid CoreCap Advisors, LLC $60,605 0.07% 3,910
Micro PlanVest Financial, Inc $57,915 0.07% 3,900
Large FIFTH THIRD BANCORP Bank $54,157 0.07% 3,647
Small KELLEHER FINANCIAL ADVISORS $13,662 0.02% 920
Micro Smallwood Wealth Investment Management, LLC $11,063 0.01% 745
Small FNY Investment Advisers, LLC $8,910 0.01% 600
Mid Farther Finance Advisors, LLC $7,425 0.01% 500
Large HUNTINGTON NATIONAL BANK Bank $2,465 0.00% 166
Small Measured Wealth Private Client Group, LLC $207 0.00% 14
Key facts CIK 1518557 CUSIP 56064K100 13F (30d) 2 filings 2 filers

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