$MMD

$14.02 -$0.06 (0.43%) Close

$MMD Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 18.8M shares outstanding

Who owns MMD?

By type of holder

Institutions 31.0% Insiders 0.0% Everyone else 69.0%

Concentration Top 10 holders own 19.7%

Hennion & Walsh Asset Management, Inc. 3.9% · Raymond James Financial Inc 3.6%

Institutional ownership

31.0%

+1.6 pts vs last qtr

Institutional holders

0 vs last qtr

Net shares bought

+300.9K

by institutions in Q2 2026

New / sold out

5 / 5

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Kestra Advisory Services, LLC +96.8K
Advisors Asset Management, Inc. NEW +78.1K

Biggest sellers in Q2 2026

Logan Stone Capital, LLC SOLD OUT −65.1K
Royal Bank Of Canada −42.1K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Nylim Mackay Definedterm Muni Opportunities Fund in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Nylim Mackay Definedterm Muni Opportunities Fund.

How patient are the owners?

Institutional shares by how long they've been held

5+ years34% 3–5 years3% 1–3 years38% Under 1 year25%

Quarterly turnover

7.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting MMD on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
HW Hennion & Walsh Asset Management, Inc.	729.0K	3.88%	−7.1K (−1.0%)	2024	0.3%
Shares held by quarter Peak holding739.5K (Q4'25) Change over 8 quarters+729.0K Share of the company3.880% Hennion & Walsh Asset Management, Inc.'s full portfolio →
RJ Raymond James Financial Inc	677.0K	3.60%	+1.4K (+0.2%)	2024	0.0%
Shares held by quarter Peak holding677.0K (Q2'26) Change over 8 quarters+677.0K Share of the company3.600% Raymond James Financial Inc's full portfolio →

Hennion & Walsh Asset Management, Inc.

729.0K

% of company

3.88%

Change vs last qtr

−7.1K (−1.0%)

Held since

2024

Raymond James Financial Inc

677.0K

% of company

3.60%

Change vs last qtr

+1.4K (+0.2%)

Held since

2024

28 more super investors behind a free account

See every manager holding Nylim Mackay Definedterm Muni Opportunities Fund, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting MMD on Form N-PORT; together they hold 3.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
RT Robinson Tax Advantaged Income Fund Investment Managers Series Trust	$7.11M	458.7K	2.44%	3.19%	June 30, 2026
IT The Intermediate Term Municipal Bond Portfolio HC Capital Trust	$1.3M	87.3K	0.46%	0.23%	March 31, 2026

Robinson Tax Advantaged Income Fund

Investment Managers Series Trust

Position value

$7.11M

% of company

2.44%

% of the fund

3.19%

As of

June 30, 2026

The Intermediate Term Municipal Bond Portfolio

HC Capital Trust

Position value

$1.3M

% of company

0.46%

% of the fund

0.23%

As of

March 31, 2026

3 more funds behind a free account

See every fund holding Nylim Mackay Definedterm Muni Opportunities Fund and how much of the fund the position is.

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