Public ownership evidence

NYLIM MacKay Muni Intermediate ETF (MMIT) Ownership Disclosures

Read MMIT 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 Intermediate ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Dakota Wealth Management
Report period
2025-12-31
Available
2026-08-27
Reported shares
35,540
Value (USD)
$864,689
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 0001951757-26-001604
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 MMIT fundamentals

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

Read MMIT 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.

Scroll sideways to compare all columns. Select a heading to sort.

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.

Scroll sideways to compare all columns. Select a heading to sort.

Dakota Wealth Management2025-12-312026-08-2735,540$864,689None
Dakota Wealth Management2026-03-312026-08-2745,254$1,090,848None
Corient Private Wealth LP2026-06-302026-08-1832,482$790,937None
Wiser Advisor Group LLC2026-06-302026-08-185,097$124,106None
Vertex Planning Partners, LLC2026-06-302026-08-1511,685$284,530None
WCG Wealth Advisors LLC2026-06-302026-08-1513,767$335,223None
Prestige Wealth Management Group LLC2026-06-302026-08-15247,572$6,046,006None
IFG Advisory, LLC2026-06-302026-08-154,347$105,843None
OSAIC HOLDINGS, INC.2026-06-302026-08-15123,321$3,002,866None
OSAIC HOLDINGS, INC.2026-06-302026-08-15310,647$7,564,340None
Orion Porfolio Solutions, LLC2026-06-302026-08-15596,221$14,517,981None
OLD MISSION CAPITAL LLC2026-06-302026-08-1527,442$668,212None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,378$57,904None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15161$3,920None
RIVERNORTH CAPITAL MANAGEMENT, LLC2026-06-302026-08-1552,832$1,286,459None
Waverly Advisors, LLC2026-06-302026-08-15573,580$13,966,683None
Thrivent Financial for Lutherans2026-06-302026-08-1515,746$383,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-153,330,101$81,287,754None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1520,371$496,032None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1510,425$253,856None
ROYAL BANK OF CANADA2026-06-302026-08-154,073$99,000None
ROYAL BANK OF CANADA2026-06-302026-08-15723,050$17,606,000None
ROYAL BANK OF CANADA2026-06-302026-08-152,185$53,000None
CITADEL ADVISORS LLC2026-06-302026-08-1518,476$449,891None
IHT Wealth Management, LLC2026-06-302026-08-15124,732$3,037,233None
Coppell Advisory Solutions LLC2026-06-302026-08-154,710$754,992None
NATIXIS ADVISORS, LLC2026-06-302026-08-1528,296$689,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-158,255$201,010None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,875,232$45,661,891None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15524,886$12,780,973None
WELLS FARGO & COMPANY/MN2026-06-302026-08-154,559$111,012None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,285,769$31,308,475None
BANK OF AMERICA CORP /DE/2026-06-302026-08-154,024,252$97,990,533None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,294,918$31,531,253None
Trajan Wealth LLC2026-06-302026-08-1411,921$290,276None
Visionary Wealth Advisors2026-06-302026-08-1412,444$303,022None
Sanctuary Advisors, LLC2026-06-302026-08-14206,229$5,021,664None
Quantinno Capital Management LP2026-06-302026-08-1414,296$348,108None
Rockefeller Capital Management L.P.2026-06-302026-08-14118,130$2,876,486None
Rockefeller Capital Management L.P.2026-06-302026-08-1430,884$752,025None
Rockefeller Capital Management L.P.2026-06-302026-08-142,799$68,156None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1419,339$470,905None
UBS Group AG2026-06-302026-08-142,173,373$52,921,633None
Mariner, LLC2026-06-302026-08-141,191,262$29,007,219None
Creative Planning2026-06-302026-08-1472,243$1,759,117None
Elequin Capital, LP2026-06-302026-08-14154,863$3,770,914None
Snowden Capital Advisors LLC2026-06-302026-08-1480,737$1,965,945None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-1425$609None
Fiduciary Trust Co2026-06-302026-08-1417,000$413,950None
United Community Bank2026-06-302026-08-145,520$134,412None

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

Dakota Wealth Management ↗Dakota Wealth Management ↗Corient Private Wealth LP ↗Wiser Advisor Group LLC ↗Vertex Planning Partners, LLC ↗WCG Wealth Advisors LLC ↗Prestige Wealth Management Group LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

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.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.