Nylim Mackay Core Plus BondCPLBETF

13F holders, Q3 2025 (September 30)
13holders +1
3new positions
1sold out
1famous investor
$21.38avg. 13F price*

At the end of Q3 2025, 13 institutions reported holding Nylim Mackay Core Plus Bond (CPLB) in their 13F filings, up 1 from Q2 2025. 3 opened new positions and 1 sold out. The largest holders were New York Life Investment Management LLC ($275.6M), Envestnet Asset Management Inc. ($6.7M) and Fortis Group Advisors, LLC ($1.3M). 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 (Q3 2025)
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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions3$1.7M
Exits1$427K

All 13F filers, Q2 2025 → Q3 2025: 164,951 shares bought and 206,034 shares sold, net −41,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

New York Life Investment Management LLC 2.42% Reduce -0.9% 12,888,590 $275.6M
Envestnet Asset Management Inc. 0.00% Add +13.4% 314,461 $6.7M
Fortis Group Advisors, LLC 0.22% New 60,673 $1.3M
Prosperity Financial Group, Inc. 0.38% Add +63.2% 47,886 $1.0M
Citadel Advisors 0.00% Add +164.4% 40,768 $872K
First Affirmative Financial Network 0.33% Reduce -66.1% 33,053 $707K
Orion Porfolio Solutions, LLC 0.00% Reduce -2.9% 21,523 $460K
Jane Street Group, LLC 0.00% Reduce -8.6% 17,612 $377K
World Investment Advisors 0.01% New 16,788 $359K
Osaic Holdings, Inc. 0.00% Add +34.3% 12,031 $257K
JPMorgan Chase & Co. 0.00% New 3,453 $74K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.3% 2,555 $55K
Morgan Stanley 0.00% Reduce -50.0% 1 $36

"% 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.