Vault-13

NEW YORK LIFE INVTS ACTIVE E MMSD

NYLI MACKAY MUNI · ETP · CUSIP 64953X100

9 institutional holders +2 vs Q1 2026
4,733,1784.7m shares reported held*
$119.9mreported value*
5 new 3 added 1 reduced 3 sold out net bought ≈ $66.3m (+2.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $25.33.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q2 25: 3Q3 25: 4Q4 25: 5Q1 26: 7Q2 26: 99Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 20253
Q3 20254
Q4 20255
Q1 20267
Q2 20269

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 25: 2 bought or addedQ3 25: 1 cut or sold outQ3 25Q4 25: 5 bought or addedQ4 25: 0 cut or sold outQ4 25Q1 26: 4 bought or addedQ1 26: 2 cut or sold outQ1 26Q2 26: 8 bought or addedQ2 26: 4 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202521
Q4 202550
Q1 202642
Q2 202684

Biggest buyers

New York Life Investment Management LLC New +3,955,410+4.0m
Cetera Investment Advisers Added +443,539+443.5k
INVENIO WEALTH PARTNERS LLC New +219,844+219.8k
JANE STREET GROUP, LLC New +8,876+8.9k
JPMORGAN CHASE & CO New +8,162+8.2k
M Wealth Management, LLC Added +7,653+7.7k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +3,867+3.9k
UBS Group AG New +690+690

Biggest sellers

NEW YORK LIFE INSURANCE CO Sold out -1,977,705-2.0m
ROYAL BANK OF CANADA Reduced -29,379-29.4k
Octavia Wealth Advisors, LLC Sold out -14,920-14.9k
Breakwater Capital Group Sold out -10,568-10.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 New York Life Investment Management LLC 0.70% of their portfolio New York, NY 3,955,4104.0m $100.2m $100.2m 0.70% New
2 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 460,006460.0k $11.7m $11.7m 0.01% Added +443.5k +443,539
3 INVENIO WEALTH PARTNERS LLC 1.99% of their portfolio CORAL GABLES, FL 219,844219.8k $5.6m $5.6m 1.99% New
4 M Wealth Management, LLC 0.96% of their portfolio San Diego, CA 48,50348.5k $1.2m $1.2m 0.96% Added +7.7k +7,653
5 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 21,40521.4k $542.6k $542.6k 0.00% Added +3.9k +3,867
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,28210.3k $260.0k $260.0k 0.00% Reduced -29.4k -29,379
7 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 8,8768.9k $224.9k $224.9k 0.00% New
8 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8,1628.2k $207.6k $207.6k 0.00% New
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 690690 $17.5k $17.5k 0.00% New