NYM Institutional Ownership & Shareholders

AB NEW YORK INTER MUNI ETF (NYM) is currently held by 36 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.16B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of NYM tracked by InsiderSet, reporting ownership valued at approximately $1.12B 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 $1.10B, representing an estimated loss of -1.32% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed NYM value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Arrow Financial Corp, Tortoise Investment Management, Llc, and several other long-term asset managers with concentrated positions in AB NEW YORK INTER MUNI ETF (NYM).

This page ranks the largest institutional NYM 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

36

Total Reported Value

$1.16B

Largest Holder

Alliancebernstein L.P.

Largest Position

$1.12B

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

45

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Alliancebernstein L.P.0.37%44,725,797$1,115,908,635$1,101,149,122-$14,759,513-1.32%
Arrow Financial Corp0.61%275,928$6,641,587$6,793,347+$151,760+2.29%
Tortoise Investment Management, Llc0.38%201,018$5,051,462$4,949,063-$102,399-2.03%
Chemistry Wealth Management Llc0.69%182,302$4,387,999$4,488,275+$100,276+2.29%
Ep Wealth Advisors, Llc0.01%155,702$3,912,697$3,833,383-$79,314-2.03%
Relyea Zuckerberg Hanson Llc0.27%134,855$3,245,950$3,320,130+$74,180+2.29%
Lpl Financial Llc0.00%127,395$3,201,367$3,136,465-$64,902-2.03%
Cerity Partners Llc0.00%118,834$2,986,220$2,925,693-$60,527-2.03%
Steward Partners Investment Advisory, Llc0.01%75,573$1,899,104$1,860,607-$38,497-2.03%
Bank Of America Corp0.00%48,840$1,227,299$1,202,441-$24,858-2.03%
Royal Bank Of Canada0.00%47,857$1,202,000$1,178,239-$23,761-1.98%
Flynn Zito Capital Management, Llc0.32%47,529$1,194,369$1,170,164-$24,205-2.03%
Wells Fargo & Company/Mn0.00%45,577$1,145,323$1,122,106-$23,217-2.03%
Envestnet Asset Management Inc0.00%45,448$1,142,080$1,118,930-$23,150-2.03%
Jane Street Group, Llc0.00%31,771$798,386$782,202-$16,184-2.03%
Wealth Enhancement Advisory Services, Llc0.00%31,165$748,895$767,282+$18,387+2.46%
Jpmorgan Chase & Co0.00%26,152$657,723$643,862-$13,861-2.11%
Osaic Holdings, Inc.0.00%25,929$651,614$638,372-$13,242-2.03%
Beacon Pointe Advisors, Llc0.00%25,844$649,450$636,279-$13,171-2.03%
Procyon Advisors, Llc0.03%26,960$648,939$663,755+$14,816+2.28%
Keybank National Association/Oh0.00%18,880$474,436$464,826-$9,610-2.03%
Commonwealth Equity Services, Llc0.00%18,389$462,100$452,737-$9,363-2.03%
Wny Asset Management, Llc0.04%18,168$456,563$447,296-$9,267-2.03%
Raymond James Financial Inc0.00%15,978$401,517$393,378-$8,139-2.03%
Cresset Asset Management, Llc0.00%15,152$380,761$373,042-$7,719-2.03%
Tiaa-Cref Individual & Institutional Services, Llc0.00%13,523$339,825$332,936-$6,889-2.03%
Stratos Wealth Partners, Ltd.0.00%12,754$320,500$314,003-$6,497-2.03%
Cardiff Park Advisors, Llc0.02%11,674$293,356$287,414-$5,942-2.03%
Rialto Wealth Management, Llc0.05%9,949$250,013$244,944-$5,069-2.03%
Opal Wealth Advisors, Llc0.05%9,765$235,053$240,414+$5,361+2.28%
Envestnet Portfolio Solutions, Inc.0.00%9,162$230,236$225,568-$4,668-2.03%
Creative Financial Designs Inc0.01%7,482$188,008$184,207-$3,801-2.02%
Morgan Stanley0.00%3,940$99,010$97,003-$2,007-2.03%
Private Trust Co Na0.01%2,702$65,037$66,523+$1,486+2.29%
Fmr Llc0.00%876$22,009$21,567-$442-2.01%
Tower Research Capital Llc (Trc)0.00%180$4,523$4,432-$91-2.02%
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Frequently asked questions about NYM

  • Who are the largest institutional holders of NYM?

    The largest institutional holders of NYM reported in the latest SEC Form 13F filings include Alliancebernstein L.P., Arrow Financial Corp, Tortoise Investment Management, Llc, Chemistry Wealth Management Llc, and Ep Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported NYM position.

  • What is NYM institutional ownership?

    This page tracks NYM positions reported by institutional investment managers through SEC Form 13F. AB NEW YORK INTER MUNI ETF (NYM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own NYM?

    InsiderSet currently tracks 36 institutional managers reporting NYM 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 NYM shareholders.

  • How much NYM stock do institutions own?

    Institutional investment managers disclosed approximately $1.16B in NYM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was NYM institutional ownership last updated?

    The latest NYM 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 NYM 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 NYM position after the reporting date.

  • Are institutions buying or selling NYM?

    Institutional buying and selling can be analyzed by comparing NYM positions across consecutive 13F reporting periods. InsiderSet's NYM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NYM ownership changes.

  • How has NYM institutional ownership changed over time?

    InsiderSet tracks NYM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.