New York Life Investments Active ETF Trust - NYLI MacKay California Muni Intermediate ETF
US ˙ ARCA

SecurityMMCA / New York Life Investments Active ETF Trust - NYLI MacKay California Muni Intermediate ETF
InstitutionWeil Company, Inc.
Latest Disclosed Ownership430,845 shares
Ownership 11.60%
Weil Company, Inc. ownership in MMCA / New York Life Investments Active ETF Trust - NYLI MacKay California Muni Intermediate ETF

2026-04-08 - Weil Company, Inc. has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 430,845 shares of New York Life Investments Active ETF Trust - NYLI MacKay California Muni Intermediate ETF (US:MMCA). This represents 11.6 percent ownership of the company. In their previous filing dated 2026-01-05 , Weil Company, Inc. had reported owning 440,127 shares, indicating a decrease of -2.11 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-04-08 2026-04-08 13G/A 440,127 430,845 -2.11 11.60 -16.92
2026-01-05 2026-01-05 13G/A 450,421 440,127 -2.29 13.96 -14.86
2025-11-12 2025-11-12 13G/A 418,972 450,421 7.51 16.40 -49.07
2025-08-15 2025-08-15 13G 418,972 32.20

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-15 2026-03-31 13F NEW YORK LIFE INVTS ACTIVE E NYLI MACKAY CALI 45409F777 430,845 -9,282 -2.11 9,289 -3.30 2.0857
2026-01-14 2025-12-31 13F NEW YORK LIFE INVTS ACTIVE E NYLI MACKAY CALI 45409F777 440,127 11,659 2.72 9,606 3.09 2.2093
2025-11-07 2025-09-30 13F NEW YORK LIFE INVTS ACTIVE E NYLI MACKAY CALI 45409F777 428,468 11,267 2.70 9,317 4.80 2.2421
2025-08-07 2025-06-30 13F NEW YORK LIFE INVTS ACTIVE E NYLI MACKAY CALI 45409F777 417,201 27,331 7.01 8,891 6.76 2.3445
2025-04-30 2025-03-31 13F NEW YORK LIFE INVTS ACTIVE E NYLI MACKAY CALI 45409F777 389,870 52,636 15.61 8,328 15.59 2.4849
2025-02-05 2024-12-31 13F NEW YORK LIFE INVTS ACTIVE E NYLI MACKAY CALI 45409F777 337,234 43,073 14.64 7,204 12.25 2.4926
2024-11-04 2024-09-30 13F NEW YORK LIFE INVTS ACTIVE E NYLI MACKAY CALI 45409F777 294,161 43,963 17.57 6,419 19.60 2.1040
2024-08-05 2024-06-30 13F INDEXIQ ACTIVE ETF TR IQ MACKAY CA MUN 45409F777 250,198 18,226 7.86 5,367 6.55 1.9583
2024-05-03 2024-03-31 13F INDEXIQ ACTIVE ETF TR IQ MACKAY CA MUN 45409F777 231,972 26,132 12.70 5,036 12.34 1.9980
2024-02-09 2023-12-31 13F INDEXIQ ACTIVE ETF TR IQ MACKAY CA MUN 45409F777 205,840 73,118 55.09 4,483 62.55 1.9690
2023-11-08 2023-09-30 13F INDEXIQ ACTIVE ETF TR IQ MACKAY CA MUN 45409F777 132,722 95,607 257.60 2,759 246.05 1.3710
2023-08-08 2023-06-30 13F INDEXIQ ACTIVE ETF TR IQ MACKAY CA MUN 45409F777 37,115 37,115 797 0.3549
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.