ETF Holders

Who owns MMSD?

Bond

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.

13F holders
9
Institutional value
$119.9M
Change from prior quarter
+124.2%
+$66.4M, with price moves
New and sold-out firms
5 / 3
3 added, 1 trimmed

Top 9 institutional holders of MMSD

FirmLocationValueSharesChange
New York Life Investment Management LLCNew York, NY$100.2M3,955,410New position
Cetera Investment AdvisersSchaumburg, IL$11.7M460,006+443,539 shares
Invenio Wealth Partners LLCCoral Gables, FL$5.6M219,844New position
M Wealth Management, LLCSan Diego, CA$1.2M48,503+7,653 shares
Wealth Enhancement Advisory Services, LLCPlymouth, MN$543K21,405+3,867 shares
Royal Bank of CanadaToronto, Ontario, Canada$260K10,282−29,379 shares
Jane Street Group, LLCNew York, NY$225K8,876New position
JPMorgan Chase & CoNew York, NY$208K8,162New position
UBS Group AGZurich, Switzerland$17K690New 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.