NYLI MACKAY DT MUNI OPPO FND (MMD) Institutional Shareholders

NYLI MACKAY DT MUNI OPPO FND (MMD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $87.33M in MMD holdings during the latest filing period.

Hennion & Walsh Asset Management, Inc. is currently the largest disclosed institutional shareholder of MMD tracked by InsiderSet, reporting ownership valued at approximately $11.30M 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 $10.38M, representing an estimated loss of -8.13% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed MMD value among the investors covered in this analysis. Major shareholders include Hennion & Walsh Asset Management, Inc., Raymond James Financial Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in NYLI MACKAY DT MUNI OPPO FND (MMD).

This page ranks the largest institutional MMD 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

68

Total Reported Value

$87.33M

Largest Holder

Hennion & Walsh Asset Management, Inc.

Largest Position

$11.30M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

87

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Hennion & Walsh Asset Management, Inc.0.32%728,962$11,298,911$10,380,419-$918,492-8.13%
Raymond James Financial Inc0.00%676,967$10,493,002$9,640,010-$852,992-8.13%
Morgan Stanley0.00%483,912$7,500,643$6,890,907-$609,736-8.13%
Robinson Capital Management, Llc3.14%458,692$7,109,726$6,531,774-$577,952-8.13%
Guggenheim Capital Llc0.04%413,332$6,406,646$5,885,848-$520,798-8.13%
Bank Of America Corp0.00%321,161$4,978,002$4,573,333-$404,669-8.13%
Wells Fargo & Company/Mn0.00%281,468$4,362,748$4,008,104-$354,644-8.13%
Noble Wealth Management Pbc0.88%124,708$1,932,974$1,775,842-$157,132-8.13%
Kestra Advisory Services, Llc0.01%112,179$1,746,346$1,597,429-$148,917-8.53%
Royal Bank Of Canada0.00%106,326$1,648,000$1,514,082-$133,918-8.13%
Newedge Advisors, Llc0.00%103,674$1,606,949$1,476,318-$130,631-8.13%
Rivernorth Capital Management, Llc0.07%99,375$1,540,313$1,415,100-$125,213-8.13%
Invesco Ltd.0.00%93,876$1,455,078$1,336,794-$118,284-8.13%
Provise Management Group, Llc0.10%95,676$1,420,789$1,362,426-$58,363-4.11%
Envestnet Asset Management Inc0.00%91,377$1,416,351$1,301,208-$115,143-8.13%
City Of London Investment Management Co Ltd0.08%87,267$1,352,638$1,242,682-$109,956-8.13%
Lpl Financial Llc0.00%83,453$1,293,516$1,188,371-$105,145-8.13%
Park Avenue Securities Llc0.01%79,707$1,235,000$1,135,028-$99,972-8.09%
Intellus Advisors Llc0.13%69,702$1,080,381$992,556-$87,825-8.13%
Rockefeller Capital Management L.P.0.00%64,045$992,706$912,001-$80,705-8.13%
Thomas J. Herzfeld Advisors, Inc.0.29%60,688$940,664$864,197-$76,467-8.13%
Mercer Global Advisors Inc0.00%52,291$810,508$744,624-$65,884-8.13%
Worthington Financial Partners, Llc0.67%52,059$806,913$741,320-$65,593-8.13%
Whipplewood Advisors, Llc0.53%50,902$788,981$724,844-$64,137-8.13%
1607 Capital Partners, Llc0.07%50,886$788,733$724,617-$64,116-8.13%
Bank Of New York Mellon Corp0.00%49,818$772,186$709,408-$62,778-8.13%
Ackerman Capital Advisors, Llc0.14%46,364$718,642$660,223-$58,419-8.13%
Cohen & Steers, Inc.0.00%45,000$698,000$640,800-$57,200-8.19%
Aqr Capital Management Llc0.00%42,619$660,600$606,895-$53,705-8.13%
Ubs Group Ag0.00%42,448$657,944$604,460-$53,484-8.13%
Osaic Holdings, Inc.0.00%37,633$583,315$535,894-$47,421-8.13%
Rareview Capital Llc0.32%38,814$574,059$552,711-$21,348-3.72%
Steward Partners Investment Advisory, Llc0.00%35,240$546,224$501,818-$44,406-8.13%
Xml Financial, Llc0.04%32,505$503,828$462,871-$40,957-8.13%
Ameriprise Financial Inc0.00%32,127$497,974$457,488-$40,486-8.13%
&Partners0.00%29,666$459,827$422,444-$37,383-8.13%
Global Endowment Management, Lp0.04%26,413$409,000$376,121-$32,879-8.04%
Wealthplan Partners, Llc0.07%24,590$381,145$350,162-$30,983-8.13%
Advisors Asset Management, Inc.0.01%17,469$380,475$248,759-$131,716-34.62%
Plancorp, Llc0.01%23,807$363,295$339,012-$24,283-6.68%
Centaurus Financial, Inc.0.01%22,786$353,000$324,473-$28,527-8.08%
Mgo One Seven Llc0.01%19,557$303,134$278,492-$24,642-8.13%
Scarborough Advisors, Llc0.03%19,530$299,981$278,107-$21,874-7.29%
Arlington Capital Management, Inc.0.18%18,694$289,757$266,203-$23,554-8.13%
Clear Street Group Inc.0.00%16,134$250,077$229,748-$20,329-8.13%
Stifel Financial Corp0.00%14,658$227,200$208,730-$18,470-8.13%
Cetera Investment Advisers0.00%14,231$220,575$202,649-$17,926-8.13%
Compass Financial Group, Inc/Sd0.02%14,014$217,217$199,559-$17,658-8.13%
Integrated Capital Management, Inc.0.15%13,937$216,016$198,463-$17,553-8.13%
Cerity Partners Llc0.00%13,894$215,357$197,851-$17,506-8.13%
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Frequently asked questions about MMD

  • Who owns the most MMD stock?

    The largest holders of MMD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NYLI MACKAY DT MUNI OPPO FND (MMD).

  • Is MMD widely held by superinvestors?

    Many widely followed stocks like MMD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MMD is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.