MacKay Municipal Intermediate is an exchange-traded fund on ARCA. As of Q3 2025, 117 institutional investors hold shares in this ETF, with total holdings valued at $967.7M. Orgel Wealth Management, LLC is the largest holder with a position valued at $148.3M.
Overview of institutional ownership in MMIT as of Q3 2025
Institutions with the largest positions in MMIT as of Q3 2025
| Institution | Position Value |
|---|---|
Orgel Wealth Management, LLC RIA/Wealth | $148.3M 3.56% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $121.8M 0.01% of portfolio |
MORGAN STANLEY RIA/Wealth | $63.2M 0.00% of portfolio |
$54.5M 6.49% of portfolio | |
Meeder Advisory Services, Inc. Long Only Manager | $50.1M 2.33% of portfolio |
Cetera Investment Advisers RIA/Wealth | $44.6M 0.05% of portfolio |
L LPL Financial LLC Institution | $43.2M 0.01% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $40.8M 0.01% of portfolio |
IAG Wealth Partners, LLC RIA/Wealth | $40.7M 4.88% of portfolio |
UBS Group AG Institution | $38.5M 0.01% of portfolio |
Institutional buying and selling activity for MMIT in Q3 2025
| Institution | Net Bought |
|---|---|
Mariner Wealth Advisors, LLC RIA/Wealth | +$27.1M +1.1M shares |
IAG Wealth Partners, LLC RIA/Wealth | +$16.4M +674.2K shares |
BANK OF AMERICA CORP /DE/ Institution | +$11.4M +469.4K shares |
L LPL Financial LLC Institution | +$10.6M +434.4K shares |
+$9.8M +403.9K shares | |
Summit Financial, LLC RIA/Wealth | +$8.7M +356.5K shares |
Hudock Moyer Wealth Resources, LLC RIA/Wealth | +$8.0M +328.3K shares |
Orgel Wealth Management, LLC RIA/Wealth | +$4.7M +193.7K shares |
UBS Group AG Institution | +$4.3M +178.3K shares |
Meeder Advisory Services, Inc. Long Only Manager | +$3.7M +153.5K shares |
| Institution | Net Sold |
|---|---|
−$27.5M −1.1M shares | |
TruWealth Advisors, LLC RIA/Wealth | −$4.6M −191.1K shares |
J JANE STREET GROUP, LLC Institution | −$2.4M −100.0K shares |
GOLDMAN SACHS GROUP INC Institution | −$1.9M −80.6K shares |
JPMORGAN CHASE & CO Institution | −$1.2M −48.3K shares |
O OLD MISSION CAPITAL LLC Institution | −$783.8K −32.9K shares |
−$716.1K −29.5K shares | |
Western Wealth Management, LLC RIA/Wealth | −$659.0K −27.6K shares |
Buckingham Strategic Partners RIA/Wealth | −$380.3K −15.7K shares |
B Brady Martz Wealth Solutions, LLC RIA/Wealth | −$380.3K −15.7K shares |
Institutions that initiated new positions or completely exited MMIT in Q3 2025
| Institution | Position Value |
|---|---|
Summit Financial, LLC RIA/Wealth | $8.7M 356.5K shares |
Hudock Moyer Wealth Resources, LLC RIA/Wealth | $8.0M 328.3K shares |
B Bernardo Wealth Planning LLC RIA/Wealth | $3.5M 143.2K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $2.7M 111.0K shares |
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution | $2.1M 86.2K shares |
Landmark Wealth Management, LLC RIA/Wealth | $1.5M 61.2K shares |
Lebenthal Global Advisors, LLC RIA/Wealth | $1.0M 42.8K shares |
BCS Wealth Management RIA/Wealth | $543.5K 22.4K shares |
RFG - Bristol Wealth Advisors, LLC RIA/Wealth | $421.3K 17.3K shares |
B Brio Consultants, LLC RIA/Wealth | $303.7K 12.5K shares |
| Institution | Previous Position |
|---|---|
GOLDMAN SACHS GROUP INC Institution | $1.9M 80.6K shares |
O OLD MISSION CAPITAL LLC Institution | $783.8K 32.9K shares |
Western Wealth Management, LLC RIA/Wealth | $659.0K 27.6K shares |
Clear Creek Financial Management, LLC RIA/Wealth | $345.1K 14.5K shares |
N New Hampshire Trust Institution | $226.4K 9.5K shares |
Kestra Advisory Services, LLC RIA/Wealth | $215.1K 9.0K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | $33.2K 1.4K shares |
Hanson McClain, Inc. RIA/Wealth | $9.3K 390.0 shares |
A Atlantic Trust Group, LLC Institution | $17.0 1.0 shares |
F FLOW TRADERS U.S. LLC Institution | - 28.1K shares |
Institutions with the largest Call and Put options positions in MMIT as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with MMIT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
6.49% $54.5M | |
IAG Wealth Partners, LLC RIA/Wealth | 4.88% $40.7M |
Orgel Wealth Management, LLC RIA/Wealth | 3.56% $148.3M |
I INVENIO WEALTH PARTNERS LLC RIA/Wealth | 3.38% $9.2M |
GGM Financials LLC RIA/Wealth | 2.40% $4.8M |
Meeder Advisory Services, Inc. Long Only Manager | 2.33% $50.1M |
1.84% $10.5M | |
CFO4Life Group, LLC RIA/Wealth | 1.67% $11.5M |
1.66% $3.2M | |
Hudock Moyer Wealth Resources, LLC RIA/Wealth | 1.21% $8.0M |
Discover hedge funds investing in MMIT

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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