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 $79.23M 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 $10.88M, representing an estimated loss of -3.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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
$79.23M
Largest Holder
Hennion & Walsh Asset Management, Inc.
Largest Position
$11.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
83
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 0.32% | 728,962 | $11,298,911 | $10,876,113 | -$422,798 | -3.74% | |
| Raymond James Financial Inc | 0.00% | 675,583 | $10,032,411 | $10,079,698 | +$47,287 | +0.47% | |
| Morgan Stanley | 0.00% | 451,865 | $6,710,207 | $6,741,826 | +$31,619 | +0.47% | |
| Robinson Capital Management, Llc | 2.89% | 432,502 | $6,461,580 | $6,452,930 | -$8,650 | -0.13% | |
| Guggenheim Capital Llc | 0.05% | 432,536 | $6,423,160 | $6,453,437 | +$30,277 | +0.47% | |
| Bank Of America Corp | 0.00% | 318,039 | $4,722,878 | $4,745,142 | +$22,264 | +0.47% | |
| Wells Fargo & Company/Mn | 0.00% | 266,726 | $3,960,878 | $3,979,552 | +$18,674 | +0.47% | |
| Royal Bank Of Canada | 0.00% | 148,423 | $2,204,000 | $2,214,471 | +$10,471 | +0.48% | |
| Noble Wealth Management Pbc | 0.88% | 124,708 | $1,932,974 | $1,860,643 | -$72,331 | -3.74% | |
| Kestra Advisory Services, Llc | 0.01% | 112,179 | $1,746,346 | $1,673,711 | -$72,635 | -4.16% | |
| Provise Management Group, Llc | 0.10% | 95,676 | $1,420,789 | $1,427,486 | +$6,697 | +0.47% | |
| Envestnet Asset Management Inc | 0.00% | 93,997 | $1,395,851 | $1,402,435 | +$6,584 | +0.47% | |
| City Of London Investment Management Co Ltd | 0.08% | 87,267 | $1,352,638 | $1,302,024 | -$50,614 | -3.74% | |
| Intellus Advisors Llc | 0.15% | 73,958 | $1,098,276 | $1,103,453 | +$5,177 | +0.47% | |
| Rivernorth Capital Management, Llc | 0.05% | 68,560 | $1,018,116 | $1,022,915 | +$4,799 | +0.47% | |
| Logan Stone Capital, Llc | 0.27% | 65,102 | $966,765 | $971,322 | +$4,557 | +0.47% | |
| Lpl Financial Llc | 0.00% | 63,198 | $938,488 | $942,914 | +$4,426 | +0.47% | |
| Invesco Ltd. | 0.00% | 62,640 | $930,204 | $934,589 | +$4,385 | +0.47% | |
| Worthington Financial Partners, Llc | 0.67% | 52,059 | $806,913 | $776,720 | -$30,193 | -3.74% | |
| Whipplewood Advisors, Llc | 0.53% | 50,902 | $788,981 | $759,458 | -$29,523 | -3.74% | |
| Mercer Global Advisors Inc | 0.00% | 51,639 | $766,834 | $770,454 | +$3,620 | +0.47% | |
| Ubs Group Ag | 0.00% | 50,454 | $749,242 | $752,774 | +$3,532 | +0.47% | |
| Ackerman Capital Advisors, Llc | 0.14% | 46,364 | $718,642 | $691,751 | -$26,891 | -3.74% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.22% | 44,396 | $659,281 | $662,388 | +$3,107 | +0.47% | |
| Aqr Capital Management Llc | 0.00% | 42,055 | $624,523 | $627,461 | +$2,938 | +0.47% | |
| 1607 Capital Partners, Llc | 0.04% | 39,088 | $580,457 | $583,193 | +$2,736 | +0.47% | |
| Rareview Capital Llc | 0.32% | 38,814 | $574,059 | $579,105 | +$5,046 | +0.88% | |
| Bank Of New York Mellon Corp | 0.00% | 37,249 | $553,148 | $555,755 | +$2,607 | +0.47% | |
| Osaic Holdings, Inc. | 0.00% | 36,906 | $548,053 | $550,638 | +$2,585 | +0.47% | |
| Xml Financial, Llc | 0.04% | 32,505 | $503,828 | $484,975 | -$18,853 | -3.74% | |
| &Partners | 0.00% | 33,043 | $480,592 | $493,002 | +$12,410 | +2.58% | |
| Global Endowment Management, Lp | 0.05% | 30,000 | $446,000 | $447,600 | +$1,600 | +0.36% | |
| Wealthplan Partners, Llc | 0.07% | 24,590 | $381,145 | $366,883 | -$14,262 | -3.74% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 24,720 | $367,097 | $368,822 | +$1,725 | +0.47% | |
| Plancorp, Llc | 0.01% | 23,807 | $363,295 | $355,200 | -$8,095 | -2.23% | |
| Rockefeller Capital Management L.P. | 0.00% | 24,082 | $357,619 | $359,303 | +$1,684 | +0.47% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 23,448 | $348,199 | $349,844 | +$1,645 | +0.47% | |
| Ameriprise Financial Inc | 0.00% | 20,970 | $311,402 | $312,872 | +$1,470 | +0.47% | |
| Mgo One Seven Llc | 0.01% | 19,557 | $303,134 | $291,790 | -$11,344 | -3.74% | |
| Scarborough Advisors, Llc | 0.03% | 19,530 | $299,981 | $291,388 | -$8,593 | -2.86% | |
| Arlington Capital Management, Inc. | 0.18% | 18,694 | $289,757 | $278,914 | -$10,843 | -3.74% | |
| Stifel Financial Corp | 0.00% | 19,430 | $288,536 | $289,896 | +$1,360 | +0.47% | |
| Nomura Holdings Inc | 0.00% | 16,740 | $248,589 | $249,761 | +$1,172 | +0.47% | |
| Equitable Holdings, Inc. | 0.00% | 15,349 | $228,240 | $229,007 | +$767 | +0.34% | |
| Integrated Capital Management, Inc. | 0.15% | 13,937 | $216,016 | $207,940 | -$8,076 | -3.74% | |
| Compass Financial Group, Inc/Sd | 0.03% | 14,014 | $208,108 | $209,089 | +$981 | +0.47% | |
| Cerity Partners Llc | 0.00% | 13,894 | $206,326 | $207,298 | +$972 | +0.47% | |
| Cetera Investment Advisers | 0.00% | 12,963 | $192,506 | $193,408 | +$902 | +0.47% | |
| Newedge Wealth, Llc | 0.00% | 11,520 | $171,072 | $171,878 | +$806 | +0.47% | |
| Wolverine Asset Management Llc | 0.00% | 11,101 | $164,850 | $165,627 | +$777 | +0.47% |
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.