MMIT institutional holders

NYLI MACKAY · 13F, 2026Q2

Managers holding171
Shares held52,162,533
Reported value$1.3bn
Quarter flows29 new, 82 added, 43 trimmed, 18 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/6,604,939$160.8m0.0%
MORGAN STANLEY3,835,250$93.4m0.0%
JONES FINANCIAL COMPANIES LLLP3,330,101$81.3m0.0%
Meeder Advisory Services, Inc.3,050,260$74.3m2.7%
Schneider Downs Wealth Management Advisors, LP2,659,925$64.8m6.1%
RAYMOND JAMES FINANCIAL INC2,408,373$58.6m0.0%
Cetera Investment Advisers2,278,943$55.5m0.1%
UBS Group AG2,173,373$52.9m0.0%
IAG Wealth Partners, LLC1,967,096$47.9m4.8%
LPL Financial LLC1,838,466$44.8m0.0%
Midwest Trust Co1,393,510$33.9m0.4%
Mariner, LLC1,191,262$29.0m0.0%
ENVESTNET ASSET MANAGEMENT INC983,337$23.9m0.0%
ROYAL BANK OF CANADA729,308$17.8m0.0%
Lebenthal Global Advisors, LLC663,814$16.2m2.2%
FLPUTNAM INVESTMENT MANAGEMENT CO652,258$15.9m0.2%
Pallas Capital Advisors LLC617,698$15.0m0.5%
Orion Porfolio Solutions, LLC596,221$14.5m0.1%
Waverly Advisors, LLC573,580$14.0m0.1%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC520,097$12.7m1.7%
CONDOR CAPITAL MANAGEMENT514,726$12.5m0.9%
GREAT VALLEY ADVISOR GROUP, INC.507,293$12.4m0.2%
CFO4Life Group, LLC505,504$12.3m1.7%
INVENIO WEALTH PARTNERS LLC461,315$11.2m4.0%
MassMutual Private Wealth & Trust, FSB459,502$11.2m0.3%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MMIT"). MMIT price history · All 13F data

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