MMCA Institutional Ownership
NYLI MacKay California Muni Intermediate ETF
1W: +0.6%
1M: -3.0%
3M: -5.3%
YTD: -5.0%
1Y: -4.3%
3Y: +7.3%
$20.64
+0.01 (+0.05%)
Weekly Expected Move ±0.9%
$20
$20
$21
$21
$21
Overview
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Institutional Ownership — MMCA
30
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
106M
Total Invested
5
New Positions
13
Increased
8
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (30 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | New York Life Investment Management LL | 3,273,186 | 68M | +2,788,137 | +574.8% | 11Q | SEC ↗ |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 478,377 | 10M | +310,451 | +184.9% | 2Q | SEC ↗ |
| 3 | Weil Company, Inc. | 435,765 | 9M | +4,920 | +1.1% | 13Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 156,871 | 3M | +30,993 | +24.6% | 3Q | SEC ↗ |
| 5 | Octavia Wealth Advisors, LLC | 99,360 | 2M | -30,156 | -23.3% | 4Q | SEC ↗ |
| 6 | Cambridge Investment Research Advisors | 84,021 | 2M | +25,397 | +43.3% | 2Q | SEC ↗ |
| 7 | Brio Consultants, LLC | 75,044 | 2M | +12,782 | +20.5% | 5Q | SEC ↗ |
| 8 | GUGGENHEIM CAPITAL LLC NEW | 34,676 | 716K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Entruity Wealth, LLC | 32,853 | 678K | -80,960 | -71.1% | 7Q | SEC ↗ |
| 10 | Avantax Planning Partners, Inc. | 29,361 | 606K | +2,016 | +7.4% | 3Q | SEC ↗ |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 24,504 | 506K | +39 | +0.2% | 12Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 21,357 | 441K | +3,813 | +21.7% | 3Q | SEC ↗ |
| 13 | OLD MISSION CAPITAL LLC | 16,953 | 350K | -14,145 | -45.5% | 4Q | SEC ↗ |
| 14 | JANE STREET GROUP, LLC | 16,499 | 341K | -28,715 | -63.5% | 4Q | SEC ↗ |
| 15 | SeaCrest Wealth Management, LLC | 14,928 | 308K | +4,618 | +44.8% | 2Q | SEC ↗ |
| 16 | Sprinkle Financial Consultants LLC NEW | 14,198 | 293K | — | +0.0% | 1Q | SEC ↗ |
| 17 | FF Advisors,LLC NEW | 13,445 | 278K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Wedmont Private Capital | 11,448 | 236K | — | +0.0% | 4Q | SEC ↗ |
| 19 | WEALTH ALLIANCE, LLC | 10,650 | 220K | — | +0.0% | 4Q | SEC ↗ |
| 20 | Ameritas Investment Partners, Inc. | 7,559 | 156K | +9 | +0.1% | 4Q | SEC ↗ |
| 21 | CREATIVE FINANCIAL DESIGNS INC /ADV NEW | 5,450 | 112K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 3,267 | 67K | +2,459 | +304.3% | 3Q | SEC ↗ |
| 23 | Physician Wealth Advisors, Inc. | 2,587 | 53K | +43 | +1.7% | 7Q | SEC ↗ |
| 24 | Sunrise Financial Services, LLC | 1,450 | 30K | — | +0.0% | 3Q | SEC ↗ |
| 25 | JPMORGAN CHASE & CO NEW | 543 | 11K | — | +0.0% | 1Q | SEC ↗ |
| 26 | NEW YORK LIFE INSURANCE CO | 0 | 0K | -1,151,544 | -100.0% | 2Q | SEC ↗ |
| 27 | WELLS FARGO & COMPANY/MN | 0 | 0K | — | — | 2Q | SEC ↗ |
| 28 | UBS Group AG | 0 | 0K | -659 | -100.0% | 1Q | SEC ↗ |
| 29 | FLOW TRADERS U.S. LLC | 0 | 0K | -48,960 | -100.0% | 1Q | SEC ↗ |
| 30 | MORGAN STANLEY | 0 | 0K | -1 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| GUGGENHEIM CAPITAL LLC | 34,676 | 716K |
| Sprinkle Financial Consultants LLC | 14,198 | 293K |
| FF Advisors,LLC | 13,445 | 278K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5,450 | 112K |
| JPMORGAN CHASE & CO | 543 | 11K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NEW YORK LIFE INSURANCE CO | 1,151,544 | 24M |
| FLOW TRADERS U.S. LLC | 48,960 | 1M |
| UBS Group AG | 659 | 14K |
| MORGAN STANLEY | 1 | 0K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| New York Life Investment Management | +2,788,137 | +574.8% | 3,273,186 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +310,451 | +184.9% | 478,377 |
| Cetera Investment Advisers | +30,993 | +24.6% | 156,871 |
| Cambridge Investment Research Advis | +25,397 | +43.3% | 84,021 |
| Brio Consultants, LLC | +12,782 | +20.5% | 75,044 |
| Weil Company, Inc. | +4,920 | +1.1% | 435,765 |
| SeaCrest Wealth Management, LLC | +4,618 | +44.8% | 14,928 |
| OSAIC HOLDINGS, INC. | +3,813 | +21.7% | 21,357 |
| Rockefeller Capital Management L.P. | +2,459 | +304.3% | 3,267 |
| Avantax Planning Partners, Inc. | +2,016 | +7.4% | 29,361 |
| Physician Wealth Advisors, Inc. | +43 | +1.7% | 2,587 |
| INTERNATIONAL ASSETS INVESTMENT MAN | +39 | +0.2% | 24,504 |
| Ameritas Investment Partners, Inc. | +9 | +0.1% | 7,559 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Entruity Wealth, LLC | -80,960 | -71.1% | 32,853 |
| Octavia Wealth Advisors, LLC | -30,156 | -23.3% | 99,360 |
| JANE STREET GROUP, LLC | -28,715 | -63.5% | 16,499 |
| OLD MISSION CAPITAL LLC | -14,145 | -45.5% | 16,953 |