9 institutions reported holding $80.4M of NYLI MACKAY MUNI SHRT DURAT (MMSD) in SEC 13F filings for 2026-03-31. Largest institutional holders: NEW YORK LIFE INSURANCE CO ($50.0M), NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($24.9M), Royal Bank of Canada ($2.0M), M Wealth Management, LLC ($1.0M), JANE STREET GROUP, LLC ($1.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NEW YORK LIFE INSURANCE CO | $50.0M | 2.0M | Hold |
| 2 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $24.9M | 995,000 | Hold |
| 3 | Royal Bank of Canada | $2.0M | 77,915 | Added |
| 4 | M Wealth Management, LLC | $1.0M | 40,850 | Trimmed |
| 5 | JANE STREET GROUP, LLC | $1.0M | 40,665 | Trimmed |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $443,867 | 17,538 | Added |
| 7 | Cetera Investment Advisers | $415,942 | 16,467 | New |
| 8 | Octavia Wealth Advisors, LLC | $378,031 | 14,920 | Trimmed |
| 9 | Breakwater Capital Group | $266,938 | 10,568 | New |
Source: SEC Form 13F filings · as of 2026-03-31