Who owns MMSD?
NYLI MacKay Muni Short Duration ETF · New York Life
9 institutions reported holding MMSD, worth $119.9M, in Form 13F filings for June 30, 2026.
Top 9 institutional holders of MMSD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| New York Life Investment Management LLC | New York, NY | $100.2M | 3,955,410 | New position |
| Cetera Investment Advisers | Schaumburg, IL | $11.7M | 460,006 | +443,539 shares |
| Invenio Wealth Partners LLC | Coral Gables, FL | $5.6M | 219,844 | New position |
| M Wealth Management, LLC | San Diego, CA | $1.2M | 48,503 | +7,653 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $543K | 21,405 | +3,867 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $260K | 10,282 | −29,379 shares |
| Jane Street Group, LLC | New York, NY | $225K | 8,876 | New position |
| JPMorgan Chase & Co | New York, NY | $208K | 8,162 | New position |
| UBS Group AG | Zurich, Switzerland | $17K | 690 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MMSD?
9 institutional managers reported holding MMSD in Form 13F filings for June 30, 2026, worth $119.9M in total. The largest reported position was held by New York Life Investment Management LLC, at $100.2M.
Did institutions buy or sell MMSD last quarter?
Reported 13F value rose 124.2% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MMSD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.