MMCA Institutional Ownership & Shareholders
NYLIM MACKAY CALIFORNIA MUNI (MMCA) is currently held by 24 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $57.16M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
New York Life Investment Management Llc is currently the largest disclosed institutional shareholder of MMCA tracked by InsiderSet, reporting ownership valued at approximately $35.66M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $34.58M, representing an estimated loss of -3.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed MMCA value among the investors covered in this analysis. Major shareholders include New York Life Investment Management Llc, Weil Company, Inc., Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in NYLIM MACKAY CALIFORNIA MUNI (MMCA).
This page ranks the largest institutional MMCA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
24
Total Reported Value
$57.16M
Largest Holder
New York Life Investment Management Llc
Largest Position
$35.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| New York Life Investment Management Llc | 0.25% | 1,636,593 | $35,659,725 | $34,575,482 | -$1,084,243 | -3.04% | |
| Weil Company, Inc. | 1.52% | 430,821 | $8,821,069 | $9,101,740 | +$280,671 | +3.18% | |
| Cetera Investment Advisers | 0.00% | 156,871 | $3,418,063 | $3,314,135 | -$103,928 | -3.04% | |
| Octavia Wealth Advisors, Llc | 0.19% | 99,360 | $2,170,566 | $2,099,129 | -$71,437 | -3.29% | |
| Brio Consultants, Llc | 0.19% | 75,044 | $1,635,134 | $1,585,417 | -$49,717 | -3.04% | |
| Guggenheim Capital Llc | 0.00% | 34,676 | $755,590 | $732,583 | -$23,007 | -3.04% | |
| Entruity Wealth, Llc | 0.46% | 32,853 | $715,834 | $694,069 | -$21,765 | -3.04% | |
| Avantax Planning Partners, Inc. | 0.02% | 29,361 | $639,747 | $620,295 | -$19,452 | -3.04% | |
| International Assets Investment Management, Llc | 0.03% | 24,543 | $506,317 | $518,508 | +$12,191 | +2.41% | |
| Osaic Holdings, Inc. | 0.00% | 21,357 | $465,367 | $451,199 | -$14,168 | -3.04% | |
| Old Mission Capital Llc | 0.01% | 16,953 | $369,388 | $358,158 | -$11,230 | -3.04% | |
| Jane Street Group, Llc | 0.00% | 16,499 | $359,497 | $348,566 | -$10,931 | -3.04% | |
| Seacrest Wealth Management, Llc | 0.04% | 16,922 | $346,484 | $357,503 | +$11,019 | +3.18% | |
| Sprinkle Financial Consultants Llc | 0.11% | 14,315 | $293,107 | $302,426 | +$9,319 | +3.18% | |
| Ff Advisors,Llc | 0.09% | 11,907 | $243,793 | $251,553 | +$7,760 | +3.18% | |
| Wealth Alliance, Llc | 0.02% | 10,650 | $232,053 | $224,997 | -$7,056 | -3.04% | |
| Ameritas Investment Partners, Inc. | 0.00% | 7,559 | $164,695 | $159,695 | -$5,000 | -3.04% | |
| Physician Wealth Advisors, Inc. | 0.02% | 6,462 | $132,310 | $136,519 | +$4,209 | +3.18% | |
| Creative Financial Designs Inc | 0.01% | 5,450 | $118,750 | $115,139 | -$3,611 | -3.04% | |
| Rockefeller Capital Management L.P. | 0.00% | 3,267 | $71,185 | $69,020 | -$2,165 | -3.04% | |
| Sunrise Financial Services, Llc | 0.02% | 1,450 | $29,689 | $30,633 | +$944 | +3.18% | |
| Jpmorgan Chase & Co | 0.00% | 543 | $11,854 | $11,472 | -$382 | -3.23% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 80,721 | $1,653 | $1,705,352 | +$1,703,699 | +103067.10% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $9 | — | — | — |
Frequently asked questions about MMCA
Who are the largest institutional holders of MMCA?
The largest institutional holders of MMCA reported in the latest SEC Form 13F filings include New York Life Investment Management Llc, Weil Company, Inc., Cetera Investment Advisers, Octavia Wealth Advisors, Llc, and Brio Consultants, Llc. InsiderSet ranks institutional holders by their latest reported MMCA position.
What is MMCA institutional ownership?
This page tracks MMCA positions reported by institutional investment managers through SEC Form 13F. NYLIM MACKAY CALIFORNIA MUNI (MMCA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MMCA?
InsiderSet currently tracks 24 institutional managers reporting MMCA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MMCA shareholders.
How much MMCA stock do institutions own?
Institutional investment managers disclosed approximately $57.16M in MMCA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MMCA institutional ownership last updated?
The latest MMCA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MMCA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MMCA position after the reporting date.
Are institutions buying or selling MMCA?
Institutional buying and selling can be analyzed by comparing MMCA positions across consecutive 13F reporting periods. InsiderSet's MMCA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MMCA ownership changes.
How has MMCA institutional ownership changed over time?
InsiderSet tracks MMCA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.