Nylim Mackay Core Plus BondCPLBETF

13F holders, Q2 2026 (June 30)
17holders +1
4new positions
2sold out
$20.90avg. 13F price*

At the end of Q2 2026, 17 institutions reported holding Nylim Mackay Core Plus Bond (CPLB) in their 13F filings, up 1 from Q1 2026. 4 opened new positions and 2 sold out. The largest holders were New York Life Investment Management LLC ($277.2M), Morgan Stanley ($17.8M) and Envestnet Asset Management Inc. ($10.3M).

Company
Nylim Mackay Core Plus Bond
Filed as
NEW YORK LIFE INVTS ACTIVE E (Q2 2026)
CUSIP
45409F785
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 5Q1 2024Q2 2024: 10Q2 2024Q3 2024: 9Q3 2024Q4 2024: 8Q4 2024Q1 2025: 10Q1 2025Q2 2025: 12Q2 2025Q3 2025: 13Q3 2025Q4 2025: 12Q4 2025Q1 2026: 16Q1 2026Q2 2026: 17Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions4$5.5M
Exits2$1.1M

All 13F filers, Q1 2026 → Q2 2026: 1,168,565 shares bought and 68,974 shares sold, net +1,099,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 17 holders

New York Life Investment Management LLC 1.94% Add +2.9% 13,263,659 $277.2M
Morgan Stanley 0.00% Add +78.0% 851,142 $17.8M
Envestnet Asset Management Inc. 0.00% Add +14.7% 490,739 $10.3M
Cambridge Investment Research Advisors, Inc. 0.01% New 205,809 $4.3M
Fortis Group Advisors, LLC 0.29% Add +30.0% 85,904 $1.8M
Prosperity Financial Group, Inc. 0.36% Add +4.7% 55,616 $1.2M
&partners 0.00% New 55,091 $1.2M
Cetera Investment Advisers 0.00% Add +346.2% 42,827 $895K
Keudell/Morrison Wealth Management 0.13% Add +7.8% 31,674 $662K
Jane Street Group, LLC 0.00% Add +99.3% 29,633 $619K
Stratos Wealth Partners, LTD. 0.01% Add +45.2% 25,200 $527K
Orion Porfolio Solutions, LLC 0.00% Reduce -17.9% 15,014 $314K
Susquehanna International Group, LLP 0.00% Reduce -47.9% 14,560 $304K
Osaic Holdings, Inc. 0.00% Add +307.9% 14,406 $302K
Royal Bank of Canada 0.00% New 1,761 $37K
UBS Group AG 0.00% Add +788.0% 222 $5K
Silver Grove Financial Group, Inc. 0.00% New 181 $4K

"% of holder's portfolio" is CPLB's weight in each manager's 13F, not the share of Nylim Mackay Core Plus Bond the manager owns.