Public ownership evidence

NYLIM MacKay Muni Insured ETF (MMIN) Ownership Disclosures

Read MMIN insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

NYLIM MacKay Muni Insured ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Vertex Planning Partners, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
128,723
Value (USD)
$3,116,384
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001942341-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MMIN fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MMIN fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Vertex Planning Partners, LLC2026-06-302026-08-15128,723$3,116,384None
OSAIC HOLDINGS, INC.2026-06-302026-08-1566,687$1,614,492None
OSAIC HOLDINGS, INC.2026-06-302026-08-15151,283$3,663,039None
JANE STREET GROUP, LLC2026-06-302026-08-1594,801$2,295,132None
OLD MISSION CAPITAL LLC2026-06-302026-08-1512,941$313,301None
Gotham Asset Management, LLC2026-06-302026-08-15314,160$7,605,814None
ROYAL BANK OF CANADA2026-06-302026-08-15120,912$2,927,000None
CITADEL ADVISORS LLC2026-06-302026-08-1522,464$543,853None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15216,521$5,241,963None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15104,942$2,540,653None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1532,368$783,624None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,038,003$25,130,053None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,747,185$42,299,359None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15106,164$2,570,231None
Sanctuary Advisors, LLC2026-06-302026-08-1460,302$1,459,915None
Rockefeller Capital Management L.P.2026-06-302026-08-1415,948$386,106None
Rockefeller Capital Management L.P.2026-06-302026-08-1429,579$716,108None
Rockefeller Capital Management L.P.2026-06-302026-08-14110,726$2,680,676None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1417,725$429,122None
UBS Group AG2026-06-302026-08-14580,702$14,058,795None
Mariner, LLC2026-06-302026-08-1441,712$1,009,847None
Snowden Capital Advisors LLC2026-06-302026-08-1412,645$306,128None
Fiduciary Trust Co2026-06-302026-08-1482,199$1,990,038None
MORGAN STANLEY2026-06-302026-08-143,757,482$90,968,652None
MORGAN STANLEY2026-06-302026-08-142,914$70,572None
CFO4Life Group, LLC2026-06-302026-08-1334,014$823,471None
Integrated Wealth Concepts LLC2026-06-302026-08-132,388$57,821None
Cetera Investment Advisers2026-06-302026-08-1351,169$1,238,801None
Summit Financial, LLC2026-06-302026-08-139,528$231,417None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-131,298$31,425None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-135,728$138,675None
JPMORGAN CHASE & CO2026-06-302026-08-134,202$101,941None
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC2026-06-302026-08-12694,627$16,816,909None
Millstone Evans Group, LLC2026-06-302026-08-125,673$137,343None
SHP Wealth Management2026-06-302026-08-1221,003$508,483None
Stratos Wealth Partners, LTD.2026-06-302026-08-1213,600$329,256None
Tower Research Capital LLC (TRC)2026-06-302026-08-1220,458$495,288None
Nuveen, LLC2026-06-302026-08-1237,360$904,486None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12764$18,505None
MRP Capital Investments, LLC2026-06-302026-08-111,900$45,999None
Landmark Wealth Management, LLC2026-06-302026-08-1129,376$711,196None
NewEdge Wealth, LLC2026-06-302026-08-1122,218$537,900None
Pallas Capital Advisors LLC2026-06-302026-08-08374,536$9,067,507None
LPL Financial LLC2026-06-302026-08-08525,286$12,717,164None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0831,938$773,224None
Bank of New York Mellon Corp2026-06-302026-08-072$41None
Bank of New York Mellon Corp2026-06-302026-08-0714,118$341,797None
Americana Partners, LLC2026-06-302026-08-068,540$206,753None
Schneider Downs Wealth Management Advisors, LP2026-06-302026-08-06113,938$2,758,439None
Paulson Wealth Management Inc.2026-06-302026-08-0522,886$554,070None

90-day public filing window, up to 50 source positions.

Vertex Planning Partners, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗OLD MISSION CAPITAL LLC ↗Gotham Asset Management, LLC ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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