NYLIM MACKAY MUNI SHORT DURA (MMSD) Institutional Shareholders

NYLIM MACKAY MUNI SHORT DURA (MMSD) 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 $69.81M in MMSD holdings during the latest filing period.

New York Life Investment Management Llc is currently the largest disclosed institutional shareholder of MMSD tracked by InsiderSet, reporting ownership valued at approximately $50.10M 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 $49.04M, representing an estimated loss of -2.13% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed MMSD value among the investors covered in this analysis. Major shareholders include New York Life Investment Management Llc, Cetera Investment Advisers, Invenio Wealth Partners Llc, and several other long-term asset managers with concentrated positions in NYLIM MACKAY MUNI SHORT DURA (MMSD).

This page ranks the largest institutional MMSD 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

9

Total Reported Value

$69.81M

Largest Holder

New York Life Investment Management Llc

Largest Position

$50.10M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

12

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
New York Life Investment Management Llc0.35%1,977,705$50,103,178$49,037,195-$1,065,983-2.13%
Cetera Investment Advisers0.01%460,006$11,653,792$11,405,849-$247,943-2.13%
Invenio Wealth Partners Llc1.99%219,844$5,569,528$5,451,032-$118,496-2.13%
M Wealth Management, Llc0.96%48,503$1,228,775$1,202,632-$26,143-2.13%
Wealth Enhancement Advisory Services, Llc0.00%21,405$542,615$530,737-$11,878-2.19%
Royal Bank Of Canada0.00%10,282$260,000$254,942-$5,058-1.95%
Jane Street Group, Llc0.00%8,876$224,865$220,080-$4,785-2.13%
Jpmorgan Chase & Co0.00%8,162$207,560$202,377-$5,183-2.50%
Ubs Group Ag0.00%690$17,480$17,109-$371-2.12%
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Frequently asked questions about MMSD

  • Who owns the most MMSD stock?

    The largest holders of MMSD 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 NYLIM MACKAY MUNI SHORT DURA (MMSD).

  • Is MMSD widely held by superinvestors?

    Many widely followed stocks like MMSD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MMSD 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.