Who Owns NYLI MacKay DefinedTerm Muni Opportunities Fund (MMD)?Hedge Fund & Institutional Holders

$15.16-0.08 (-0.52%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.0996000600000054e+258T

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$14.02$14.75$15.47$16.20$16.93Sep 24Jun 25Mar 26

MMD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Hennion & Walsh Asset Management, Inc.New Position+739K+$11.0B
ROBINSON CAPITAL MANAGEMENT, LLCNew Position+380K+$5.6B
BANK OF AMERICA CORP /DE/Increased+31K+$4.0B
Logan Stone Capital, LLCNew Position+97K+$1.4B
WOLVERINE ASSET MANAGEMENT LLCNew Position+88K+$1.3B
Whipplewood Advisors, LLCNew Position+50K+$740.0M
RIVERNORTH CAPITAL MANAGEMENT, LLCNew Position+40K+$598.0M
Invesco Ltd.New Position+37K+$550.0M
1607 Capital Partners, LLCNew Position+35K+$521.0M
Scarborough Advisors, LLCNew Position+20K+$290.0M
Compass Financial Group, INC/SDNew Position+14K+$208.0M
CoreCap Advisors, LLCNew Position+4K+$58.0M
Main Street Financial Solutions, LLCIncreased+3K+$48.9M
ProVise Management Group, LLCIncreased+3K+$19.8M
Arlington Capital Management, Inc.Increased+1K+$15.6M

MMD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-70K-$1.9B
NewEdge Advisors, LLCDecreased-15K-$1.7B
STIFEL FINANCIAL CORPDecreased-25K-$679.3M
Steward Partners Investment Advisory, LLCDecreased-2K-$488.7M
AMERIPRISE FINANCIAL INCDecreased-4K-$433.6M
Equitable Holdings, Inc.Decreased-1K-$401.9M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-22K-$395.1M
OSAIC HOLDINGS, INC.Decreased-1K-$231.7M
Arax Advisory PartnersDecreased-238-$229.4M
NewEdge Wealth, LLCDecreased-2K-$202.3M
ELEVATION POINT WEALTH PARTNERS, LLCClosed Position-12K-$184.4M
AlphaCore Capital LLCClosed Position-11K-$167.1M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.Decreased-6K-$101.8M
UBS Group AGDecreased-5K-$94.8M
Cyndeo Wealth Partners, LLCDecreased-3K-$41.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Hennion & Walsh Asset Management, Inc.739,494$11.0B0.38%Share
2GUGGENHEIM CAPITAL LLC449,644$6.0B42.96%Share
3ROBINSON CAPITAL MANAGEMENT, LLC379,555$5.6B2.31%Share
4RAYMOND JAMES FINANCIAL INC279,418$4.0B1.24%Share
5BANK OF AMERICA CORP /DE/308,190$4.0B0.29%Share
6RAYMOND JAMES FINANCIAL INC322,514$4.0B1.24%Share
7WELLS FARGO & COMPANY/MN220,131$3.0B0.55%Share
8ROYAL BANK OF CANADA152,597$2.0B0.33%Share
9Logan Stone Capital, LLC97,306$1.4B0.36%Share
10Thomas J. Herzfeld Advisors, Inc.97,226$1.4B0.49%Share
11ProVise Management Group, LLC91,346$1.4B0.10%Share
12WOLVERINE ASSET MANAGEMENT LLC88,173$1.3B10.33%Share
13CITY OF LONDON INVESTMENT MANAGEMENT CO LTD87,267$1.3B0.10%Share
14Intellus Advisors LLC83,330$1.2B0.16%Share
15UBS Group AG64,736$962.0M0.16%Share
16Whipplewood Advisors, LLC49,772$740.0M0.48%Share
17RIVERNORTH CAPITAL MANAGEMENT, LLC40,239$598.0M0.03%Share
18Invesco Ltd.37,015$550.0M0.08%Share
191607 Capital Partners, LLC35,062$521.0M0.04%Share
20Scarborough Advisors, LLC19,530$290.0M0.05%Share
21Arlington Capital Management, Inc.17,359$258.0M0.16%Share
22INTEGRATED CAPITAL MANAGEMENT, INC.17,213$255.0M0.17%Share
23Compass Financial Group, INC/SD14,014$208.0M0.03%Share
24Main Street Financial Solutions, LLC13,603$202.0M0.02%Share
25Cyndeo Wealth Partners, LLC10,655$158.0M0.01%Share
26LANDSCAPE CAPITAL MANAGEMENT, L.L.C.8,632$128.0M0.01%Share
27LANDSCAPE CAPITAL MANAGEMENT, L.L.C.4,812$71.0M0.00%Share
28CoreCap Advisors, LLC3,910$58.0M0.00%Share
29LANDSCAPE CAPITAL MANAGEMENT, L.L.C.3,158$46.0M0.00%Share
30COMERICA BANK2,531$37.0M0.15%Share
31COMERICA BANK1,116$16.0M0.06%Share
32KELLEHER FINANCIAL ADVISORS920$13.0M0.00%Share
33Kilter Group LLC796$12.0M0.01%Share
34Smallwood Wealth Investment Management, LLC745$11.0M0.01%Share
35UBS Group AG538$8.0M0.00%Share
36Farther Finance Advisors, LLC500$7.0M0.07%Share
37MORGAN STANLEY467,317$6.0M0.00%Share
38NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4,411$2.5M0.00%Share
39PARK AVENUE SECURITIES LLC80,710$1.2M0.01%Share
40Noble Wealth Management PBC78,125$1.2M0.63%Share
41ENVESTNET ASSET MANAGEMENT INC91,789$1.0M0.00%Share
42NewEdge Advisors, LLC95,939$1.0M0.00%Share
43Pathstone Holdings, LLC69,233$1.0M0.00%Share
44Ackerman Capital Advisors, LLC66,595$990K0.20%Share
45COHEN & STEERS, INC.45,000$669K0.00%Share
46Global Endowment Management, LP30,000$446K0.06%Share
47ROVIN CAPITAL /UT/ /ADV28,801$428K0.11%Share
48WealthPLAN Partners, LLC26,420$392K0.06%Share
49BRANDYWINE OAK PRIVATE WEALTH LLC20,000$297K0.02%Share
50U.S. Capital Wealth Advisors, LLC19,026$282K0.01%Share

MMD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202575$52.9B+30
Q3 202545$38.2B-8
Q2 202553$45.3B-13
Q1 202566$58.8B+11
Q4 202455$38.1B+2
Q3 202453$16.1T+0
Q2 202453$9.3T-2
Q1 202455$190.4T—

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As of Q4 2025, 50 institutional investors hold MMD (NYLI MacKay DefinedTerm Muni Opportunities Fund). The largest holder is Hennion & Walsh Asset Management, Inc. with $11.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own MMD?

As of Q4 2025, 50 institutional investors report holding MMD (NYLI MacKay DefinedTerm Muni Opportunities Fund) in their 13F filings.

Who is the largest institutional holder of MMD?

The largest institutional holder of MMD is Hennion & Walsh Asset Management, Inc. with $11.0B in shares.

Is institutional ownership of MMD increasing or decreasing?

This quarter, 11 institutions opened new positions in MMD and 2 closed their positions.