Nylim Mackay Core Plus BondCPLBETF
13F holders, Q1 2026 (March 31)16holders +4
5new positions
2sold out
1famous investor
$20.98avg. 13F price*
At the end of Q1 2026, 16 institutions reported holding Nylim Mackay Core Plus Bond (CPLB) in their 13F filings, up 4 from Q4 2025. 5 opened new positions and 2 sold out. The largest holders were New York Life Investment Management LLC ($270.3M), Morgan Stanley ($10.0M) and Envestnet Asset Management Inc. ($9.0M). 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 (Q1 2026)
- CUSIP
- 45409F785
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.7M |
| Exits | 2 | $409K |
All 13F filers, Q4 2025 → Q1 2026: 684,140 shares bought and 170,903 shares sold, net +513,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| New York Life Investment Management LLC | 2.29% | Add +0.7% | 12,885,219 | $270.3M |
| Morgan Stanley | 0.00% | Add +1786.8% | 478,090 | $10.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.7% | 428,023 | $9.0M |
| Fortis Group Advisors, LLC | 0.23% | Reduce -15.7% | 66,069 | $1.4M |
| Prosperity Financial Group, Inc. | 0.41% | Add +19.7% | 53,130 | $1.1M |
| Citadel Advisors | 0.00% | New | 37,421 | $785K |
| First Affirmative Financial Network | 0.28% | — | 34,853 | $731K |
| Keudell/Morrison Wealth Management | 0.13% | Add +17.0% | 29,395 | $617K |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.2% | 27,928 | $586K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -16.5% | 18,288 | $384K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 17,350 | $364K |
| Goldman Sachs Group Inc. | 0.00% | New | 14,911 | $313K |
| Jane Street Group, LLC | 0.00% | Reduce -58.5% | 14,868 | $312K |
| Cetera Investment Advisers | 0.00% | New | 9,598 | $201K |
| Osaic Holdings, Inc. | 0.00% | Reduce -70.6% | 3,532 | $74K |
| UBS Group AG | 0.00% | New | 25 | $525 |
"% 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.