Nylim Mackay Core Plus BondCPLBETF
13F holders, Q2 2025 (June 30)12holders +2
3new positions
0sold out
1famous investor
$21.32avg. 13F price*
At the end of Q2 2025, 12 institutions reported holding Nylim Mackay Core Plus Bond (CPLB) in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 0 sold out. The largest holders were New York Life Investment Management LLC ($277.3M), Envestnet Asset Management Inc. ($5.9M) and First Affirmative Financial Network ($2.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nylim Mackay Core Plus Bond
- Filed as
- NEW YORK LIFE INVTS ACTIVE E (Q2 2025)
- CUSIP
- 45409F785
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.3M |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 481,205 shares bought and 71,935 shares sold, net +409,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| New York Life Investment Management LLC | 2.60% | Add +1.2% | 13,007,832 | $277.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +291.3% | 277,396 | $5.9M |
| First Affirmative Financial Network | 1.07% | New | 97,428 | $2.1M |
| Keudell/Morrison Wealth Management | 0.14% | Add +4.5% | 29,864 | $637K |
| Prosperity Financial Group, Inc. | 0.27% | Add +82.0% | 29,337 | $625K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -37.3% | 22,158 | $472K |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.0% | 20,010 | $427K |
| Jane Street Group, LLC | 0.00% | Reduce -44.8% | 19,267 | $411K |
| Citadel Advisors | 0.00% | Reduce -21.7% | 15,416 | $329K |
| Osaic Holdings, Inc. | 0.00% | New | 8,960 | $191K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 2,671 | $57K |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $46 |
"% 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.